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Portfolio (Quarterly) Guide ↗

CHIRON CAPITAL MANAGEMENT, LLC

· CIK 0001830922
13F Portfolio $111M AUM 136 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 136 New
Page 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRM SALESFORCE INC Technology 8,491.0 $1.3M 1.19% NEW $156.66 +31.3%
22 RJF RAYMOND JAMES FINL INC Financial Services 8,450.0 $1.3M 1.15% NEW $152.03 +14.9%
23 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,313.0 $1.2M 1.11% NEW $109.77 +1.1%
24 KHC KRAFT HEINZ CO Consumer Defensive 50,213.0 $1.2M 1.06% NEW $23.62 +7.2%
25 TSLA TESLA INC Consumer Cyclical 2,730.0 $1.1M 1.03% NEW $420.60 -16.7%
26 LMBS FIRST TR EXCHANGE-TRADED FD 22,476.0 $1.1M 1.00% NEW $49.78 -0.4%
27 FTSM FIRST TR EXCHANGE-TRADED FD 18,634.0 $1.1M 1.00% NEW $59.73 +0.3%
28 FIXD FIRST TR EXCHNG TRADED FD VI 25,317.0 $1.1M 0.99% NEW $43.61 -1.3%
29 UCON FIRST TR EXCHNG TRADED FD VI 43,388.0 $1.1M 0.97% NEW $24.88 -0.8%
30 DHR DANAHER CORP DEL Healthcare 5,601.0 $1.1M 0.96% NEW $190.48 +13.4%
31 FMB FIRST TR EXCH TRADED FD III 20,467.0 $1.1M 0.94% NEW $51.37 -2.2%
32 SHW SHERWIN WILLIAMS CO Basic Materials 3,018.0 $1.0M 0.93% NEW $344.37 +1.8%
33 GILD GILEAD SCIENCES INC Healthcare 8,080.0 $1.0M 0.92% NEW $126.34 +17.8%
34 VOO VANGUARD INDEX FDS 1,449.0 $995K 0.89% NEW $686.71 +2.5%
35 PYPL PAYPAL HLDGS INC Financial Services 23,020.0 $994K 0.89% NEW $43.18 +44.2%
36 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 14,606.0 $935K 0.84% NEW $64.01 +15.5%
37 TDOC TELADOC HEALTH INC Healthcare 109,770.0 $931K 0.83% NEW $8.48 -27.0%
38 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,825.0 $915K 0.82% NEW $501.36 +25.3%
39 TEAM ATLASSIAN CORPORATION Technology 11,401.0 $887K 0.80% NEW $77.79 +114.0%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 20,815.0 $881K 0.79% NEW $42.34 +18.7%
Page 2 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 29.1%
Technology 26.4%
Consumer Defensive 11.0%
Consumer Cyclical 9.7%
Financial Services 7.8%
Communication Services 6.4%
Real Estate 3.3%
Industrials 2.4%
Energy 2.0%
Basic Materials 1.6%