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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 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,202.0 $493K 0.44% NEW $223.95 +26.3%
62 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,654.0 $488K 0.44% NEW $33.29 +34.3%
63 MP MP MATERIALS CORP Basic Materials 8,702.0 $487K 0.44% NEW $56.01 +7.4%
64 MDLZ MONDELEZ INTL INC Consumer Defensive 8,406.0 $486K 0.44% NEW $57.84 +8.9%
65 MCK MCKESSON CORP Healthcare 636.0 $481K 0.43% NEW $755.60 +19.8%
66 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,401.0 $473K 0.42% NEW $139.09 -2.9%
67 ARM ARM HOLDINGS PLC Technology 1,300.0 $461K 0.41% NEW $354.57 -31.9%
68 F FORD MTR CO Consumer Cyclical 33,084.0 $460K 0.41% NEW $13.90 +0.4%
69 CPB THE CAMPBELLS COMPANY Consumer Defensive 19,201.0 $428K 0.38% NEW $22.27 +5.4%
70 NTSK NETSKOPE INC Technology 38,903.0 $426K 0.38% NEW $10.94 +23.4%
71 ZTS ZOETIS INC Healthcare 5,901.0 $424K 0.38% NEW $71.86 +7.6%
72 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,800.0 $421K 0.38% NEW $38.96 +7.8%
73 BAC BANK OF AMER CORP Financial Services 7,352.0 $419K 0.38% NEW $56.98 +9.6%
74 FIS FIDELITY NATL INFORMATION SV Technology 10,001.0 $389K 0.35% NEW $38.88 +4.1%
75 BERKSHIRE HATHAWAY INC DEL 734.0 $367K 0.33% NEW $500.39
76 JPM JPMORGAN CHASE & CO Financial Services 1,109.0 $363K 0.33% NEW $327.33 +9.0%
77 AMAT APPLIED MATLS INC Technology 500.0 $362K 0.32% NEW $723.00 -33.6%
78 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 902.0 $349K 0.31% NEW $386.73 +3.1%
79 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,406.0 $342K 0.31% NEW $142.21 +9.1%
80 O REALTY INCOME CORP Real Estate 5,491.0 $340K 0.30% NEW $61.96 +1.4%
Page 4 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%