Chiron Capital Management, LLC Top Holdings and 13F Report (2025) About Chiron Capital Management, LLCInvestment ActivityChiron Capital Management, LLC has $97.55 million in total holdings as of June 30, 2025.Chiron Capital Management, LLC owns shares of 117 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 22.58% of the portfolio was purchased this quarter.About 46.86% of the portfolio was sold this quarter.This quarter, Chiron Capital Management, LLC has purchased 122 new stocks and bought additional shares in 36 stocks.Chiron Capital Management, LLC sold shares of 47 stocks and completely divested from 34 stocks this quarter.Largest Holdings Bristol Myers Squibb $11,601,612NVIDIA $4,445,630Microsoft $4,081,494Adobe $3,072,531Apple $2,661,006 Largest New Holdings this Quarter 803054204 - SAP $1,542,431 Holding049468101 - Atlassian $757,643 Holding494368103 - KIMBERLY-CLARK CORP $753,720 Holding81762P102 - ServiceNow $706,235 Holding526057104 - Lennar $686,991 Holding Largest Purchases this Quarter Microsoft 8,151 shares (about $3.02M)SAP 9,009 shares (about $1.54M)Salesforce 6,477 shares (about $1.21M)Atlassian 11,101 shares (about $757.64K)KIMBERLY-CLARK CORP 7,813 shares (about $753.72K) Largest Sales this Quarter SPDR S&P Biotech ETF 69,137 shares (about $8.83M)Bristol Myers Squibb 92,085 shares (about $5.58M)Merck & Co., Inc. 20,189 shares (about $2.43M)SLB 39,204 shares (about $2.01M)United Parcel Service 19,103 shares (about $1.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChiron Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBMYBristol Myers Squibb$11,601,612$5,584,953 ▼-32.5%191,28811.9%MedicalNVDANVIDIA$4,445,630$621,562 ▲16.3%25,4914.6%Computer and TechnologyMSFTMicrosoft$4,081,494$3,017,255 ▲283.5%11,0264.2%Computer and TechnologyADBEAdobe$3,072,531$728,025 ▲31.1%12,6403.1%Computer and TechnologyAAPLApple$2,661,006$51,520 ▲2.0%10,4852.7%Computer and TechnologyAFLAflac$2,551,6840.0%23,2582.6%FinanceCCICrown Castle$2,412,793$593,238 ▲32.6%29,6742.5%FinanceEPDEnterprise Products Partners$2,069,036$484,348 ▼-19.0%54,6792.1%EnergyNKENIKE$2,011,808$83,244 ▼-4.0%38,0882.1%Consumer DiscretionaryFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,935,399$270,936 ▼-12.3%67,4122.0%ManufacturingFIRST TR EXCH TRADED FD III$1,789,122$172,233 ▼-8.8%82,4481.8%FT VEST SMIDPFEPfizer$1,660,258$380,709 ▼-18.7%59,1261.7%MedicalVZVerizon Communications$1,564,040$354,916 ▲29.4%31,1561.6%Computer and TechnologyMETAMeta Platforms$1,556,766$186,514 ▲13.6%2,7211.6%Computer and TechnologyAMZNAmazon.com$1,554,111$544,210 ▼-25.9%7,4621.6%Retail/WholesaleUNHUnitedHealth Group$1,549,398$431,320 ▲38.6%5,7261.6%MedicalSAPSAP$1,542,431$1,542,431 ▲New Holding9,0091.6%Computer and TechnologyCRMSalesforce$1,466,853$1,209,062 ▲469.0%7,8581.5%Computer and TechnologyGOOGLAlphabet$1,264,976$507,256 ▼-28.6%4,3991.3%Computer and TechnologyRJFRaymond James Financial$1,223,4760.0%8,4501.3%FinanceTSLATesla$1,178,448$131,228 ▲12.5%3,1701.2%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,112,355$416,828 ▼-27.3%5,4681.1%Computer and TechnologyGILDGilead Sciences$1,103,287$152,615 ▼-12.2%7,9161.1%MedicalKHCKraft Heinz$1,061,888$49,545 ▲4.9%47,2161.1%Consumer StaplesMRKMerck & Co., Inc.$1,027,156$2,428,534 ▼-70.3%8,5391.1%MedicalHUMHumana$1,006,009$34,678 ▲3.6%5,8021.0%MedicalSHWSherwin-Williams$966,525$1,923 ▲0.2%3,0151.0%Basic MaterialsDHRDanaher$948,379$132,530 ▲16.2%5,0021.0%MedicalVOOVanguard S&P 500 ETF$925,461$53,174 ▲6.1%1,5490.9%ETFPYPLPayPal$923,597$587,990 ▲175.2%20,4200.9%Business ServicesCMCSAComcast$896,240$482,759 ▼-35.0%31,2170.9%Consumer DiscretionaryDEODiageo$878,957$372,176 ▼-29.7%11,8060.9%Consumer StaplesUPSUnited Parcel Service$858,661$1,879,354 ▼-68.6%8,7280.9%TransportationDVNDevon Energy$858,157$767,933 ▼-47.2%17,0540.9%EnergyTMOThermo Fisher Scientific$835,601$49,153 ▼-5.6%1,7000.9%MedicalPEPPepsiCo$828,162$750,828 ▼-47.6%5,3330.8%Consumer StaplesXOMExxonMobil$814,971$549,478 ▼-40.3%4,8040.8%EnergyETEnergy Transfer$764,473$119,776 ▼-13.5%39,6100.8%EnergyTEAMAtlassian$757,643$757,643 ▲New Holding11,1010.8%Computer and TechnologyKIMBERLY-CLARK CORP$753,720$753,720 ▲New Holding7,8130.8%COMNOWServiceNow$706,235$706,235 ▲New Holding6,7550.7%Computer and TechnologyLENLennar$686,991$686,991 ▲New Holding7,9110.7%ConstructionGISGeneral Mills$674,464$283,133 ▲72.4%18,1210.7%Consumer StaplesFTSMFirst Trust Enhanced Short Maturity ETF$664,855$130,915 ▼-16.5%11,1220.7%ManufacturingPALANTIR TECHNOLOGIES INC$612,621$440,010 ▲254.9%4,1880.6%CL ATDOCTeladoc Health$599,337$173,076 ▲40.6%109,9700.6%MedicalEXRExtra Space Storage$590,216$52,452 ▲9.8%4,5010.6%FinanceMDLZMondelez International$588,389$138,278 ▼-19.0%10,2080.6%Consumer StaplesHDHome Depot$558,873$115,459 ▼-17.1%1,6990.6%Retail/WholesaleMCKMcKesson$552,9650.0%6390.6%MedicalCATCaterpillar$544,806$75,805 ▼-12.2%7690.6%IndustrialsSTZConstellation Brands$525,150$540,000 ▼-50.7%3,5010.5%Consumer StaplesCAGConagra Brands$512,488$72,328 ▲16.4%32,6010.5%Consumer StaplesFISERV INC$496,732$373,916 ▲304.5%8,9020.5%COMADPAutomatic Data Processing$467,720$467,720 ▲New Holding2,3020.5%Computer and TechnologyAVGOBroadcom$442,599$70,259 ▲18.9%1,4300.5%Computer and TechnologyELVElevance Health$439,711$175,650 ▼-28.5%1,5020.5%MedicalFFord Motor$436,247$402,562 ▼-48.0%37,8030.4%Auto/Tires/TrucksBPBP$427,465$326,227 ▼-43.3%9,0950.4%EnergyMPMP Materials$424,785$424,785 ▲New Holding8,8020.4%Basic MaterialsNVONovo Nordisk A/S$416,819$283,490 ▲212.6%11,3420.4%MedicalSNYSanofi$414,444$414,444 ▲New Holding8,6020.4%MedicalNFLXNetflix$412,580$395,754 ▲2,352.0%4,2910.4%Consumer DiscretionaryMDTMedtronic$411,241$446,161 ▼-52.0%4,7460.4%MedicalDUKDuke Energy$389,698$6,809 ▲1.8%2,9760.4%UtilitiesZTSZoetis$378,390$378,390 ▲New Holding3,2010.4%MedicalBRK.BBerkshire Hathaway$377,130$479 ▲0.1%7870.4%FinanceRACEFerrari$372,972$169,902 ▲83.7%1,1020.4%Auto/Tires/TrucksPANWPalo Alto Networks$370,660$370,660 ▲New Holding2,3120.4%Computer and TechnologyPSXPhillips 66$365,271$18,218 ▼-4.8%2,0050.4%EnergyBDXBecton, Dickinson and Company$362,415$1,257,839 ▼-77.6%2,3050.4%MedicalTAT&T$358,943$83,344 ▲30.2%12,3820.4%Computer and TechnologyORCLOracle$355,271$95,916 ▼-21.3%2,4150.4%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$348,321$17,433 ▲5.3%6,9930.4%ManufacturingCHTRCharter Communications$346,703$64,764 ▲23.0%1,6060.4%Consumer DiscretionaryINTUIntuit$345,904$345,904 ▲New Holding8000.4%Computer and TechnologyHUBSHubSpot$341,740$341,740 ▲New Holding1,4000.4%Computer and TechnologyJPMJPMorgan Chase & Co.$326,223$85,012 ▼-20.7%1,1090.3%FinanceORealty Income$319,543$506,203 ▼-61.3%5,2230.3%FinanceWALMART INC$311,321$52,073 ▼-14.3%2,5050.3%COMTHE CAMPBELLS COMPANY$309,575$162,571 ▲110.6%13,9010.3%COMUCONFirst Trust TCW Unconstrained Plus Bond ETF$301,253$19,816 ▼-6.2%12,1620.3%ETFTMUST-Mobile US$299,503$299,503 ▲New Holding1,4260.3%Computer and TechnologyCMGChipotle Mexican Grill$299,390$299,390 ▲New Holding9,3530.3%Retail/WholesaleTGTTarget$292,334$630,482 ▼-68.3%2,4120.3%Retail/WholesaleKOCocaCola$290,703$42,887 ▼-12.9%3,8230.3%Consumer StaplesCOSTCostco Wholesale$288,965$84,697 ▼-22.7%2900.3%Retail/WholesaleWDAYWorkday$285,824$285,824 ▲New Holding2,2000.3%Computer and TechnologyDISWalt Disney$280,562$105,922 ▲60.7%2,9110.3%Consumer DiscretionaryBABoeing$276,055$19,505 ▼-6.6%1,3870.3%AerospaceSBACSBA Communications$275,376$51,633 ▲23.1%1,6000.3%FinanceIQVIQVIA$272,864$119,378 ▼-30.4%1,6000.3%MedicalOTISOtis Worldwide$269,780$269,780 ▲New Holding3,5000.3%IndustrialsSWKSSkyworks Solutions$269,142$101,745 ▲60.8%5,0260.3%Computer and TechnologyPGProcter & Gamble$268,658$36,399 ▼-11.9%1,8600.3%Consumer StaplesRTXRTX$260,415$1,157 ▼-0.4%1,3500.3%AerospaceQNITY ELECTRONICS INC$253,836$253,836 ▲New Holding2,2000.3%COMMON STOCKCLXClorox$248,816$248,816 ▲New Holding2,4010.3%Consumer StaplesXBISPDR S&P Biotech ETF$248,690$8,830,858 ▼-97.3%1,9470.3%ETFPINSPinterest$236,586$236,586 ▲New Holding12,9000.2%Computer and TechnologyShowing largest 100 holdings. 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