Chiron Capital Management, LLC Top Holdings and 13F Report (2025) About Chiron Capital Management, LLCInvestment ActivityChiron Capital Management, LLC has $100.59 million in total holdings as of June 30, 2025.Chiron Capital Management, LLC owns shares of 125 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 9.75% of the portfolio was purchased this quarter.About 26.37% of the portfolio was sold this quarter.This quarter, Chiron Capital Management, LLC has purchased 136 new stocks and bought additional shares in 30 stocks.Chiron Capital Management, LLC sold shares of 70 stocks and completely divested from 21 stocks this quarter.Largest Holdings Bristol Myers Squibb $10,980,205NVIDIA $6,090,646Microsoft $3,570,816Apple $3,396,501Aflac $2,599,829 Largest New Holdings this Quarter 254687106 - Walt Disney $892,594 Holding580135101 - McDonald's $601,137 Holding548661107 - Lowe's Companies $479,154 Holding87975E776 - TEMA ETF TRUST $452,604 Holding698813102 - Papa John's International $439,441 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 6,280 shares (about $947.40K)Walt Disney 8,509 shares (about $892.59K)McDonald's 2,603 shares (about $601.14K)Clorox 6,200 shares (about $502.26K)Home Depot 1,700 shares (about $483.57K) Largest Sales this Quarter Bristol Myers Squibb 31,005 shares (about $1.93M)Microsoft 3,709 shares (about $1.90M)Atlassian 9,200 shares (about $1.65M)Salesforce 5,100 shares (about $1.17M)Adobe 4,600 shares (about $1.10M) 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$10,980,205$1,934,710 ▼-15.0%175,96510.9%HealthcareNVDANVIDIA$6,090,646$523,674 ▼-7.9%26,6696.1%TechnologyMSFTMicrosoft$3,570,816$1,902,349 ▼-34.8%6,9623.6%TechnologyAAPLApple$3,396,501$137,205 ▼-3.9%10,1993.4%TechnologyAFLAflac$2,599,8290.0%23,2582.6%FinanceMETAMeta Platforms$2,180,468$144,301 ▼-6.2%3,0072.2%Communication ServicesADBEAdobe$2,092,277$1,103,724 ▼-34.5%8,7202.1%TechnologyCCICrown Castle$1,963,042$39,990 ▲2.1%29,4532.0%Real EstateEPDEnterprise Products Partners$1,889,425$31,052 ▼-1.6%53,0591.9%EnergyFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,873,323$65,462 ▼-3.4%61,2401.9%ETFAMZNAmazon.com$1,698,954$69,513 ▼-3.9%6,8191.7%Consumer DiscretionaryLENLennar$1,681,570$228,370 ▲15.7%20,6101.7%Consumer DiscretionaryFIRST TR EXCHANGE-TRADED FD$1,660,661$56,875 ▼-3.3%77,0251.7%FT VEST SMIDNKENIKE$1,632,613$72,145 ▼-4.2%46,1191.6%Consumer DiscretionaryDEODiageo$1,515,548$68,480 ▼-4.3%17,7051.5%Consumer StaplesKIMBERLY-CLARK CORP$1,443,231$341,005 ▲30.9%14,8131.4%COMCMCSAComcast$1,269,478$8,160 ▲0.6%58,3401.3%Communication ServicesSAPSAP$1,168,947$729,680 ▼-38.4%5,6071.2%TechnologySPACE EXPLORATION TECHN CORP$1,152,420$947,401 ▲462.1%7,6391.1%CLASS A COM STKFTSMFirst Trust Enhanced Short Maturity ETF$1,075,265$33,622 ▼-3.0%18,0691.1%ETFGILDGilead Sciences$1,070,216$134,150 ▼-11.1%7,1801.1%HealthcareKHCKraft Heinz$1,047,687$93,152 ▼-8.2%46,1131.0%Consumer StaplesLMBSFirst Trust Low Duration Opportunities ETF$1,046,896$42,306 ▼-3.9%21,6031.0%ETFVZVerizon Communications$1,038,726$83,942 ▲8.8%22,6451.0%Communication ServicesRJFRaymond James Financial$1,019,229$316,040 ▼-23.7%6,4501.0%FinanceFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,005,750$39,083 ▼-3.7%24,3701.0%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$997,979$32,269 ▼-3.1%42,0291.0%ETFSHWSherwin-Williams$977,382$1,617 ▲0.2%3,0231.0%MaterialsHDHome Depot$976,815$483,572 ▲98.0%3,4341.0%Consumer DiscretionaryNOWServiceNow$962,728$93,807 ▼-8.9%7,1841.0%TechnologyFMBFirst Trust Managed Municipal ETF$947,915$31,635 ▼-3.2%19,8060.9%ETFPEPPepsiCo$947,866$240,768 ▲34.1%7,4800.9%Consumer StaplesPFEPfizer$945,824$971,092 ▼-50.7%33,1640.9%HealthcareBSXBoston Scientific$899,234$69,840 ▲8.4%20,6010.9%HealthcareDISWalt Disney$892,594$892,594 ▲New Holding8,5090.9%Communication ServicesPYPLPayPal$846,731$362,510 ▼-30.0%16,1190.8%FinanceGEHCGE HealthCare Technologies$843,665$111,129 ▼-11.6%12,9060.8%HealthcareOTISOtis Worldwide$836,289$173,664 ▲26.2%13,0020.8%IndustrialsLULUlululemon athletica$797,127$269,332 ▲51.0%8,2870.8%Consumer DiscretionaryCLXClorox$785,878$502,262 ▲177.1%9,7010.8%Consumer StaplesCRMSalesforce$778,472$1,170,807 ▼-60.1%3,3910.8%TechnologyUNHUnitedHealth Group$778,210$661,111 ▼-45.9%2,1200.8%HealthcareENERGY TRANSFER L P$758,081$8,897 ▼-1.2%38,3450.8%COM UT LTD PTNNVONovo Nordisk A/S$717,674$227,460 ▲46.4%18,9310.7%HealthcareSTZConstellation Brands$701,085$316,568 ▲82.3%6,2010.7%Consumer StaplesFISERV INC$668,754$63,252 ▼-8.6%14,8020.7%COMTSLATesla$608,499$360,132 ▼-37.2%1,7150.6%Consumer DiscretionaryGISGeneral Mills$602,100$90,048 ▼-13.0%18,7220.6%Consumer StaplesAVGOBroadcom$601,940$135,208 ▲29.0%1,7140.6%TechnologyMCDMcDonald's$601,137$601,137 ▲New Holding2,6030.6%Consumer DiscretionaryGOOGLAlphabet$597,874$102,512 ▼-14.6%1,7380.6%Communication ServicesSNYSanofi$569,056$53,599 ▼-8.6%13,8020.6%HealthcareMKCMcCormick & Company, Incorporated$552,485$194,880 ▼-26.1%11,9070.5%Consumer StaplesMPMP Materials$548,659$137,141 ▲33.3%11,6020.5%MaterialsAMDAdvanced Micro Devices$530,386$59,951 ▼-10.2%8670.5%TechnologyTDOCTeladoc Health$525,857$110,809 ▼-17.4%90,6650.5%HealthcarePSXPhillips 66$486,3660.0%1,9050.5%EnergyLOWLowe's Companies$479,154$479,154 ▲New Holding2,6000.5%Consumer DiscretionaryCAGConagra Brands$470,413$146,496 ▼-23.7%35,0010.5%Consumer StaplesUNITED STS NAT GAS FD LP$469,792$334,951 ▲248.4%45,3030.5%UNIT PARZTSZoetis$460,948$48,881 ▲11.9%6,6010.5%HealthcareORCLOracle$454,738$233,136 ▲105.2%3,3120.5%TechnologyTEMA ETF TRUST$452,604$452,604 ▲New Holding18,8900.4%SPACE INNOV ETFISHARES BITCOIN TRUST ETF$450,629$243,091 ▼-35.0%9,5190.4%SHS BEN INTNFLXNetflix$442,529$191,345 ▲76.2%6,3600.4%Communication ServicesPZZAPapa John's International$439,441$439,441 ▲New Holding22,3010.4%Consumer DiscretionaryEXRExtra Space Storage$434,115$118,359 ▼-21.4%3,3010.4%Real EstateDHRDanaher$421,167$819,736 ▼-66.1%1,9010.4%HealthcareORealty Income$417,295$119,134 ▲40.0%7,6850.4%Real EstateCPRTCopart$414,656$106,392 ▲34.5%15,2000.4%IndustrialsTEAMAtlassian$394,617$1,649,467 ▼-80.7%2,2010.4%TechnologyFFord Motor$385,727$13,266 ▼-3.3%31,9840.4%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$381,588$381,588 ▲New Holding2,3450.4%COM SHSBRK.BBerkshire Hathaway$367,833$2,489 ▲0.7%7390.4%FinanceDUKDuke Energy$359,649$60,758 ▲20.3%3,1550.4%UtilitiesMDTMedtronic$355,601$491,853 ▼-58.0%4,1210.4%HealthcareTHE CAMPBELLS COMPANY$352,994$27,762 ▼-7.3%17,8010.4%COMELVElevance Health$350,7160.0%9020.3%HealthcareARM HOLDINGS PLC$347,592$28,966 ▼-7.7%1,2000.3%SPONSORED ADSNETCloudflare$347,2800.0%1,0000.3%TechnologyINTUIntuit$330,852$110,284 ▲50.0%1,2000.3%TechnologyNEENextEra Energy$313,261$313,261 ▲New Holding4,1360.3%UtilitiesMDLZMondelez International$306,793$179,242 ▼-36.9%5,3060.3%Consumer StaplesJPMJPMorgan Chase & Co.$301,055$65,835 ▼-17.9%9100.3%FinanceFISFidelity National Information Services$292,843$36,190 ▼-11.0%8,9010.3%FinanceSWKSSkyworks Solutions$288,580$25,644 ▼-8.2%3,3760.3%TechnologyCMGChipotle Mexican Grill$288,029$9,585 ▼-3.2%9,0150.3%Consumer DiscretionaryHUBSHubSpot$286,972$20,498 ▼-6.7%1,4000.3%TechnologyFLOFlowers Foods$282,906$174,270 ▲160.4%50,9740.3%Consumer StaplesPGProcter & Gamble$279,083$1,598 ▲0.6%1,9210.3%Consumer StaplesKOCocaCola$275,329$30,984 ▼-10.1%3,1990.3%Consumer StaplesDEFINIUM THERAPEUTICS INC$266,4200.0%7,0000.3%COM SHSWALMART INC$265,100$1,143 ▼-0.4%2,5510.3%COMCOSTCostco Wholesale$263,9990.0%2900.3%Consumer StaplesTAPMolson Coors Beverage$258,937$134,939 ▼-34.3%7,1000.3%Consumer StaplesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$255,9960.0%1,7650.3%ETFBABoeing$255,0750.0%1,3710.3%IndustrialsTGTTarget$252,271$109,840 ▼-30.3%1,6100.3%Consumer StaplesOWLBlue Owl Capital$250,911$9,999 ▼-3.8%27,6030.2%FinanceCHTRCharter Communications$244,645$22,180 ▼-8.3%2,2060.2%Communication ServicesShowing largest 100 holdings. 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