Gilman Hill Asset Management, LLC

RIA/Wealth

Gilman Hill Asset Management, LLC is a RIA/Wealth based in New Canaan, CT led by Jenny Vanleeuwen Harrington, reporting $782.9M in AUM as of Q3 2025 with VZ as the largest holding (2% allocation).

CEOJenny Vanleeuwen Harrington

Portfolio Value: $646.5M
Positions: 231
Top Holding: VZ at 1.84%
Last Reported: Q3 2025

Address220 Elm Street, New Canaan, CT, 06840, United States

Top Holdings

Largest long holdings in Gilman Hill Asset Management, LLC's portfolio (17% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Verizon Communications VZ	Telecommunications Services Communication Services	$11.9M	1.84%	-$394.7K Sold	0.01% 270.9K shares	≤ Q2 2013 Held for 12y 5m+
2 Realty Income O	REIT - Retail Real Estate	$11.6M	1.80%	+$8.3K Bought	0.02% 191.5K shares	Q3 2024 Held for 1y 2m
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$11.3M	1.75%	-$155.4K Sold	0.25% 605.2K shares	≤ Q2 2013 Held for 12y 5m+
4 Stanley Black & Decker SWK	Manufacturing - Tools & Accessories Industrials	$11.2M	1.73%	+$433.3K Bought	0.10% 150.1K shares	Q2 2023 Held for 2y 5m
5 Hercules Capital HTGC	Asset Management Financial Services	$11.0M	1.71%	+$258.5K Bought	0.32% 584.1K shares	≤ Q2 2013 Held for 12y 5m+
6 Sixth Street Specialty Lending TSLX	Asset Management Financial Services	$10.8M	1.68%	+$207.6K Bought	0.50% 474.3K shares	Q4 2024 Held for 11 months
7 Bristol-Myers Squibb BMY	Drug Manufacturers - General Healthcare	$10.8M	1.67%	+$314.8K Bought	0.01% 238.7K shares	≤ Q2 2013 Held for 12y 5m+
8 Kinetik Holdings KNTK	Oil & Gas Midstream Energy	$10.6M	1.64%	+$154.5K Bought	0.40% 247.6K shares	Q2 2024 Held for 1y 5m
9 Pfizer PFE	Drug Manufacturers - General Healthcare	$10.5M	1.62%	+$206.6K Bought	0.01% 410.2K shares	≤ Q2 2013 Held for 12y 5m+
10 Dominion Energy D	Regulated Electric Utilities	$10.3M	1.60%	-$232.9K Sold	0.02% 169.1K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Gilman Hill Asset Management, LLC's latest filing

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Market Value

$646.5M

Prior: $611.8M

Q/Q Change

+5.67%

+$34.7M

Net Flows % of MV

+1.85%

Turnover Ratio

6.77%

New Purchases

8 stocks

$17.6M

Added To

95 stocks

+$26.7M

Sold Out Of

14 stocks

$20.6M

Reduced Holdings

66 stocks

-$11.8M

Increased Positions

Position	Shares Δ	Change
1 MRP Morgan Stanley MRP	New	0 → 235.5K +$7.9M
2 MRP Millrose Properties, Inc. MRP	New	0 → 235.5K +$7.9M
3 Hess Midstream HESM	New	0 → 19.9K +$686.2K
4 Idexx Laboratories IDXX	New	0 → 618.0 +$394.8K
5 VanEck Gold Miners GDX	New	0 → 2.8K +$210.1K

Decreased Positions

Position	Shares Δ	Change
1 Easterly Government Properties DEA	Sold	408.7K → 0 −$9.1M
2 Star Bulk Carriers SBLK	Sold	388.8K → 0 −$6.7M
3 PKX POSCO Holdings Inc. PKX	Sold	20.9K → 0 −$1.0M
4 SPDR Portfolio S&P 600 Small Cap ETF SPSM	Sold	23.7K → 0 −$1.0M
5 Aon plc AON	Sold	1.6K → 0 −$563.0K

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Analytics

Portfolio insights and performance metrics for Gilman Hill Asset Management, LLC

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Sector Allocation

Energy

12.70%

Real Estate

12.50%

Financial Services

9.60%

Technology

8.60%

Industrials

7.60%

Healthcare

7.30%

Consumer Cyclical

7.20%

ETF

6.20%

Utilities

5.00%

Communication Services

4.80%

Consumer Defensive

4.40%

Basic Materials

3.20%

Market Cap Distribution

Mega Cap (> $200B)

13.53%

Large Cap ($10B - $200B)

44.33%

Mid Cap ($2B - $10B)

21.60%

Small Cap ($300M - $2B)

5.97%

N/A (ETF or Unknown)

14.57%

Portfolio Concentration

Top 10 Holdings %

17.02%

Top 20 Holdings %

31.47%

Top 50 Holdings %

63.15%

Top 100 Holdings %

90.34%