Chiron Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Chiron Capital Management, LLC reported 119 stock positions worth $114.9 million. Its top holding was Bristol-Myers Squibb (BMY) at 11.5% of the portfolio, followed by SS SPDR S&P Biotech ETF (XBI, 5.7%) and Adobe (ADBE, 3.2%). Compared with Q1 2025, it opened 11 new positions, sold out of 6, added to 35 and reduced 57. The biggest buy was Adobe (ADBE, shares +416%) and the biggest sale Bristol-Myers Squibb (BMY, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TALLAHASSEE, FL
- CIK
- 0001830922
- Portfolio Value
- $114.9M (Q2 2025)
- SEC Filing
- 0001988408-25-000006 ↗ filed Aug 11, 2025
Holdings Value
Holdings 119 stocks · $114.9M
| BMY Bristol-Myers Squibb Co. | 11.54% | 286,413 | $13.3M | Reduce -4.4% |
| XBI SS SPDR S&P Biotech ETF | 5.72% | 79,338 | $6.6M | Reduce -5.4% |
| ADBE Adobe Inc. | 3.18% | 9,445 | $3.7M | Add +416.1% |
| NKE Nike Inc. Class B | 2.68% | 43,323 | $3.1M | Add +4.3% |
| UPS United Parcel Service Class B | 2.19% | 24,930 | $2.5M | Add +12.9% |
| AFL Aflac Inc. | 2.13% | 23,258 | $2.5M | No change |
| MRK Merck & Co. Inc. | 2.04% | 29,651 | $2.3M | Add +62.6% |
| AAPL Apple Inc. | 1.89% | 10,608 | $2.2M | Reduce -1.2% |
| EPD Enterprise Products Partners | 1.83% | 67,779 | $2.1M | Reduce -0.9% |
| PEP Pepsico Inc. | 1.76% | 15,363 | $2.0M | Add +121.1% |
| NVDA Nvidia Corp. | 1.70% | 12,355 | $2.0M | Reduce -3.9% |
| FTGC First Trust Global Tactical | 1.62% | 75,596 | $1.9M | Reduce -5.6% |
| BDX Becton Dickinson and Co. | 1.60% | 10,704 | $1.8M | Add +662.4% |
| SDVD FT Vest Smid Rising Dividend | 1.59% | 89,255 | $1.8M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.58% | 8,274 | $1.8M | Add +12.8% |
| PFE Pfizer Inc. | 1.54% | 73,072 | $1.8M | Reduce -2.6% |
| DEO Diageo PLC-Sponsored ADR | 1.49% | 17,004 | $1.7M | Reduce -4.5% |
| CCI Crown Castle Inc. | 1.43% | 15,977 | $1.6M | Reduce -38.6% |
| CMCSA Comcast Corp. Class A | 1.33% | 42,796 | $1.5M | Reduce -3.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.29% | 18,417 | $1.5M | Reduce -20.0% |
| MSFT Microsoft Corp. | 1.29% | 2,983 | $1.5M | Reduce -6.9% |
| HUM Humana Inc. | 1.23% | 5,802 | $1.4M | Reduce -3.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.22% | 41,635 | $1.4M | Add +113.1% |
| GOOGL Alphabet Inc. Class A | 1.13% | 7,366 | $1.3M | Add +26.1% |
| RJF Raymond James Financial Inc. | 1.13% | 8,450 | $1.3M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 1.12% | 4,140 | $1.3M | Add +902.4% |
| MDT Medtronic PLC | 1.10% | 14,547 | $1.3M | Add +9.8% |
| CVX Chevron Corp. | 1.10% | 8,849 | $1.3M | New |
| META Meta Platforms Inc. Class A | 1.06% | 1,653 | $1.2M | Add +1.0% |
| KHC The Kraft Heinz Co. | 0.98% | 43,513 | $1.1M | Reduce -1.4% |
| STZ Constellation Brands Inc. Class A | 0.98% | 6,901 | $1.1M | Reduce -9.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.91% | 96,848 | $1.1M | Reduce -8.1% |
| SHW The Sherwin-Williams Co. | 0.90% | 3,007 | $1.0M | Add +0.1% |
| AMD Advanced Micro Devices | 0.89% | 7,219 | $1.0M | Add +96.5% |
| VZ Verizon Communications Inc. | 0.88% | 23,288 | $1.0M | Reduce -38.1% |
| CVS CVS Health Corp. | 0.87% | 14,578 | $1.0M | Reduce -4.9% |
| GILD Gilead Sciences Inc. | 0.87% | 9,015 | $1000K | Reduce -13.5% |
| WBD Warner Bros Discovery Inc. | 0.86% | 86,290 | $989K | Reduce -1.6% |
| ALB Albemarle Corp. | 0.86% | 15,709 | $984K | Add +9.8% |
| TMO Thermo Fisher Scientific Inc. | 0.85% | 2,400 | $973K | New |
| O Realty Income Corp. | 0.83% | 16,549 | $953K | Reduce -2.9% |
| TSLA Tesla Inc. | 0.81% | 2,914 | $926K | Add +5.3% |
| DVN Devon Energy Corp. | 0.79% | 28,514 | $907K | Add +59.2% |
| XOM Exxon Mobil Corp. | 0.78% | 8,263 | $891K | Add +1.4% |
| MCD McDonald's Corp. | 0.77% | 3,026 | $884K | Reduce -16.6% |
| FTSM First Trust Enh Short Mat FD | 0.75% | 14,491 | $868K | Reduce -21.2% |
| ET Energy Transfer LP | 0.73% | 46,036 | $835K | Reduce -1.3% |
| DHR Danaher Corp. | 0.72% | 4,202 | $830K | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 0.72% | 1,459 | $828K | Add +0.8% |
| HD Home Depot Inc. | 0.72% | 2,252 | $826K | No change |
| ORCL Oracle Corp. | 0.71% | 3,727 | $815K | New |
| HSY The Hershey Co. | 0.62% | 4,301 | $714K | Reduce -4.5% |
| SBUX Starbucks Corp. | 0.62% | 7,726 | $708K | Reduce -10.0% |
| TDOC Teladoc Health Inc. | 0.59% | 78,105 | $680K | Add +19.2% |
| IQV Iqvia Holdings Inc. | 0.58% | 4,200 | $662K | New |
| BP BP PLC-Spons ADR | 0.53% | 20,278 | $607K | Add +64.9% |
| AVGO Broadcom Inc. | 0.53% | 2,200 | $606K | Add +5.2% |
| NOC Northrop Grumman Corp. | 0.52% | 1,202 | $601K | Reduce -14.2% |
| DOW Dow Inc. | 0.51% | 22,007 | $583K | Reduce -5.2% |
| PYPL PayPal Holdings Inc. | 0.49% | 7,620 | $566K | Add +2.7% |
| DD Dupont DE Nemours Inc. | 0.49% | 8,202 | $563K | Add +43.8% |
| CAG Conagra Brands Inc. | 0.46% | 25,600 | $524K | Reduce -1.2% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.45% | 7,100 | $522K | Add +10.9% |
| PARAA Paramount Global Class B | 0.44% | 38,949 | $502K | Reduce -2.5% |
| RIO Rio Tinto PLC-Spon ADR | 0.43% | 8,511 | $496K | Add +51.9% |
| MCK McKesson Corp. | 0.41% | 639 | $468K | No change |
| JNJ Johnson & Johnson | 0.39% | 2,970 | $454K | Add +31.4% |
| COST Costco Wholesale Corp. | 0.39% | 458 | $453K | Reduce -1.1% |
| RNG Ringcentral Inc. Class A | 0.39% | 15,700 | $445K | Reduce -12.3% |
| DUK Duke Energy Corp. | 0.38% | 3,718 | $439K | Reduce -6.3% |
| DG Dollar General Corp. | 0.38% | 3,800 | $435K | Reduce -67.0% |
| GIS General Mills Inc. | 0.37% | 8,114 | $420K | Add +20.9% |
| WMT Walmart Inc. | 0.37% | 4,298 | $420K | Reduce -2.3% |
| GPN Global Payments Inc. | 0.36% | 5,200 | $416K | Add +147.6% |
| JPM JPMorgan Chase & Co. | 0.35% | 1,398 | $405K | No change |
| VALE Vale SA-SP ADR | 0.35% | 41,014 | $398K | Add +40.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 786 | $382K | No change |
| CAT Caterpillar Inc. | 0.33% | 977 | $379K | New |
| ARKK ARK Innovation ETF | 0.33% | 5,315 | $374K | Reduce -3.6% |
| LMBS First Trust Low Duration Opp | 0.32% | 7,543 | $372K | No change |
| BA The Boeing Co. | 0.31% | 1,680 | $352K | Add +5.5% |
| MDLZ Mondelez International Inc. Class A | 0.31% | 5,207 | $351K | Reduce -23.5% |
| D Dominion Energy Inc. | 0.30% | 6,198 | $350K | Reduce -8.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 2,824 | $350K | Reduce -60.5% |
| LUV Southwest Airlines Co. | 0.30% | 10,600 | $344K | Reduce -15.9% |
| PG The Procter & Gamble Co. | 0.29% | 2,120 | $338K | Add +2.4% |
| UCON First Trust Smith Unconstrai | 0.28% | 13,162 | $328K | Reduce -23.3% |
| SIGI Selective Insurance Group | 0.28% | 3,727 | $323K | No change |
| ETN Eaton Corp. PLC | 0.28% | 902 | $322K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.28% | 401 | $321K | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.28% | 4,513 | $319K | Reduce -3.6% |
| GM General Motors Co. | 0.25% | 5,908 | $291K | Reduce -14.5% |
| DLTR Dollar Tree Inc. | 0.25% | 2,900 | $287K | No change |
| T AT&T Inc. | 0.25% | 9,907 | $287K | Reduce -71.1% |
| GEHC GE Healthcare Technology | 0.25% | 3,850 | $285K | New |
| MSI Motorola Solutions Inc. | 0.25% | 673 | $283K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.24% | 23,802 | $273K | Reduce -3.3% |
| STLA Stellantis NV | 0.23% | 26,000 | $261K | Add +83.0% |
| APTV Aptiv PLC | 0.23% | 3,800 | $259K | New |
| TGT Target Corp. | 0.22% | 2,610 | $257K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BMY Bristol-Myers Squibb Co. | Reduce -4.4% | 11.54% | −5.07 |
| CCI Crown Castle Inc. | Reduce -38.6% | 1.43% | −1.04 |
| VZ Verizon Communications Inc. | Reduce -38.1% | 0.88% | −0.67 |
| T AT&T Inc. | Reduce -71.1% | 0.25% | −0.63 |
| DG Dollar General Corp. | Reduce -67.0% | 0.38% | −0.54 |
| XBI SS SPDR S&P Biotech ETF | Reduce -5.4% | 5.72% | −0.46 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.34 |
| DIS The Walt Disney Co. | Reduce -60.5% | 0.30% | −0.34 |
| EPD Enterprise Products Partners | Reduce -0.9% | 1.83% | −0.29 |
| STZ Constellation Brands Inc. Class A | Reduce -9.2% | 0.98% | −0.29 |
| AAPL Apple Inc. | Reduce -1.2% | 1.89% | −0.27 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.27 |
| MCD McDonald's Corp. | Reduce -16.6% | 0.77% | −0.26 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.25 |
| FTSM First Trust Enh Short Mat FD | Reduce -21.2% | 0.75% | −0.25 |
| KHC The Kraft Heinz Co. | Reduce -1.4% | 0.98% | −0.24 |
| FTGC First Trust Global Tactical | Reduce -5.6% | 1.62% | −0.23 |
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −0.23 |
| DOW Dow Inc. | Reduce -5.2% | 0.51% | −0.23 |
| HUM Humana Inc. | Reduce -3.4% | 1.23% | −0.21 |
| DEO Diageo PLC-Sponsored ADR | Reduce -4.5% | 1.49% | −0.20 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.20 |
| GILD Gilead Sciences Inc. | Reduce -13.5% | 0.87% | −0.19 |
| PFE Pfizer Inc. | Reduce -2.6% | 1.54% | −0.19 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.18 |
| CAG Conagra Brands Inc. | Reduce -1.2% | 0.46% | −0.17 |
| CMCSA Comcast Corp. Class A | Reduce -3.0% | 1.33% | −0.15 |
| SBUX Starbucks Corp. | Reduce -10.0% | 0.62% | −0.15 |
| NOC Northrop Grumman Corp. | Reduce -14.2% | 0.52% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -23.5% | 0.31% | −0.11 |
| UCON First Trust Smith Unconstrai | Reduce -23.3% | 0.28% | −0.10 |
| FTSL First Trust Senior Loan ETF | Reduce -27.5% | 0.21% | −0.09 |
| EL Estee Lauder Companies Class A | Reduce -20.0% | 1.29% | −0.09 |
| LUV Southwest Airlines Co. | Reduce -15.9% | 0.30% | −0.09 |
| DHR Danaher Corp. | Reduce -2.3% | 0.72% | −0.08 |
| HSY The Hershey Co. | Reduce -4.5% | 0.62% | −0.08 |
| O Realty Income Corp. | Reduce -2.9% | 0.83% | −0.07 |
| CVS CVS Health Corp. | Reduce -4.9% | 0.87% | −0.07 |
| ET Energy Transfer LP | Reduce -1.3% | 0.73% | −0.06 |
| DUK Duke Energy Corp. | Reduce -6.3% | 0.38% | −0.06 |
| FMC FMC Corp. | Reduce -14.1% | 0.22% | −0.05 |
| F Ford Motor Co. | Reduce -8.1% | 0.91% | −0.05 |
| GM General Motors Co. | Reduce -14.5% | 0.25% | −0.04 |
| D Dominion Energy Inc. | Reduce -8.8% | 0.30% | −0.04 |
| BMO Bank of Montreal | Reduce -24.0% | 0.22% | −0.04 |
| SDVD FT Vest Smid Rising Dividend | Reduce -0.8% | 1.59% | −0.04 |
| SWKS Skyworks Solutions Inc. | Reduce -20.4% | 0.20% | −0.03 |
| KO The Coca-Cola Co. | Reduce -3.6% | 0.28% | −0.03 |
| RNG Ringcentral Inc. Class A | Reduce -12.3% | 0.39% | −0.02 |
| WBA Walgreens Boots Alliance Inc. | Reduce -3.3% | 0.24% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| ADBE Adobe Inc. | Add +416.1% | 3.18% | +2.54 |
| BDX Becton Dickinson and Co. | Add +662.4% | 1.60% | +1.31 |
| CVX Chevron Corp. | New | 1.10% | +1.10 |
| UNH Unitedhealth Group Inc. | Add +902.4% | 1.12% | +0.93 |
| TMO Thermo Fisher Scientific Inc. | New | 0.85% | +0.85 |
| PEP Pepsico Inc. | Add +121.1% | 1.76% | +0.82 |
| ORCL Oracle Corp. | New | 0.71% | +0.71 |
| IQV Iqvia Holdings Inc. | New | 0.58% | +0.58 |
| MRK Merck & Co. Inc. | Add +62.6% | 2.04% | +0.55 |
| AMD Advanced Micro Devices | Add +96.5% | 0.89% | +0.55 |
| SLB SLB Ltd. | Add +113.1% | 1.22% | +0.48 |
| CAT Caterpillar Inc. | New | 0.33% | +0.33 |
| AMZN Amazon.com Inc. | Add +12.8% | 1.58% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +26.1% | 1.13% | +0.31 |
| NKE Nike Inc. Class B | Add +4.3% | 2.68% | +0.28 |
| GEHC GE Healthcare Technology | New | 0.25% | +0.25 |
| APTV Aptiv PLC | New | 0.23% | +0.23 |
| TGT Target Corp. | New | 0.22% | +0.22 |
| AVGO Broadcom Inc. | Add +5.2% | 0.53% | +0.21 |
| META Meta Platforms Inc. Class A | Add +1.0% | 1.06% | +0.20 |
| HES Hess Corp. | New | 0.18% | +0.18 |
| ALGN Align Technology Inc. | New | 0.18% | +0.18 |
| DVN Devon Energy Corp. | Add +59.2% | 0.79% | +0.18 |
| CRM Salesforce Inc. | New | 0.18% | +0.18 |
| GPN Global Payments Inc. | Add +147.6% | 0.36% | +0.18 |
| TSLA Tesla Inc. | Add +5.3% | 0.81% | +0.15 |
| BP BP PLC-Spons ADR | Add +64.9% | 0.53% | +0.15 |
| RIO Rio Tinto PLC-Spon ADR | Add +51.9% | 0.43% | +0.13 |
| TDOC Teladoc Health Inc. | Add +19.2% | 0.59% | +0.12 |
| DD Dupont DE Nemours Inc. | Add +43.8% | 0.49% | +0.10 |
| VALE Vale SA-SP ADR | Add +40.9% | 0.35% | +0.08 |
| STLA Stellantis NV | Add +83.0% | 0.23% | +0.08 |
| BA The Boeing Co. | Add +5.5% | 0.31% | +0.06 |
| JNJ Johnson & Johnson | Add +31.4% | 0.39% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +2.7% | 0.49% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +0.8% | 0.72% | +0.05 |
| MDT Medtronic PLC | Add +9.8% | 1.10% | +0.02 |
| EMN Eastman Chemical Co. | Add +30.4% | 0.19% | +0.01 |
| IFF Intl Flavors & Fragrances | Add +10.9% | 0.45% | +0.00 |
| GIS General Mills Inc. | Add +20.9% | 0.37% | +0.00 |
| UPS United Parcel Service Class B | Add +12.9% | 2.19% | −0.02 |
| PG The Procter & Gamble Co. | Add +2.4% | 0.29% | −0.03 |
| MRCC Monroe Capital Corp. | Add +0.1% | 0.14% | −0.04 |
| SHW The Sherwin-Williams Co. | Add +0.1% | 0.90% | −0.06 |
| ALB Albemarle Corp. | Add +9.8% | 0.86% | −0.08 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.78% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 136 | $111.5M | BMY, NVDA, MSFT, AAPL, ADBE |
| Q1 2026 | 117 | $97.5M | BMY, NVDA, MSFT, ADBE, AAPL |
| Q3 2025 | 122 | $116.8M | BMY, XBI, NVDA, ADBE, NKE |
| Q2 2025 | 119 | $114.9M | BMY, XBI, ADBE, NKE, UPS |
| Q1 2025 | 114 | $110.0M | BMY, XBI, CCI, NKE, AFL |
| Q4 2024 | 113 | $105.9M | BMY, XBI, AAPL, AFL, EPD |
| Q3 2024 | 119 | $113.0M | BMY, XBI, NKE, AFL, CVS |
| Q2 2024 | 113 | $104.7M | BMY, XBI, GILD, CVS, NKE |
| Q1 2024 | 108 | $110.1M | BMY, XBI, EPD, AFL, PFE |