Gillson Capital
$1.2B Assets Reported
105 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AIZ | ASSURANT INC | 393,016 | $86M | 7.0% |
| MA | MASTERCARD INCORPORATED | 118,190 | $59M | 4.8% |
| NDAQ | NASDAQ INC | 648,484 | $55M | 4.5% |
| AIG | AMERICAN INTL GROUP INC | 701,300 | $53M | 4.3% |
| PSA | PUBLIC STORAGE | 153,280 | $42M | 3.4% |
| WH | WYNDHAM HOTELS & RESORTS INC | 496,400 | $40M | 3.3% |
| MCO | MOODYS CORP | 90,388 | $39M | 3.2% |
| PCTY | PAYLOCITY HLDG CORP | 341,878 | $37M | 3.0% |
| ICE | INTERCONTINENTAL EXCHANGE IN | 214,900 | $34M | 2.8% |
| CB | CHUBB LIMITED | 102,659 | $33M | 2.7% |
Track Gillson Capital's 13F portfolio: $1.2B in reported holdings, 105 positions. Top holdings, AUM, and quarterly changes on SentiSense.