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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $198M AUM 912 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 152 Added 258 Reduced 130 Exited
Page 1 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 195,302.0 $11.7M 5.88% -74K -27.5% $59.73 +0.2%
2 SEPI SHELTON EQUITY PREMIUM INCOME ETF 202,683.0 $5.6M 2.84% +165K +440.5% $27.85 +3.1%
3 LLY ELI LILLY & COMPANY Healthcare 4,054.0 $4.9M 2.45% $1199.43 +2.3%
4 LRCX LAM RESEARCH CORPORATION COM NEW Technology 10,635.0 $4.6M 2.32% -158.0 -1.5% $433.33 -24.3%
5 BUFR FT VEST LADDERED BUFFER ETF 116,566.0 $4.3M 2.15% -24K -17.0% $36.53 +2.1%
6 RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 52,460.0 $4.3M 2.14% +15K +39.0% $81.06 +2.2%
7 SCHD SCHWAB US DIVIDEND EQUITY ETF 123,822.0 $3.9M 1.98% +911.0 +0.7% $31.71 +8.8%
8 NVDA NVIDIA CORPORATION Technology 19,104.0 $3.8M 1.93% -326.0 -1.7% $200.09 +9.8%
9 AMZN AMAZON COM INCORPORATED Consumer Cyclical 15,465.0 $3.7M 1.86% -2K -10.1% $238.34 +8.9%
10 AAPL APPLE INCORPORATED Technology 11,175.0 $3.2M 1.63% -444.0 -3.8% $289.36 +7.1%
11 MSFT MICROSOFT CORPORATION Technology 8,580.0 $3.2M 1.61% -154.0 -1.8% $373.03 +29.1%
12 PM PHILIP MORRIS INTERNATIONAL INCORPORATED Consumer Defensive 16,675.0 $3.0M 1.52% -180.0 -1.1% $180.91 +3.7%
13 AVDE AVANTIS INTERNATIONAL EQUITY ETF 32,145.0 $2.9M 1.45% NEW $89.20 +4.5%
14 WMT WALMART INC Consumer Defensive 21,938.0 $2.5M 1.25% -442.0 -2.0% $113.26 +1.7%
15 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 6,989.0 $2.5M 1.25% $354.57 -28.6%
16 JNJ JOHNSON & JOHNSON Healthcare 9,614.0 $2.4M 1.23% -503.0 -5.0% $253.97 +6.7%
17 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 55,524.0 $2.4M 1.21% +4K +7.3% $43.14 +2.4%
18 IVW ISHARES TR S&P 500 GRWT ETF 16,736.0 $2.3M 1.16% +6K +58.7% $137.53 +1.6%
19 GLW CORNING INCORPORATED Technology 8,633.0 $2.2M 1.11% -2K -20.4% $255.43 -37.4%
20 MO ALTRIA GROUP INCORPORATED Consumer Defensive 30,290.0 $2.2M 1.10% $71.95 -9.4%
Page 1 of 46  ·  912 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.3%
Industrials 13.3%
Healthcare 12.4%
Financial Services 10.8%
Consumer Defensive 10.2%
Consumer Cyclical 7.3%
Energy 6.0%
Utilities 5.1%
Communication Services 4.6%
Real Estate 1.8%