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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 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VBR VANGUARD SMALL-CAP VALUE ETF 585.0 $142K 0.07% +3.0 +0.5% $242.89 +2.6%
62 PBA PEMBINA PIPELINE CORPORATION (CANADA) Energy 3,041.0 $141K 0.07% +102.0 +3.5% $46.25 +5.4%
63 IEFA ISHARES TR CORE MSCI EAFE 1,383.0 $134K 0.07% +14.0 +1.0% $96.57 +4.4%
64 SMG SCOTTS MIRACLE-GRO COMPANY CLASS A Basic Materials 1,838.0 $125K 0.06% +21.0 +1.2% $68.11 -10.4%
65 VO VANGUARD MID-CAP ETF 1,540.0 $124K 0.06% +1K +300.0% $80.57 +3.0%
66 AXP AMERICAN EXPRESS COMPANY Financial Services 301.0 $102K 0.05% +75.0 +33.2% $338.25 -0.7%
67 DELL DELL TECHNOLOGIES INCORPORATED CLASS C Technology 226.0 $98K 0.05% +74.0 +48.7% $431.46 +2.4%
68 SOMNIGROUP INTERNATIONAL INCORPORATED 1,206.0 $95K 0.05% +734.0 +155.5% $78.40
69 MRVL MARVELL TECHNOLOGY INCORPORATED Technology 298.0 $89K 0.04% +50.0 +20.2% $297.89 -20.4%
70 LITE LUMENTUM HLDGS INCORPORATED Technology 100.0 $86K 0.04% +65.0 +185.7% $858.06 +1.0%
71 FEGE FIRST EAGLE GLOBAL EQUITY ETF 1,741.0 $85K 0.04% +50.0 +3.0% $48.93 +8.7%
72 MELI MERCADOLIBRE INCORPORATED Consumer Cyclical 50.0 $85K 0.04% +16.0 +47.1% $1697.40 +13.3%
73 KLAC KLA CORPORATION COM NEW Technology 280.0 $84K 0.04% +246.0 +723.5% $301.71 -39.0%
74 CRWV COREWEAVE INCORPORATED COM CLASS A Technology 838.0 $83K 0.04% +248.0 +42.0% $99.54 -11.7%
75 TRVI TREVI THERAPEUTICS INCORPORATED Healthcare 4,351.0 $81K 0.04% +101.0 +2.4% $18.65 -3.7%
76 FDVV FIDELITY HIGH DIVIDEND ETF 1,341.0 $81K 0.04% +14.0 +1.1% $60.28 +4.7%
77 NOW SERVICENOW INCORPORATED Technology 805.0 $80K 0.04% +95.0 +13.4% $99.28 +29.4%
78 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 240.0 $79K 0.04% +5.0 +2.1% $330.12 +10.1%
79 SOFI SOFI TECHNOLOGIES INCORPORATED Financial Services 4,380.0 $79K 0.04% +166.0 +3.9% $17.93 +5.5%
80 KGC KINROSS GOLD CORPORATION (CANADA) Basic Materials 3,287.0 $78K 0.04% +200.0 +6.5% $23.62 +38.7%
Page 4 of 8  ·  152 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 27.8%
Industrials 13.5%
Healthcare 12.6%
Financial Services 10.9%
Consumer Defensive 10.4%
Consumer Cyclical 7.4%
Energy 5.5%
Utilities 5.2%
Communication Services 3.8%
Real Estate 1.8%