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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $177M AUM 989 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 192 Added 115 Reduced 23 Exited
Page 5 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNIT UNITI GROUP LLC COM SHS REIT Real Estate 7,195.0 $67K 0.04% +1K +26.2% $9.38 +20.1%
82 JCI JOHNSON CONTROLS INTERNATION SHS (IRELAND) Industrials 507.0 $66K 0.04% +18.0 +3.7% $130.95 +7.1%
83 APH AMPHENOL CORPORATION CLASS A Technology 501.0 $63K 0.04% +17.0 +3.5% $126.35 +10.5%
84 VB VANGUARD SMALL-CAP ETF 238.0 $62K 0.04% +38.0 +19.0% $261.92 +11.8%
85 QS QUANTUMSCAPE CORPORATION COM CLASS A Consumer Cyclical 9,687.0 $62K 0.04% +500.0 +5.4% $6.38 +36.5%
86 CMG CHIPOTLE MEXICAN GRILL INCORPORATED Consumer Cyclical 1,906.0 $61K 0.03% +151.0 +8.6% $32.01 +0.9%
87 MELI MERCADOLIBRE INCORPORATED Consumer Cyclical 34.0 $59K 0.03% +33.0 +3300.0% $1729.03 -4.7%
88 SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) Technology 485.0 $58K 0.03% +89.0 +22.5% $118.62 -11.6%
89 COLB COLUMBIA BKG SYSTEMS INCORPORATED Financial Services 1,945.0 $53K 0.03% +399.0 +25.8% $27.43 +9.6%
90 ROKU ROKU INCORPORATED COM CLASS A Communication Services 550.0 $52K 0.03% +350.0 +175.0% $94.62 +34.9%
91 TRVI TREVI THERAPEUTICS INCORPORATED Healthcare 4,250.0 $51K 0.03% +1K +32.6% $11.93 +20.5%
92 NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) Technology 255.0 $50K 0.03% +12.0 +4.9% $196.86 +69.0%
93 VTI VANGUARD TOTAL STOCK MARKET ETF 154.0 $49K 0.03% +62.0 +67.4% $320.81 +15.2%
94 DCOM DIME CMNTY BANCSHARES INCORPORATED Financial Services 1,452.0 $49K 0.03% +512.0 +54.5% $33.82 +11.3%
95 FANG DIAMONDBACK ENERGY INCORPORATED Energy 244.0 $48K 0.03% +16.0 +7.0% $197.79 -1.3%
96 MCY MERCURY GENL CORPORATION NEW Financial Services 541.0 $48K 0.03% +133.0 +32.6% $88.23 +15.1%
97 GFF GRIFFON CORPORATION Industrials 647.0 $47K 0.03% +189.0 +41.3% $72.73 +18.8%
98 GL GLOBE LIFE INCORPORATED Financial Services 331.0 $46K 0.03% +118.0 +55.4% $139.20 +12.6%
99 HWC HANCOCK WHITNEY CORPORATION Financial Services 719.0 $46K 0.03% +170.0 +31.0% $63.59 +7.2%
100 CRWV COREWEAVE INCORPORATED COM CLASS A Technology 590.0 $46K 0.03% +330.0 +126.9% $77.47 +36.7%
Page 5 of 10  ·  192 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 22.4%
Healthcare 13.6%
Industrials 12.5%
Financial Services 11.5%
Consumer Defensive 10.7%
Consumer Cyclical 8.0%
Energy 7.0%
Utilities 5.6%
Communication Services 5.6%
Real Estate 1.6%