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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 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TGT TARGET CORPORATION Consumer Defensive 376.0 $46K 0.03% +2.0 +0.5% $121.22 +3.5%
102 KHC KRAFT HEINZ COMPANY Consumer Defensive 2,026.0 $46K 0.03% +11.0 +0.6% $22.49 +6.1%
103 SHAK SHAKE SHACK INCORPORATED CLASS A Consumer Cyclical 513.0 $45K 0.03% +202.0 +65.0% $88.47 -30.1%
104 GSL GLOBAL SHIP LEASE INCORPORATED COM CLASS A Industrials 1,205.0 $45K 0.03% +205.0 +20.5% $37.23 +0.8%
105 JLL JONES LANG LASALLE INCORPORATED Real Estate 146.0 $44K 0.03% +42.0 +40.4% $304.32 -4.9%
106 DECK DECKERS OUTDOOR CORPORATION Consumer Cyclical 440.0 $44K 0.03% +101.0 +29.8% $100.09 +11.3%
107 ICUI ICU MED INCORPORATED Healthcare 336.0 $43K 0.02% +115.0 +52.0% $129.15 +4.5%
108 MACH NATURAL RESOURCES LP COM UNIT LTD PAR 2,953.0 $41K 0.02% +112.0 +3.9% $14.00
109 UMBF UMB FINL CORPORATION Financial Services 365.0 $41K 0.02% +69.0 +23.3% $112.85 +19.1%
110 PLD PROLOGIS INCORPORATED. REIT Real Estate 309.0 $41K 0.02% +84.0 +37.3% $132.18 +11.2%
111 ARKG ARK GENOMIC REVOLUTION ETF 1,537.0 $41K 0.02% +949.0 +161.4% $26.42 +18.5%
112 MHO M/I HOMES INCORPORATED Consumer Cyclical 329.0 $40K 0.02% +113.0 +52.3% $122.45 +7.9%
113 WEN WENDYS COMPANY Consumer Cyclical 5,687.0 $40K 0.02% +2K +57.7% $6.95 +12.4%
114 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 662.0 $38K 0.02% +247.0 +59.5% $57.94 +20.2%
115 OCUL OCULAR THERAPEUTIX INCORPORATED Healthcare 4,520.0 $38K 0.02% +1K +30.4% $8.47 -2.1%
116 CWST CASELLA WASTE SYSTEMS INCORPORATED CLASS A Industrials 468.0 $37K 0.02% +217.0 +86.5% $79.34 +9.8%
117 CPA COPA HOLDINGS SA CLASS A (PANAMA) Industrials 324.0 $37K 0.02% +99.0 +44.0% $113.61 +25.2%
118 ADI ANALOG DEVICES INCORPORATED Technology 114.0 $36K 0.02% +17.0 +17.5% $318.14 +32.0%
119 TT TRANE TECHNOLOGIES PLC SHS (IRELAND) Industrials 87.0 $36K 0.02% +6.0 +7.4% $416.74 +10.7%
120 ARKW ARK NEXT GENERATION INTERNET ETF 298.0 $36K 0.02% +203.0 +213.7% $120.61 +21.1%
Page 6 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%