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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 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MILLROSE PPTYS INCORPORATED COM CLASS A REIT 293.0 $8K 0.01% NEW $28.00
22 VST VISTRA CORPORATION Utilities 54.0 $8K 0.01% NEW $150.33 +3.9%
23 IRSA INVERSIONES Y REP S A SPON GDS ECH 10 (ARGENTINA) 500.0 $8K 0.01% NEW $16.21
24 SMITHFIELD FOODS INCORPORATED 275.0 $8K 0.00% NEW $27.97
25 TLN TALEN ENERGY CORPORATION Utilities 24.0 $8K 0.00% NEW $319.25 +21.8%
26 BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT (BERMUDA) Utilities 212.0 $8K 0.00% NEW $36.12 +7.5%
27 PATH UIPATH INCORPORATED CLASS A Technology 689.0 $8K 0.00% NEW $11.10 -0.1%
28 DHT DHT HOLDINGS INCORPORATED SHS NEW (MALAYSIA) Energy 415.0 $8K 0.00% NEW $18.27 -4.8%
29 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) Technology 19.0 $7K 0.00% NEW $391.74 +115.9%
30 FTGS FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF 217.0 $7K 0.00% NEW $34.05 +8.6%
31 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 330.0 $7K 0.00% NEW $22.33 +5.5%
32 NTRA NATERA INCORPORATED Healthcare 36.0 $7K 0.00% NEW $200.00 +0.5%
33 SNDA SONIDA SENIOR LIVING INCORPORATED Healthcare 218.0 $7K 0.00% NEW $32.25 +16.3%
34 HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A Financial Services 97.0 $7K 0.00% NEW $69.30 +6.9%
35 SVIX VS TRUST 1X SHORT VIX FUTURES ETF Financial Services 402.0 $6K 0.00% NEW $15.71 +35.1%
36 DOCU DOCUSIGN INCORPORATED Technology 100.0 $5K 0.00% NEW $47.41 +4.0%
37 VERI VERITONE INCORPORATED Technology 2,318.0 $5K 0.00% NEW $1.97 +6.1%
38 UHG UNITED HOMES GROUP INCORPORATED CLASS A Consumer Cyclical 3,500.0 $4K 0.00% NEW $1.16 +5.2%
39 JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) Consumer Cyclical 125.0 $4K 0.00% NEW $29.57 +1.4%
40 WAT WATERS CORPORATION Healthcare 12.0 $4K 0.00% NEW $297.83 +15.0%
Page 2 of 4  ·  77 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%