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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 1 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INCORPORATED Technology 11,619.0 $2.9M 1.66% -144.0 -1.2% $253.79 +21.5%
2 FTCS FIRST TRUST CAPITAL STRENGTH ETF 30,687.0 $2.8M 1.60% -311.0 -1.0% $92.76 +1.5%
3 JNJ JOHNSON & JOHNSON Healthcare 10,117.0 $2.5M 1.40% -58.0 -0.6% $244.43 -5.8%
4 TFC TRUIST FINL CORPORATION Financial Services 40,680.0 $1.9M 1.05% -569.0 -1.4% $45.97 +5.9%
5 GD GENERAL DYNAMICS CORPORATION Industrials 5,082.0 $1.7M 0.98% -54.0 -1.1% $343.25 +0.4%
6 MMIN NYLI MACKAY MUNI INSURED ETF 66,344.0 $1.6M 0.89% -5K -7.2% $23.71 +1.0%
7 XOM EXXON MOBIL CORPORATION Energy 8,501.0 $1.4M 0.81% -942.0 -10.0% $169.66 -8.7%
8 VRT VERTIV HOLDINGS COMPANY COM CLASS A Industrials 5,431.0 $1.4M 0.77% -98.0 -1.8% $250.58 +29.3%
9 LMT LOCKHEED MARTIN CORPORATION Industrials 2,020.0 $1.2M 0.69% -13.0 -0.6% $604.39 -11.8%
10 T AT&T INCORPORATED Communication Services 41,841.0 $1.2M 0.68% -352.0 -0.8% $28.99 -13.7%
11 VLO VALERO ENERGY CORPORATION Energy 4,610.0 $1.1M 0.64% -861.0 -15.7% $247.08 -2.3%
12 CVX CHEVRON CORPORATION Energy 5,299.0 $1.1M 0.62% -1K -16.2% $206.90 -10.7%
13 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 16,949.0 $991K 0.56% -646.0 -3.7% $58.47 +11.1%
14 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CANADA) Financial Services 20,280.0 $968K 0.55% -250.0 -1.2% $47.72 -0.0%
15 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 4,058.0 $959K 0.54% -59.0 -1.4% $236.27 -10.2%
16 FMB FIRST TRUST MANAGED MUNICIPAL ETF 12,822.0 $650K 0.37% -381.0 -2.9% $50.66 +0.5%
17 SON SONOCO PRODUCTS COMPANY Consumer Cyclical 11,139.0 $603K 0.34% -6K -35.9% $54.09 -8.1%
18 PSX PHILLIPS 66 Energy 3,071.0 $559K 0.32% -639.0 -17.2% $182.16 -4.5%
19 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 6,134.0 $553K 0.31% -43.0 -0.7% $90.14 +15.2%
20 FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 4,259.0 $546K 0.31% -29.0 -0.7% $128.24 +9.9%
Page 1 of 6  ·  115 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%