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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 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INCORPORATED Healthcare 12,900.0 $311K 0.16% -397.0 -3.0% $24.08 +17.3%
62 COP CONOCOPHILLIPS Energy 2,755.0 $286K 0.14% -435.0 -13.6% $103.96 +25.6%
63 TQQQ PROSHARES TR ULTRAPRO QQQ 3,456.0 $280K 0.14% -2K -32.6% $81.00 -11.0%
64 CRM SALESFORCE INCORPORATED Technology 1,608.0 $252K 0.13% -2K -60.7% $156.62 +31.6%
65 O REALTY INCOME CORPORATION REIT Real Estate 4,045.0 $251K 0.13% -247.0 -5.8% $61.96 +1.6%
66 SMCI SUPER MICRO COMPUTER INCORPORATED COM NEW Technology 8,375.0 $246K 0.12% -4K -29.7% $29.33 +24.7%
67 HWM HOWMET AEROSPACE INCORPORATED Industrials 901.0 $242K 0.12% -305.0 -25.3% $268.97 +5.4%
68 FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 1,934.0 $237K 0.12% -651.0 -25.2% $122.40 +10.3%
69 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 3,953.0 $228K 0.12% -81.0 -2.0% $57.63 +17.3%
70 IVV ISHARES TR CORE S&P500 ETF 288.0 $216K 0.11% -16.0 -5.3% $749.36 +3.1%
71 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 502.0 $208K 0.10% -27.0 -5.1% $415.29 +15.8%
72 BAC BANK OF AMER CORPORATION Financial Services 3,260.0 $186K 0.09% -266.0 -7.5% $56.98 +10.9%
73 MPC MARATHON PETE CORPORATION Energy 698.0 $178K 0.09% -120.0 -14.7% $255.67 +41.1%
74 ALL ALLSTATE CORPORATION Financial Services 708.0 $169K 0.09% -103.0 -12.7% $238.08 +9.1%
75 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 3,328.0 $166K 0.08% -925.0 -21.8% $49.78 -0.1%
76 FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 1,585.0 $153K 0.08% -576.0 -26.6% $96.80 +7.4%
77 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 1,933.0 $150K 0.08% -38.0 -1.9% $77.55 +19.6%
78 SMH VANECK SEMICONDUCTOR ETF 227.0 $149K 0.07% -63.0 -21.7% $655.89 -14.5%
79 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 909.0 $144K 0.07% -126.0 -12.2% $158.60 +10.8%
80 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 153.0 $143K 0.07% -6.0 -3.8% $935.47 +2.3%
Page 4 of 13  ·  258 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 27.3%
Industrials 13.3%
Healthcare 12.4%
Financial Services 10.8%
Consumer Defensive 10.2%
Consumer Cyclical 7.3%
Energy 6.0%
Utilities 5.1%
Communication Services 4.6%
Real Estate 1.8%