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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 5 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 2,806.0 $135K 0.07% -560.0 -16.6% $48.18 +5.5%
82 NFLX NETFLIX INCORPORATED. Communication Services 1,840.0 $131K 0.07% -50.0 -2.6% $71.40 +12.4%
83 NUE NUCOR CORPORATION Basic Materials 557.0 $124K 0.06% -22.0 -3.8% $222.57 +11.8%
84 WDC WESTERN DIGITAL CORPORATION Technology 185.0 $118K 0.06% -85.0 -31.5% $638.72 -27.7%
85 WFC WELLS FARGO & COMPANY Financial Services 1,352.0 $112K 0.06% -99.0 -6.8% $82.64 +4.0%
86 IDEV ISHARES TR CORE MSCI INTL 1,203.0 $107K 0.05% -275.0 -18.6% $89.01 +4.2%
87 HUM HUMANA INCORPORATED Healthcare 259.0 $103K 0.05% -26.0 -9.1% $397.22 -4.8%
88 CLX CLOROX COMPANY DEL Consumer Defensive 1,047.0 $100K 0.05% -100.0 -8.7% $95.44 +13.1%
89 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,871.0 $99K 0.05% -169.0 -8.3% $53.10 +19.7%
90 RH RH Consumer Cyclical 582.0 $96K 0.05% -120.0 -17.1% $164.73 +3.2%
91 ORCL ORACLE CORPORATION Technology 652.0 $96K 0.05% -20.0 -3.0% $146.55 -1.9%
92 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 14,521.0 $85K 0.04% -38K -72.4% $5.83 +1.9%
93 CMCSA COMCAST CORPORATION NEW CLASS A Communication Services 3,443.0 $85K 0.04% -3K -45.4% $24.55 +8.3%
94 FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 4,696.0 $84K 0.04% -12K -71.9% $17.88 -0.6%
95 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 298.0 $79K 0.04% -282.0 -48.6% $264.72 +8.1%
96 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 2,124.0 $78K 0.04% -291.0 -12.1% $36.94 +18.4%
97 DVY ISHARES TR SELECT DIVID ETF 482.0 $75K 0.04% -209.0 -30.2% $156.30 +5.9%
98 GLD SPDR GOLD SHARES Financial Services 196.0 $72K 0.04% -21.0 -9.7% $368.38 +12.3%
99 URI UNITED RENTALS INCORPORATED Industrials 63.0 $71K 0.04% -31.0 -33.0% $1132.89 -1.4%
100 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 244.0 $71K 0.04% -25.0 -9.3% $290.41 -4.6%
Page 5 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%