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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 6 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNIT UNITI GROUP LLC COM SHS REIT Real Estate 5,982.0 $69K 0.04% -1K -16.9% $11.47 -9.9%
102 JBL JABIL INCORPORATED Technology 175.0 $67K 0.03% -88.0 -33.5% $385.48 -16.3%
103 GIL GILDAN ACTIVEWEAR INCORPORATED (CANADA) Consumer Cyclical 1,283.0 $66K 0.03% -103.0 -7.4% $51.60 +10.5%
104 MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A Consumer Defensive 1,129.0 $65K 0.03% -69.0 -5.8% $57.85 +10.9%
105 APD AIR PRODUCTS AND CHEMICALS INCORPORATED Basic Materials 220.0 $64K 0.03% -43.0 -16.4% $293.18 +3.4%
106 CENCORA INCORPORATED 224.0 $63K 0.03% -3.0 -1.3% $282.98
107 IWD ISHARES TR RUS 1000 VAL ETF 260.0 $63K 0.03% -56.0 -17.7% $242.45 +6.7%
108 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 771.0 $63K 0.03% -7K -90.0% $81.16 -7.2%
109 CBRL CRACKER BARREL OLD CTRY STORE Consumer Cyclical 1,172.0 $62K 0.03% -194.0 -14.2% $53.31 +5.2%
110 CMG CHIPOTLE MEXICAN GRILL INCORPORATED Consumer Cyclical 1,779.0 $60K 0.03% -127.0 -6.7% $34.00 +1.9%
111 IDV ISHARES TR INTL SEL DIV ETF 1,457.0 $60K 0.03% -401.0 -21.6% $41.42 +8.3%
112 PII POLARIS INCORPORATED Consumer Cyclical 800.0 $55K 0.03% -17.0 -2.1% $68.44 -3.6%
113 CI THE CIGNA GROUP Healthcare 192.0 $53K 0.03% -171.0 -47.1% $275.68 +0.6%
114 Q QNITY ELECTRONICS INCORPORATED COMMON STOCK Technology 322.0 $53K 0.03% -250.0 -43.7% $163.31 -22.8%
115 XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 476.0 $51K 0.03% -222.0 -31.8% $107.17 +3.9%
116 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 327.0 $50K 0.03% -178.0 -35.2% $151.50 -4.6%
117 NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) Technology 163.0 $46K 0.02% -92.0 -36.1% $281.03 -19.6%
118 GOVT ISHARES TR US TREAS BD ETF 1,998.0 $46K 0.02% -2K -51.5% $22.78 -1.1%
119 MET METLIFE INCORPORATED Financial Services 526.0 $45K 0.02% -202.0 -27.8% $84.61 +12.4%
120 SBUX STARBUCKS CORPORATION Consumer Cyclical 421.0 $43K 0.02% -4.0 -0.9% $102.20 +2.7%
Page 6 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%