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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 7 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JCI JOHNSON CONTROLS INTERNATION SHS (IRELAND) Industrials 287.0 $42K 0.02% -220.0 -43.4% $146.11 -1.5%
122 WELL WELLTOWER INCORPORATED REIT Real Estate 177.0 $40K 0.02% -125.0 -41.4% $226.97 +4.3%
123 SPGI S&P GLOBAL INCORPORATED Financial Services 98.0 $40K 0.02% -26.0 -21.0% $407.26 +5.0%
124 BLMN BLOOMIN BRANDS INCORPORATED Consumer Cyclical 4,359.0 $40K 0.02% -666.0 -13.2% $9.14 +13.4%
125 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 330.0 $39K 0.02% -196.0 -37.3% $117.31 -0.6%
126 KHC KRAFT HEINZ COMPANY Consumer Defensive 1,591.0 $38K 0.02% -435.0 -21.5% $23.62 +7.7%
127 WCC WESCO INTERNATIONAL INCORPORATED Industrials 105.0 $36K 0.02% -54.0 -34.0% $345.43 -1.7%
128 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 427.0 $35K 0.02% -145.0 -25.4% $82.65 -1.9%
129 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 779.0 $35K 0.02% -879.0 -53.0% $45.10 +17.7%
130 EXC EXELON CORPORATION Utilities 742.0 $35K 0.02% -6.0 -0.8% $46.62 -2.7%
131 MDT MEDTRONIC PLC SHS (IRELAND) Healthcare 430.0 $34K 0.02% -14K -97.1% $78.23 +18.6%
132 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 558.0 $34K 0.02% -39.0 -6.5% $60.15
133 BEN FRANKLIN RESOURCES INCORPORATED Financial Services 1,000.0 $33K 0.02% -500.0 -33.3% $33.27 +2.8%
134 CZR CAESARS ENTERTAINMENT INCORPORATED NEW Consumer Cyclical 938.0 $28K 0.01% -1K -56.0% $30.18 -1.8%
135 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 528.0 $28K 0.01% -290.0 -35.5% $53.61 +6.8%
136 HAL HALLIBURTON COMPANY Energy 829.0 $28K 0.01% -401.0 -32.6% $33.95 +4.5%
137 ROKU ROKU INCORPORATED COM CLASS A Communication Services 200.0 $28K 0.01% -350.0 -63.6% $138.14 +13.9%
138 FANG DIAMONDBACK ENERGY INCORPORATED Energy 154.0 $27K 0.01% -90.0 -36.9% $175.78 +20.0%
139 WEN WENDYS COMPANY Consumer Cyclical 3,192.0 $26K 0.01% -2K -43.9% $8.29 +4.6%
140 ZBH ZIMMER BIOMET HOLDINGS INCORPORATED Healthcare 297.0 $26K 0.01% -138.0 -31.7% $86.09 +15.9%
Page 7 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%