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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 9 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TD TORONTO DOMINION BK ONT COM NEW (CANADA) Financial Services 141.0 $17K 0.01% -12.0 -7.8% $121.43 -3.5%
162 FXO FIRST TRUST FINANCIALS ALPHADEX FUND 268.0 $17K 0.01% -553.0 -67.4% $62.46 +5.3%
163 DAR DARLING INGREDIENTS INCORPORATED Consumer Defensive 296.0 $16K 0.01% -697.0 -70.2% $54.62 +20.4%
164 CIEN CIENA CORPORATION COM NEW Technology 32.0 $16K 0.01% -200.0 -86.2% $490.56 -19.3%
165 VIS VANGUARD INDUSTRIALS ETF 42.0 $15K 0.01% -42.0 -50.0% $360.38 -4.1%
166 SNX TD SYNNEX CORPORATION Technology 56.0 $15K 0.01% -159.0 -74.0% $267.34 -6.4%
167 AIG AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW Financial Services 200.0 $15K 0.01% -333.0 -62.5% $74.53 +2.1%
168 IQVIA HLDGS INCORPORATED 74.0 $14K 0.01% -93.0 -55.7% $193.22
169 SSNC SS&C TECH HLDGS Technology 229.0 $14K 0.01% -10.0 -4.2% $62.05 +33.7%
170 NVO NOVO-NORDISK A S ADR (DENMARK) Healthcare 296.0 $14K 0.01% -185.0 -38.5% $47.94 -2.5%
171 ASML ASML HOLDING NV (NETHERLANDS) Technology 7.0 $14K 0.01% -115.0 -94.3% $1989.43 -11.3%
172 AR ANTERO RESOURCES CORPORATION Energy 388.0 $14K 0.01% -1K -77.7% $35.14 +8.0%
173 HLN HALEON PLC SPON ADS (UNITED KINGDOM) Healthcare 1,447.0 $14K 0.01% -200.0 -12.1% $9.33 +7.2%
174 OMC OMNICOM GROUP INCORPORATED Communication Services 181.0 $13K 0.01% -3K -93.4% $72.83 +20.2%
175 UMBF UMB FINL CORPORATION Financial Services 92.0 $13K 0.01% -273.0 -74.8% $142.76 +1.7%
176 USB US BANCORP COM NEW Financial Services 217.0 $13K 0.01% -15.0 -6.5% $60.40 +2.7%
177 GILT GILAT SATELLITE NETWORKS LIMITED SHS NEW (ISRAEL) Technology 953.0 $13K 0.01% -166.0 -14.8% $13.31 -21.1%
178 OKLO OKLO INCORPORATED COM CLASS A Utilities 240.0 $13K 0.01% -100.0 -29.4% $52.33 -19.6%
179 BKR BAKER HUGHES COMPANY CLASS A Energy 225.0 $12K 0.01% -16.0 -6.6% $55.50 +12.3%
180 INTU INTUIT Technology 44.0 $11K 0.01% -879.0 -95.2% $261.00 +40.6%
Page 9 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 27.8%
Industrials 13.5%
Healthcare 12.6%
Financial Services 10.9%
Consumer Defensive 10.4%
Consumer Cyclical 7.4%
Energy 5.5%
Utilities 5.2%
Communication Services 3.8%
Real Estate 1.8%