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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $177M AUM 989 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 192 Added 115 Reduced 23 Exited
Page 12 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 301.0 $81K 0.05% -13.0 -4.1% $270.33 +41.1%
222 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 505.0 $81K 0.04% -252.0 -33.3% $159.70 -1.6%
223 FDX FEDEX CORPORATION Industrials 224.0 $80K 0.04% $356.18 +15.3%
224 IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT Industrials 10,563.0 $80K 0.04% $7.55 -0.0%
225 FEGE FIRST EAGLE GLOBAL EQUITY ETF 1,691.0 $79K 0.04% $47.01 +6.4%
226 IDV ISHARES TR INTL SEL DIV ETF 1,858.0 $79K 0.04% $42.55 +5.3%
227 FN FABRINET SHS (CAYMAN ISLANDS) Technology 150.0 $78K 0.04% $521.52 +32.8%
228 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 1,537.0 $78K 0.04% $50.46 +7.5%
229 XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 698.0 $77K 0.04% $110.88 +5.2%
230 GIL GILDAN ACTIVEWEAR INCORPORATED (CANADA) Consumer Cyclical 1,386.0 $77K 0.04% $55.65 +9.2%
231 APD AIR PRODUCTS AND CHEMICALS INCORPORATED Basic Materials 263.0 $76K 0.04% +7.0 +2.7% $290.49 -1.1%
232 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 1,686.0 $76K 0.04% +102.0 +6.4% $45.29 -33.4%
233 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 163.0 $76K 0.04% $463.19 +9.5%
234 NOW SERVICENOW INCORPORATED Technology 710.0 $74K 0.04% +200.0 +39.2% $104.55 -1.4%
235 AR ANTERO RESOURCES CORPORATION Energy 1,739.0 $74K 0.04% +454.0 +35.3% $42.44 -16.5%
236 SDY STATE STREET SPDR S&P DIVIDEND ETF 505.0 $74K 0.04% $145.94 +2.9%
237 CVS CVS HEALTH CORPORATION Healthcare 1,022.0 $73K 0.04% $71.78 +27.6%
238 FDVV FIDELITY HIGH DIVIDEND ETF 1,327.0 $73K 0.04% +10.0 +0.8% $55.26 +10.1%
239 WDC WESTERN DIGITAL CORPORATION Technology 270.0 $73K 0.04% +178.0 +193.5% $270.49 +98.2%
240 GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 571.0 $71K 0.04% $125.13 +14.0%
Page 12 of 50  ·  989 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 22.4%
Healthcare 13.6%
Industrials 12.5%
Financial Services 11.5%
Consumer Defensive 10.7%
Consumer Cyclical 8.0%
Energy 7.0%
Utilities 5.6%
Communication Services 5.6%
Real Estate 1.6%