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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 14 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LNG CHENIERE ENERGY INCORPORATED COM NEW Energy 297.0 $71K 0.04% +208.0 +233.7% $239.01 +16.8%
262 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 244.0 $71K 0.04% -25.0 -9.3% $290.41 -6.9%
263 FDX FEDEX CORPORATION Industrials 224.0 $70K 0.04% $313.13 +4.1%
264 FXR FIRST TRUST ETF II INDLS PROD DURABLE 766.0 $70K 0.04% $91.12 -2.4%
265 IWM ISHARES TR RUSSELL 2000 ETF 230.0 $69K 0.04% $300.97 -1.1%
266 CPA COPA HOLDINGS SA CLASS A (PANAMA) Industrials 443.0 $69K 0.04% +119.0 +36.7% $155.57 -17.5%
267 UNIT UNITI GROUP LLC COM SHS REIT Real Estate 5,982.0 $69K 0.04% -1K -16.9% $11.47 -12.3%
268 NRG NRG ENERGY INCORPORATED COM NEW Utilities 463.0 $68K 0.03% +244.0 +111.4% $146.06 -21.0%
269 JBL JABIL INCORPORATED Technology 175.0 $67K 0.03% -88.0 -33.5% $385.48 -17.9%
270 OCUL OCULAR THERAPEUTIX INCORPORATED Healthcare 6,867.0 $67K 0.03% +2K +51.9% $9.82 +12.9%
271 DGRO ISHARES TR CORE DIV GRWTH 888.0 $67K 0.03% $75.79 +4.6%
272 B BARRICK MINING CORPORATION COM SHS (CANADA) Basic Materials 1,830.0 $67K 0.03% +130.0 +7.7% $36.73 +26.0%
273 CWST CASELLA WASTE SYSTEMS INCORPORATED CLASS A Industrials 693.0 $67K 0.03% +225.0 +48.1% $96.97 -4.0%
274 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 268.0 $67K 0.03% +207.0 +339.3% $249.98 -3.9%
275 DVN DEVON ENERGY CORPORATION NEW Energy 1,617.0 $67K 0.03% +1K +194.5% $41.32 +19.3%
276 DOW DOW HLDGS INCORPORATED Basic Materials 2,432.0 $67K 0.03% $27.37 +20.2%
277 HWC HANCOCK WHITNEY CORPORATION Financial Services 888.0 $66K 0.03% +169.0 +23.5% $74.72 +1.3%
278 GL GLOBE LIFE INCORPORATED Financial Services 371.0 $66K 0.03% +40.0 +12.1% $178.68 -4.6%
279 GIL GILDAN ACTIVEWEAR INCORPORATED (CANADA) Consumer Cyclical 1,283.0 $66K 0.03% -103.0 -7.4% $51.60 +7.5%
280 CNOB CONNECTONE BANCORP INCORPORATED Financial Services 1,967.0 $66K 0.03% +1K +139.6% $33.44 -3.6%
Page 14 of 46  ·  912 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%