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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 2 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INCORPORATED Technology 5,663.0 $2.1M 1.08% -1K -15.6% $377.77 -4.3%
22 LMT LOCKHEED MARTIN CORPORATION Industrials 4,156.0 $2.1M 1.07% +2K +105.7% $509.46 +17.7%
23 MRK MERCK & COMPANY INCORPORATED Healthcare 15,656.0 $2.0M 1.01% -3K -13.9% $128.50 +17.0%
24 TFC TRUIST FINL CORPORATION Financial Services 38,876.0 $1.9M 0.98% -2K -4.4% $49.82 +4.1%
25 QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 16,318.0 $1.9M 0.97% NEW $118.05 +1.2%
26 GE GE AEROSPACE COM NEW Industrials 5,151.0 $1.9M 0.97% $373.70 -3.0%
27 MGNR AMERICAN BEACON SELECT FUNDS GLG NAT RES ETF 36,890.0 $1.8M 0.90% NEW $48.55 +10.9%
28 CAT CATERPILLAR INCORPORATED Industrials 1,585.0 $1.7M 0.85% -26.0 -1.6% $1064.90 -23.7%
29 PWR QUANTA SVCS INCORPORATED Industrials 2,094.0 $1.5M 0.76% -19.0 -0.9% $720.04 -7.0%
30 VRT VERTIV HOLDINGS COMPANY COM CLASS A Industrials 4,411.0 $1.5M 0.74% -1K -18.8% $334.82 -21.4%
31 META META PLATFORMS INCORPORATED CLASS A Communication Services 2,612.0 $1.5M 0.74% +158.0 +6.4% $563.37 -2.9%
32 AMAT APPLIED MATLS INCORPORATED Technology 2,030.0 $1.5M 0.74% +26.0 +1.3% $723.00 -31.5%
33 AMGN AMGEN INCORPORATED Healthcare 3,927.0 $1.4M 0.72% +69.0 +1.8% $362.14 +21.8%
34 FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 7,296.0 $1.4M 0.71% -3K -26.7% $193.77 -6.0%
35 FORTINET INCORPORATED 9,025.0 $1.4M 0.70% -65.0 -0.7% $153.62
36 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 26,949.0 $1.4M 0.69% -72K -72.7% $50.50 +3.8%
37 D DOMINION ENERGY INCORPORATED Utilities 19,651.0 $1.3M 0.68% +302.0 +1.6% $68.29 +0.8%
38 MMIN NYLI MACKAY MUNI INSURED ETF 54,974.0 $1.3M 0.67% -11K -17.1% $24.21 -2.3%
39 FTCS FIRST TRUST CAPITAL STRENGTH ETF 14,149.0 $1.3M 0.67% -17K -53.9% $93.92 +9.2%
40 CSCO CISCO SYSTEMS INCORPORATED Technology 10,932.0 $1.3M 0.65% -3K -18.9% $117.46 -4.4%
Page 2 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%