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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 20 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 779.0 $35K 0.02% -879.0 -53.0% $45.10 +18.5%
382 KR KROGER COMPANY Consumer Defensive 631.0 $35K 0.02% $55.52 +4.3%
383 EXC EXELON CORPORATION Utilities 742.0 $35K 0.02% -6.0 -0.8% $46.62 -6.1%
384 NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) 125.0 $35K 0.02% +30.0 +31.6% $276.17
385 MDT MEDTRONIC PLC SHS (IRELAND) Healthcare 430.0 $34K 0.02% -14K -97.1% $78.23 +19.3%
386 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 558.0 $34K 0.02% -39.0 -6.5% $60.15
387 BEN FRANKLIN RESOURCES INCORPORATED Financial Services 1,000.0 $33K 0.02% -500.0 -33.3% $33.27 +3.1%
388 CARNIVAL CORPORATION LIMITED COMMON SHARES (PANAMA) 1,151.0 $33K 0.02% NEW $28.57
389 FTXN FIRST TRUST NASDAQ OIL & GAS ETF 982.0 $33K 0.02% $33.43 +20.5%
390 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 1,380.0 $33K 0.02% $23.71 +4.4%
391 RSG REPUBLIC SVCS INCORPORATED Industrials 153.0 $33K 0.02% +1.0 +0.7% $212.91 +3.6%
392 TRGP TARGA RES CORPORATION Energy 121.0 $32K 0.02% $268.14 +11.5%
393 ALAI ALGER AI ENABLERS & ADOPTERS ETF 706.0 $32K 0.02% +221.0 +45.6% $45.64 -2.2%
394 PFG PRINCIPAL FINANCIAL GROUP INCORPORATED Financial Services 293.0 $32K 0.02% $107.78 +2.8%
395 EEM ISHARES TR MSCI EMG MKT ETF 460.0 $31K 0.02% $68.41 -1.9%
396 SINCLAIR INCORPORATED CLASS A 2,170.0 $31K 0.02% +34.0 +1.6% $14.25
397 TOL TOLL BROTHERS INCORPORATED Consumer Cyclical 187.0 $31K 0.02% $164.75 -10.7%
398 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 812.0 $31K 0.02% +231.0 +39.8% $37.94 -5.0%
399 ROST ROSS STORES INCORPORATED Consumer Cyclical 144.0 $31K 0.01% $212.85 +12.3%
400 FITB FIFTH THIRD BANCORP Financial Services 542.0 $31K 0.01% +78.0 +16.8% $56.37 -2.8%
Page 20 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 27.8%
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%