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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 21 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SOUND EQUITY DIVIDEND INCOME ETF 1,049.0 $30K 0.01% $29.00
402 LH LABCORP HOLDINGS INCORPORATED COM SHS Healthcare 107.0 $30K 0.01% $280.00 +20.1%
403 XBI STATE STREET SPDR S&P BIOTECH ETF 187.0 $30K 0.01% $158.25 +4.7%
404 JGRO JP MORGAN ETF ACTIVE GROWTH ETF 300.0 $30K 0.01% $98.59 -4.4%
405 FDUS FIDUS INVT CORPORATION Financial Services 1,550.0 $30K 0.01% $19.07 +3.3%
406 ON ON SEMICONDUCTOR CORPORATION Technology 310.0 $29K 0.01% $94.54 -21.5%
407 IWP ISHARES TR RUS MD CP GR ETF 200.0 $29K 0.01% $146.41 -1.9%
408 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 833.0 $29K 0.01% $35.03 +7.2%
409 DUPONT DE NEMOURS INCORPORATED COMMON STOCK 214.0 $29K 0.01% NEW $135.64
410 IWF ISHARES TR RUS 1000 GRW ETF 228.0 $28K 0.01% +112.0 +96.5% $124.17 -1.4%
411 CZR CAESARS ENTERTAINMENT INCORPORATED NEW Consumer Cyclical 938.0 $28K 0.01% -1K -56.0% $30.18 -1.4%
412 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 528.0 $28K 0.01% -290.0 -35.5% $53.61 +7.2%
413 EFA ISHARES TR MSCI EAFE ETF 272.0 $28K 0.01% +3.0 +1.1% $104.00 +4.1%
414 CALM CAL MAINE FOODS INCORPORATED COM NEW Consumer Defensive 350.0 $28K 0.01% NEW $80.56 +2.8%
415 HAL HALLIBURTON COMPANY Energy 829.0 $28K 0.01% -401.0 -32.6% $33.95 +4.1%
416 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) Technology 29.0 $28K 0.01% +10.0 +52.6% $965.00 -11.9%
417 UTES VIRTUS REAVES UTILITIES ETF 342.0 $28K 0.01% +103.0 +43.1% $81.74 -9.4%
418 ROKU ROKU INCORPORATED COM CLASS A Communication Services 200.0 $28K 0.01% -350.0 -63.6% $138.14 +14.0%
419 CEREBRAS SYSTEMS INCORPORATED COM CLASS A 125.0 $28K 0.01% NEW $221.00
420 LIN LINDE PLC (IRELAND) Basic Materials 53.0 $28K 0.01% $518.94 -6.0%
Page 21 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%