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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 3 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 10,661.0 $1.2M 0.63% +562.0 +5.6% $116.67 +49.9%
42 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 2,089.0 $1.2M 0.61% -246.0 -10.5% $580.91 -20.2%
43 NSC NORFOLK SOUTHN CORPORATION Industrials 3,818.0 $1.2M 0.60% $314.59 +11.4%
44 XOM EXXON MOBIL CORPORATION Energy 8,754.0 $1.2M 0.60% +253.0 +3.0% $136.72 +22.2%
45 VLO VALERO ENERGY CORPORATION Energy 4,525.0 $1.2M 0.59% -85.0 -1.8% $260.44 +31.6%
46 CVX CHEVRON CORPORATION Energy 7,096.0 $1.2M 0.59% +2K +33.9% $165.77 +24.7%
47 JPM JPMORGAN CHASE & COMPANY Financial Services 3,516.0 $1.2M 0.58% -302.0 -7.9% $327.32 +7.8%
48 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 3,045.0 $1.1M 0.54% $353.31 -4.4%
49 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 17,122.0 $1.1M 0.53% +173.0 +1.0% $61.76 -7.8%
50 CDNS CADENCE DESIGN SYSTEM INCORPORATED Technology 2,811.0 $1.1M 0.53% $375.32 -16.7%
51 ES EVERSOURCE ENERGY Utilities 14,167.0 $1.0M 0.52% $72.27 +0.1%
52 PG PROCTER & GAMBLE COMPANY Consumer Defensive 6,926.0 $1.0M 0.51% +55.0 +0.8% $146.63 -2.4%
53 NEE NEXTERA ENERGY INCORPORATED Utilities 11,539.0 $1.0M 0.51% +6K +121.3% $87.77 -2.8%
54 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 23,505.0 $995K 0.50% -338.0 -1.4% $42.34 +16.7%
55 MCD MCDONALDS CORPORATION Consumer Cyclical 3,636.0 $983K 0.49% +94.0 +2.6% $270.27 -0.2%
56 KO COCA COLA COMPANY Consumer Defensive 11,473.0 $932K 0.47% +8K +273.5% $81.27 +12.2%
57 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1,832.0 $917K 0.46% +135.0 +8.0% $500.39
58 QCOM QUALCOMM INCORPORATED Technology 4,933.0 $911K 0.46% -806.0 -14.0% $184.77 -12.8%
59 ARKG ARK GENOMIC REVOLUTION ETF 21,535.0 $906K 0.46% +20K +1301.1% $42.06 +13.2%
60 GD GENERAL DYNAMICS CORPORATION Industrials 2,553.0 $904K 0.46% -3K -49.8% $354.18 +9.3%
Page 3 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%