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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 35 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A Industrials 130.0 $5K 0.00% -102.0 -44.0% $36.01 +7.3%
682 INSW INTERNATIONAL SEAWAYS INCORPORATED Energy 61.0 $5K 0.00% $76.59 +29.7%
683 NKE NIKE INCORPORATED CLASS B Consumer Cyclical 113.0 $5K 0.00% $41.08 -2.1%
684 SNDK SANDISK CORPORATION Technology 2.0 $5K 0.00% NEW $2273.50 -29.6%
685 RUM RUM GROUP INCORPORATED COM CLASS A Technology 700.0 $4K 0.00% $6.34 +33.0%
686 TRMD TORM PLC SHS CL A (UNITED KINGDOM) Energy 170.0 $4K 0.00% $26.06 +19.2%
687 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 132.0 $4K 0.00% $33.29 +23.8%
688 LYFT LYFT INCORPORATED CLASS A COM Technology 300.0 $4K 0.00% $14.61 +19.1%
689 ANFIELD ENERGY INCORPORATED COM NEW (CANADA) 1,000.0 $4K 0.00% $4.37
690 IONS IONIS PHARMACEUTICALS INCORPORATED Healthcare 55.0 $4K 0.00% -298.0 -84.4% $79.29 -25.9%
691 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 82.0 $4K 0.00% $52.33 +1.4%
692 AMBA AMBARELLA INCORPORATED SHS (CAYMAN ISLANDS) Technology 50.0 $4K 0.00% $85.80 -15.6%
693 CHTR CHARTER COMMUNICATIONS INCORPORATED CLASS A Communication Services 30.0 $4K 0.00% $142.20 +3.9%
694 WY WEYERHAEUSER COMPANY COM NEW REIT Real Estate 178.0 $4K 0.00% $23.94 +2.8%
695 WRB BERKLEY W R CORPORATION Financial Services 60.0 $4K 0.00% +17.0 +39.5% $70.53 -1.9%
696 VOX VANGUARD COMMUNICATION SERVICES ETF 23.0 $4K 0.00% $183.96 +0.3%
697 BBY BEST BUY INCORPORATED Consumer Cyclical 55.0 $4K 0.00% -176.0 -76.2% $75.87 +13.0%
698 TOST TOAST INCORPORATED CLASS A Technology 150.0 $4K 0.00% $27.82 +27.0%
699 RY ROYAL BK CDA (CANADA) Financial Services 20.0 $4K 0.00% $206.95 -0.8%
700 ADBE ADOBE INCORPORATED Technology 20.0 $4K 0.00% $205.00 +32.8%
Page 35 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%