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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 36 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HLX HELIX ENERGY SOLUTIONS GRP INCORPORATED Energy 464.0 $4K 0.00% $8.74 +19.7%
702 BROS DUTCH BROS INCORPORATED CLASS A Consumer Cyclical 56.0 $4K 0.00% NEW $71.80 -31.2%
703 ARCC ARES CAPITAL CORPORATION Financial Services 215.0 $4K 0.00% -89.0 -29.3% $18.53 +6.7%
704 AI C3 AI INCORPORATED CLASS A Technology 435.0 $4K 0.00% $9.09 +13.4%
705 EFV ISHARES TR EAFE VALUE ETF 50.0 $4K 0.00% -51.0 -50.5% $76.56 +6.3%
706 HAE HAEMONETICS CORPORATION MASS Healthcare 51.0 $4K 0.00% $75.00 +44.3%
707 WSO WATSCO INCORPORATED Industrials 9.0 $4K 0.00% $416.78 -24.6%
708 RACE FERRARI N V (NETHERLANDS) Consumer Cyclical 10.0 $4K 0.00% $372.30 +15.1%
709 JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND) 142.0 $4K 0.00% $26.18
710 GALT GALECTIN THERAPEUTICS INCORPORATED COM NEW Healthcare 800.0 $4K 0.00% $4.64 -23.1%
711 BUZZ VANECK SOCIAL SENTIMENT ETF 100.0 $4K 0.00% $36.95 -1.3%
712 EQH EQUITABLE HLDGS INCORPORATED Financial Services 84.0 $4K 0.00% $43.88 +11.1%
713 ISHARES HIGH YIELD MUNI ACTIVE ETF 73.0 $4K 0.00% $49.79
714 IP INTERNATIONAL PAPER COMPANY Consumer Cyclical 95.0 $4K 0.00% $38.11 +5.9%
715 SVIX VS TRUST 1X SHORT VIX FUTURES ETF Financial Services 152.0 $4K 0.00% -250.0 -62.2% $23.78 +12.3%
716 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 82.0 $4K 0.00% -83.0 -50.3% $44.02 +2.4%
717 CMI CUMMINS INCORPORATED Industrials 5.0 $4K 0.00% $713.20 -16.8%
718 MAT MATTEL INCORPORATED Consumer Cyclical 250.0 $3K 0.00% $13.88 +6.1%
719 EWY ISHARES INCORPORATED MSCI STH KOR ETF 17.0 $3K 0.00% -49.0 -74.2% $201.88 -11.8%
720 UNFI UNITED NAT FOODS INCORPORATED Consumer Defensive 75.0 $3K 0.00% $45.67 +2.4%
Page 36 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%