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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 37 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DSI ISHARES TR ESG MSCI KLD ETF 24.0 $3K 0.00% $142.38 +2.5%
722 HIVE HIVE DIGITAL TECHNOLOGIES LIMITED COM NEW (CANADA) Financial Services 923.0 $3K 0.00% $3.64 -16.6%
723 RLJ RLJ LODGING TR REIT Real Estate 283.0 $3K 0.00% NEW $11.85 -3.8%
724 KVUE KENVUE INCORPORATED Consumer Defensive 173.0 $3K 0.00% $19.11 -0.2%
725 JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) Consumer Cyclical 129.0 $3K 0.00% +4.0 +3.2% $25.50 +14.8%
726 EWJ ISHARES INCORPORATED MSCI JAPAN ETF 35.0 $3K 0.00% $93.26 +1.3%
727 AIZ ASSURANT INCORPORATED Financial Services 12.0 $3K 0.00% $268.50 +5.3%
728 TLT ISHARES TR 20 YR TR BD ETF 37.0 $3K 0.00% -200.0 -84.4% $86.43 -4.8%
729 IJH ISHARES TR CORE S&P MCP ETF 41.0 $3K 0.00% -94.0 -69.6% $77.12 -0.7%
730 PPL PPL CORPORATION Utilities 87.0 $3K 0.00% $36.34 -2.6%
731 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 30.0 $3K 0.00% $103.07 +7.5%
732 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) Consumer Defensive 30.0 $3K 0.00% $100.07 +7.6%
733 AVAV AEROVIRONMENT INCORPORATED Industrials 18.0 $3K 0.00% -88.0 -83.0% $165.06 -3.5%
734 SPRY ARS PHARMACEUTICALS INCORPORATED Healthcare 365.0 $3K 0.00% $8.01 -27.8%
735 AIR AAR CORPORATION Industrials 20.0 $3K 0.00% $142.95 -5.7%
736 SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS Basic Materials 32.0 $3K 0.00% -3.0 -8.6% $88.59 -36.7%
737 NVAX NOVAVAX INCORPORATED COM NEW Healthcare 300.0 $3K 0.00% $9.42 -11.6%
738 CPB THE CAMPBELL'S CO Consumer Defensive 126.0 $3K 0.00% $22.27 +5.5%
739 VWO VANGUARD FTSE EMERGING MARKETS ETF 46.0 $3K 0.00% $59.70 +0.4%
740 VAW VANGUARD MATERIALS ETF 12.0 $3K 0.00% -12.0 -50.0% $228.75 +3.1%
Page 37 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%