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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 38 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 EMHY ISHARES INCORPORATED JP MRGN EM HI BD 67.0 $3K 0.00% $40.67 -1.0%
742 KMI KINDER MORGAN INCORPORATED DEL Energy 85.0 $3K 0.00% -612.0 -87.8% $31.96 -1.0%
743 VSAT VIASAT INCORPORATED Technology 30.0 $3K 0.00% $89.80 -17.4%
744 IONQ IONQ INCORPORATED Technology 50.0 $3K 0.00% $53.26 -22.4%
745 BMNR BITMINE IMMERSION TECHS INCORPORATED COM NEW Financial Services 200.0 $3K 0.00% $13.31 +59.4%
746 STWD STARWOOD PROPERTY TR INCORPORATED REIT Real Estate 162.0 $3K 0.00% -94.0 -36.7% $16.38 +0.8%
747 WAT WATERS CORPORATION Healthcare 7.0 $3K 0.00% -5.0 -41.7% $375.00 +9.1%
748 MTB M & T BK CORPORATION Financial Services 11.0 $3K 0.00% $238.00 +0.9%
749 HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 130.0 $3K 0.00% $20.11 -0.4%
750 TAK TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS (JAPAN) Healthcare 163.0 $3K 0.00% $16.03 +13.2%
751 PRQR PROQR THRAPEUTICS N V SHS EURO (NETHERLANDS) Healthcare 1,404.0 $3K 0.00% $1.86 +25.6%
752 DASH DOORDASH INC Communication Services 14.0 $3K 0.00% $184.50 +20.3%
753 SHYG ISHARES TR 0-5YR HI YL CP 60.0 $3K 0.00% $42.42 -0.5%
754 AARD AARDVARK THERAPEUTICS INCORPORATED Healthcare 434.0 $2K 0.00% $5.76 +4.9%
755 SWBI SMITH & WESSON BRANDS INCORPORATED Industrials 166.0 $2K 0.00% +1.0 +0.6% $15.06 -7.2%
756 TWLO TWILIO INCORPORATED CLASS A Communication Services 12.0 $2K 0.00% $206.33 +6.7%
757 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 78.0 $2K 0.00% NEW $31.73 +5.4%
758 BHF BRIGHTHOUSE FINL INCORPORATED Financial Services 39.0 $2K 0.00% $63.31 -16.3%
759 NI NISOURCE INCORPORATED Utilities 51.0 $2K 0.00% $47.61 -12.0%
760 MKC MCCORMICK & COMPANY INCORPORATED COM NON VTG Consumer Defensive 48.0 $2K 0.00% $50.42 +9.8%
Page 38 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%