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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 4 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 4,071.0 $898K 0.45% $220.47 +0.1%
62 V VISA INCORPORATED COM CLASS A Financial Services 2,599.0 $892K 0.45% +47.0 +1.8% $343.09 +6.5%
63 EPD ENTERPRISE PRODUCTS PARTNERS L P Energy 23,676.0 $870K 0.44% +5K +25.5% $36.76 +3.7%
64 T AT&T INCORPORATED Communication Services 41,888.0 $867K 0.44% $20.70 +21.4%
65 VGT VANGUARD INFORMATION TECHNOLOGY ETF 7,127.0 $852K 0.43% +6K +619.9% $119.52 -0.6%
66 RTX RTX CORPORATION Industrials 4,356.0 $826K 0.42% -504.0 -10.4% $189.73 +16.1%
67 BLK BLACKROCK INCORPORATED Financial Services 856.0 $823K 0.41% +7.0 +0.8% $961.56 +20.5%
68 UNP UNION PAC CORPORATION Industrials 3,006.0 $818K 0.41% +53.0 +1.8% $272.00 +11.0%
69 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CANADA) Financial Services 20,280.0 $816K 0.41% $40.23 +13.2%
70 HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 21,350.0 $813K 0.41% -5K -18.5% $38.09 -0.2%
71 APH AMPHENOL CORPORATION CLASS A Technology 4,580.0 $808K 0.41% +4K +814.2% $176.32 -11.5%
72 CL COLGATE PALMOLIVE COMPANY Consumer Defensive 8,719.0 $799K 0.40% +1K +15.5% $91.68 -0.9%
73 ANET ARISTA NETWORKS INCORPORATED COM SHS Technology 4,704.0 $799K 0.40% +4K +1820.0% $169.88 +9.8%
74 OKE ONEOK INCORPORATED NEW Energy 9,182.0 $798K 0.40% +650.0 +7.6% $86.94 +10.4%
75 ETN EATON CORPORATION PLC SHS (IRELAND) Industrials 1,853.0 $790K 0.40% +2K +2080.0% $426.12 -0.3%
76 EMR EMERSON ELEC COMPANY Industrials 5,288.0 $757K 0.38% -356.0 -6.3% $143.15 +10.1%
77 SNPS SYNOPSYS INCORPORATED Technology 1,679.0 $749K 0.38% +2K +10000.0% $446.07 -10.1%
78 ARKW ARK NEXT GENERATION INTERNET ETF 5,097.0 $738K 0.37% +5K +1610.4% $144.86 +4.1%
79 ABBV ABBVIE INCORPORATED Healthcare 2,889.0 $727K 0.37% +54.0 +1.9% $251.64 +5.7%
80 ORI OLD REP INTERNATIONAL CORPORATION Financial Services 17,581.0 $719K 0.36% +17K +2015.6% $40.92 +2.3%
Page 4 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%