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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 41 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EMXC ISHARES INCORPORATED MSCI EMRG CHN 15.0 $2K 0.00% -23.0 -60.5% $102.27 -6.0%
802 LVS LAS VEGAS SANDS CORPORATION Consumer Cyclical 33.0 $2K 0.00% $46.18 +0.9%
803 WEC WEC ENERGY GROUP INCORPORATED Utilities 13.0 $2K 0.00% $116.77 -6.4%
804 AVB AVALONBAY CMNTYS INCORPORATED REIT Real Estate 8.0 $2K 0.00% $188.75 -2.5%
805 LEG LEGGETT & PLATT INCORPORATED Consumer Cyclical 128.0 $1K 0.00% $11.71 -17.3%
806 LPLA LPL FINL HLDGS INCORPORATED Financial Services 5.0 $1K 0.00% $281.60 +27.6%
807 MARA MARA HOLDINGS INCORPORATED Financial Services 100.0 $1K 0.00% $13.89 -30.5%
808 GLPI GAMING & LEISURE P REIT Real Estate 31.0 $1K 0.00% $44.52 -3.6%
809 KMPR KEMPER CORPORATION Financial Services 51.0 $1K 0.00% $26.96 -0.9%
810 PHM PULTE GROUP INCORPORATED Consumer Cyclical 10.0 $1K 0.00% NEW $137.20 -4.8%
811 BLOCK INCORPORATED CLASS A 18.0 $1K 0.00% $76.00
812 NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 20.0 $1K 0.00% NEW $68.15 -2.8%
813 CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 15.0 $1K 0.00% NEW $89.87 +6.3%
814 VTR VENTAS INCORPORATED REIT Real Estate 15.0 $1K 0.00% $88.80 +3.4%
815 NXT NEXTPOWER INCORPORATED CLASS A COM Technology 11.0 $1K 0.00% $119.18 -22.7%
816 RCI ROGERS COMMUNICATIONS INCORPORATED CLASS B (CANADA) Communication Services 40.0 $1K 0.00% $32.50 +12.4%
817 SOUN SOUNDHOUND AI INCORPORATED CLASS A COM Technology 200.0 $1K 0.00% $6.47 +10.7%
818 ROBO ROBO-STOX GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 15.0 $1K 0.00% $85.67 -4.6%
819 RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK Technology 65.0 $1K 0.00% $19.32 -12.0%
820 AA ALCOA CORPORATION Basic Materials 24.0 $1K 0.00% $51.75 -0.4%
Page 41 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%