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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 44 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 GEO GEO GROUP INCORPORATED Industrials 19.0 $561.0 $29.53 +3.9%
862 MP MP MATERIALS CORPORATION COM CLASS A Basic Materials 10.0 $560.0 $56.00 +1.2%
863 GAP GAP INCORPORATED Consumer Cyclical 28.0 $527.0 $18.82 +6.8%
864 WU WESTERN UN COMPANY Financial Services 67.0 $516.0 $7.70 -6.5%
865 PAYC PAYCOM SOFTWARE INCORPORATED Technology 4.0 $503.0 $125.75 +76.7%
866 MSM MSC INDL DIRECT INCORPORATED CLASS A Industrials 4.0 $476.0 $119.00 +1.1%
867 CVM CEL-SCI CORPORATION COM NEW Healthcare 450.0 $468.0 $1.04 +57.7%
868 VLTO VERALTO CORPORATION COM SHS Industrials 5.0 $443.0 $88.60 +13.0%
869 WHF WHITEHORSE FIN INCORPORATED Financial Services 65.0 $436.0 $6.71 +8.2%
870 RWAY RUNWAY GROWTH FINANCE CORPORATION Financial Services 77.0 $432.0 $5.61 +18.5%
871 PINS PINTEREST INCORPORATED CLASS A Communication Services 20.0 $421.0 $21.05 +11.1%
872 NEWSMAX INCORPORATED COM SHS CLASS B 50.0 $414.0 $8.28
873 BCE BCE INCORPORATED COM NEW (CANADA) Communication Services 19.0 $409.0 $21.53 +10.1%
874 OLN OLIN CORPORATION COM PAR $1 Basic Materials 20.0 $396.0 -4.0 -16.7% $19.80 -5.5%
875 NUMV NUVEEN ESG MID-CAP VALUE ETF 9.0 $391.0 $43.44 +3.9%
876 LITHIUM AMERS CORPORATION NEW COM SHS (CANADA) 100.0 $385.0 $3.85
877 PDD PDD HOLDINGS INCORPORATED SPONSORED ADS Consumer Cyclical 5.0 $381.0 $76.20 +18.4%
878 RRGB RED ROBIN GOURMET BURGERS INCORPORATED Consumer Cyclical 47.0 $376.0 $8.00 +18.9%
879 DAL DELTA AIR LINES INCORPORATED COM NEW Industrials 4.0 $375.0 $93.75 -11.2%
880 ZENATECH INCORPORATED COM NEW (CANADA) 237.0 $356.0 $1.50
Page 44 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%