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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $177M AUM 989 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 192 Added 115 Reduced 23 Exited
Page 45 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NFG NATIONAL FUEL GAS COMPANY Energy 9.0 $846.0 $94.00 -16.7%
882 IEI ISHARES TR 3 7 YR TREAS BD 7.0 $830.0 $118.57 -0.9%
883 AHRT AH RLTY TR INCORPORATED REIT Financial Services 150.0 $825.0 NEW $5.50 +24.2%
884 UUUU ENERGY FUELS INCORPORATED COM NEW (CANADA) Energy 45.0 $821.0 $18.24 +0.2%
885 ESGE ISHARES INCORPORATED ESG AWR MSCI EM 18.0 $818.0 $45.44 +20.2%
886 MARA MARA HOLDINGS INCORPORATED Financial Services 100.0 $816.0 NEW $8.16 +75.6%
887 HYDB ISHARES TR HIGH YLD SYSTM B 17.0 $791.0 $46.53 +0.8%
888 WRAP WRAP TECHNOLOGIES INCORPORATED Technology 500.0 $770.0 $1.54 -7.8%
889 USAR USA RARE EARTH INCORPORATED Basic Materials 50.0 $757.0 $15.14 +76.4%
890 RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A Consumer Cyclical 50.0 $752.0 $15.04 -2.3%
891 SLDP SOLID POWER INCORPORATED CLASS A COM Industrials 250.0 $750.0 $3.00 +12.0%
892 SNA SNAP ON INCORPORATED Industrials 2.0 $726.0 $363.00 +2.5%
893 M MACYS INCORPORATED Consumer Cyclical 40.0 $724.0 $18.10 +16.3%
894 QBTS D-WAVE QUANTUM INCORPORATED Technology 50.0 $722.0 $14.44 +90.3%
895 UBER UBER TECHNOLOGIES INCORPORATED Technology 10.0 $719.0 $71.90 -1.6%
896 TFX TELEFLEX INCORPORATED Healthcare 6.0 $718.0 -1.0 -14.3% $119.67 +8.7%
897 OLN OLIN CORPORATION COM PAR $1 Basic Materials 24.0 $714.0 $29.75 -12.5%
898 GAP GAP INCORPORATED Consumer Cyclical 28.0 $678.0 $24.21 -0.7%
899 DXYZ DESTINY TECH100 INCORPORATED COM SHS 25.0 $670.0 $26.80 +98.5%
900 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 38.0 $670.0 $17.63 +3.6%
Page 45 of 50  ·  989 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 22.4%
Healthcare 13.6%
Industrials 12.5%
Financial Services 11.5%
Consumer Defensive 10.7%
Consumer Cyclical 8.0%
Energy 7.0%
Utilities 5.6%
Communication Services 5.6%
Real Estate 1.6%