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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 45 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NIO NIO INCORPORATED SPON ADS (CAYMAN ISLANDS) Consumer Cyclical 69.0 $349.0 $5.06 -9.4%
882 TTD THE TRADE DESK INCORPORATED COM CLASS A Technology 18.0 $325.0 $18.06 -25.0%
883 OPK OPKO HEALTH INCORPORATED Healthcare 200.0 $300.0 $1.50 -2.7%
884 HAYW HAYWARD HLDGS INCORPORATED Industrials 17.0 $294.0 -78.0 -82.1% $17.29 -12.7%
885 CNK CINEMARK HLDGS INCORPORATED Communication Services 9.0 $286.0 $31.78 +17.4%
886 OTIS OTIS WORLDWIDE CORPORATION Industrials 4.0 $286.0 $71.50 +0.6%
887 RPRX ROYALTY PHARMA PLC SHS CLASS A (UNITED KINGDOM) Healthcare 5.0 $280.0 $56.00 +10.2%
888 WHR WHIRLPOOL CORPORATION Consumer Cyclical 7.0 $276.0 $39.43 +1.7%
889 FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 6.0 $274.0 $45.67 +0.6%
890 SOUNDHOUND AI INCORPORATED WARRANT EXP 042627 141.0 $271.0 $1.92
891 NLOP NET LEASE OFFICE PROPERTIES REIT Real Estate 21.0 $234.0 $11.14 +2.8%
892 SII SPROTT INCORPORATED COM NEW (CANADA) Financial Services 2.0 $225.0 $112.50 +7.4%
893 AMCOR PLC COM NEW (JERSEY) 5.0 $217.0 NEW $43.40
894 VWAV VISIONWAVE HOLDINGS INCORPORATED Industrials 50.0 $215.0 $4.30 -71.4%
895 WOLF WOLFSPEED INCORPORATED COMMON STOCK Technology 4.0 $193.0 $48.25 -39.7%
896 LUMN LUMEN TECHNOLOGIES INCORPORATED Communication Services 22.0 $166.0 $7.55 -18.8%
897 RKT ROCKET COMPANIES INCORPORATED COM CLASS A Financial Services 10.0 $158.0 $15.80 -7.4%
898 CNA CNA FINL CORPORATION Financial Services 3.0 $146.0 $48.67 +2.4%
899 KSS KOHLS CORPORATION Consumer Cyclical 8.0 $142.0 $17.75 +6.1%
900 DDD 3D SYSTEMS CORPORATION DEL COM NEW Technology 46.0 $139.0 $3.02 +12.8%
Page 45 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%