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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 6 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VPU VANGUARD UTILITIES ETF 2,752.0 $539K 0.27% -161.0 -5.5% $195.73 -2.7%
102 IRM IRON MTN INCORPORATED DEL REIT Real Estate 4,212.0 $532K 0.27% +92.0 +2.2% $126.31 -3.3%
103 COWZ PACER US CASH COWS 100 ETF 8,504.0 $529K 0.27% $62.20 +15.2%
104 SO SOUTHERN COMPANY Utilities 5,505.0 $527K 0.27% $95.71 -3.7%
105 EGBN EAGLE BANCORPORATION INCORPORATED Financial Services 18,412.0 $523K 0.26% $28.39 -2.7%
106 VYM VANGUARD HIGH DIVIDEND YIELD ETF 3,221.0 $509K 0.26% $158.03 +4.6%
107 FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 3,396.0 $497K 0.25% -863.0 -20.3% $146.35 -0.2%
108 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 721.0 $495K 0.25% -30.0 -4.0% $686.81 +2.9%
109 IBM INTERNATIONAL BUSINESS MACHINES Technology 1,706.0 $480K 0.24% -568.0 -25.0% $281.17 -15.7%
110 PSX PHILLIPS 66 Energy 2,825.0 $478K 0.24% -246.0 -8.0% $169.03 +43.3%
111 TSLA TESLA INCORPORATED Consumer Cyclical 1,089.0 $458K 0.23% -218.0 -16.7% $420.60 -16.5%
112 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 3,205.0 $448K 0.23% -148.0 -4.4% $139.86 +0.3%
113 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 1,227.0 $438K 0.22% -164.0 -11.8% $357.37 -3.5%
114 NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) Healthcare 2,656.0 $416K 0.21% $156.71 +2.3%
115 BX BLACKSTONE INCORPORATED Financial Services 3,431.0 $404K 0.20% -100.0 -2.8% $117.68 +23.3%
116 ELV ELEVANCE HEALTH INCORPORATED FORMERLY A Healthcare 1,011.0 $391K 0.20% -30.0 -2.9% $386.73 +3.0%
117 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 3,340.0 $359K 0.18% -272.0 -7.5% $107.50 -4.3%
118 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 3,054.0 $347K 0.17% -3K -50.2% $113.69 -1.3%
119 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 4,389.0 $333K 0.17% -660.0 -13.1% $75.87 -2.5%
120 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 5,844.0 $330K 0.17% -2K -20.5% $56.48 +2.6%
Page 6 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%