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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 8 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 O REALTY INCOME CORPORATION REIT Real Estate 4,045.0 $251K 0.13% -247.0 -5.8% $61.96 +1.6%
142 SMCI SUPER MICRO COMPUTER INCORPORATED COM NEW Technology 8,375.0 $246K 0.12% -4K -29.7% $29.33 +24.7%
143 HWM HOWMET AEROSPACE INCORPORATED Industrials 901.0 $242K 0.12% -305.0 -25.3% $268.97 +5.4%
144 FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 1,934.0 $237K 0.12% -651.0 -25.2% $122.40 +10.3%
145 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 3,953.0 $228K 0.12% -81.0 -2.0% $57.63 +17.3%
146 CWEN CLEARWAY ENERGY INCORPORATED CLASS C Utilities 6,422.0 $220K 0.11% +462.0 +7.8% $34.18 -1.5%
147 MAIN MAIN STR CAP CORPORATION Financial Services 4,178.0 $217K 0.11% +45.0 +1.1% $51.88 +12.1%
148 IVV ISHARES TR CORE S&P500 ETF 288.0 $216K 0.11% -16.0 -5.3% $749.36 +3.1%
149 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 517.0 $215K 0.11% +216.0 +71.8% $415.52 -6.5%
150 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 5,215.0 $212K 0.11% $40.72 -3.9%
151 COHR COHERENT CORPORATION Technology 536.0 $211K 0.11% +48.0 +9.8% $394.47 -27.1%
152 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 502.0 $208K 0.10% -27.0 -5.1% $415.29 +15.8%
153 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 7,589.0 $202K 0.10% $26.66 +7.0%
154 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 6,113.0 $193K 0.10% +4K +262.6% $31.61 +12.1%
155 GILD GILEAD SCIENCES INCORPORATED Healthcare 1,527.0 $193K 0.10% $126.36 +16.8%
156 VICI VICI PPTYS INCORPORATED REIT Real Estate 7,055.0 $187K 0.09% +7K +4074.6% $26.55 -0.7%
157 BAC BANK OF AMER CORPORATION Financial Services 3,260.0 $186K 0.09% -266.0 -7.5% $56.98 +10.9%
158 PNC PNC FINL SVCS GROUP INCORPORATED Financial Services 752.0 $185K 0.09% $246.22 +0.1%
159 MPC MARATHON PETE CORPORATION Energy 698.0 $178K 0.09% -120.0 -14.7% $255.67 +41.1%
160 VONV VANGUARD RUSSELL 1000 VALUE ETF 1,670.0 $178K 0.09% $106.30 +6.8%
Page 8 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%