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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 9 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TMUS T-MOBILE US INCORPORATED Communication Services 1,025.0 $172K 0.09% $167.73 +8.7%
162 ALL ALLSTATE CORPORATION Financial Services 708.0 $169K 0.09% -103.0 -12.7% $238.08 +9.1%
163 STRL STERLING INFRASTRUCTURE INCORPORATED Industrials 200.0 $168K 0.09% $839.36 -36.3%
164 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 3,328.0 $166K 0.08% -925.0 -21.8% $49.78 -0.1%
165 PRU PRUDENTIAL FINL INCORPORATED Financial Services 1,507.0 $163K 0.08% $107.93 +13.2%
166 SUN SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP Energy 2,388.0 $161K 0.08% +64.0 +2.8% $67.50 +13.9%
167 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1,500.0 $156K 0.08% $103.96 +9.7%
168 FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 1,585.0 $153K 0.08% -576.0 -26.6% $96.80 +7.4%
169 MPLX MPLX LP COM UNIT REP LTD Energy 2,717.0 $153K 0.08% +275.0 +11.3% $56.33 +4.2%
170 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 1,933.0 $150K 0.08% -38.0 -1.9% $77.55 +19.6%
171 SMH VANECK SEMICONDUCTOR ETF 227.0 $149K 0.07% -63.0 -21.7% $655.89 -14.5%
172 BA BOEING COMPANY Industrials 684.0 $148K 0.07% $216.47 +2.6%
173 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 767.0 $146K 0.07% +7.0 +0.9% $190.55 -3.6%
174 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 909.0 $144K 0.07% -126.0 -12.2% $158.60 +10.8%
175 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 153.0 $143K 0.07% -6.0 -3.8% $935.47 +2.3%
176 TRP TC ENERGY CORPORATION (CANADA) Energy 2,148.0 $142K 0.07% +72.0 +3.5% $66.29 -5.9%
177 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 298.0 $142K 0.07% $477.57 -13.7%
178 VBR VANGUARD SMALL-CAP VALUE ETF 585.0 $142K 0.07% +3.0 +0.5% $242.89 +3.0%
179 VTV VANGUARD VALUE ETF 649.0 $142K 0.07% $218.07 +4.1%
180 PBA PEMBINA PIPELINE CORPORATION (CANADA) Energy 3,041.0 $141K 0.07% +102.0 +3.5% $46.25 +4.9%
Page 9 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%