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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $171M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 935 New
Page 19 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 UMBF UMB FINL CORPORATION Financial Services 296.0 $34K 0.02% NEW $115.04 +14.5%
362 URI UNITED RENTALS INCORPORATED Industrials 42.0 $34K 0.02% NEW $809.52 +22.1%
363 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 439.0 $34K 0.02% NEW $77.29 +11.0%
364 GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK Healthcare 414.0 $34K 0.02% NEW $81.93 -22.0%
365 GFF GRIFFON CORPORATION Industrials 458.0 $34K 0.02% NEW $73.68 +19.0%
366 RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 586.0 $33K 0.02% NEW $56.63 +7.6%
367 EXC EXELON CORPORATION Utilities 748.0 $33K 0.02% NEW $43.59 +6.0%
368 RSG REPUBLIC SVCS INCORPORATED Industrials 152.0 $32K 0.02% NEW $211.97 -3.0%
369 SINCLAIR INCORPORATED CLASS A 2,102.0 $32K 0.02% NEW $15.30
370 VXX BARCLAYS BANK PLC IPATH EXCHANGE TRADED NT ETN Financial Services 1,200.0 $32K 0.02% NEW $26.47 -5.5%
371 MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A Consumer Cyclical 102.0 $32K 0.02% NEW $310.24 +24.4%
372 ELF E L F BEAUTY INCORPORATED Consumer Defensive 415.0 $32K 0.02% NEW $76.04 -24.6%
373 ICUI ICU MED INCORPORATED Healthcare 221.0 $32K 0.02% NEW $142.67 -3.0%
374 TT TRANE TECHNOLOGIES PLC SHS (IRELAND) Industrials 81.0 $32K 0.02% NEW $389.20 +17.6%
375 MACH NATURAL RESOURCES LP COM UNIT LTD PAR 2,841.0 $31K 0.02% NEW $11.04
376 AGX ARGAN INCORPORATED Industrials 100.0 $31K 0.02% NEW $313.32 +115.0%
377 PYPL PAYPAL HLDGS INCORPORATED Financial Services 531.0 $31K 0.02% NEW $58.42 -25.1%
378 BLMN BLOOMIN BRANDS INCORPORATED Consumer Cyclical 5,027.0 $31K 0.02% NEW $6.17 +34.7%
379 NTSX WISDOMTREE U.S. EFFICIENT CORE FUND 564.0 $31K 0.02% NEW $54.81 +7.8%
380 VTI VANGUARD TOTAL STOCK MARKET ETF 92.0 $31K 0.02% NEW $335.27 +10.2%
Page 19 of 47  ·  935 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 14.1%
Financial Services 13.2%
Industrials 11.5%
Consumer Defensive 10.2%
Consumer Cyclical 8.6%
Energy 6.4%
Communication Services 5.4%
Utilities 5.3%
Real Estate 1.5%