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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 44 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TSN TYSON FOODS INCORPORATED CLASS A Consumer Defensive 9.0 $528.0 NEW $58.67 +11.0%
862 VOYG VOYAGER TECHNOLOGIES INCORPORATED COM CLASS A Industrials 20.0 $523.0 NEW $26.15 +77.6%
863 OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 27.0 $520.0 NEW $19.26
864 VAC MARRIOTT VACATIONS WORLDWIDE C Consumer Cyclical 9.0 $519.0 NEW $57.67 +38.3%
865 MP MP MATERIALS CORPORATION COM CLASS A Basic Materials 10.0 $505.0 NEW $50.50 +32.7%
866 WHR WHIRLPOOL CORPORATION Consumer Cyclical 7.0 $505.0 NEW $72.14 -40.9%
867 OLN OLIN CORPORATION COM PAR $1 Basic Materials 24.0 $500.0 NEW $20.83 +25.4%
868 VLTO VERALTO CORPORATION COM SHS Industrials 5.0 $499.0 NEW $99.80 -13.8%
869 SOUNDHOUND AI INCORPORATED WARRANT EXP 042627 141.0 $491.0 NEW $3.48
870 LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF 22.0 $480.0 NEW $21.82 -2.2%
871 VWAV VISIONWAVE HOLDINGS INCORPORATED Industrials 50.0 $463.0 NEW $9.26 -44.9%
872 TEL TE CONNECTIVITY PLC ORD SHS (IRELAND) Technology 2.0 $455.0 NEW $227.50 -8.3%
873 BCE BCE INCORPORATED COM NEW (CANADA) Communication Services 19.0 $453.0 NEW $23.84 +4.0%
874 LITHIUM AMERS CORPORATION NEW COM SHS (CANADA) 100.0 $436.0 NEW $4.36
875 NEWSMAX INCORPORATED COM SHS CLASS B 50.0 $386.0 NEW $7.72
876 HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 9.0 $377.0 NEW $41.89 -2.5%
877 OSUR ORASURE TECHNOLOGIES INCORPORATED Healthcare 150.0 $363.0 NEW $2.42 +62.8%
878 OHI OMEGA HEALTHCARE INVS INCORPORATED REIT Real Estate 8.0 $355.0 NEW $44.38 +8.9%
879 NOODLES & COMPANY COM CLASS A 500.0 $353.0 NEW $0.71
880 NUMV NUVEEN ESG MID-CAP VALUE ETF 9.0 $352.0 NEW $39.11 +8.4%
Page 44 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%