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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $177M AUM 989 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 192 Added 115 Reduced 23 Exited
Page 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 82.0 $4K 0.00% -69.0 -45.7% $47.00 +6.8%
102 HQY HEALTHEQUITY INCORPORATED Healthcare 45.0 $4K 0.00% -2.0 -4.3% $83.58 +4.4%
103 CANADIAN PACIFIC KANSAS CITY (CANADA) 39.0 $3K 0.00% -1.0 -2.5% $78.67
104 EQIX EQUINIX INCORPORATED REIT Real Estate 3.0 $3K 0.00% -1.0 -25.0% $980.33 +9.9%
105 HAE HAEMONETICS CORPORATION MASS Healthcare 51.0 $3K 0.00% -68.0 -57.1% $56.35 +18.6%
106 SMURFIT WESTROCK PLC SHS (IRELAND) 64.0 $3K 0.00% -2.0 -3.0% $39.84
107 TFIN TRIUMPH FINANCIAL INCORPORATED Financial Services 42.0 $3K 0.00% -22.0 -34.4% $59.67 +16.3%
108 MMS MAXIMUS INCORPORATED Industrials 36.0 $2K 0.00% -1.0 -2.7% $64.11 -5.0%
109 AISP AIRSHIP AI HLDGS INCORPORATED Technology 1,000.0 $2K 0.00% -457.0 -31.4% $2.26 +10.2%
110 ACHC ACADIA HEALTHCARE COMPANY INCORPORATED Healthcare 75.0 $2K 0.00% -1.0 -1.3% $23.39 +0.4%
111 KMPR KEMPER CORPORATION Financial Services 51.0 $2K 0.00% -34.0 -40.0% $30.57 -9.4%
112 HR HEALTHCARE RLTY TR CLASS A COM REIT Real Estate 81.0 $1K 0.00% -2.0 -2.4% $16.99 +21.0%
113 HAYW HAYWARD HLDGS INCORPORATED Industrials 95.0 $1K 0.00% -172.0 -64.4% $13.38 +4.5%
114 WDS WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) Energy 36.0 $860.0 -36.0 -50.0% $23.89 -5.4%
115 TFX TELEFLEX INCORPORATED Healthcare 6.0 $718.0 -1.0 -14.3% $119.67 +10.2%
Page 6 of 6  ·  115 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 13.6%
Industrials 12.5%
Financial Services 11.5%
Consumer Defensive 10.7%
Consumer Cyclical 8.0%
Energy 7.0%
Utilities 5.6%
Communication Services 5.6%
Real Estate 1.6%