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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 22 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LEU CENTRUS ENERGY CORPORATION CLASS A Energy 150.0 $26K 0.01% $173.59 +3.8%
422 BND VANGUARD TOTAL BOND MARKET ETF 353.0 $26K 0.01% $73.64 -0.5%
423 DRI DARDEN RESTAURANTS INCORPORATED Consumer Cyclical 132.0 $26K 0.01% +9.0 +7.3% $196.04 +5.0%
424 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 119.0 $26K 0.01% $215.98 +42.8%
425 IWP ISHARES TR RUS MD CP GR ETF 200.0 $26K 0.01% $128.12 +9.8%
426 TOL TOLL BROTHERS INCORPORATED Consumer Cyclical 187.0 $26K 0.01% +74.0 +65.5% $136.47 +2.6%
427 IVE ISHARES TR S&P 500 VAL ETF 120.0 $25K 0.01% $211.83 +7.6%
428 JGRO JP MORGAN ETF ACTIVE GROWTH ETF 300.0 $25K 0.01% $84.52 +15.7%
429 LNG CHENIERE ENERGY INCORPORATED COM NEW Energy 89.0 $25K 0.01% $283.76 -18.6%
430 ELF E L F BEAUTY INCORPORATED Consumer Defensive 415.0 $25K 0.01% $60.61 -5.4%
431 ULTA ULTA BEAUTY INCORPORATED Consumer Cyclical 48.0 $25K 0.01% +43.0 +860.0% $522.71 -2.9%
432 PAYX PAYCHEX INCORPORATED Industrials 272.0 $25K 0.01% $92.12 +2.5%
433 IEO ISHARES TR US OIL GS EX ETF 200.0 $25K 0.01% $124.90 -8.8%
434 DELL DELL TECHNOLOGIES INCORPORATED CLASS C Technology 152.0 $25K 0.01% -34.0 -18.3% $164.13 +85.8%
435 LITE LUMENTUM HLDGS INCORPORATED Technology 35.0 $25K 0.01% NEW $702.77 +28.4%
436 MRVL MARVELL TECHNOLOGY INCORPORATED Technology 248.0 $25K 0.01% +225.0 +978.3% $99.05 +100.6%
437 ALSN ALLISON TRANSMISSION HLDGS INCORPORATED Consumer Cyclical 209.0 $24K 0.01% +186.0 +808.7% $117.06 -2.7%
438 TLRY TILRAY BRANDS INCORPORATED Healthcare 3,771.0 $24K 0.01% -418.0 -10.0% $6.47 -14.2%
439 LEIDOS HOLDINGS INCORPORATED 155.0 $24K 0.01% $155.52
440 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 1,591.0 $24K 0.01% $15.02 -1.1%
Page 22 of 50  ·  989 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%