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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 3 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORPORATION Consumer Cyclical 3,542.0 $1.1M 0.62% $310.76 -10.1%
42 NSC NORFOLK SOUTHN CORPORATION Industrials 3,824.0 $1.1M 0.62% $287.00 +11.6%
43 CVX CHEVRON CORPORATION Energy 5,299.0 $1.1M 0.62% -1K -16.2% $206.90 -10.7%
44 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 6,984.0 $1.1M 0.60% +39.0 +0.6% $151.28 +112.3%
45 CSCO CISCO SYSTEMS INCORPORATED Technology 13,488.0 $1.0M 0.59% +120.0 +0.9% $77.59 +52.5%
46 PG PROCTER & GAMBLE COMPANY Consumer Defensive 6,871.0 $992K 0.56% $144.45 -1.0%
47 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 16,949.0 $991K 0.56% -646.0 -3.7% $58.47 +11.1%
48 ES EVERSOURCE ENERGY Utilities 14,167.0 $981K 0.55% $69.28 +0.6%
49 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CANADA) Financial Services 20,280.0 $968K 0.55% -250.0 -1.2% $47.72 -0.0%
50 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 4,058.0 $959K 0.54% -59.0 -1.4% $236.27 -10.2%
51 SEPI SHELTON EQUITY PREMIUM INCOME ETF 37,502.0 $940K 0.53% NEW $25.06 +12.7%
52 RTX RTX CORPORATION Industrials 4,860.0 $937K 0.53% $192.89 -7.2%
53 HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 26,202.0 $880K 0.50% $33.58 +12.4%
54 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 3,031.0 $869K 0.49% +72.0 +2.4% $286.83 +34.2%
55 BLK BLACKROCK INCORPORATED Financial Services 849.0 $816K 0.46% +11.0 +1.3% $961.71 +12.0%
56 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1,697.0 $813K 0.46% +16.0 +0.9% $479.20
57 CEG CONSTELLATION ENERGY CORPORATION Utilities 2,822.0 $788K 0.44% +149.0 +5.6% $279.25 +8.0%
58 CDNS CADENCE DESIGN SYSTEMS INCORPORATED Technology 2,798.0 $777K 0.44% +19.0 +0.7% $277.87 +37.4%
59 V VISA INCORPORATED COM CLASS A Financial Services 2,552.0 $771K 0.43% +20.0 +0.8% $302.24 +8.0%
60 OKE ONEOK INCORPORATED NEW Energy 8,532.0 $771K 0.43% $90.39 +0.1%
Page 3 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%