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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 37 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MAT MATTEL INCORPORATED Consumer Cyclical 250.0 $4K 0.00% $14.53 +2.7%
722 ALB ALBEMARLE CORPORATION Basic Materials 20.0 $4K 0.00% $179.55 -1.0%
723 UAL UNITED AIRLS HLDGS INCORPORATED Industrials 39.0 $4K 0.00% $92.08 +22.5%
724 WAT WATERS CORPORATION Healthcare 12.0 $4K 0.00% NEW $297.83 +15.4%
725 RUM RUMBLE INCORPORATED COM CLASS A Technology 700.0 $4K 0.00% $5.10 +88.5%
726 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) Technology 18.0 $4K 0.00% $198.28 -10.7%
727 ISHARES HIGH YIELD MUNI ACTIVE ETF 73.0 $4K 0.00% $47.99
728 TXN TEXAS INSTRS INCORPORATED Technology 18.0 $3K 0.00% $194.17 +63.0%
729 ITB ISHARES TR US HOME CONS ETF 38.0 $3K 0.00% $90.55 +2.9%
730 CARR CARRIER GLOBAL CORPORATION Industrials 61.0 $3K 0.00% $56.31 +14.9%
731 IP INTERNATIONAL PAPER COMPANY Consumer Cyclical 95.0 $3K 0.00% $35.71 -9.0%
732 RACE FERRARI N V (NETHERLANDS) Consumer Cyclical 10.0 $3K 0.00% $338.40 -1.7%
733 UNFI UNITED NAT FOODS INCORPORATED Consumer Defensive 75.0 $3K 0.00% $45.07 +15.0%
734 PPL PPL CORPORATION Utilities 87.0 $3K 0.00% $38.20 -6.4%
735 EMB ISHARES TR JPMORGAN USD EMG 35.0 $3K 0.00% $93.94 +2.1%
736 WSO WATSCO INCORPORATED Industrials 9.0 $3K 0.00% $363.78 +4.7%
737 RY ROYAL BK CDA (CANADA) Financial Services 20.0 $3K 0.00% $161.80 +16.6%
738 IT GARTNER INCORPORATED Technology 20.0 $3K 0.00% $158.35 +0.6%
739 BIOHAVEN LIMITED (VIRGIN ISLANDS (BRITISH)) 369.0 $3K 0.00% +232.0 +169.3% $8.46
740 EQH EQUITABLE HLDGS INCORPORATED Financial Services 84.0 $3K 0.00% $37.11 +10.6%
Page 37 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%