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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 38 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DRNZ REX ETF TR DRONE ETF 129.0 $3K 0.00% NEW $23.92 +6.6%
742 CANADIAN PACIFIC KANSAS CITY (CANADA) 39.0 $3K 0.00% -1.0 -2.5% $78.67
743 AJG GALLAGHER ARTHUR J & COMPANY Financial Services 14.0 $3K 0.00% $216.57 -5.9%
744 TAK TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS (JAPAN) Healthcare 163.0 $3K 0.00% $18.52 -12.6%
745 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 30.0 $3K 0.00% $99.87 +10.0%
746 EMXC ISHARES INCORPORATED MSCI EMRG CHN 38.0 $3K 0.00% +15.0 +65.2% $78.66 +27.7%
747 KVUE KENVUE INCORPORATED Consumer Defensive 173.0 $3K 0.00% $17.24 +2.4%
748 EWJ ISHARES INCORPORATED MSCI JAPAN ETF 35.0 $3K 0.00% $84.43 +9.3%
749 EQIX EQUINIX INCORPORATED REIT Real Estate 3.0 $3K 0.00% -1.0 -25.0% $980.33 +9.7%
750 SPRY ARS PHARMACEUTICALS INCORPORATED Healthcare 365.0 $3K 0.00% $8.03 +5.4%
751 DSI ISHARES TR ESG MSCI KLD 400 24.0 $3K 0.00% $121.21 +17.3%
752 FAST FASTENAL COMPANY Industrials 62.0 $3K 0.00% $46.40 -3.1%
753 BUZZ VANECK SOCIAL SENTIMENT ETF 100.0 $3K 0.00% $28.77 +35.9%
754 HAE HAEMONETICS CORPORATION MASS Healthcare 51.0 $3K 0.00% -68.0 -57.1% $56.35 +18.6%
755 NTR NUTRIEN LIMITED (CANADA) Basic Materials 38.0 $3K 0.00% $75.45 -8.5%
756 WRB BERKLEY W R CORPORATION Financial Services 43.0 $3K 0.00% +20.0 +87.0% $66.28 -1.4%
757 ICVT ISHARES TR CONV BD ETF 28.0 $3K 0.00% $101.79 +18.1%
758 CPB THE CAMPBELLS COMPANY Consumer Defensive 126.0 $3K 0.00% $22.27 -7.5%
759 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) Consumer Defensive 30.0 $3K 0.00% $90.67 +5.0%
760 CMI CUMMINS INCORPORATED Industrials 5.0 $3K 0.00% NEW $538.00 +24.5%
Page 38 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%