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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 44 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 JHG JANUS HENDERSON GROUP PLC ORD SHS (JERSEY) Financial Services 21.0 $1K 0.00% $51.38 +0.8%
862 PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 55.0 $1K 0.00% NEW $19.42 +2.2%
863 SOUTH BOW CORPORATION (CANADA) 32.0 $1K 0.00% $33.31
864 ESGD ISHARES TR ESG AW MSCI EAFE 11.0 $1K 0.00% $95.64 +8.4%
865 SOLV SOLVENTUM CORPORATION COM SHS Healthcare 16.0 $1K 0.00% $65.31 +17.9%
866 TM TOYOTA MOTOR CORPORATION ADS (JAPAN) Consumer Cyclical 5.0 $1K 0.00% NEW $206.00 -7.6%
867 ROBO ROBO-STOX GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 15.0 $1K 0.00% NEW $68.40 +29.2%
868 ELVR SAYONA MNG LTD SPONSORED ADS (AUSTRALIA) Basic Materials 17.0 $1K 0.00% $58.88 +51.0%
869 MAA MID-AMER APT CMNTYS INCORPORATED REIT Real Estate 8.0 $977.0 0.00% $122.12 +7.4%
870 NTAP NETAPP INCORPORATED Technology 9.0 $922.0 0.00% $102.44 +38.2%
871 UPBOUND GROUP INCORPORATED 51.0 $921.0 0.00% $18.06
872 FLYW FLYWIRE CORPORATION COM VTG Technology 79.0 $920.0 0.00% $11.65 +35.9%
873 ANF ABERCROMBIE & FITCH COMPANY CLASS A Consumer Cyclical 10.0 $914.0 0.00% $91.40 -8.6%
874 RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK Technology 65.0 $913.0 0.00% $14.05 +71.2%
875 OGN ORGANON & COMPANY COMMON STOCK Healthcare 151.0 $902.0 0.00% +1.0 +0.7% $5.97 +124.6%
876 THOMSON REUTERS CORPORATION (CANADA) 10.0 $900.0 0.00% $90.00
877 HPQ HP INCORPORATED Technology 46.0 $884.0 $19.22 +29.8%
878 ENVX ENOVIX CORPORATION Industrials 167.0 $865.0 $5.18 +44.6%
879 WDS WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR (AUSTRALIA) Energy 36.0 $860.0 -36.0 -50.0% $23.89 -8.7%
880 PKG PACKAGING CORPORATION AMER Consumer Cyclical 4.0 $849.0 $212.25 +2.3%
Page 44 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%