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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 8 of 50  ·  989 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TQQQ PROSHARES TR ULTRAPRO QQQ 5,126.0 $214K 0.12% +3K +101.0% $41.68 +95.9%
142 GILD GILEAD SCIENCES INCORPORATED Healthcare 1,524.0 $212K 0.12% $139.38 -4.1%
143 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 4,253.0 $212K 0.12% $49.81 -0.2%
144 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 7,589.0 $208K 0.12% -530.0 -6.5% $27.46 -1.2%
145 OMC OMNICOM GROUP INCORPORATED Communication Services 2,740.0 $206K 0.12% $75.31 -0.6%
146 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 5,215.0 $205K 0.12% $39.28 +8.9%
147 LAMR LAMAR ADVERTISING COMPANY CLASS A REIT Real Estate 1,600.0 $203K 0.11% $126.66 +20.1%
148 MPC MARATHON PETE CORPORATION Energy 818.0 $200K 0.11% $244.18 +1.2%
149 FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 2,161.0 $200K 0.11% $92.35 +3.0%
150 IVV ISHARES TR CORE S&P500 ETF 304.0 $199K 0.11% $653.41 +15.4%
151 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 1,971.0 $183K 0.10% -18.0 -0.9% $93.00 -9.9%
152 NFLX NETFLIX INCORPORATED. Communication Services 1,890.0 $182K 0.10% +50.0 +2.7% $96.15 -9.2%
153 CMCSA COMCAST CORPORATION NEW CLASS A Communication Services 6,306.0 $181K 0.10% +39.0 +0.6% $28.71 -12.2%
154 MU MICRON TECHNOLOGY INCORPORATED Technology 532.0 $180K 0.10% +89.0 +20.1% $337.84 +174.8%
155 FXN FIRST TRUST ENERGY ALPHADEX FUND 7,777.0 $175K 0.10% $22.46 -4.2%
156 BAC BANK AMERICA CORPORATION Financial Services 3,526.0 $172K 0.10% -133.0 -3.6% $48.74 +4.8%
157 ALL ALLSTATE CORPORATION Financial Services 811.0 $168K 0.10% -7.0 -0.9% $207.38 +0.7%
158 NOC NORTHROP GRUMMAN CORPORATION Industrials 244.0 $166K 0.09% $682.24 -19.2%
159 ASML ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) Technology 122.0 $161K 0.09% -14.0 -10.3% $1320.83 +21.0%
160 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 159.0 $158K 0.09% +2.0 +1.3% $996.43 +0.7%
Page 8 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%