Institutional Fund
Hilton Head Capital Partners, LLC
Hilton Head Island, SCCIK 21099132 filings on record
Portfolio Value
$177.32M
Q1 2026
Holdings
989
Reported positions
New Buys
77
Opened this quarter
QoQ Change
+3.6%
from $171.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange-Traded Fd9.1%
- First Tr Exchange-Traded Fd2.7%
- First Tr Exchng Traded Fd Vi2.7%
- Schwab Strategic Tr2.1%
- Eli Lilly & Co2.1%
- Amazon Com Inc2.0%
- Other79.3%
Portfolio Holdings
989 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange-Traded Fd | 269.2K | $16.10M | 9.1% | +8.8K | Added |
| 2 | First Tr Exchange-Traded Fd | 98.6K | $4.80M | 2.7% | +3.6K | Added |
| 3 | First Tr Exchng Traded Fd Vi | 140.4K | $4.74M | 2.7% | +6.7K | Added |
| 4 | Schwab Strategic Tr | 122.9K | $3.77M | 2.1% | +1.5K | Added |
| 5 | Eli Lilly & Co | 4.1K | $3.73M | 2.1% | +9 | Added |
| 6 | Amazon Com Inc | 17.2K | $3.58M | 2.0% | +310 | Added |
| 7 | Nvidia Corporation | 19.4K | $3.39M | 1.9% | −16 | Reduced |
| 8 | Microsoft Corp | 8.7K | $3.23M | 1.8% | +2.1K | Added |
| 9 | Apple Inc | 11.6K | $2.95M | 1.7% | −144 | Reduced |
| 10 | First Tr Exchange-Traded Fd | 30.7K | $2.85M | 1.6% | −311 | Reduced |
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