Arkolith/Funds/Hilton Head Capital Partners, LLC

Hilton Head Capital Partners, LLC

CIK 2109913
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Hilton Head Capital Partners, LLC holds a diversified book of 912 reported positions worth $198.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 5 new listings in the book), a listing rather than a purchase; they opened Avantis International Equity and trimmed First Trust Enh Short Mat FD. Their largest long position is First Trust Enh Short Mat FD at 6% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
25%
Top 20 holdings
38%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

67% mapped to company sectors

ETFs / funds
33%
Information Technology
17%
Industrials
11%
Health Care
8%
Financials
7%
Consumer Discretionary
6%
Consumer Staples
4%
Utilities
4%

+5 sectors below the cut, 10% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Hilton Head Capital Partners, LLC

Manager / fundShared namesTheir $ in those
Independent Investors Inc26 / 80$440.1M
Ardent Capital Management, Inc.18 / 80$200.4M
Hoey Investments, Inc52 / 80$619.2M
AdviceOne Advisory Services, LLC21 / 80$130.5M
bLong Financial, LLC34 / 80$111.9M
Talbot Financial, LLC31 / 80$960.8M
Harold Davidson & Associates Inc.23 / 80$162.9M
Alcosta Capital Management, Inc.12 / 80$104.1M

Ranked by the share of each fund's own book sitting in the names it shares with Hilton Head Capital Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

912 positions
#SecurityValueShares% PortLast moveHistory
1First Trust ETF IV First Trust Enhanced Short
FIRST TR ENH NEW
$11.7M195.3K
5.9%
−27%
Reduced · −74K sh
2Shelton Equity Premium Income ETF
SHELTON EQT PRE
$5.6M202.7K
2.8%
+440%
Added · +165K sh
3Eli Lilly & Company
COM
$4.9M4.1K
2.4%
Held
4Lam Research Corporation Com New
COM NEW
$4.6M10.6K
2.3%
−1.5%
Reduced · −158 sh
5FT Vest Laddered Buffer ETF
FT LADD BUFF ETF
$4.3M116.6K
2.1%
−17%
Reduced · −24K sh
6First Trust Nasdaq Rising Dividend Achievers
RISNG DIVD ACHIV
$4.3M52.5K
2.1%
+39%
Added · +15K sh
7Schwab US Dividend Equity ETF
US DIVIDEND EQ
$3.9M123.8K
2.0%
+0.7%
Added · +911 sh
8Nvidia Corporation
COM
$3.8M19.1K
1.9%
−1.7%
Reduced · −326 sh
9Amazon Com Incorporated
COM
$3.7M15.5K
1.9%
−10%
Reduced · −2K sh
10Apple Incorporated
COM
$3.2M11.2K
1.6%
−3.8%
Reduced · −444 sh
11Microsoft Corporation
COM
$3.2M8.6K
1.6%
−1.8%
Reduced · −154 sh
12Philip Morris International Incorporated
COM
$3.0M16.7K
1.5%
−1.1%
Reduced · −180 sh
13Avantis International Equity ETF
INTL EQT ETF
$2.9M32.1K
1.4%
New
New position
14Walmart Inc
COM
$2.5M21.9K
1.3%
−2.0%
Reduced · −442 sh
15Arm Holdings PLC Sponsored Ads
SPONSORED ADS
$2.5M7.0K
1.2%
+0.1%
Added · +5 sh
16Johnson & Johnson
COM
$2.4M9.6K
1.2%
−5.0%
Reduced · −503 sh
17First Trust Smid Cap Rising Dividend Achievers ETF
SMID RISNG ETF
$2.4M55.5K
1.2%
+7.3%
Added · +4K sh
18Ishares TR S&P 500 GRWT ETF
S&P 500 GRWT ETF
$2.3M16.7K
1.2%
+59%
Added · +6K sh
19Corning Incorporated
COM
$2.2M8.6K
1.1%
−20%
Reduced · −2K sh
20Altria Group Incorporated
COM
$2.2M30.3K
1.1%
+0.2%
Added · +62 sh
21Broadcom Incorporated
COM
$2.1M5.7K
1.1%
−16%
Reduced · −1K sh
22Lockheed Martin Corporation
COM
$2.1M4.2K
1.1%
+106%
Added · +2K sh
23Merck & Company Incorporated
COM
$2.0M15.7K
1.0%
−14%
Reduced · −3K sh
24Truist Finl Corporation
COM
$1.9M38.9K
1.0%
−4.4%
Reduced · −2K sh
25American Century U.S. Quality Growth ETF
US QUALITY GROW
$1.9M16.3K
1.0%
New
New position
26Ge Aerospace Com New
COM NEW
$1.9M5.2K
1.0%
−0.1%
Reduced · −3 sh
27American Beacon Select Funds GLG Nat Res ETF
GLG NAT RES ETF
$1.8M36.9K
0.9%
New
New position
28Caterpillar Incorporated
COM
$1.7M1.6K
0.9%
−1.6%
Reduced · −26 sh
29Quanta Svcs Incorporated
COM
$1.5M2.1K
0.8%
−0.9%
Reduced · −19 sh
30Vertiv Holdings Company Com Class A
COM CL A
$1.5M4.4K
0.7%
−19%
Reduced · −1K sh
31Meta Platforms Incorporated Class A
CL A
$1.5M2.6K
0.7%
+6.4%
Added · +158 sh
32Applied Matls Incorporated
COM
$1.5M2.0K
0.7%
+1.3%
Added · +26 sh
33Amgen Incorporated
COM
$1.4M3.9K
0.7%
+1.8%
Added · +69 sh
34First Trust Large Cap Growth Alphadex Fund
COM SHS
$1.4M7.3K
0.7%
−27%
Reduced · −3K sh
35Fortinet Incorporated
COM
$1.4M9.0K
0.7%
−0.7%
Reduced · −65 sh
36FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT VEST S&P 500
$1.4M26.9K
0.7%
−73%
Reduced · −72K sh
37Dominion Energy Incorporated
COM
$1.3M19.7K
0.7%
+1.6%
Added · +302 sh
38Nyli Mackay Muni Insured ETF
MACK MU INSD ETF
$1.3M55.0K
0.7%
−17%
Reduced · −11K sh
39First Trust Capital Strength ETF
CAP STRENGTH ETF
$1.3M14.1K
0.7%
−54%
Reduced · −17K sh
40Cisco Systems Incorporated
COM
$1.3M10.9K
0.6%
−19%
Reduced · −3K sh
41Palantir Technologies Inc
CL A
$1.2M10.7K
0.6%
+5.6%
Added · +562 sh
42Advanced Micro Devices Incorporated
COM
$1.2M2.1K
0.6%
−11%
Reduced · −246 sh
43Norfolk Southn Corporation
COM
$1.2M3.8K
0.6%
−0.1%
Reduced · −6 sh
44Exxon Mobil Corporation
COM
$1.2M8.8K
0.6%
+3.0%
Added · +253 sh
45Valero Energy Corporation
COM
$1.2M4.5K
0.6%
−1.8%
Reduced · −85 sh
46Chevron Corporation
COM
$1.2M7.1K
0.6%
+34%
Added · +2K sh
47JPMorgan Chase & Company
COM
$1.2M3.5K
0.6%
−7.9%
Reduced · −302 sh
48Alphabet Incorporated Cap STK Class C
CAP STK CL C
$1.1M3.0K
0.5%
+0.5%
Added · +14 sh
49British Amern Tob PLC Sponsored ADR
SPONSORED ADR
$1.1M17.1K
0.5%
+1.0%
Added · +173 sh
50Cadence Design System Incorporated
COM
$1.1M2.8K
0.5%
+0.5%
Added · +13 sh
Showing 50 of 912 positions
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Filing history

As-of date vs the date the SEC received each filing

$198.5M · Q2 2026Q4 2025 · $171.1MQ2 2026 · $198.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202627d912$198.5M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d989$177.3M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d935$171.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.