Hilton Head Capital Partners, LLC holds a diversified book of 912 stocks worth $198.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2026 would be +6% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109913/holdings"
Use Arkolith to show Hilton Head Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +9.9%, a 3.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hilton Head Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hilton Head Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $59.5B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $5.7B |
| MORGAN STANLEY | 79 / 80 | $525.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $147.3B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $81.2B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $52.7B |
| Rockefeller Capital Management L.P. | 79 / 80 | $16.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $15.2B |
Ranked by how many of Hilton Head Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First Trust ETF IV First Trust Enhanced Short FIRST TR ENH NEW | $11.7M | 195.3K | 5.9% | ▼−27% Reduced · −74K sh | |
| 2 | Shelton Equity Premium Income ETF SHELTON EQT PRE | $5.6M | 202.7K | 2.8% | ▲+440% Added · +165K sh | |
| 3 | Eli Lilly & Company COM | $4.9M | 4.1K | 2.4% | —Held | |
| 4 | Lam Research Corporation Com New COM NEW | $4.6M | 10.6K | 2.3% | ▼−1.5% Reduced · −158 sh | |
| 5 | FT Vest Laddered Buffer ETF FT LADD BUFF ETF | $4.3M | 116.6K | 2.1% | ▼−17% Reduced · −24K sh | |
| 6 | First Trust Nasdaq Rising Dividend Achievers RISNG DIVD ACHIV | $4.3M | 52.5K | 2.1% | ▲+39% Added · +15K sh | |
| 7 | Schwab US Dividend Equity ETF US DIVIDEND EQ | $3.9M | 123.8K | 2.0% | ▲+0.7% Added · +911 sh | |
| 8 | Nvidia Corporation COM | $3.8M | 19.1K | 1.9% | ▼−1.7% Reduced · −326 sh | |
| 9 | Amazon Com Incorporated COM | $3.7M | 15.5K | 1.9% | ▼−10% Reduced · −2K sh | |
| 10 | Apple Incorporated COM | $3.2M | 11.2K | 1.6% | ▼−3.8% Reduced · −444 sh | |
| 11 | Microsoft Corporation COM | $3.2M | 8.6K | 1.6% | ▼−1.8% Reduced · −154 sh | |
| 12 | Philip Morris International Incorporated COM | $3.0M | 16.7K | 1.5% | ▼−1.1% Reduced · −180 sh | |
| 13 | Avantis International Equity ETF INTL EQT ETF | $2.9M | 32.1K | 1.4% | ▲New New position | |
| 14 | Walmart Inc COM | $2.5M | 21.9K | 1.3% | ▼−2.0% Reduced · −442 sh | |
| 15 | Arm Holdings PLC Sponsored Ads SPONSORED ADS | $2.5M | 7.0K | 1.2% | ▲+0.1% Added · +5 sh | |
| 16 | Johnson & Johnson COM | $2.4M | 9.6K | 1.2% | ▼−5.0% Reduced · −503 sh | |
| 17 | First Trust Smid Cap Rising Dividend Achievers ETF SMID RISNG ETF | $2.4M | 55.5K | 1.2% | ▲+7.3% Added · +4K sh | |
| 18 | Ishares TR S&P 500 GRWT ETF S&P 500 GRWT ETF | $2.3M | 16.7K | 1.2% | ▲+59% Added · +6K sh | |
| 19 | Corning Incorporated COM | $2.2M | 8.6K | 1.1% | ▼−20% Reduced · −2K sh | |
| 20 | Altria Group Incorporated COM | $2.2M | 30.3K | 1.1% | ▲+0.2% Added · +62 sh | |
| 21 | Broadcom Incorporated COM | $2.1M | 5.7K | 1.1% | ▼−16% Reduced · −1K sh | |
| 22 | Lockheed Martin Corporation COM | $2.1M | 4.2K | 1.1% | ▲+106% Added · +2K sh | |
| 23 | Merck & Company Incorporated COM | $2.0M | 15.7K | 1.0% | ▼−14% Reduced · −3K sh | |
| 24 | Truist Finl Corporation COM | $1.9M | 38.9K | 1.0% | ▼−4.4% Reduced · −2K sh | |
| 25 | American Century U.S. Quality Growth ETF US QUALITY GROW | $1.9M | 16.3K | 1.0% | ▲New New position | |
| 26 | Ge Aerospace Com New COM NEW | $1.9M | 5.2K | 1.0% | ▼−0.1% Reduced · −3 sh | |
| 27 | American Beacon Select Funds GLG Nat Res ETF GLG NAT RES ETF | $1.8M | 36.9K | 0.9% | ▲New New position | |
| 28 | Caterpillar Incorporated COM | $1.7M | 1.6K | 0.9% | ▼−1.6% Reduced · −26 sh | |
| 29 | Quanta Svcs Incorporated COM | $1.5M | 2.1K | 0.8% | ▼−0.9% Reduced · −19 sh | |
| 30 | Vertiv Holdings Company Com Class A COM CL A | $1.5M | 4.4K | 0.7% | ▼−19% Reduced · −1K sh | |
| 31 | Meta Platforms Incorporated Class A CL A | $1.5M | 2.6K | 0.7% | ▲+6.4% Added · +158 sh | |
| 32 | Applied Matls Incorporated COM | $1.5M | 2.0K | 0.7% | ▲+1.3% Added · +26 sh | |
| 33 | Amgen Incorporated COM | $1.4M | 3.9K | 0.7% | ▲+1.8% Added · +69 sh | |
| 34 | First Trust Large Cap Growth Alphadex Fund COM SHS | $1.4M | 7.3K | 0.7% | ▼−27% Reduced · −3K sh | |
| 35 | Fortinet Incorporated COM | $1.4M | 9.0K | 0.7% | ▼−0.7% Reduced · −65 sh | |
| 36 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF FT VEST S&P 500 | $1.4M | 26.9K | 0.7% | ▼−73% Reduced · −72K sh | |
| 37 | Dominion Energy Incorporated COM | $1.3M | 19.7K | 0.7% | ▲+1.6% Added · +302 sh | |
| 38 | Nyli Mackay Muni Insured ETF MACK MU INSD ETF | $1.3M | 55.0K | 0.7% | ▼−17% Reduced · −11K sh | |
| 39 | First Trust Capital Strength ETF CAP STRENGTH ETF | $1.3M | 14.1K | 0.7% | ▼−54% Reduced · −17K sh | |
| 40 | Cisco Systems Incorporated COM | $1.3M | 10.9K | 0.6% | ▼−19% Reduced · −3K sh | |
| 41 | Palantir Technologies Inc CL A | $1.2M | 10.7K | 0.6% | ▲+5.6% Added · +562 sh | |
| 42 | Advanced Micro Devices Incorporated COM | $1.2M | 2.1K | 0.6% | ▼−11% Reduced · −246 sh | |
| 43 | Norfolk Southn Corporation COM | $1.2M | 3.8K | 0.6% | ▼−0.1% Reduced · −6 sh | |
| 44 | Exxon Mobil Corporation COM | $1.2M | 8.8K | 0.6% | ▲+3.0% Added · +253 sh | |
| 45 | Valero Energy Corporation COM | $1.2M | 4.5K | 0.6% | ▼−1.8% Reduced · −85 sh | |
| 46 | Chevron Corporation COM | $1.2M | 7.1K | 0.6% | ▲+34% Added · +2K sh | |
| 47 | JPMorgan Chase & Company COM | $1.2M | 3.5K | 0.6% | ▼−7.9% Reduced · −302 sh | |
| 48 | Alphabet Incorporated Cap STK Class C CAP STK CL C | $1.1M | 3.0K | 0.5% | ▲+0.5% Added · +14 sh | |
| 49 | British Amern Tob PLC Sponsored ADR SPONSORED ADR | $1.1M | 17.1K | 0.5% | ▲+1.0% Added · +173 sh | |
| 50 | Cadence Design System Incorporated COM | $1.1M | 2.8K | 0.5% | ▲+0.5% Added · +13 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.