Hilton Head Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
Hilton Head Island, SC
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
989
Total value ($000)
$177,323
Net value change ($000)
+6,201 (3.6%)
New positions
76
Sold out positions
23
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVW 1,188 23760.0%
SEPI 940 NEW
FTNT 692 1356.9%
AMAT 635 1270.0%
PGR 585 1539.5%
GLW 535 57.0%
LRCX 510 28.4%
FTSM 489 3.1%
VRT 465 51.9%
SCHD 442 13.3%
Top Reduces (Value $000, Stocks/ETFs)
MSCI -790 -98.8%
SPGI -763 -93.5%
LLY -618 -14.2%
AMZN -316 -8.1%
PLTR -296 -16.7%
SIBN -270 -36.0%
AAPL -249 -7.8%
NVDA -238 -6.6%
CRM -234 -23.5%
QCOM -225 -23.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type