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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002109913

Hilton Head Capital Partners, LLC

HILTON HEAD ISLAND, SC · File #028-26209

Latest AUM
$171.1M
Positions
935
Top-10 Concentration
46.8%
Filings
1

Sector Allocation

Technology
14.1%$24.1M
Healthcare
8.7%$14.8M
Industrials
5.4%$9.3M
Financials
5.3%$9.0M
Energy
3.0%$5.2M
Utilities
2.3%$3.9M
Materials
0.7%$1.2M
Real Estate
0.4%$656,470

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT33739Q408260,420$15.6M14.79%
2FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF33739Q70595,041$4.7M4.43%
3FT VEST LADDERED BUFFER ETF33740F755133,767$4.6M4.34%
4ELI LILLY & COMPANYLLY4,045$4.3M4.12%
5AMAZON COM INCORPORATEDAMZN16,883$3.9M3.69%
6NVIDIA CORPORATIONNVDA19,446$3.6M3.44%
7SCHWAB US DIVIDEND EQUITY ETF808524797121,376$3.3M3.16%
8MICROSOFT CORPORATIONMSFT6,661$3.2M3.05%
9APPLE INCORPORATEDAAPL11,763$3.2M3.03%
10FIRST TRUST CAPITAL STRENGTH ETF33733E10430,998$2.9M2.72%
11PHILIP MORRIS INTERNATIONAL INCORPORATED71817210916,850$2.7M2.56%
12FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS33738R50636,628$2.5M2.41%
13WALMART INCORPORATEDWMT22,400$2.5M2.37%
14BROADCOM INCORPORATEDAVGO6,636$2.3M2.18%
15JOHNSON & JOHNSONJNJ10,175$2.1M2.00%
16TRUIST FINL CORPORATION89832Q10941,249$2.0M1.92%
17FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10251,925$2.0M1.89%
18MERCK & COMPANY INCORPORATEDMRK18,218$1.9M1.82%
19LAM RESEARCH CORPORATION COM NEWLRCX10,493$1.8M1.70%
20PALANTIR TECHNOLOGIES INCORPORATED CLASS APLTR9,977$1.8M1.68%