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Paul Felsch

Hilton Head Capital Partners, Llc

Assets Managed
$198.492M
Holdings
912
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.94%(2Q avg: 7.79%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Hilton Head Capital Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 912 positions.

Assets under management

The assets under management (AUM) of Hilton Head Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 198.492M in assets, with a quarterly growth rate of 11.94% and a 2-quarter average growth rate of 7.79%. The portfolio is managed by Paul Felsch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Decreased -27.46%
5.88%
$11.665M
195,302 shares@ $59.74 avg price
SEPI
Shelton Eqty Premium Inc Etf
Recent Activity
Increased 440.46%
2.85%
$5.645M
202,683 shares@ $27.85 avg price
LLY
Eli Lilly & Co
Recent Activity
2.45%
$4.862M
4,054 shares@ $1199.43 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -1.46%
2.33%
$4.608M
10,635 shares@ $433.34 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -16.99%
2.15%
$4.258M
116,566 shares@ $36.54 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 39.04%
2.15%
$4.252M
52,460 shares@ $81.07 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.75%
1.98%
$3.926M
123,822 shares@ $31.71 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.67%
1.93%
$3.823M
19,104 shares@ $200.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -10.05%
1.86%
$3.686M
15,465 shares@ $238.34 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.82%
1.63%
$3.234M
11,175 shares@ $289.37 avg price

1-10 of 912