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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $177M AUM 989 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 192 Added 115 Reduced 23 Exited
Page 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RDDT REDDIT INCORPORATED CLASS A Communication Services 28.0 $4K 0.00% +18.0 +180.0% $134.64 +7.4%
182 HP HELMERICH & PAYNE INCORPORATED Energy 102.0 $4K 0.00% +1.0 +1.0% $35.89 +12.1%
183 BIOHAVEN LIMITED (VIRGIN ISLANDS (BRITISH)) 369.0 $3K 0.00% +232.0 +169.3% $8.46
184 EMXC ISHARES INCORPORATED MSCI EMRG CHN 38.0 $3K 0.00% +15.0 +65.2% $78.66 +27.1%
185 WRB BERKLEY W R CORPORATION Financial Services 43.0 $3K 0.00% +20.0 +87.0% $66.28 +1.9%
186 SWBI SMITH & WESSON BRANDS INCORPORATED Industrials 165.0 $2K 0.00% +2.0 +1.2% $14.31 +6.5%
187 AFK VANECK AFRICA INDEX ETF 85.0 $2K 0.00% +45.0 +112.5% $25.75 +6.2%
188 AFRM AFFIRM HLDGS INCORPORATED COM CLASS A Technology 45.0 $2K 0.00% +22.0 +95.7% $45.82 +51.2%
189 XRAY DENTSPLY SIRONA INCORPORATED Healthcare 171.0 $2K 0.00% +3.0 +1.8% $11.57 -11.7%
190 OGN ORGANON & COMPANY COMMON STOCK Healthcare 151.0 $902.0 0.00% +1.0 +0.7% $5.97 +124.5%
191 NIO NIO INCORPORATED SPON ADS (CAYMAN ISLANDS) Consumer Cyclical 69.0 $416.0 +50.0 +263.2% $6.03 -12.8%
192 WOLF WOLFSPEED INCORPORATED COMMON STOCK Technology 4.0 $65.0 +1.0 +33.3% $16.25 +330.1%
Page 10 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.4%
Healthcare 13.6%
Industrials 12.5%
Financial Services 11.5%
Consumer Defensive 10.7%
Consumer Cyclical 8.0%
Energy 7.0%
Utilities 5.6%
Communication Services 5.6%
Real Estate 1.6%