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Portfolio (Quarterly) Guide ↗

Hilton Head Capital Partners, LLC

· CIK 0002109913
13F Portfolio $198M AUM 912 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 152 Added 258 Reduced 130 Exited
Page 10 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MBB ISHARES TR MBS ETF 121.0 $11K 0.01% -67.0 -35.6% $94.52 -2.2%
182 ABEV AMBEV SA SPONSORED ADR (BRAZIL) Consumer Defensive 3,600.0 $11K 0.01% -3K -48.5% $3.14 -8.0%
183 CME CME GROUP INCORPORATED Financial Services 51.0 $11K 0.01% -61.0 -54.5% $220.82 +29.7%
184 JBLU JETBLUE AIRWAYS CORPORATION Industrials 1,800.0 $10K 0.01% -13K -87.8% $5.73 -22.0%
185 S SENTINELONE INCORPORATED CLASS A Technology 597.0 $10K 0.01% -977.0 -62.1% $16.97 +21.6%
186 QUAL ISHARES TR MSCI USA QLT FCT 45.0 $10K 0.01% -25.0 -35.7% $221.51 -0.2%
187 GDDY GODADDY INCORPORATED CLASS A Technology 117.0 $10K 0.01% -33.0 -22.0% $84.88 +18.5%
188 ITA ISHARES TR US AER DEF ETF 40.0 $10K 0.01% -56.0 -58.3% $242.43 -7.0%
189 BDX BECTON DICKINSON & COMPANY Healthcare 63.0 $10K 0.01% -48.0 -43.2% $151.33 +23.6%
190 HCA HCA HEALTHCARE INCORPORATED Healthcare 24.0 $9K 0.01% -33.0 -57.9% $389.88 +6.1%
191 CUBI CUSTOMERS BANCORP INCORPORATED Financial Services 118.0 $9K 0.01% -41.0 -25.8% $79.10 -3.4%
192 ARGX ARGENX SE SPONSORED ADR (NETHERLANDS) Healthcare 10.0 $9K 0.01% -15.0 -60.0% $927.80 +10.9%
193 AAP ADVANCE AUTO PARTS INCORPORATED Consumer Cyclical 147.0 $9K 0.01% -444.0 -75.1% $62.22 -31.3%
194 DCOM DIME COML BANCSHARES INCORPORATED Financial Services 225.0 $9K 0.01% -1K -84.5% $40.65 -2.9%
195 AGG ISHARES TR CORE US AGGBD ET 92.0 $9K 0.01% -111.0 -54.7% $98.98 -2.2%
196 DRI DARDEN RESTAURANTS INCORPORATED Consumer Cyclical 42.0 $9K 0.00% -90.0 -68.2% $206.00 +4.6%
197 WTW WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) Financial Services 32.0 $8K 0.00% -1K -97.7% $261.38 +28.0%
198 VIOO VANGUARD S&P SMALL-CAP 600 ETF 60.0 $8K 0.00% -134.0 -69.1% $137.53 -3.7%
199 VONG VANGUARD RUSSELL 1000 GROWTH ETF 64.0 $8K 0.00% -65.0 -50.4% $127.81 -2.3%
200 SHAK SHAKE SHACK INCORPORATED CLASS A Consumer Cyclical 145.0 $8K 0.00% -368.0 -71.7% $56.02 +20.7%
Page 10 of 13  ·  258 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 27.8%
Industrials 13.5%
Healthcare 12.6%
Financial Services 10.9%
Consumer Defensive 10.4%
Consumer Cyclical 7.4%
Energy 5.5%
Utilities 5.2%
Communication Services 3.8%
Real Estate 1.8%