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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 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRP TC ENERGY CORPORATION (CANADA) Energy 2,076.0 $130K 0.07% -2K -44.7% $62.60 +11.1%
42 TAP MOLSON COORS BEVERAGE COMPANY CLASS B Consumer Defensive 2,876.0 $124K 0.07% -16.0 -0.6% $43.06 -4.3%
43 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 2,415.0 $114K 0.06% -299.0 -11.0% $47.00 -9.3%
44 SMH VANECK SEMICONDUCTOR ETF 290.0 $111K 0.06% -8.0 -2.7% $383.40 +57.1%
45 DOW DOW HLDGS INCORPORATED Basic Materials 2,432.0 $101K 0.06% -28.0 -1.1% $41.65 -15.3%
46 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 269.0 $93K 0.05% -4.0 -1.5% $344.81 -9.1%
47 OXY OCCIDENTAL PETE CORPORATION Energy 1,351.0 $88K 0.05% -2K -54.2% $65.00 -11.6%
48 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 301.0 $81K 0.05% -13.0 -4.1% $270.33 +39.4%
49 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 505.0 $81K 0.04% -252.0 -33.3% $159.70 -0.5%
50 Q QNITY ELECTRONICS INCORPORATED COMMON STOCK Technology 572.0 $66K 0.04% -165.0 -22.4% $115.38 +42.6%
51 JBLU JETBLUE AIRWAYS CORPORATION Industrials 14,805.0 $65K 0.04% -5K -25.3% $4.42 +19.5%
52 WELL WELLTOWER INCORPORATED REIT Real Estate 302.0 $60K 0.03% -33.0 -9.8% $197.71 +9.3%
53 ICE INTERCONTINENTAL EXCHANGE INCORPORATED Financial Services 362.0 $57K 0.03% -19.0 -5.0% $157.28 -4.2%
54 CZR CAESARS ENTERTAINMENT INCORPORATED NEW Consumer Cyclical 2,134.0 $56K 0.03% -231.0 -9.8% $26.43 +7.4%
55 SPGI S&P GLOBAL INCORPORATED Financial Services 124.0 $53K 0.03% -1K -92.1% $425.34 -3.0%
56 DD DUPONT DE NEMOURS INCORPORATED Basic Materials 1,150.0 $53K 0.03% -327.0 -22.1% $45.80 +8.0%
57 MET METLIFE INCORPORATED Financial Services 728.0 $51K 0.03% -7.0 -0.9% $70.72 +17.7%
58 HIG HARTFORD INSURANCE GROUP INCORPORATED Financial Services 365.0 $49K 0.03% -10.0 -2.7% $135.23 +0.1%
59 DPG DUFF & PHELPS UTLITY AND INFST Financial Services 3,384.0 $49K 0.03% -200.0 -5.6% $14.44 +2.0%
60 GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT Financial Services 8,850.0 $47K 0.03% -1K -10.2% $5.32 -2.8%
Page 3 of 6  ·  115 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%