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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 39 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 KBWB INVESCO KBW BANK ETF 26.0 $2K 0.00% -26.0 -50.0% $92.96 +1.8%
762 IE IVANHOE ELECTRIC INCORPORATED Technology 250.0 $2K 0.00% -250.0 -50.0% $9.61 +4.4%
763 NTR NUTRIEN LIMITED (CANADA) Basic Materials 38.0 $2K 0.00% $62.95 +23.4%
764 AISP AIRSHIP AI HLDGS INCORPORATED Technology 1,000.0 $2K 0.00% $2.39 -14.2%
765 RARE ULTRAGENYX PHARMACEUTICAL INCORPORATED Healthcare 70.0 $2K 0.00% $33.39 -22.7%
766 RYN RAYONIER INCORPORATED REIT Real Estate 109.0 $2K 0.00% -315.0 -74.3% $21.28 -2.2%
767 OWL BLUE OWL CAPITAL INCORPORATED COM CLASS A Financial Services 264.0 $2K 0.00% $8.75 +33.5%
768 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) Technology 18.0 $2K 0.00% $124.44 +51.1%
769 GBDC GOLUB CAP BDC INCORPORATED Financial Services 170.0 $2K 0.00% $12.88 +0.1%
770 MICC MAGNUM ICE CREAM COMPANY NV ORD SHS (NETHERLANDS) Consumer Defensive 125.0 $2K 0.00% -10.0 -7.4% $17.43 +13.2%
771 LW LAMB WESTON HLDGS INCORPORATED Consumer Defensive 50.0 $2K 0.00% $43.18 +21.8%
772 DGX QUEST DIAGNOSTICS INCORPORATED Healthcare 10.0 $2K 0.00% $212.00 +11.4%
773 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 35.0 $2K 0.00% $60.29 +2.2%
774 TDS TELEPHONE & DATA SYSTEMS INCORPORATED COM NEW Communication Services 57.0 $2K 0.00% $37.02 -9.2%
775 ARDX ARDELYX INCORPORATED Healthcare 409.0 $2K 0.00% $5.10 -26.3%
776 TSLX SIXTH STREET SPECIALTY LENDING INC Financial Services 120.0 $2K 0.00% $17.17 +7.5%
777 CAG CONAGRA BRANDS INCORPORATED Consumer Defensive 152.0 $2K 0.00% $13.46 +19.7%
778 OGN ORGANON & COMPANY COMMON STOCK Healthcare 151.0 $2K 0.00% $13.51 +1.9%
779 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX 49.0 $2K 0.00% $40.59 +6.0%
780 ITB ISHARES TR US HOME CONS ETF 19.0 $2K 0.00% -19.0 -50.0% $104.47 -11.6%
Page 39 of 46  ·  912 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%