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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BROS DUTCH BROS INCORPORATED CLASS A Consumer Cyclical 56.0 $4K 0.00% NEW $71.80 -30.2%
42 RLJ RLJ LODGING TR REIT Real Estate 283.0 $3K 0.00% NEW $11.85 -3.6%
43 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 78.0 $2K 0.00% NEW $31.73 +5.2%
44 CASY CASEYS GENERAL STORES INCORPORATED Consumer Cyclical 2.0 $2K 0.00% NEW $795.00 +5.6%
45 PHM PULTE GROUP INCORPORATED Consumer Cyclical 10.0 $1K 0.00% NEW $137.20 -4.2%
46 NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 20.0 $1K 0.00% NEW $68.15 -3.0%
47 CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 15.0 $1K 0.00% NEW $89.87 +6.4%
48 NLR VANECK URANIUM AND NUCLEAR ETF 10.0 $1K 0.00% NEW $116.00 +0.1%
49 DFTX DEFINIUM THERAPEUTICS INCORPORATED COM SHS (CANADA) Healthcare 20.0 $941.0 NEW $47.05 -4.5%
50 NDLS NOODLES & COMPANY CLASS A NEW Consumer Cyclical 62.0 $927.0 NEW $14.95 +7.9%
51 THOMSON REUTERS CORPORATION (CANADA) 9.0 $735.0 NEW $81.67
52 AMCOR PLC COM NEW (JERSEY) 5.0 $217.0 NEW $43.40
53 BDRX BIODEXA PHARMACEUTICALS PLC (UNITED KINGDOM) Healthcare 6.0 $17.0 NEW $2.83 -51.3%
Page 3 of 3  ·  53 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 27.3%
Industrials 13.3%
Healthcare 12.4%
Financial Services 10.8%
Consumer Defensive 10.2%
Consumer Cyclical 7.3%
Energy 6.0%
Utilities 5.1%
Communication Services 4.6%
Real Estate 1.8%