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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 11 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VDC VANGUARD CONSUMER STAPLES ETF 36.0 $8K 0.00% -36.0 -50.0% $225.50 +2.6%
202 VGLT VANGUARD LONG-TERM TREASURY ETF 145.0 $8K 0.00% -148.0 -50.5% $55.18 -4.1%
203 COGT COGENT BIOSCIENCES INCORPORATED Healthcare 200.0 $8K 0.00% -332.0 -62.4% $38.70 -8.7%
204 DXCM DEXCOM INCORPORATED Healthcare 111.0 $7K 0.00% -249.0 -69.2% $67.35 +34.1%
205 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS) Basic Materials 141.0 $7K 0.00% -6.0 -4.1% $52.65 +30.1%
206 FOUR SHIFT4 PMTS INCORPORATED CLASS A Technology 145.0 $7K 0.00% -363.0 -71.5% $48.64 -2.3%
207 DG DOLLAR GENERAL CORPORATION Consumer Defensive 58.0 $7K 0.00% -349.0 -85.8% $115.10 +6.0%
208 FISV FISERV INC Technology 135.0 $7K 0.00% -14.0 -9.4% $49.05 +5.2%
209 TSN TYSON FOODS INCORPORATED CLASS A Consumer Defensive 115.0 $7K 0.00% -9.0 -7.3% $57.25 +2.6%
210 DECK DECKERS OUTDOOR CORPORATION Consumer Cyclical 66.0 $7K 0.00% -374.0 -85.0% $99.29 -10.7%
211 IBB ISHARES TR ISHARES BIOTECH 34.0 $6K 0.00% -34.0 -50.0% $190.18 +11.4%
212 SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 48.0 $6K 0.00% -48.0 -50.0% $134.56 +19.1%
213 EW EDWARDS LIFESCIENCES CORPORATION Healthcare 71.0 $6K 0.00% -267.0 -79.0% $90.46 -0.1%
214 CC CHEMOURS COMPANY Basic Materials 299.0 $6K 0.00% -234.0 -43.9% $20.52 -22.4%
215 DIGITALBRIDGE GROUP INCORPORATED CLASS A NEW 388.0 $6K 0.00% -106.0 -21.5% $15.78
216 TLH ISHARES TR 10-20 YR TRS ETF 61.0 $6K 0.00% -40.0 -39.6% $100.34 -3.4%
217 PRG PROG HOLDINGS INCORPORATED COM NPV Industrials 131.0 $6K 0.00% -41.0 -23.8% $46.57 -16.7%
218 FIS FIDELITY NATL INFORMATION SVCS Technology 139.0 $5K 0.00% -176.0 -55.9% $38.88 +5.0%
219 ECL ECOLAB INCORPORATED Basic Materials 19.0 $5K 0.00% -3K -99.3% $278.63 +1.7%
220 STE STERIS PLC SHS USD (IRELAND) Healthcare 25.0 $5K 0.00% -61.0 -70.9% $210.56 +12.6%
Page 11 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 27.3%
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%