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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 12 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IEF ISHARES TR 7-10 YR TRSY BD 55.0 $5K 0.00% -33.0 -37.5% $94.56 -1.3%
222 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 88.0 $5K 0.00% -88.0 -50.0% $58.92 -3.6%
223 WCN WASTE CONNECTIONS INCORPORATED (CANADA) Industrials 30.0 $5K 0.00% -51.0 -63.0% $166.70 +1.2%
224 VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A Industrials 130.0 $5K 0.00% -102.0 -44.0% $36.01 +9.0%
225 IONS IONIS PHARMACEUTICALS INCORPORATED Healthcare 55.0 $4K 0.00% -298.0 -84.4% $79.29 -23.3%
226 BBY BEST BUY INCORPORATED Consumer Cyclical 55.0 $4K 0.00% -176.0 -76.2% $75.87 +17.6%
227 ARCC ARES CAPITAL CORPORATION Financial Services 215.0 $4K 0.00% -89.0 -29.3% $18.53 +6.9%
228 EFV ISHARES TR EAFE VALUE ETF 50.0 $4K 0.00% -51.0 -50.5% $76.56 +6.5%
229 SVIX VS TRUST 1X SHORT VIX FUTURES ETF Financial Services 152.0 $4K 0.00% -250.0 -62.2% $23.78 +13.2%
230 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 82.0 $4K 0.00% -83.0 -50.3% $44.02 +2.2%
231 EWY ISHARES INCORPORATED MSCI STH KOR ETF 17.0 $3K 0.00% -49.0 -74.2% $201.88 -13.6%
232 TLT ISHARES TR 20 YR TR BD ETF 37.0 $3K 0.00% -200.0 -84.4% $86.43 -3.9%
233 IJH ISHARES TR CORE S&P MCP ETF 41.0 $3K 0.00% -94.0 -69.6% $77.12 -0.1%
234 AVAV AEROVIRONMENT INCORPORATED Industrials 18.0 $3K 0.00% -88.0 -83.0% $165.06 +4.7%
235 SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS Basic Materials 32.0 $3K 0.00% -3.0 -8.6% $88.59 -35.3%
236 VAW VANGUARD MATERIALS ETF 12.0 $3K 0.00% -12.0 -50.0% $228.75 +2.9%
237 KMI KINDER MORGAN INCORPORATED DEL Energy 85.0 $3K 0.00% -612.0 -87.8% $31.96 +0.4%
238 STWD STARWOOD PROPERTY TR INCORPORATED REIT Real Estate 162.0 $3K 0.00% -94.0 -36.7% $16.38 +1.1%
239 WAT WATERS CORPORATION Healthcare 7.0 $3K 0.00% -5.0 -41.7% $375.00 +10.9%
240 KBWB INVESCO KBW BANK ETF 26.0 $2K 0.00% -26.0 -50.0% $92.96 +3.8%
Page 12 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%