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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 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEV GE VERNOVA INCORPORATED Utilities 461.0 $542K 0.27% -15.0 -3.1% $1175.14 -16.0%
42 VPU VANGUARD UTILITIES ETF 2,752.0 $539K 0.27% -161.0 -5.5% $195.73 -2.7%
43 FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 3,396.0 $497K 0.25% -863.0 -20.3% $146.35 -0.2%
44 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 721.0 $495K 0.25% -30.0 -4.0% $686.81 +2.9%
45 IBM INTERNATIONAL BUSINESS MACHINES Technology 1,706.0 $480K 0.24% -568.0 -25.0% $281.17 -15.7%
46 PSX PHILLIPS 66 Energy 2,825.0 $478K 0.24% -246.0 -8.0% $169.03 +43.3%
47 TSLA TESLA INCORPORATED Consumer Cyclical 1,089.0 $458K 0.23% -218.0 -16.7% $420.60 -16.5%
48 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 3,205.0 $448K 0.23% -148.0 -4.4% $139.86 +0.3%
49 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 1,227.0 $438K 0.22% -164.0 -11.8% $357.37 -3.5%
50 BX BLACKSTONE INCORPORATED Financial Services 3,431.0 $404K 0.20% -100.0 -2.8% $117.68 +23.3%
51 ELV ELEVANCE HEALTH INCORPORATED FORMERLY A Healthcare 1,011.0 $391K 0.20% -30.0 -2.9% $386.73 +3.0%
52 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 3,340.0 $359K 0.18% -272.0 -7.5% $107.50 -4.3%
53 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 3,054.0 $347K 0.17% -3K -50.2% $113.69 -1.3%
54 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 4,389.0 $333K 0.17% -660.0 -13.1% $75.87 -2.5%
55 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 5,844.0 $330K 0.17% -2K -20.5% $56.48 +2.6%
56 QQQ INVESCO QQQ TRUST Financial Services 448.0 $330K 0.17% -26.0 -5.5% $736.41 -2.8%
57 FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 4,762.0 $329K 0.17% -822.0 -14.7% $69.17 +1.4%
58 INTC INTEL CORPORATION Technology 2,340.0 $327K 0.17% -3K -53.1% $139.64 -33.5%
59 PEP PEPSICO INC Consumer Defensive 2,367.0 $320K 0.16% -29.0 -1.2% $135.37 +5.3%
60 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 2,466.0 $312K 0.16% -32.0 -1.3% $126.58 -2.4%
Page 3 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%