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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 29 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 WM WASTE MGMT INCORPORATED DEL Industrials 51.0 $11K 0.01% $222.88 +0.8%
562 ABEV AMBEV SA SPONSORED ADR (BRAZIL) Consumer Defensive 3,600.0 $11K 0.01% -3K -48.5% $3.14 -8.6%
563 CME CME GROUP INCORPORATED Financial Services 51.0 $11K 0.01% -61.0 -54.5% $220.82 +24.6%
564 BJ BJS WHOLESALE CLUB HLDGS INCORPORATED Consumer Defensive 125.0 $11K 0.01% +50.0 +66.7% $87.22 +9.4%
565 AXTI AXT INCORPORATED Technology 150.0 $11K 0.01% NEW $72.08 -3.8%
566 FOXA FOX CORPORATION CLASS A COM Communication Services 201.0 $10K 0.01% $52.16 +32.3%
567 JBLU JETBLUE AIRWAYS CORPORATION Industrials 1,800.0 $10K 0.01% -13K -87.8% $5.73 -15.8%
568 RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 177.0 $10K 0.01% +1.0 +0.6% $58.06 +10.0%
569 S SENTINELONE INCORPORATED CLASS A Technology 597.0 $10K 0.01% -977.0 -62.1% $16.97 +23.4%
570 XE X-ENERGY INCORPORATED COM CLASS A Industrials 550.0 $10K 0.01% NEW $18.36 +3.0%
571 MSCI MSCI INCORPORATED Financial Services 18.0 $10K 0.01% $560.06 +0.8%
572 TOTALENERGIES SE ACT (FRANCE) 130.0 $10K 0.01% $77.55
573 QUAL ISHARES TR MSCI USA QLT FCT 45.0 $10K 0.01% -25.0 -35.7% $221.51 +0.7%
574 GDDY GODADDY INCORPORATED CLASS A Technology 117.0 $10K 0.01% -33.0 -22.0% $84.88 +14.2%
575 PRIM PRIMORIS SVCS CORPORATION Industrials 100.0 $10K 0.01% $99.12 -21.1%
576 MS MORGAN STANLEY COM NEW Financial Services 47.0 $10K 0.01% $209.04 +2.1%
577 NTRA NATERA INCORPORATED Healthcare 36.0 $10K 0.01% $271.44 +20.8%
578 ITA ISHARES TR US AER DEF ETF 40.0 $10K 0.01% -56.0 -58.3% $242.43 -1.8%
579 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CLASS A Technology 248.0 $10K 0.01% $38.73 +59.0%
580 GLAD GLADSTONE CAP CORPORATION COM NEW Financial Services 494.0 $10K 0.01% $19.42 +0.7%
Page 29 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%