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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 32 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IRSA INVERSIONES Y REP S A SPON GDS ECH 10 (ARGENTINA) 500.0 $8K 0.00% $15.44
622 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 80.0 $8K 0.00% $96.33 +4.2%
623 DXCM DEXCOM INCORPORATED Healthcare 111.0 $7K 0.00% -249.0 -69.2% $67.35 +34.0%
624 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS) Basic Materials 141.0 $7K 0.00% -6.0 -4.1% $52.65 +29.4%
625 SRE SEMPRA Utilities 80.0 $7K 0.00% $92.71 -5.8%
626 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 330.0 $7K 0.00% $22.26 +10.5%
627 FSLY FASTLY INC Technology 400.0 $7K 0.00% +117.0 +41.3% $18.36 +23.7%
628 FOUR SHIFT4 PMTS INCORPORATED CLASS A Technology 145.0 $7K 0.00% -363.0 -71.5% $48.64 -1.6%
629 ZAP GLOBAL X U.S. ELECTRIFICATION ETF 200.0 $7K 0.00% $34.61 -6.9%
630 DHT DHT HOLDINGS INCORPORATED SHS NEW (MALAYSIA) Energy 415.0 $7K 0.00% $16.53 +19.8%
631 CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 145.0 $7K 0.00% $47.20 -1.5%
632 DG DOLLAR GENERAL CORPORATION Consumer Defensive 58.0 $7K 0.00% -349.0 -85.8% $115.10 +4.8%
633 SMITHFIELD FOODS INCORPORATED 275.0 $7K 0.00% $24.26
634 WH WYNDHAM HOTELS & RESORTS INCORPORATED Consumer Cyclical 79.0 $7K 0.00% $84.22 -10.6%
635 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 133.0 $7K 0.00% $49.86 +12.7%
636 FISV FISERV INC Technology 135.0 $7K 0.00% -14.0 -9.4% $49.05 +4.7%
637 RAMACO RES INCORPORATED COM CLASS A 500.0 $7K 0.00% $13.23
638 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 79.0 $7K 0.00% $83.39 +2.3%
639 TSN TYSON FOODS INCORPORATED CLASS A Consumer Defensive 115.0 $7K 0.00% -9.0 -7.3% $57.25 +2.0%
640 DECK DECKERS OUTDOOR CORPORATION Consumer Cyclical 66.0 $7K 0.00% -374.0 -85.0% $99.29 -10.5%
Page 32 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 27.3%
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%