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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 42 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SOLV SOLVENTUM CORPORATION COM SHS Healthcare 16.0 $1K 0.00% $77.12 +12.9%
822 QBTS D-WAVE QUANTUM INCORPORATED Technology 50.0 $1K 0.00% $24.00 -20.0%
823 NLR VANECK URANIUM AND NUCLEAR ETF 10.0 $1K 0.00% NEW $116.00 +0.6%
824 ELVR SAYONA MNG LTD SPONSORED ADS (AUSTRALIA) Basic Materials 17.0 $1K 0.00% $68.18 -10.4%
825 KD KYNDRYL HLDGS INCORPORATED COMMON STOCK Technology 102.0 $1K 0.00% $11.28 +9.9%
826 CRSP CRISPR THERAPEUTICS AG NAMEN AKT (SWITZERLAND) Healthcare 21.0 $1K 0.00% -200.0 -90.5% $54.52 +7.8%
827 PLAY DAVE & BUSTERS ENTERTAINMENT INCORPORATED Communication Services 100.0 $1K 0.00% -44.0 -30.6% $11.40 -13.2%
828 ESGD ISHARES TR ESG AW MSCI EAFE 11.0 $1K 0.00% $102.82 +3.4%
829 SOUTH BOW CORPORATION (CANADA) 32.0 $1K 0.00% $35.25
830 XEMD BONDBLOXX JP MORGAN USD EMERGING MKTS 1-10 YR BD 25.0 $1K 0.00% $44.92 -1.2%
831 MAA MID-AMER APT CMNTYS INCORPORATED REIT Real Estate 8.0 $1K 0.00% $139.00 -5.4%
832 TU TELUS CORPORATION (CANADA) Communication Services 104.0 $1K 0.00% $10.57 -5.2%
833 PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 55.0 $1K 0.00% $19.71 +0.2%
834 UPBOUND GROUP INCORPORATED 51.0 $1K 0.00% $21.22
835 USAR USA RARE EARTH INCORPORATED Basic Materials 50.0 $1K 0.00% $21.58 -17.6%
836 AHRT AH RLTY TR INCORPORATED REIT Financial Services 150.0 $1K 0.00% $7.08 -5.4%
837 ENVX ENOVIX CORPORATION Industrials 167.0 $1K 0.00% $6.07 -44.7%
838 ESGE ISHARES INCORPORATED ESG AWR MSCI EM 18.0 $984.0 $54.67 -2.9%
839 IFRA ISHARES TR US INFRASTRUC 15.0 $946.0 -15.0 -50.0% $63.07 -4.1%
840 M MACYS INCORPORATED Consumer Cyclical 40.0 $942.0 $23.55 -1.4%
Page 42 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%