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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 46 of 46  ·  912 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 UGI UGI CORPORATION NEW Utilities 4.0 $138.0 $34.50 +11.7%
902 UAVS AGEAGLE AERIAL SYSTEMS INCORPORATED NEW COM SHS Technology 100.0 $89.0 $0.89 +2.0%
903 SXC SUNCOKE ENERGY INCORPORATED Energy 11.0 $89.0 $8.09 +16.9%
904 EDIT EDITAS MEDICINE INCORPORATED Healthcare 27.0 $87.0 $3.22 +0.9%
905 AMPY AMPLIFY ENERGY CORPORATION NEW Energy 19.0 $76.0 $4.00 +19.8%
906 FVRR FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) Communication Services 3.0 $31.0 $10.33 -10.2%
907 ONL ORION PROPERTIES INCORPORATED REIT Real Estate 10.0 $29.0 $2.90 -0.3%
908 BDRX BIODEXA PHARMACEUTICALS PLC (UNITED KINGDOM) Healthcare 6.0 $17.0 NEW $2.83 -55.5%
909 AQMS AQUA METALS INCORPORATED COM NEW Industrials 2.0 $6.0 $3.00 -11.0%
910 AURORA CANNABIS INCORPORATED (CANADA) 2.0 $6.0 $3.00
911 DOUG DOUGLAS ELLIMAN INCORPORATED Real Estate 2.0 $4.0 $2.00 -2.0%
912 VIVOSIM LABS INCORPORATED 1.0 $1.0 $1.00
Page 46 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%