Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FTSMFirst Trust Etf Iv First Trust Enhanced Short | $11.7M | 5.9% | −27.5% |
| SEPIShelton Equity Premium Income Etf | $5.6M | 2.8% | +440.5% |
| LLYEli Lilly & Company | $4.9M | 2.4% | |
| LRCXLam Research Corporation Com New | $4.6M | 2.3% | −1.5% |
| BUFRFt Vest Laddered Buffer Etf | $4.3M | 2.1% | −17.0% |
| RDVYFirst Trust Nasdaq Rising Dividend Achievers | $4.3M | 2.1% | +39.0% |
| SCHDSchwab Us Dividend Equity Etf | $3.9M | 2.0% | |
| NVDANvidia Corporation | $3.8M | 1.9% | −1.7% |
| AMZNAmazon Com Incorporated | $3.7M | 1.9% | −10.1% |
| AAPLApple Incorporated | $3.2M | 1.6% | −3.8% |
| MSFTMicrosoft Corporation | $3.2M | 1.6% | −1.8% |
| PMPhilip Morris International Incorporated | $3.0M | 1.5% | −1.1% |
| AVDEAvantis International Equity Etf | $2.9M | 1.4% | New |
| WMTWalmart Inc | $2.5M | 1.3% | −2.0% |
| ARMArm Holdings PLC Sponsored Ads | $2.5M | 1.2% | |
| JNJJohnson & Johnson | $2.4M | 1.2% | −5.0% |
| SDVYFirst Trust Smid Cap Rising Dividend Achievers Etf | $2.4M | 1.2% | +7.3% |
| IVWIshares Tr S&p 500 Grwt Etf | $2.3M | 1.2% | +58.7% |
| GLWCorning Incorporated | $2.2M | 1.1% | −20.4% |
| MOAltria Group Incorporated | $2.2M | 1.1% | |
| AVGOBroadcom Incorporated | $2.1M | 1.1% | −15.6% |
| LMTLockheed Martin Corporation | $2.1M | 1.1% | +105.7% |
| MRKMerck & Company Incorporated | $2.0M | 1.0% | −13.9% |
| TFCTruist Finl Corporation | $1.9M | 1.0% | −4.4% |
| QGROAmerican Century U.s. Quality Growth Etf | $1.9M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ARMArm Holdings PLC Sponsored Ads | December 31, 2025 | +224.4% | $2.5M |
| GLWCorning Incorporated | December 31, 2025 | +191.7% | $2.2M |
| AMATApplied Matls Incorporated | December 31, 2025 | +181.3% | $1.5M |
| LRCXLam Research Corporation Com New | December 31, 2025 | +153.1% | $4.6M |
| VRTVertiv Holdings Company Com Class A | December 31, 2025 | +106.7% | $1.5M |
| FTNTFortinet Incorporated | December 31, 2025 | +93.5% | $1.4M |
| CATCaterpillar Incorporated | December 31, 2025 | +85.9% | $1.7M |
| PWRQuanta Svcs Incorporated | December 31, 2025 | +70.6% | $1.5M |
| CSCOCisco Systems Incorporated | December 31, 2025 | +52.5% | $1.3M |
| MOAltria Group Incorporated | December 31, 2025 | +24.8% | $2.2M |
Sold off last quarter
- Elbit Systems Limited Ord (israel)CUSIP M3760D101 was $102K
- UCONFirst Trust Smith Unconstrained Plus Bond Etf was $100K
- FABFirst Trust Multi Cap Value Alphadex Fund was $57K
- CLSCelestica Incorporated (canada) was $56K
- AGXArgan Incorporated was $54K
- Dupont De Nemours IncorporatedCUSIP 26614N102 was $53K
- Norwegian Cruise Line Hldgs Lt Shs (bermuda)CUSIP G66721104 was $37K
- SRRKScholar Rock Hldg Corporation was $34K
- Honeywell International IncorporatedCUSIP 438516106 was $33K
- Carnival Corporation Common Stock (panama)CUSIP 143658300 was $30K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | +0.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hilton Head Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109913&type=13F-HR&dateb=&owner=include&count=40CIK 2109913
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109913/000210991326000004/Filed July 27, 2026 · accession 0002109913-26-000004