Institutions / Hexagon Capital Partners LLC

Hexagon Capital Partners LLC

CIK 1831542 · Institution · as of Jun 30, 2026
Portfolio value
$711.43M
Positions
268
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$711.43M+31.5%
$711.43M$626.16M$540.89MQ4 '25Q2 '26

Positions

268+243.6%
26817378Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 268 →
CompanyClassValueShares% of portfolio
Walmart Inc.$243.92M2,153,62334.3%
Hunt J B Transport Services Inc$110.08M380,32315.5%
Meta Platforms Inc$27.12M48,1383.8%
Dillard'S, Inc.DDSCommon Stock$25.94M49,0883.6%
Apple Inc.$20.08M69,3812.8%
State Street SPDR S&P 500 ETF$19.36M25,9242.7%
NVIDIA Corp$12.75M63,7101.8%
Vanguard S&P 500 ETF$10.42M15,1721.5%
Enterprise Products Partners L.P.EPDMLP$7.49M203,7721.1%
Vanguard Mid-Cap ETF$6.64M82,4520.9%
Vanguard Growth ETF$6.01M69,7230.8%
Vanguard Intermediate-Term Treasury ETF$5.49M93,0500.8%
JPMorgan Nasdaq Equity Premium Income ETF$5.33M86,7400.7%
Vanguard Short-Term Treasury ETF$5.21M89,5380.7%
Alphabet Inc.$5.09M14,2330.7%
Amazon.com Inc$4.77M20,0170.7%
Vanguard Ftse Emerging Markets ETF$4.39M73,4670.6%
Vanguard Value ETF$4.08M18,7400.6%
Vanguard Total International Bond ETF$4.08M84,1700.6%
iShares Mbs ETF$4.06M42,9780.6%
Vanguard Intermediate-Term Corporate Bond ETF$3.97M48,0830.6%
JPMorgan Equity Premium Income ETF$3.85M68,2200.5%
Microsoft Corp$3.61M9,6680.5%
Vanguard Small-Cap ETF$3.50M11,5570.5%
Bank of America Corp /De$3.19M55,9370.4%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
New78462F103$19.36M+26K
25,924
2.72% of portfolio
medium
Q2 2026
as of
TrimWalmart Inc.$-16.01M-141K
-6.16%
2,153,623
34.29% of portfolio
medium
Q2 2026
as of
Add922908629$5.73M+71K
+625.55%
82,452
0.93% of portfolio
medium
Q2 2026
as of
NewAlphabet Inc.$5.09M+14K
14,233
0.71% of portfolio
medium
Q2 2026
as of
Add922908736$4.97M+58K
+480.54%
69,723
0.84% of portfolio
low
Q2 2026
as of
NewMicrosoft Corp$3.61M+10K
9,668
0.51% of portfolio
low
Q2 2026
as of
New922908751$3.50M+12K
11,557
0.49% of portfolio
low
Q2 2026
as of
NewJPMORGAN CHASE & CO$2.46M+8K
7,528
0.35% of portfolio
low
Q2 2026
as of
NewCaterpillar Inc$2.46M+2K
2,310
0.35% of portfolio
low
Q2 2026
as of
AddHunt J B Transport Services Inc$2.34M+8K
+2.18%
380,323
15.47% of portfolio
low