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HCP

Hexagon Capital Partners Portfolio holdings

AUM $711M
1-Year Est. Return 32.8%
This Fund
S&P 500
This Quarter Est. Return
+8.06%
1 Year Est. Return
+32.8%
3 Year Est. Return
+104.29%
5 Year Est. Return
+128.91%
10 Year Est. Return
–
AUM
$711M
AUM Growth
+$28M
Cap. Flow
+$831K
Cap. Flow %
0.12%
Top 10 Hldgs %
68%
Holding
282
New
30
Increased
121
Reduced
102
Closed
14

Top Buys

Rank Stock Value
1
JBHT icon
JB Hunt Transport Services
JBHT
+$1.86M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$577K
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$507K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$490K
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$479K

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$5.97M
2
META icon
Meta Platforms (Facebook)
META
+$2.2M
3
AAPL icon
Apple
AAPL
+$1.92M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$660K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$570K

Sector Composition

Rank Sector Weight
1 Consumer Staples 35.94%
2 Miscellaneous 18.89%
3 Industrials 16.85%
4 Technology 7.78%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
26
Netflix
NFLX
$326B
$2.61M 0.37%
36,525
+4,514
+14% +$398K
JPM icon
27
JPMorgan Chase
JPM
$953B
$2.46M 0.35%
7,528
+922
+14% +$286K
CAT icon
28
Caterpillar
CAT
$374B
$2.46M 0.35%
2,310
+15
+0.7% +$13.2K
SCHH icon
29
Schwab US REIT ETF
SCHH
$11.1B
$2.41M 0.34%
101,837
+10,598
+12% +$247K
VCSH icon
30
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$2.35M 0.33%
29,774
-139
-0.5% -$11K
GPIX icon
31
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.53B
$2.23M 0.31%
40,213
+3,099
+8% +$168K
TSN icon
32
Tyson Foods
TSN
$18.1B
$2.12M 0.3%
36,999
-11
-0% -$688
SCHC icon
33
Schwab International Small-Cap Equity ETF
SCHC
$5.79B
$2.1M 0.3%
43,652
+4,956
+13% +$246K
ABBV icon
34
AbbVie
ABBV
$453B
$2.09M 0.29%
8,314
+1,289
+18% +$277K
EMB icon
35
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$2.05M 0.29%
21,286
+2,842
+15% +$272K
VTEB icon
36
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$2.04M 0.29%
40,393
+9,754
+32% +$490K
PG icon
37
Procter & Gamble
PG
$340B
$2M 0.28%
13,662
-177
-1% -$25.8K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.1T
$1.96M 0.28%
5,551
+1
+0% +$357
XOM icon
39
ExxonMobil
XOM
$656B
$1.79M 0.25%
13,117
+874
+7% +$131K
MU icon
40
Micron Technology
MU
$1.15T
$1.78M 0.25%
1,540
+269
+21% +$202K
VZ icon
41
Verizon
VZ
$208B
$1.77M 0.25%
41,704
-1,695
-4% -$79.5K
LRCX icon
42
Lam Research
LRCX
$385B
$1.77M 0.25%
4,074
+35
+0.9% +$10.6K
CVX icon
43
Chevron
CVX
$409B
$1.76M 0.25%
10,640
-230
-2% -$42.8K
MRK icon
44
Merck
MRK
$371B
$1.72M 0.24%
13,420
+322
+2% +$37.7K
EFA icon
45
iShares MSCI EAFE ETF
EFA
$80.1B
$1.67M 0.23%
16,040
-5,253
-25% -$540K
V icon
46
Visa
V
$700B
$1.62M 0.23%
4,709
-98
-2% -$31.5K
PM icon
47
Philip Morris
PM
$284B
$1.5M 0.21%
8,303
-347
-4% -$60.2K
USHY icon
48
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.4B
$1.48M 0.21%
40,041
+5,275
+15% +$195K
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.45M 0.2%
2,898
+384
+15% +$185K
IAGG icon
50
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$1.45M 0.2%
28,651
+3,035
+12% +$152K
1
2
3 4 5

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Hexagon Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Hexagon Capital Partners held 282 positions worth $711M, up 4.1% from $683M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Hexagon Capital Partners's Q2 2026 filing shows 30 new, 121 increased, 102 reduced and 14 closed positions. Its largest new stake was Sandisk: 263 shares worth $598K. The largest sale was Walmart Inc, an estimated $5.97M.

By sector, the portfolio is most concentrated in Consumer Staples at 36% of assets, down from 42% a quarter earlier, followed by Miscellaneous and Industrials.

  • Hexagon Capital Partners's largest Q2 2026 buy was Sandisk: 263 shares worth $598K.
  • Hexagon Capital Partners added most to JB Hunt Transport Services in Q2 2026, an estimated $1.86M increase.
  • Hexagon Capital Partners's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $5.97M.
  • Hexagon Capital Partners fully exited Vanguard FTSE All-World ex-US ETF in Q2 2026, selling an estimated $503K.
  • Hexagon Capital Partners's ten largest holdings make up 68% of its $711M portfolio in Q2 2026.
  • Hexagon Capital Partners opened 30 new positions and closed 14 in Q2 2026.
  • Hexagon Capital Partners's portfolio value rose 4.1% quarter-over-quarter to $711M.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.