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HCP

Hexagon Capital Partners Portfolio holdings

AUM $683M
1-Year Est. Return 34.85%
This Fund
S&P 500
This Quarter Est. Return
+4.97%
1 Year Est. Return
+34.85%
3 Year Est. Return
+101.7%
5 Year Est. Return
+124.39%
10 Year Est. Return
–
AUM
$683M
AUM Growth
+$143M
Cap. Flow
+$118M
Cap. Flow %
17.24%
Top 10 Hldgs %
70.41%
Holding
254
New
176
Increased
40
Reduced
31
Closed
2

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$18.2M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.21M
3
MSFT icon
Microsoft
MSFT
+$3.92M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.51M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.38M

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$11.4M
2
XOM icon
ExxonMobil
XOM
+$310K
3
MRK icon
Merck
MRK
+$249K
4
CAG icon
Conagra Brands
CAG
+$219K
5
TSN icon
Tyson Foods
TSN
+$212K

Sector Composition

Rank Sector Weight
1 Consumer Staples 41.75%
2 Industrials 12.69%
3 Technology 6.56%
4 Communication Services 6.21%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USHY icon
51
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$1.28M 0.19%
34,766
+3,279
+10% +$122K
DUK icon
52
Duke Energy
DUK
$98.2B
$1.27M 0.19%
+9,716
New +$1.21M
MO icon
53
Altria Group
MO
$122B
$1.24M 0.18%
18,751
-1,036
-5% -$66.7K
UPS icon
54
United Parcel Service
UPS
$98.9B
$1.23M 0.18%
12,485
-335
-3% -$35.9K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.2M 0.18%
+2,514
New +$1.23M
JNJ icon
56
Johnson & Johnson
JNJ
$603B
$1.2M 0.18%
+4,906
New +$1.14M
COF icon
57
Capital One
COF
$127B
$1.2M 0.17%
+6,551
New +$1.37M
WFC icon
58
Wells Fargo
WFC
$266B
$1.19M 0.17%
14,974
+212
+1% +$18.2K
KO icon
59
Coca-Cola
KO
$353B
$1.15M 0.17%
15,176
-571
-4% -$43.2K
AVGO icon
60
Broadcom
AVGO
$1.84T
$1.08M 0.16%
+3,488
New +$1.15M
BX icon
61
Blackstone
BX
$152B
$1.06M 0.16%
+9,235
New +$1.2M
BMY icon
62
Bristol-Myers Squibb
BMY
$124B
$1.04M 0.15%
17,151
-634
-4% -$37K
VOT icon
63
Vanguard Mid-Cap Growth ETF
VOT
$19.3B
$1.02M 0.15%
+3,978
New +$1.09M
LLY icon
64
Eli Lilly
LLY
$1.05T
$1.02M 0.15%
+1,107
New +$1.12M
BA icon
65
Boeing
BA
$161B
$1.01M 0.15%
+5,055
New +$1.15M
IVV icon
66
iShares Core S&P 500 ETF
IVV
$887B
$989K 0.14%
+1,514
New +$1.03M
HD icon
67
Home Depot
HD
$331B
$970K 0.14%
+2,950
New +$1.08M
IBM icon
68
IBM
IBM
$198B
$961K 0.14%
+3,965
New +$1.07M
GILD icon
69
Gilead Sciences
GILD
$162B
$940K 0.14%
+6,747
New +$945K
CSCO icon
70
Cisco
CSCO
$442B
$931K 0.14%
11,997
-1,134
-9% -$88.8K
SBUX icon
71
Starbucks
SBUX
$119B
$915K 0.13%
10,210
-787
-7% -$74.4K
IGIB icon
72
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$901K 0.13%
16,925
-751
-4% -$40.4K
TSLA icon
73
Tesla
TSLA
$1.42T
$900K 0.13%
+2,422
New +$998K
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$890K 0.13%
12,761
+2,393
+23% +$173K
VTWO icon
75
Vanguard Russell 2000 ETF
VTWO
$17.6B
$882K 0.13%
+8,804
New +$918K
1 2
3
4 5

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Hexagon Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Hexagon Capital Partners held 254 positions worth $683M, up 26% from $541M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Hexagon Capital Partners deployed $118M of net new capital in Q1 2026, opening 176 new positions and adding to 40 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 26,710 shares worth $17.4M.

By sector, the portfolio is most concentrated in Consumer Staples at 42% of assets, down from 49% a quarter earlier, followed by Industrials and Technology.

On the sell side, the largest reduction was Walmart Inc, an estimated $11.4M trimmed.

  • Hexagon Capital Partners's largest Q1 2026 buy was State Street SPDR S&P 500 ETF Trust: 26,710 shares worth $17.4M.
  • Hexagon Capital Partners added most to Vanguard Mid-Cap ETF in Q1 2026, an estimated $3.38M increase.
  • Hexagon Capital Partners's biggest Q1 2026 reduction was Walmart Inc, cutting an estimated $11.4M.
  • Hexagon Capital Partners fully exited Conagra Brands in Q1 2026, selling an estimated $219K.
  • Hexagon Capital Partners's ten largest holdings make up 70% of its $683M portfolio in Q1 2026.
  • Hexagon Capital Partners opened 176 new positions and closed 2 in Q1 2026.
  • Hexagon Capital Partners's portfolio value rose 26% quarter-over-quarter to $683M.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.