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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
EEM icon
76
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$880K 0.13%
15,496
+1
+0% +$59
BABA icon
77
Alibaba
BABA
$283B
$874K 0.13%
+6,968
New +$1.05M
VOE icon
78
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$866K 0.13%
+4,697
New +$877K
LRCX icon
79
Lam Research
LRCX
$403B
$863K 0.13%
+4,039
New +$903K
C icon
80
Citigroup
C
$223B
$825K 0.12%
+7,272
New +$828K
SO icon
81
Southern Company
SO
$106B
$820K 0.12%
+8,497
New +$786K
MCD icon
82
McDonald's
MCD
$188B
$809K 0.12%
+2,603
New +$829K
UNH icon
83
UnitedHealth
UNH
$396B
$800K 0.12%
+2,955
New +$880K
XLK icon
84
State Street Technology Select Sector SPDR ETF
XLK
$118B
$795K 0.12%
+5,979
New +$843K
COLB icon
85
Columbia Banking Systems
COLB
$9.51B
$758K 0.11%
27,649
-153
-0.6% -$4.42K
PLTR icon
86
Palantir
PLTR
$318B
$757K 0.11%
+5,175
New +$791K
FLR icon
87
Fluor
FLR
$7.18B
$756K 0.11%
16,200
-500
-3% -$23.3K
XLI icon
88
State Street Industrial Select Sector SPDR ETF
XLI
$33.1B
$715K 0.1%
+4,419
New +$742K
XLE icon
89
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
$695K 0.1%
11,345
+145
+1% +$7.78K
DIS icon
90
Walt Disney
DIS
$167B
$673K 0.1%
+6,978
New +$738K
SCHO icon
91
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$667K 0.1%
27,465
-1,070
-4% -$26K
AEP icon
92
American Electric Power
AEP
$71B
$648K 0.09%
+4,940
New +$618K
GS icon
93
Goldman Sachs
GS
$320B
$645K 0.09%
+762
New +$680K
HSBC icon
94
HSBC
HSBC
$347B
$641K 0.09%
+7,769
New +$658K
TIGR
95
UP Fintech Holding
TIGR
$860M
$637K 0.09%
101,148
-1,200
-1% -$9.77K
MA icon
96
Mastercard
MA
$476B
$634K 0.09%
+1,269
New +$668K
NRG icon
97
NRG Energy
NRG
$27.8B
$626K 0.09%
+4,286
New +$674K
GLD icon
98
SPDR Gold Trust
GLD
$132B
$594K 0.09%
+1,380
New +$618K
VMBS icon
99
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$586K 0.09%
12,472
+225
+2% +$10.6K
ASML icon
100
ASML
ASML
$692B
$580K 0.08%
+439
New +$602K
2 3
4
5 6

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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.