§ 13F · FUND PROFILE
Hexagon Capital Partners LLC.
AUM · $711M (13F)Positions · 268Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC COM | 2.15M | $244M | 34.3% | −2% |
| 2 | JBHT | HUNT J B TRANS SVCS INC COM | 380K | $110M | 15.5% | +2% |
| 3 | META | META PLATFORMS INC CL A | 48K | $27M | 3.8% | −7% |
| 4 | DDS | DILLARDS INC CL A | 49K | $26M | 3.6% | ±0% |
| 5 | AAPL | APPLE INC COM | 69K | $20M | 2.8% | −9% |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | 26K | $19M | 2.7% | −3% |
| 7 | NVDA | NVIDIA CORPORATION COM | 64K | $13M | 1.8% | +2% |
| 8 | VOO | VANGUARD S&P 500 ETF | 15K | $10M | 1.5% | ±0% |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L P COM | 204K | $7M | 1.1% | ±0% |
| 10 | VO | VANGUARD MID-CAP ETF | 82K | $7M | 0.9% | +263% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEXAGON SIGNAL
AC read
Hexagon Capital Partners LLC is a Other fund managing $711 million in assets. The fund runs a broad portfolio of 268 positions.
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