Q2 2026 13F · SEC CIK 1831542

Hexagon Capital Partners LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $711.4M
Reported positions: 268
Top holdings a year, 3 yrs: +22.5%
Assets under management: $965.0M

Hexagon Capital Partners LLC is a wealth manager that reported 268 positions worth $711.4M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Walmart Inc (WMT, 34.3%), Hunt J B Trans Svcs Inc (JBHT, 15.5%), Meta Platforms Inc Class A (META, 3.8%). A portfolio copying its top holdings returned 22.5% a year over the last 3 years, against 20.4% for the S&P 500.

Hexagon Capital Partners LLC holdings largest 50 of 268 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hexagon Capital Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WMTWalmart Inc	34.3%	40.0%	2,153,623	-2.2%	$243.9M
JBHTHunt J B Trans Svcs Inc	15.5%	11.6%	380,323	+1.9%	$110.1M
METAMeta Platforms Inc Class A	3.8%	4.3%	48,138	-6.9%	$27.1M
DDSDillards Inc Cl A	3.6%	4.1%	49,088	-0.0%	$25.9M
AAPLApple Inc	2.8%	2.8%	69,381	-8.8%	$20.1M
SPYSpdr S&p 500 ETF Tr	2.7%	2.5%	25,924	-2.9%	$19.4M
NVDANvidia Corporation Com	1.8%	1.6%	63,710	+2.3%	$12.7M
VOOVanguard S&p 500 ETF	1.5%	1.3%	15,172	+0.2%	$10.4M
EPDEnterprise Prods Partners L	1.1%	1.1%	203,772	+0.0%	$7.5M
VOVanguard Index Fds	0.9%	1.0%	82,452	+262.6%	$6.6M
VUGVanguard Indx Fd	0.8%	0.7%	69,723	+499.0%	$6.0M
VGITVanguard Intermediate Treasury ETF	0.8%	0.8%	93,050	+3.7%	$5.5M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.7%	0.6%	86,740	+8.9%	$5.3M
VGSHVanguard Short-Term Treasury ETF Total	0.7%	0.8%	89,538	-9.8%	$5.2M
GOOGLAlphabet Inc	0.7%	0.6%	14,233	+6.3%	$5.1M
AMZNAmazon Com Inc Com	0.7%	0.6%	20,017	+1.5%	$4.8M
VWOVanguard Intl Equity Index F	0.6%	0.6%	73,467	+5.6%	$4.4M
VTVVanguard Value ETF	0.6%	0.5%	18,740	-0.3%	$4.1M
BNDXVanguard Charlotte Fds	0.6%	0.5%	84,170	+14.3%	$4.1M
MBBIshares Tr	0.6%	0.5%	42,978	+12.1%	$4.1M
VCITVanguard Scottsdale Fds	0.6%	0.5%	48,083	+17.0%	$4.0M
JEPIJpmorgan Equity Premium Income ETF	0.5%	0.5%	68,220	+10.7%	$3.9M
MSFTMicrosoft Corp	0.5%	0.5%	9,668	+3.2%	$3.6M
VBVanguard Indx Fd	0.5%	0.5%	11,557	-10.8%	$3.5M
BACBank of Amer Corp	0.4%	0.4%	55,937	+3.2%	$3.2M
NFLXNetflix Inc Total	0.4%	0.5%	36,525	+14.1%	$2.6M
JPMJpmorgan Chase & Co	0.3%	0.3%	7,528	+14.0%	$2.5M
CATCaterpillar Inc Com	0.3%	0.2%	2,310	+0.7%	$2.5M
SCHHSchwab Strategic Tr	0.3%	0.3%	101,837	+11.6%	$2.4M
VCSHVanguard Scottsdale Fds	0.3%	0.3%	29,774	-0.5%	$2.4M
GPIXGoldman Sachs ETF Tr	0.3%	0.3%	40,213	+8.3%	$2.2M
TSNTyson Foods Inc	0.3%	0.3%	36,999	-0.0%	$2.1M
SCHCSchwab Strategic Tr	0.3%	0.3%	43,652	+12.8%	$2.1M
ABBVAbbvie Inc	0.3%	0.2%	8,314	+18.3%	$2.1M
EMBIshares Tr	0.3%	0.3%	21,286	+15.4%	$2.1M
VTEBVanguard Tx Ex Bd	0.3%	0.2%	40,393	+31.8%	$2.0M
PGProcter & Gamble Co Com	0.3%	0.3%	13,662	-1.3%	$2.0M
GOOGAlphabet Inc	0.3%	0.2%	5,551	+0.0%	$2.0M
XOMExxon Mobil Corp	0.3%	—	13,117	—	$1.8M
MUMicron Technology Inc	0.3%	—	1,540	—	$1.8M
VZVerizon Communications Inc Com	0.2%	0.3%	41,704	-3.9%	$1.8M
LRCXLam Research Corp	0.2%	—	4,074	—	$1.8M
CVXChevron Corp New	0.2%	0.3%	10,640	-2.1%	$1.8M
MRKMerck & Co. Inc	0.2%	0.2%	13,420	+2.5%	$1.7M
EFAiShs MSCI EAFE	0.2%	0.3%	16,040	-24.7%	$1.7M
VVisa Inc Com Cl A	0.2%	0.2%	4,709	-2.0%	$1.6M
PMPhilip Morris Intl Inc Com	0.2%	0.2%	8,303	-4.0%	$1.5M
USHYIshares Tr	0.2%	—	40,041	—	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.2%	—	2,898	—	$1.5M
IAGGiShares International Aggregate Bond Fun	0.2%	0.2%	28,651	+11.8%	$1.4M

What Hexagon Capital Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+499.0% shares
VO Vanguard Index Fds+262.6% shares
VTEB Vanguard Tx Ex Bd+31.8% shares
ABBV Abbvie Inc+18.3% shares
VCIT Vanguard Scottsdale Fds+17.0% shares
EMB Ishares Tr+15.4% shares
BNDX Vanguard Charlotte Fds+14.3% shares
NFLX Netflix Inc Total+14.1% shares

Reduced

EFA iShs MSCI EAFE-24.7% shares
VB Vanguard Indx Fd-10.8% shares
VGSH Vanguard Short-Term Treasury ETF Total-9.8% shares
AAPL Apple Inc-8.8% shares
META Meta Platforms Inc Class A-6.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.3% /yr; S&P 500 +20.1%
3 years: +22.5% /yr; S&P 500 +20.4%
5 years: +14.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$711.4M	268
Q1 2026	$683.4M	252
Q4 2025	$540.9M	78
Q3 2025	$498.7M	71
Q2 2025	$449.3M	75
Q1 2025	$528.2M	1,832
Q4 2024	$550.3M	1,836
Q3 2024	$511.6M	1,576
Q2 2024	$460.4M	1,456
Q1 2024	$449.5M	1,468
Q4 2023	$415.5M	1,422
Q3 2023	$382.6M	1,413

Questions about Hexagon Capital Partners LLC's portfolio

What stocks does Hexagon Capital Partners LLC own?

Hexagon Capital Partners LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 268 positions worth $711.4M. The largest are Walmart Inc (WMT) at 34.3%, Hunt J B Trans Svcs Inc (JBHT) at 15.5%, Meta Platforms Inc Class A (META) at 3.8%, Dillards Inc Cl A (DDS) at 3.6% and Apple Inc (AAPL) at 2.8%.

What did Hexagon Capital Partners LLC buy last quarter?

In Q2 2026, Hexagon Capital Partners LLC added Vanguard Indx Fd (VUG) (+499.0% shares), Vanguard Index Fds (VO) (+262.6% shares) and Vanguard Tx Ex Bd (VTEB) (+31.8% shares), compared with its Q1 2026 filing.

What did Hexagon Capital Partners LLC sell last quarter?

In Q2 2026, Hexagon Capital Partners LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 At&t Inc Com (T), cut from its top 50 Nextera Energy Inc Com (NEE), cut from its top 50 Pepsico Inc (PEP), iShs MSCI EAFE (EFA) (-24.7% shares), Vanguard Indx Fd (VB) (-10.8% shares) and Vanguard Short-Term Treasury ETF Total (VGSH) (-9.8% shares), compared with its Q1 2026 filing.

How has Hexagon Capital Partners LLC's portfolio performed?

A portfolio copying Hexagon Capital Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.3% against +20.1%. Over 5 years: +14.3% a year against +11.6%.

When is Hexagon Capital Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hexagon Capital Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hexagon Capital Partners LLC manage?

Hexagon Capital Partners LLC reported $965.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $711.4M.