1y return+25.2%S&P 500 +20.9%
3y return+79.2%S&P 500 +68.5%
5y return+86.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2020: $224 against $223 in the S&P 500.2
Hexagon Capital Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WMTWalmart Inc Com | $243.9M | 34.3% | −2.2% |
| JBHTHunt J B Trans Svcs Inc Com | $110.1M | 15.5% | +1.9% |
| METAMeta Platforms Inc Cl A | $27.1M | 3.8% | −6.9% |
| DDSDillards Inc Cl A | $25.9M | 3.6% | |
| AAPLApple Inc Com | $20.1M | 2.8% | −8.8% |
| SPYState Street Spdr S&p 500 Etf | $19.4M | 2.7% | −2.9% |
| NVDANvidia Corporation Com | $12.7M | 1.8% | +2.3% |
| VOOVanguard S&p 500 Etf | $10.4M | 1.5% | |
| EPDEnterprise Prods Partners L P Com | $7.5M | 1.1% | |
| VOVanguard Mid-cap Etf | $6.6M | 0.9% | −9.4% |
| VUGVanguard Growth Etf | $6.0M | 0.8% | |
| VGITVanguard Intermediate-term Treasury Etf | $5.5M | 0.8% | +3.7% |
| JEPQJpmorgan Nasdaq Equity Premium Income Etf | $5.3M | 0.7% | +8.9% |
| VGSHVanguard Short-term Treasury Etf | $5.2M | 0.7% | −9.8% |
| GOOGLAlphabet Inc Cap Stk Cl A | $5.1M | 0.7% | +6.3% |
| AMZNAmazon Com Inc Com | $4.8M | 0.7% | +1.5% |
| VWOVanguard Ftse Emerging Markets Etf | $4.4M | 0.6% | +5.6% |
| VTVVanguard Value Etf | $4.1M | 0.6% | |
| BNDXVanguard Total International Bond Etf | $4.1M | 0.6% | +14.3% |
| MBBIshares Mbs Etf | $4.1M | 0.6% | +12.1% |
| VCITVanguard Intermediate-term Corporate Bond Etf | $4.0M | 0.6% | +17.0% |
| JEPIJpmorgan Equity Premium Income Etf | $3.9M | 0.5% | +10.7% |
| MSFTMicrosoft Corp Com | $3.6M | 0.5% | +3.2% |
| VBVanguard Small-cap Etf | $3.5M | 0.5% | −10.8% |
| BACBank Of Amer Corp Com | $3.2M | 0.4% | +3.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | September 30, 2020 | +1378.8% | $12.7M |
| DDSDillards Inc Cl A | September 30, 2020 | +1347.0% | $25.9M |
| AAPLApple Inc Com | September 30, 2020 | +149.9% | $20.1M |
| WMTWalmart Inc Com | September 30, 2020 | +142.9% | $243.9M |
| BACBank Of Amer Corp Com | September 30, 2020 | +136.5% | $3.2M |
| JBHTHunt J B Trans Svcs Inc Com | September 30, 2020 | +129.0% | $110.1M |
| VUGVanguard Growth Etf | September 30, 2020 | +127.1% | $6.0M |
| METAMeta Platforms Inc Cl A | September 30, 2020 | +115.1% | $27.1M |
| VTVVanguard Value Etf | September 30, 2020 | +108.5% | $4.1M |
| VOVanguard Mid-cap Etf | March 31, 2023 | +52.8% | $6.6M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $2.1M
- VEUVanguard Ftse All-world Ex-us Index Fund was $503K
- DOWDow Hldgs Inc Com was $393K
- Honeywell Intl Inc ComCUSIP 438516106 was $338K
- TXNTexas Instrs Inc Com was $331K
- BSXBoston Scientific Corp Com was $286K
- GLWCorning Inc Com was $269K
- APAApa Corporation Com was $264K
- Astrazeneca PLC OrdCUSIP G0593M107 was $238K
- CNQCanadian Nat Res Ltd Med Term Com was $225K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.5% | +14.8% |
| March 31, 2026 | +5.5% | −4.6% |
| December 31, 2025 | +8.5% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +5.0% | +2.1% |
| September 30, 2024 | +10.5% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +6.4% | +11.2% |
| September 30, 2023 | +0.1% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −1.1% | −5.3% |
| June 30, 2022 | −17.5% | −16.5% |
| March 31, 2022 | −2.7% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hexagon Capital Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1831542&type=13F-HR&dateb=&owner=include&count=40CIK 1831542
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1831542/000183154226000003/Filed August 7, 2026 · accession 0001831542-26-000003