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Portfolio (Quarterly) Guide ↗

Hexagon Capital Partners LLC

· CIK 0001831542
13F Portfolio $711M AUM 268 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 268 New
Page 10 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GSK GSK PLC SPONSORED ADR Healthcare 6,529.0 $342K 0.05% NEW $52.42 -0.0%
182 RTX RTX CORPORATION COM Industrials 1,803.0 $342K 0.05% NEW $189.73 +10.6%
183 SHEL SHELL PLC SPON ADS Energy 4,337.0 $336K 0.05% NEW $77.54 +20.4%
184 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 6,597.0 $335K 0.05% NEW $50.83 +5.3%
185 USRT ISHARES CORE U.S. REIT ETF 4,994.0 $332K 0.05% NEW $66.45 +1.0%
186 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 6,305.0 $328K 0.05% NEW $52.09 -5.1%
187 SCHP SCHWAB US TIPS ETF 12,327.0 $327K 0.05% NEW $26.50 -2.0%
188 CME CME GROUP INC COM Financial Services 1,465.0 $324K 0.04% NEW $220.83 +24.5%
189 WELL WELLTOWER INC COM Real Estate 1,419.0 $322K 0.04% NEW $226.97 +5.4%
190 BMO BANK MONTREAL MEDIUM COM Financial Services 1,815.0 $321K 0.04% NEW $176.70 -1.3%
191 PSX PHILLIPS 66 COM Energy 1,886.0 $319K 0.04% NEW $169.06 +43.7%
192 EOG EOG RES INC COM Energy 2,450.0 $318K 0.04% NEW $129.73 +18.0%
193 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 2,721.0 $313K 0.04% NEW $115.00 +1.3%
194 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 654.0 $312K 0.04% NEW $477.57 -12.3%
195 FORTINET INC COM 2,015.0 $310K 0.04% NEW $153.62
196 ABT ABBOTT LABORATORIES COM Healthcare 3,400.0 $309K 0.04% NEW $90.74 +28.5%
197 GIS GENERAL MILLS INC COM Consumer Defensive 8,812.0 $307K 0.04% NEW $34.80 +14.9%
198 VRT VERTIV HOLDINGS CO COM CL A Industrials 914.0 $306K 0.04% NEW $334.86 -21.8%
199 NOC NORTHROP GRUMMAN CORP COM Industrials 588.0 $300K 0.04% NEW $509.54 +8.1%
200 TT TRANE TECHNOLOGIES PLC SHS Industrials 609.0 $299K 0.04% NEW $491.16 -7.7%
Page 10 of 14  ·  268 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 43.7%
Industrials 20.5%
Technology 9.4%
Financial Services 7.8%
Communication Services 6.6%
Consumer Cyclical 6.6%
Healthcare 2.4%
Utilities 1.5%
Energy 1.1%
Basic Materials 0.3%