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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 12 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MDT MEDTRONIC PLC SHS Healthcare 3,288.0 $257K 0.04% NEW $78.23 +19.3%
222 BKLN INVESCO SENIOR LOAN ETF 12,623.0 $257K 0.04% NEW $20.37 +1.1%
223 QAI NYLI HEDGE MULTI-STRATEGY TRACKER ETF 6,999.0 $256K 0.04% NEW $36.60 -0.0%
224 TFC TRUIST FINL CORP COM Financial Services 5,055.0 $252K 0.04% NEW $49.82 +1.2%
225 PCEF INVESCO CEF INCOME COMPOSITE ETF 12,299.0 $250K 0.04% NEW $20.31 +0.2%
226 SCHF SCHWAB INTERNATIONAL EQUITY ETF 9,002.0 $249K 0.04% NEW $27.70 +2.7%
227 RSG REPUBLIC SVCS INC COM Industrials 1,160.0 $247K 0.04% NEW $213.08 +3.6%
228 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 2,510.0 $246K 0.04% NEW $98.19 +7.2%
229 EQNR EQUINOR ASA SPONSORED ADR Energy 7,771.0 $244K 0.03% NEW $31.40 +36.5%
230 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 485.0 $243K 0.03% NEW $501.36 +25.5%
231 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 7,253.0 $243K 0.03% NEW $33.46 -1.1%
232 QCOM QUALCOMM INC COM Technology 1,313.0 $243K 0.03% NEW $184.79 -13.0%
233 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,358.0 $242K 0.03% NEW $178.24 +17.6%
234 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 4,566.0 $240K 0.03% NEW $52.65 +28.3%
235 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2,874.0 $239K 0.03% NEW $83.07 +3.5%
236 DE DEERE & CO COM Industrials 368.0 $233K 0.03% NEW $634.33 +2.1%
237 SCCO SOUTHERN COPPER CORP COM Basic Materials 1,333.0 $232K 0.03% NEW $174.26 +24.0%
238 IYW ISHARES U.S. TECHNOLOGY ETF 900.0 $227K 0.03% NEW $252.23 -2.0%
239 NATWEST GROUP PLC SPONS ADR 12,851.0 $227K 0.03% NEW $17.63
240 BK BANK OF NY MELLON CORP COM Financial Services 1,565.0 $226K 0.03% NEW $144.61 -1.9%
Page 12 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%