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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 6 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCD MCDONALDS CORP COM Consumer Cyclical 2,387.0 $645K 0.09% NEW $270.28 +0.2%
102 VBR VANGUARD SMALL CAP VALUE ETF 2,608.0 $634K 0.09% NEW $242.96 +2.6%
103 SAP SAP SE SPON ADR Technology 4,108.0 $633K 0.09% NEW $154.11 +41.9%
104 NVS NOVARTIS AG SPONSORED ADR Healthcare 3,990.0 $625K 0.09% NEW $156.72 +1.4%
105 SCHO SCHWAB SHORT-TERM US TREASURY ETF 25,854.0 $624K 0.09% NEW $24.14 -0.2%
106 NRG NRG ENERGY INC COM NEW Utilities 4,267.0 $623K 0.09% NEW $146.06 -22.6%
107 EXC EXELON CORP COM Utilities 13,083.0 $610K 0.09% NEW $46.62 -6.1%
108 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 11,284.0 $599K 0.08% NEW $53.11 +19.8%
109 SNDK SANDISK CORP COM Technology 263.0 $598K 0.08% NEW $2273.73 -29.8%
110 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 5,953.0 $597K 0.08% NEW $100.28 +7.8%
111 AVUS AVANTIS U.S. EQUITY ETF 4,657.0 $596K 0.08% NEW $128.08 +2.0%
112 CVS CVS HEALTH CORP COM Healthcare 5,672.0 $587K 0.08% NEW $103.44 -10.1%
113 VBK VANGUARD SMALL-CAP GROWTH ETF 1,583.0 $579K 0.08% NEW $365.77 -1.9%
114 SCHA SCHWAB U.S. SMALL-CAP ETF 15,871.0 $573K 0.08% NEW $36.13 -3.6%
115 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 5,316.0 $570K 0.08% NEW $107.13 +4.0%
116 GEV GE VERNOVA INC COM Utilities 484.0 $569K 0.08% NEW $1174.86 -18.6%
117 ED CONSOLIDATED EDISON INC COM Utilities 5,138.0 $568K 0.08% NEW $110.63 -3.9%
118 FOUR SHIFT4 PMTS INC CL A Technology 11,613.0 $565K 0.08% NEW $48.64 -1.5%
119 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 10,535.0 $565K 0.08% NEW $53.61 +7.2%
120 RY ROYAL BK CDA COM Financial Services 2,681.0 $555K 0.08% NEW $206.97 -0.8%
Page 6 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%