Hexagon Capital Partners LLC Top Holdings and 13F Report (2025) About Hexagon Capital Partners LLCInvestment ActivityHexagon Capital Partners LLC has $550.34 million in total holdings as of December 31, 2024.Hexagon Capital Partners LLC owns shares of 1,838 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 4.65% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Hexagon Capital Partners LLC has purchased 1,579 new stocks and bought additional shares in 799 stocks.Hexagon Capital Partners LLC sold shares of 381 stocks and completely divested from 82 stocks this quarter.Largest Holdings Walmart $209,418,531J.B. Hunt Transport Services $66,568,146Meta Platforms $29,974,098Dillard's $21,159,146Apple $15,975,761 Largest New Holdings this Quarter LAM RESEARCH CORP COM NEW $266,023 HoldingMSCI $87,001 HoldingLPL Financial $78,689 HoldingLennox International $67,632 HoldingInteractive Brokers Group $59,891 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 11,209 shares (about $2.96M)Vanguard Small-Cap ETF 7,156 shares (about $1.72M)iShares MSCI EAFE ETF 13,466 shares (about $1.02M)Schwab Short-Term U.S. Treasury ETF 27,849 shares (about $670.05K)J.B. Hunt Transport Services 2,192 shares (about $374.09K) Largest Sales this Quarter Walmart 22,806 shares (about $2.06M)Amazon.com 4,853 shares (about $1.06M)Apple 3,954 shares (about $990.16K)Carvana 2,641 shares (about $537.07K)Vanguard Growth ETF 855 shares (about $350.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHexagon Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWMTWalmart$209,418,531$2,060,522 ▼-1.0%2,317,85938.1%Retail/WholesaleJBHTJ.B. Hunt Transport Services$66,568,146$374,087 ▲0.6%390,06312.1%TransportationMETAMeta Platforms$29,974,098$108,905 ▲0.4%51,1935.4%Computer and TechnologyDDSDillard's$21,159,146$1,295 ▲0.0%49,0093.8%Retail/WholesaleAAPLApple$15,975,761$990,159 ▼-5.8%63,7962.9%Computer and TechnologyNVDANVIDIA$7,876,451$19,472 ▼-0.2%58,6531.4%Computer and TechnologyVUGVanguard Growth ETF$5,776,666$350,934 ▼-5.7%14,0741.0%ETFAMZNAmazon.com$4,622,693$1,064,683 ▼-18.7%21,0710.8%Retail/WholesaleVTVVanguard Value ETF$3,953,240$137,644 ▼-3.4%23,3500.7%ETFVGSHVanguard Short-Term Treasury Index ETF$3,917,841$227,251 ▲6.2%67,3400.7%ETFVOVanguard Mid-Cap ETF$2,996,819$2,960,633 ▲8,181.8%11,3460.5%ETFMSFTMicrosoft$2,734,019$208,234 ▲8.2%6,4860.5%Computer and TechnologyBACBank of America$2,528,136$67,375 ▼-2.6%57,5230.5%FinanceVWOVanguard FTSE Emerging Markets ETF$2,410,509$64,694 ▲2.8%54,7350.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,351,900$295,104 ▲14.3%40,5500.4%ETFTSNTyson Foods$2,305,729$62,437 ▲2.8%40,1420.4%Consumer StaplesGOOGLAlphabet$2,286,780$10,412 ▲0.5%12,0800.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$2,240,455$354,789 ▲18.8%38,9440.4%ETFBNDXVanguard Total International Bond ETF$2,158,985$181,191 ▲9.2%44,0160.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,979,217$190,641 ▲10.7%24,6570.4%ETFPGProcter & Gamble$1,945,709$38,726 ▲2.0%11,6060.4%Consumer StaplesVBVanguard Small-Cap ETF$1,779,514$1,719,444 ▲2,862.4%7,4060.3%ETFCOSTCostco Wholesale$1,578,469$1,832 ▼-0.1%1,7230.3%Retail/WholesaleMBBiShares MBS ETF$1,570,845$184,735 ▲13.3%17,1340.3%ETFCVXChevron$1,561,656$250,282 ▲19.1%10,7820.3%Oils/EnergyXOMExxon Mobil$1,546,305$17,641 ▲1.2%14,3750.3%Oils/EnergyJPMJPMorgan Chase & Co.$1,534,569$21,333 ▼-1.4%6,4020.3%FinanceUPSUnited Parcel Service$1,530,449$219,915 ▲16.8%12,1370.3%TransportationIBMInternational Business Machines$1,514,745$131,230 ▲9.5%6,8910.3%Computer and TechnologyPMPhilip Morris International$1,514,663$47,781 ▲3.3%12,5850.3%Consumer StaplesVZVerizon Communications$1,478,376$57,225 ▲4.0%36,9690.3%Computer and TechnologyPFEPfizer$1,417,314$23,585 ▲1.7%53,4230.3%MedicalABBVAbbVie$1,417,119$98,265 ▲7.5%7,9750.3%MedicalVVisa$1,391,524$211,115 ▲17.9%4,4030.3%Business ServicesSCHOSchwab Short-Term U.S. Treasury ETF$1,350,367$670,047 ▲98.5%56,1250.2%ETFBXBlackstone$1,310,116$8,621 ▼-0.7%7,5980.2%FinanceNFLXNetflix$1,282,991$205,956 ▲19.1%1,4390.2%Consumer DiscretionaryGOOGAlphabet$1,227,439$272,531 ▲28.5%6,4450.2%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,226,903$68,651 ▲5.9%13,7790.2%ETFTAT&T$1,224,219$124,801 ▼-9.3%53,7650.2%Computer and TechnologyCSCOCisco Systems$1,223,290$82,109 ▼-6.3%20,6640.2%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,209,991$54,054 ▼-4.3%4,7680.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,174,051$270,149 ▲29.9%15,0500.2%ETFEFAiShares MSCI EAFE ETF$1,150,597$1,018,132 ▲768.6%15,2180.2%FinanceNEENextEra Energy$1,133,782$26,239 ▲2.4%15,8150.2%UtilitiesSCHCSchwab International Small-Cap Equity ETF$1,133,577$75,835 ▲7.2%33,0200.2%ETFFOURShift4 Payments$1,131,202$41,512 ▼-3.5%10,9000.2%Business ServicesWFCWells Fargo & Company$1,123,640$106,415 ▼-8.7%15,9970.2%FinanceBRK.BBerkshire Hathaway$1,118,695$25,384 ▲2.3%2,4680.2%FinanceBABAAlibaba Group$1,116,515$25,946 ▼-2.3%13,1680.2%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,108,598$87,464 ▲8.6%21,5220.2%ManufacturingKOCoca-Cola$1,087,927$37,916 ▲3.6%17,4740.2%Consumer StaplesMOAltria Group$1,087,133$44,866 ▼-4.0%20,7900.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,085,5580.0%1,8520.2%FinanceSCHHSchwab U.S. REIT ETF$1,051,421$43,868 ▲4.4%49,9250.2%ETFBABoeing$1,011,732$244,614 ▼-19.5%5,7160.2%AerospaceHDHome Depot$990,270$1,945 ▲0.2%2,5460.2%Retail/WholesaleBMYBristol-Myers Squibb$976,997$82,859 ▲9.3%17,2740.2%MedicalJNJJohnson & Johnson$963,017$87,350 ▲10.0%6,6590.2%MedicalIVViShares Core S&P 500 ETF$955,121$83,617 ▲9.6%1,6220.2%ETFVTEBVanguard Tax-Exempt Bond ETF$947,156$21,406 ▲2.3%18,8940.2%ETFVOEVanguard Mid-Cap Value ETF$936,502$49,179 ▼-5.0%5,7890.2%ETFDISWalt Disney$897,935$5,011 ▼-0.6%8,0640.2%Consumer DiscretionaryDUKDuke Energy$877,387$30,920 ▲3.7%8,1440.2%UtilitiesGILDGilead Sciences$871,585$8,960 ▼-1.0%9,4360.2%MedicalEEMiShares MSCI Emerging Markets ETF$835,354$57,252 ▼-6.4%19,9750.2%FinanceIAGGiShares Core International Aggregate Bond ETF$792,330$28,704 ▲3.8%15,8720.1%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$780,905$90,614 ▲13.1%21,2260.1%ETFVTWOVanguard Russell 2000 ETF$770,918$56,278 ▲7.9%8,6300.1%ETFXLEEnergy Select Sector SPDR Fund$759,907$282,770 ▲59.3%8,8710.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$747,059$5,274 ▲0.7%14,3060.1%ETFORCLOracle$743,688$245,119 ▲49.2%4,4630.1%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$734,049$21,180 ▼-2.8%14,5560.1%ETFCATCaterpillar$732,790$33,012 ▼-4.3%2,0200.1%Industrial ProductsAMGNAmgen$700,626$11,469 ▼-1.6%2,6880.1%MedicalVBRVanguard Small-Cap Value ETF$682,351$44,393 ▼-6.1%3,4430.1%ETFCCitigroup$677,926$42,164 ▼-5.9%9,6310.1%FinanceFDUSFidus Investment$673,880$5,717 ▲0.9%32,0590.1%FinanceLLYEli Lilly and Company$662,529$119,688 ▲22.0%8580.1%MedicalPEPPepsiCo$657,441$43,029 ▼-6.1%4,3240.1%Consumer StaplesTSLATesla$651,336$62,186 ▲10.6%1,6130.1%Auto/Tires/TrucksMRKMerck & Co., Inc.$645,700$114,199 ▲21.5%6,4910.1%MedicalXLKTechnology Select Sector SPDR Fund$639,8950.0%2,7520.1%ETFKMIKinder Morgan$637,935$78,995 ▼-11.0%23,2820.1%Oils/EnergyMSMorgan Stanley$634,696$12,070 ▼-1.9%5,0480.1%FinanceSAPSAP$630,298$31,022 ▲5.2%2,5600.1%Computer and TechnologyPPBIPacific Premier Bancorp$615,624$3,364 ▲0.5%24,7040.1%FinanceACNAccenture$598,043$66,488 ▲12.5%1,7000.1%Computer and TechnologyOKEONEOK$596,906$19,579 ▼-3.2%5,9450.1%Oils/EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$588,605$56,605 ▲10.6%10,4400.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$580,567$1,505 ▼-0.3%5,7860.1%ETFMCDMcDonald's$576,644$24,063 ▲4.4%1,9890.1%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$571,970$8,433 ▲1.5%4,3410.1%ETFPALANTIR TECHNOLOGIES INC CL A$569,116$149,142 ▲35.5%7,5250.1%StockNVONovo Nordisk A/S$567,216$60,558 ▲12.0%6,5940.1%MedicalMUBiShares National Muni Bond ETF$559,671$2,557 ▼-0.5%5,2530.1%ETFVGKVanguard FTSE Europe ETF$553,078$32,433 ▼-5.5%8,7140.1%ETFXLCCommunication Services Select Sector SPDR Fund$541,749$38,434 ▼-6.6%5,5960.1%ETFSOSouthern$535,903$18,934 ▼-3.4%6,5100.1%UtilitiesVBKVanguard Small-Cap Growth ETF$535,541$34,732 ▼-6.1%1,9120.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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