Holders — by stockHoldings — by fund
Hexagon Capital Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001831542
$711.4M
disclosed book value
268
positions
34.3%
largest position share
Positions, as of 2026-06-30
top 100 of 268 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WMTWALMART INC COM | 2.2M | $243.9M | 34.3% |
| 2 | JBHTHUNT J B TRANS SVCS INC COM | 380,323 | $110.1M | 15.5% |
| 3 | METAMETA PLATFORMS INC CL A | 48,138 | $27.1M | 3.8% |
| 4 | DDSDILLARDS INC CL A | 49,088 | $25.9M | 3.6% |
| 5 | AAPLAPPLE INC COM | 69,381 | $20.1M | 2.8% |
| 6 | SPYSTATE STREET SPDR S&P 500 ETF | 25,924 | $19.4M | 2.7% |
| 7 | NVDANVIDIA CORPORATION COM | 63,710 | $12.7M | 1.8% |
| 8 | VOOVANGUARD S&P 500 ETF | 15,172 | $10.4M | 1.5% |
| 9 | EPDENTERPRISE PRODS PARTNERS L P COM | 203,772 | $7.5M | 1.1% |
| 10 | VOVANGUARD MID-CAP ETF | 82,452 | $6.6M | 0.9% |
| 11 | VUGVANGUARD GROWTH ETF | 69,723 | $6.0M | 0.8% |
| 12 | VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | 93,050 | $5.5M | 0.8% |
| 13 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 86,740 | $5.3M | 0.7% |
| 14 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 89,538 | $5.2M | 0.7% |
| 15 | GOOGLALPHABET INC CAP STK CL A | 14,233 | $5.1M | 0.7% |
| 16 | AMZNAMAZON COM INC COM | 20,017 | $4.8M | 0.7% |
| 17 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 73,467 | $4.4M | 0.6% |
| 18 | VTVVANGUARD VALUE ETF | 18,740 | $4.1M | 0.6% |
| 19 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 84,170 | $4.1M | 0.6% |
| 20 | MBBISHARES MBS ETF | 42,978 | $4.1M | 0.6% |
| 21 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 48,083 | $4.0M | 0.6% |
| 22 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 68,220 | $3.9M | 0.5% |
| 23 | MSFTMICROSOFT CORP COM | 9,668 | $3.6M | 0.5% |
| 24 | VBVANGUARD SMALL-CAP ETF | 11,557 | $3.5M | 0.5% |
| 25 | BACBANK OF AMER CORP COM | 55,937 | $3.2M | 0.4% |
| 26 | NFLXNETFLIX INC. COM | 36,525 | $2.6M | 0.4% |
| 27 | JPMJPMORGAN CHASE & CO COM | 7,528 | $2.5M | 0.3% |
| 28 | CATCATERPILLAR INC COM | 2,310 | $2.5M | 0.3% |
| 29 | SCHHSCHWAB U.S. REIT ETF | 101,837 | $2.4M | 0.3% |
| 30 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 29,774 | $2.4M | 0.3% |
| 31 | GPIXGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 40,213 | $2.2M | 0.3% |
| 32 | TSNTYSON FOODS INC CL A | 36,999 | $2.1M | 0.3% |
| 33 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 43,652 | $2.1M | 0.3% |
| 34 | ABBVABBVIE INC COM | 8,314 | $2.1M | 0.3% |
| 35 | EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 21,286 | $2.1M | 0.3% |
| 36 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 40,393 | $2.0M | 0.3% |
| 37 | PGPROCTER & GAMBLE CO COM | 13,662 | $2.0M | 0.3% |
| 38 | GOOGALPHABET INC CAP STK CL C | 5,551 | $2.0M | 0.3% |
| 39 | XOMEXXONMOBIL HOLDINGS CORP COM SHS | 13,117 | $1.8M | 0.3% |
| 40 | MUMICRON TECHNOLOGY INC COM | 1,540 | $1.8M | 0.2% |
| 41 | VZVERIZON COMMUNICATIONS INC COM | 41,704 | $1.8M | 0.2% |
| 42 | LRCXLAM RESEARCH CORP COM NEW | 4,074 | $1.8M | 0.2% |
| 43 | CVXCHEVRON CORPORATION COM | 10,640 | $1.8M | 0.2% |
| 44 | MRKMERCK & CO INC COM | 13,420 | $1.7M | 0.2% |
| 45 | EFAISHARES MSCI EAFE ETF | 16,040 | $1.7M | 0.2% |
| 46 | VVISA INC COM CL A | 4,709 | $1.6M | 0.2% |
| 47 | PMPHILIP MORRIS INTL INC COM | 8,303 | $1.5M | 0.2% |
| 48 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 40,041 | $1.5M | 0.2% |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 2,898 | $1.5M | 0.2% |
| 50 | IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 28,651 | $1.4M | 0.2% |
| 51 | AVGOBROADCOM INC COM | 3,810 | $1.4M | 0.2% |
| 52 | DUKDUKE ENERGY CORP NEW COM NEW | 11,291 | $1.4M | 0.2% |
| 53 | LLYELI LILLY & CO COM | 1,184 | $1.4M | 0.2% |
| 54 | NEENEXTERA ENERGY INC COM | 15,462 | $1.4M | 0.2% |
| 55 | CSCOCISCO SYS INC COM | 11,422 | $1.3M | 0.2% |
| 56 | UPSUNITED PARCEL SVCS INC CL B | 12,472 | $1.3M | 0.2% |
| 57 | HDHOME DEPOT INC COM | 3,779 | $1.3M | 0.2% |
| 58 | PFEPFIZER INC COM | 54,852 | $1.3M | 0.2% |
| 59 | JNJJOHNSON & JOHNSON COM | 5,167 | $1.3M | 0.2% |
| 60 | MOALTRIA GROUP INC COM | 18,193 | $1.3M | 0.2% |
| 61 | COFCAPITAL ONE FINL CORP COM | 6,458 | $1.3M | 0.2% |
| 62 | WFCWELLS FARGO & CO COM | 15,494 | $1.3M | 0.2% |
| 63 | VOTVANGUARD MID-CAP GROWTH ETF | 3,952 | $1.2M | 0.2% |
| 64 | AMDADVANCED MICRO DEVICES INC COM | 2,079 | $1.2M | 0.2% |
| 65 | PEPPEPSICO INC COM | 8,779 | $1.2M | 0.2% |
| 66 | INTCINTEL CORP COM | 8,487 | $1.2M | 0.2% |
| 67 | KOCOCA COLA CO COM | 13,844 | $1.1M | 0.2% |
| 68 | BXBLACKSTONE INC COM | 9,355 | $1.1M | 0.2% |
| 69 | BABOEING CO COM | 4,988 | $1.1M | 0.2% |
| 70 | IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 20,093 | $1.1M | 0.2% |
| 71 | IBMINTERNATIONAL BUSINESS MACHS COM | 3,779 | $1.1M | 0.1% |
| 72 | IVVISHARES CORE S&P 500 ETF | 1,418 | $1.1M | 0.1% |
| 73 | EEMISHARES MSCI EMERGING MARKETS ETF | 15,522 | $1.1M | 0.1% |
| 74 | BMYBRISTOL-MYERS SQUIBB CO COM | 18,323 | $1.1M | 0.1% |
| 75 | TAT&T INC COM | 50,267 | $1.0M | 0.1% |
| 76 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 5,429 | $1.0M | 0.1% |
| 77 | SBUXSTARBUCKS CORP COM | 10,042 | $1.0M | 0.1% |
| 78 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 12,361 | $1.0M | 0.1% |
| 79 | CCITIGROUP INC COM NEW | 7,290 | $1.0M | 0.1% |
| 80 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 40,962 | $1.0M | 0.1% |
| 81 | TSLATESLA INC COM | 2,363 | $993,872 | 0.1% |
| 82 | ASML HLDG NV N Y REGISTRY SHS | 488 | $970,847 | 0.1% |
| 83 | VTWOVANGUARD RUSSELL 2000 ETF | 7,913 | $960,796 | 0.1% |
| 84 | VOEVANGUARD MID-CAP VALUE ETF | 4,684 | $925,558 | 0.1% |
| 85 | COLBCOLUMBIA BKG SYS INC COM | 27,887 | $893,778 | 0.1% |
| 86 | GILDGILEAD SCIENCES INC COM | 6,901 | $871,872 | 0.1% |
| 87 | SOSOUTHERN CO COM | 8,777 | $840,047 | 0.1% |
| 88 | GSGOLDMAN SACHS GROUP INC COM | 803 | $812,130 | 0.1% |
| 89 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 4,274 | $791,673 | 0.1% |
| 90 | UNHUNITEDHEALTH GROUP INC COM | 1,900 | $789,500 | 0.1% |
| 91 | VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | 16,524 | $773,488 | 0.1% |
| 92 | HSBCHSBC HLDGS PLC SPON ADR NEW | 7,755 | $737,423 | 0.1% |
| 93 | DISDISNEY WALT CO COM | 7,468 | $718,810 | 0.1% |
| 94 | FLRFLUOR CORP COM | 13,700 | $717,743 | 0.1% |
| 95 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 7,275 | $698,255 | 0.1% |
| 96 | PANWPALO ALTO NETWORKS INC COM | 2,022 | $689,542 | 0.1% |
| 97 | AEPAMERICAN ELEC PWR CO INC COM | 4,904 | $670,882 | 0.1% |
| 98 | MSMORGAN STANLEY COM NEW | 3,189 | $666,629 | 0.1% |
| 99 | AMATAPPLIED MATLS INC COM | 901 | $651,423 | 0.1% |
| 100 | MAMASTERCARD INCORPORATED CL A | 1,257 | $645,595 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.