Hexagon Capital Partners LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hexagon Capital Partners LLC

CIK Number: 0001831542

449.32M
Market Value
1,783
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 29, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 WMT Walmart Inc.
100.91
+1.48% 2.31M -0.14% 203.21M 47.07 38.47% Share
2 JBHT J.B. Hunt Trans...
145.28
-0.07% 392.74K +0.69% 58.11M 138.46 11.00% Share
3 META Meta Platforms,...
748.65
+1.57% 48.73K -4.81% 28.09M 252.63 5.32% Share
4 DDS Dillard's, Inc.
572.39
+2.26% 49.01K -0.01% 17.55M 183.52 3.32% Share
5 AAPL Apple Inc.
239.78
+0.55% 63.53K -0.41% 14.11M 118.85 2.67% Share
6 NVDA NVIDIA Corporat...
171.66
+0.61% 55.56K -5.27% 6.02M 15.71 1.14% Share
7 VUG Vanguard Growth...
463.99
+0.88% 13.79K -1.99% 5.12M 232.95 0.97% Share
8 VGSH Vanguard Short-...
58.72
+0.07% 80.57K +19.65% 4.73M 58.22 0.90% Share
9 VGIT Vanguard Interm...
60.05
+0.27% 75.41K +85.98% 4.48M 58.89 0.85% Share
10 VTV Vanguard Value ...
183.10
+0.72% 22.83K -2.24% 3.94M 107.37 0.75% Share
11 AMZN Amazon.com, Inc...
235.68
+4.29% 19.27K -8.56% 3.67M 161.61 0.69% Share
12 VO Vanguard Mid Ca...
289.77
+0.73% 11.28K -0.56% 2.92M 263.65 0.55% Share
13 BNDX Vanguard Total ...
49.25
+0.22% 57.27K +30.11% 2.8M 50.18 0.53% Share
14 VWO Vanguard Emergi...
51.38
-0.43% 59.8K +9.26% 2.71M 42.41 0.51% Share
15 TSN Tyson Foods, In...
56.18
-0.3% 40.18K +0.08% 2.56M 59.78 0.49% Share
16 MBB iShares MBS ETF
94.43
+0.51% 26.15K +52.63% 2.45M 93.69 0.46% Share
17 MSFT Microsoft Corpo...
507.97
+0.52% 6.4K -1.37% 2.4M 244.53 0.45% Share
18 BAC Bank of America...
50.66
+1.19% 55.34K -3.79% 2.31M 26.41 0.44% Share
19 PG The Procter & G...
159.21
+0.65% 12.48K +7.52% 2.13M 144.51 0.40% Share
20 JEPI JPMorgan Equity...
56.75
+0.30% 36.75K -5.63% 2.1M 56.01 0.40% Share
21 VCIT Vanguard Interm...
83.66
+0.55% 25.63K +3.93% 2.1M 79.81 0.40% Share
22 CVX Chevron Corpora...
157.73
-0.21% 11.32K +5.03% 1.89M 117.37 0.36% Share
23 GOOGL Alphabet Inc.
232.30
+0.71% 11.45K -5.22% 1.77M 79.56 0.34% Share
24 NFLX Netflix, Inc.
1257.48
+2.55% 1.85K +28.35% 1.72M 457.57 0.33% Share
25 PM Philip Morris I...
161.15
-1.27% 10.8K -14.22% 1.71M 92.28 0.32% Share
26 VZ Verizon Communi...
44.16
+0.95% 37.54K +1.53% 1.7M 48.62 0.32% Share
27 XOM Exxon Mobil Cor...
112.42
+0.46% 14.23K -1.02% 1.69M 93.24 0.32% Share
28 COST Costco Wholesal...
955.90
+0.64% 1.76K +1.92% 1.66M 410.21 0.31% Share
29 VB Vanguard Small ...
253.78
+1.23% 7.41K 0.00% 1.64M 237.4 0.31% Share
30 ABBV AbbVie Inc.
213.01
+0.54% 7.65K -4.06% 1.6M 132.27 0.30% Share
31 V Visa Inc.
350.54
-0.09% 4.55K +3.45% 1.6M 234.28 0.30% Share
32 JPM JPMorgan Chase ...
303.87
+1.46% 6.13K -4.2% 1.5M 111.83 0.28% Share
33 T AT&T Inc.
29.59
+1.89% 51.11K -4.94% 1.45M 19.04 0.27% Share
34 VCSH Vanguard Short-...
79.77
+0.19% 18.1K +20.26% 1.43M 76.38 0.27% Share
35 PFE Pfizer Inc.
24.52
-1.07% 55.73K +4.32% 1.41M 35.54 0.27% Share
36 BRK-B Berkshire Hatha...
506.82
+1.06% 2.64K +6.81% 1.4M 297.42 0.27% Share
37 SCHO Schwab Short-Te...
24.35
+0.04% 55.65K -0.85% 1.35M 24.19 0.26% Share
38 UPS United Parcel S...
84.47
-0.97% 11.72K -3.42% 1.29M 157.79 0.24% Share
39 EMB iShares J.P. Mo...
94.13
+0.39% 14.04K +1.89% 1.27M 96.62 0.24% Share
40 KO The Coca-Cola C...
68.25
-1.07% 17.53K +0.31% 1.26M 56.57 0.24% Share
41 IBM International B...
247.30
+1.31% 5.02K -27.19% 1.25M 142.09 0.24% Share
42 EFA iShares MSCI EA...
91.38
+0.73% 15.01K -1.34% 1.23M 75.35 0.23% Share
43 MO Altria Group, I...
66.58
-0.08% 20.42K -1.78% 1.23M 43.5 0.23% Share
44 SCHH Schwab U.S. REI...
21.41
+0.66% 55.68K +11.52% 1.2M 19.92 0.23% Share
45 SCHC Schwab Internat...
44.12
+0.42% 33.05K +0.10% 1.19M 34.43 0.22% Share
46 IGIB iShares 5-10 Ye...
53.80
+0.56% 22.38K +4.01% 1.18M 51.72 0.22% Share
47 NEE NextEra Energy,...
70.89
-1.03% 16.31K +3.14% 1.16M 68.52 0.22% Share
48 VOT Vanguard Mid-Ca...
289.04
+0.80% 4.69K -1.66% 1.15M 185.49 0.22% Share
49 JNJ Johnson & Johns...
178.71
+0.40% 6.75K +1.44% 1.12M 157.59 0.21% Share
50 WFC Wells Fargo & C...
81.82
+1.63% 15.44K -3.51% 1.11M 34.37 0.21% Share
51 BX Blackstone Inc.
170.06
+1.63% 7.92K +4.22% 1.11M 66.45 0.21% Share
52 CSCO Cisco Systems, ...
67.99
+0.47% 17.66K -14.53% 1.09M 43.63 0.21% Share
53 BMY Bristol-Myers S...
46.69
-1.71% 17.84K +3.28% 1.09M 57.2 0.21% Share
54 DUK Duke Energy Cor...
120.87
-0.52% 8.51K +4.51% 1.04M 93.17 0.20% Share
55 GOOG Alphabet Inc.
232.66
+0.68% 6.37K -1.19% 994.92K 104.9 0.19% Share
56 GILD Gilead Sciences...
112.77
-0.19% 8.85K -6.19% 991.85K 64.28 0.19% Share
57 BA The Boeing Comp...
230.82
-0.67% 5.68K -0.61% 968.89K 183 0.18% Share
58 BABA Alibaba Group H...
130.94
-4.04% 7.28K -44.71% 962.77K 110.34 0.18% Share
59 USHY iShares Broad U...
37.56
+0.28% 25.84K +21.76% 951.32K 35.96 0.18% Share
60 MRK Merck & Co., In...
84.03
-0.18% 10.58K +63.01% 949.76K 93.29 0.18% Share
61 VOE Vanguard Mid-Ca...
172.56
+0.67% 5.78K -0.21% 927.38K 105.97 0.18% Share
62 IAGG iShares Core In...
51.14
+0.21% 18.37K +15.73% 918.22K 50.99 0.17% Share
63 VTEB Vanguard Tax-Ex...
49.05
+0.22% 17.91K -5.23% 888.5K 50.48 0.17% Share
64 FOUR Shift4 Payments...
87.53
-0.87% 10.7K -1.83% 874.3K 74.34 0.17% Share
65 HD The Home Depot,...
411.86
+1.02% 2.29K -9.9% 840.63K 309.33 0.16% Share
66 EEM iShares MSCI Em...
49.84
-0.35% 19.04K -4.67% 832.13K 44.8 0.16% Share
67 AMGN Amgen Inc.
280.10
-1.32% 2.67K -0.71% 831.56K 245.17 0.16% Share
68 IVV iShares Core S&...
652.24
+0.83% 1.47K -9.49% 824.63K 443.81 0.16% Share
69 JEPQ JPMorgan Nasdaq...
55.66
+0.74% 14.51K +39.01% 751.47K 51.75 0.14% Share
70 ICSH iShares Ultra S...
50.59
+0.04% 14.47K -0.59% 733.65K 50.49 0.14% Share
71 VTWO Vanguard Russel...
95.70
+1.24% 9.04K +4.70% 728.75K 79.61 0.14% Share
72 CAT Caterpillar Inc...
420.30
+1.25% 2.19K +8.51% 722.94K 201.12 0.14% Share
73 C Citigroup Inc.
97.09
+2.17% 10.13K +5.19% 719.2K 47.41 0.14% Share
74 DIS The Walt Disney...
118.83
+1.23% 7.18K -10.94% 708.85K 113.65 0.13% Share
75 SAP Sap Se
272.05
+0.41% 2.58K +0.63% 691.5K 136.68 0.13% Share
76 PEP PepsiCo, Inc.
146.89
-1.18% 4.61K +6.66% 691.46K 159.15 0.13% Share
77 LLY Eli Lilly and C...
742.77
+0.67% 823 -4.08% 679.89K 382.56 0.13% Share
78 MUB iShares Nationa...
104.55
+0.31% 6.44K +22.63% 679.21K 106.26 0.13% Share
79 MCD McDonald's Corp...
317.04
+0.21% 2.09K +4.93% 652.02K 234.74 0.12% Share
80 KMI Kinder Morgan, ...
26.72
-0.04% 22.48K -3.44% 641.37K 16.59 0.12% Share
81 VBR Vanguard Small ...
210.07
+1.26% 3.44K -0.12% 640.65K 117.57 0.12% Share
82 MA Mastercard Inco...
595.48
+0.37% 1.14K +12.49% 622.12K 435.13 0.12% Share
83 SO The Southern Co...
91.88
+0.23% 6.66K +2.33% 612.57K 62.23 0.12% Share
84 VGK Vanguard Europe...
78.20
+0.62% 8.71K 0.00% 611.81K 54.08 0.12% Share
85 MS Morgan Stanley
150.50
+1.33% 5.22K +3.37% 608.84K 82.88 0.12% Share
86 OKE ONEOK, Inc.
74.39
+0.70% 6.13K +3.16% 608.54K 70.73 0.12% Share
87 MINT PIMCO Enhanced ...
100.34
+0.01% 5.76K -0.5% 579.27K 101.96 0.11% Share
88 XLI Industrial Sele...
151.46
+1.11% 4.36K +0.39% 571.2K 82.26 0.11% Share
89 XLK Technology Sele...
262.63
+0.49% 2.74K -0.36% 566.17K 122.88 0.11% Share
90 GPIX Goldman Sachs S...
51.05
+0.65% 11.88K +63.43% 553.85K 48.15 0.10% Share
91 WMB The Williams Co...
57.56
-0.29% 9.22K -4.43% 550.91K 32.43 0.10% Share
92 XLF Financial Selec...
54.04
+1.01% 10.95K +0.23% 545.37K 27.36 0.10% Share
93 CVNA Carvana Co.
370.70
+2.31% 2.59K +1.79K% 541.73K 206.32 0.10% Share
94 XLC Communication S...
114.07
+0.89% 5.59K -0.04% 539.54K 63.67 0.10% Share
95 PPBI Pacific Premier...
24.49
+0.33% 25.25K +2.21% 538.33K 20.22 0.10% Share
96 SCHR Schwab Intermed...
25.13
+0.27% 20.92K +11.03% 520.17K 24.39 0.10% Share
97 MMC Marsh & McLenna...
206.20
+0.45% 2.12K +12.46% 517.59K 181.98 0.10% Share
98 ACN Accenture plc
252.94
-0.48% 1.66K -2.59% 516.74K 275.22 0.10% Share
99 XLE Energy Select S...
89.06
+0.65% 5.51K -37.89% 514.94K 58.96 0.10% Share
100 ORCL Oracle Corporat...
223.02
-0.19% 3.67K -17.88% 512.38K 115.61 0.10% Share
101 SPY SPDR S&P 500 ET...
649.00
+0.82% 916 -50.54% 512.31K 375.49 0.10% Share
102 MMM 3M Company
155.57
+2.35% 3.42K -3.26% 501.69K 121.07 0.10% Share
103 CVS CVS Health Corp...
73.69
+0.50% 7.35K +10.09% 498.18K 65.2 0.09% Share
104 NRG NRG Energy, Inc...
147.93
+0.69% 5.21K -0.11% 497.83K 41.32 0.09% Share
105 AEP American Electr...
108.64
-1.26% 4.53K +1.23% 495.21K 83.47 0.09% Share
106 BSX Boston Scientif...
107.30
-0.21% 4.88K +2.39% 491.89K 41.4 0.09% Share
107 TSLA Tesla, Inc.
338.53
+1.33% 1.9K +17.67% 491.88K 235.93 0.09% Share
108 CME CME Group Inc.
267.43
-0.71% 1.85K +10.74% 489.73K 197.95 0.09% Share
109 PLTR Palantir Techno...
156.14
+0.80% 5.8K -22.96% 489.27K 30.97 0.09% Share
110 IEMG iShares Core MS...
62.03
-0.33% 8.99K -37.14% 485.35K 50.26 0.09% Share
111 VBK Vanguard Small ...
294.08
+1.18% 1.92K +0.26% 482.53K 222.81 0.09% Share
112 COP ConocoPhillips
95.74
+1.15% 4.56K -3.53% 478.9K 92.75 0.09% Share
113 DVY iShares Select ...
141.90
+0.72% 3.51K 0.00% 470.82K 114.44 0.09% Share
114 D Dominion Energy...
58.79
-0.22% 8.39K -1.85% 470.48K 51.32 0.09% Share
115 VSS Vanguard FTSE A...
139.56
+0.38% 3.96K +0.53% 457.29K 110.99 0.09% Share
116 ABT Abbott Laborato...
132.82
+0.48% 3.26K +3.26% 432.31K 110.62 0.08% Share
117 LOW Lowe's Companie...
264.69
+1.54% 1.8K +9.13% 420.64K 200.63 0.08% Share
118 PFF iShares Preferr...
31.50
+0.38% 13.55K +0.07% 416.44K 35.45 0.08% Share
119 VWOB Vanguard Emergi...
66.24
+0.39% 6.48K +4.21% 416.14K 62.33 0.08% Share
120 UNH UnitedHealth Gr...
310.31
+0.79% 788 -17.31% 412.76K 359.99 0.08% Share
121 VNQ Vanguard Real E...
91.45
+0.76% 4.51K +3.75% 408.39K 79.62 0.08% Share
122 NVO Novo Nordisk A/...
56.14
-1.06% 5.87K -11.06% 407.27K 61.34 0.08% Share
123 BKLN Invesco Senior ...
20.93
+0.02% 19.25K +0.19% 398.48K 21.87 0.08% Share
124 GS The Goldman Sac...
748.91
+2.51% 723 +35.39% 394.97K 370.24 0.07% Share
125 HSBC HSBC Holdings p...
65.08
+0.54% 6.73K +0.98% 386.39K 36.71 0.07% Share
126 EOG EOG Resources, ...
121.56
+0.81% 3K -1.57% 384.68K 102.11 0.07% Share
127 GLD SPDR Gold Share...
326.78
-0.41% 1.33K 0.00% 383.8K 164.11 0.07% Share
128 VMBS Vanguard Mortga...
46.67
+0.43% 8.28K +5.89% 383.54K 44.89 0.07% Share
129 PRU Prudential Fina...
108.84
+1.31% 3.43K +20.75% 383.35K 89.96 0.07% Share
130 BHP BHP Group Limit...
55.53
-0.64% 7.82K -5.04% 379.47K 53.84 0.07% Share
131 IGSB iShares 1-5 Yea...
52.92
+0.17% 7.11K +0.88% 372.51K 49.44 0.07% Share
132 TXN Texas Instrumen...
187.29
-4.32% 2.06K +87.05% 371.08K 174.57 0.07% Share
133 TGT Target Corporat...
92.72
+0.40% 3.51K +3.02% 366.08K 143.81 0.07% Share
134 FLR Fluor Corporati...
41.47
-3.27% 10K 0.00% 358.2K 16.84 0.07% Share
135 AVGO Broadcom Inc.
306.10
+1.23% 2.14K +9.59% 357.65K 110.51 0.07% Share
136 BP BP p.l.c.
34.31
-0.44% 10.5K +13.56% 354.81K 27.75 0.07% Share
137 NVS Novartis AG
128.46
+0.18% 3.16K -2.38% 352.61K 88.52 0.07% Share
138 FDX FedEx Corporati...
225.24
-0.04% 1.43K +86.46% 349.1K 243.59 0.07% Share
139 TMUS T-Mobile US, In...
252.12
-0.21% 1.31K -12.57% 348.86K 158.03 0.07% Share
140 HON Honeywell Inter...
215.15
+0.54% 1.58K -11.21% 333.81K 182.64 0.06% Share
141 AGG iShares Core U....
99.62
+0.40% 3.36K -0.12% 332.06K 106.37 0.06% Share
142 SOFI SoFi Technologi...
25.38
+3.63% 28.42K -8.28% 330.54K 9.01 0.06% Share
143 SNY Sanofi
45.33
-9.14% 5.96K +4.16% 330.49K 49.19 0.06% Share
144 SCHX Schwab U.S. Lar...
25.70
+0.80% 14.87K +18.01% 328.37K 18.11 0.06% Share
145 UL Unilever PLC
65.01
+1.20% 5.45K +10.36% 324.67K 51.56 0.06% Share
146 CRM Salesforce, Inc...
244.06
-4.83% 1.18K +50.64% 316.13K 235.47 0.06% Share
147 LYB LyondellBasell ...
54.30
+0.20% 4.43K +2.26% 311.64K 86.31 0.06% Share
148 ASML ASML Holding N....
753.43
+2.25% 468 -7.14% 310.11K 631.78 0.06% Share
149 SLB Schlumberger Li...
35.99
+2.83% 7.42K -4.78% 309.97K 29.82 0.06% Share
150 TFC Truist Financia...
47.08
+1.45% 7.53K +2.98% 309.74K 40.87 0.06% Share