Hexagon Capital Partners LLC — 13F holdings

Hexagon Capital Partners LLC reported 268 holdings worth $711M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. WMT Walmart Inc — $244M (34.3%)
  2. JBHT HUNT J B TRANS SVCS INC — $110M (15.5%)
  3. META META PLATFORMS INC — $27.1M (3.8%)
  4. DDS DILLARDS INC — $25.9M (3.6%)
  5. AAPL APPLE INC — $20.1M (2.8%)
  6. SPY SPDR S&P 500 ETF TR — $19.4M (2.7%)
  7. NVDA NVIDIA CORPORATION — $12.7M (1.8%)
  8. VOO VANGUARD INDEX FDS — $10.4M (1.5%)
  9. EPD ENTERPRISE PRODS PARTNERS L — $7.49M (1.1%)
  10. VO VANGUARD INDEX FDS — $6.64M (0.9%)