Christina Duncan
@Hexagon Capital Partners Llc
Latest period2024 - Q3ReportedManaged Assets$511.624MTotal holdings1581
Assets growth rate11.13%Assets growth rate (2-Q avg)6.78%Continuous growth in asset value9 quarters
Portfolio positions
This chart displays the top 10 holdings in Hexagon Capital Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1581 positions.
Assets under management
The assets under management (AUM) of Hexagon Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 511.624M in assets, with a quarterly growth rate of 11.13% and a 2-quarter average growth rate of 6.78%. The portfolio is managed by Christina Duncan, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WMTWalmart Inc Com
| 36.95% | $189.009M 2.341M shares@ $80.75 avg price | Increased 0.03% |
JBHTHunt J B Trans Svcs Inc Com
| 13.07% | $66.842M 387,871 shares@ $172.34 avg price | Increased 0.15% |
METAMeta Platforms Inc Cl A
| 5.71% | $29.198M 51,007 shares@ $572.44 avg price | Decreased -0.44% |
DDSDillards Inc Cl A
| 3.68% | $18.803M 49,006 shares@ $383.69 avg price | Increased 16.69% |
AAPLApple Inc Com
| 3.09% | $15.786M 67,750 shares@ $233.01 avg price | Decreased -0.21% |
NVDANvidia Corporation Com
| 1.4% | $7.14M 58,798 shares@ $121.45 avg price | Increased 0.56% |
VUGVanguard Growth Etf
| 1.13% | $5.732M 14,929 shares@ $383.93 avg price | Decreased -4.61% |
AMZNAmazon Com Inc Com
| 0.95% | $4.83M 25,924 shares@ $186.33 avg price | Increased 25.24% |
VTVVanguard Value Etf
| 0.83% | $4.218M 24,163 shares@ $174.57 avg price | Decreased -3.96% |
VGSHVanguard Short-term Treasury Etf
| 0.74% | $3.744M 63,434 shares@ $59.03 avg price | Increased 9.84% |