Christina Duncan

@Hexagon Capital Partners Llc

Latest period2024 - Q3

Reported3mo 11d ago

Managed Assets$511.624M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSFTMicrosoft Corp Com Recent Activity Increased 2.07%	0.51%	$2.578M 5,992 shares@ $430.29 avg price	Increased 2.07%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Increased 0.43%	0.5%	$2.549M 53,266 shares@ $47.86 avg price	Increased 0.43%
BACBank America Corp Com Recent Activity Increased 6.31%	0.46%	$2.343M 59,056 shares@ $39.68 avg price	Increased 6.31%
TSNTyson Foods Inc Cl A Recent Activity Decreased -1.74%	0.46%	$2.326M 39,055 shares@ $59.57 avg price	Decreased -1.74%
VGITVanguard Intermediate-term Treasury Etf Recent Activity Increased 3.4%	0.42%	$2.143M 35,462 shares@ $60.42 avg price	Increased 3.4%
BNDXVanguard Total International Bond Etf Recent Activity Increased 7.95%	0.4%	$2.027M 40,322 shares@ $50.28 avg price	Increased 7.95%
GOOGLAlphabet Inc Cap Stk Cl A Recent Activity Decreased -3.47%	0.39%	$1.994M 12,025 shares@ $165.86 avg price	Decreased -3.47%
PGProcter And Gamble Co Com Recent Activity Decreased -0.12%	0.39%	$1.97M 11,375 shares@ $173.2 avg price	Decreased -0.12%
JEPIJpmorgan Equity Premium Income Etf Recent Activity Increased 16.55%	0.39%	$1.951M 32,777 shares@ $59.51 avg price	Increased 16.55%
VCITVanguard Intermediate-term Corporate Bond Etf Recent Activity Increased 2.95%	0.37%	$1.866M 22,282 shares@ $83.76 avg price	Increased 2.95%