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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XOMExxon Mobil Corp Com
Recent Activity
Decreased -3.28%
0.33%
$1.666M
14,211 shares@ $117.22 avg price
VZVerizon Communications Inc Com
Recent Activity
Increased 1.59%
0.32%
$1.596M
35,538 shares@ $44.92 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 0.24%
0.3%
$1.529M
1,725 shares@ $886.37 avg price
PFEPfizer Inc Com
Recent Activity
Increased 3.78%
0.3%
$1.52M
52,534 shares@ $28.94 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Decreased -4.47%
0.29%
$1.48M
12,188 shares@ $121.41 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -5.22%
0.29%
$1.466M
7,422 shares@ $197.48 avg price
MBBIshares Mbs Etf
Recent Activity
Increased 0.96%
0.29%
$1.449M
15,119 shares@ $95.81 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
Decreased -1.82%
0.28%
$1.43M
13,474 shares@ $106.13 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Increased 29.17%
0.28%
$1.417M
10,393 shares@ $136.34 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -12.93%
0.28%
$1.391M
6,294 shares@ $221.07 avg price