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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
SCHHSchwab U.s. Reit Etf
Recent Activity
Decreased -5.92%
0.22%
$1.108M
47,842 shares@ $23.17 avg price
MOAltria Group Inc Com
Recent Activity
Decreased -4.75%
0.22%
$1.105M
21,648 shares@ $51.05 avg price
IGIBIshares 5-10 Year Investment Grade Corporate Bond Etf
Recent Activity
Decreased -1.52%
0.21%
$1.065M
19,824 shares@ $53.72 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -21.52%
0.21%
$1.03M
2,541 shares@ $405.16 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -4.96%
0.21%
$1.027M
3,735 shares@ $274.95 avg price
VOEVanguard Mid-cap Value Etf
Recent Activity
Decreased -3.02%
0.2%
$1.022M
6,093 shares@ $167.67 avg price
FOURShift4 Pmts Inc Cl A
Recent Activity
Decreased -8.33%
0.2%
$1.001M
11,300 shares@ $88.6 avg price
VCSHVanguard Short-term Corporate Bond Etf
Recent Activity
Decreased -4.52%
0.18%
$920,240
11,587 shares@ $79.43 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Decreased -4.76%
0.18%
$905,913
7,857 shares@ $115.31 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -4.54%
0.18%
$880,309
2,732 shares@ $322.23 avg price