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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
SCHOSchwab Short-term Us Treasury Etf
Recent Activity
Increased 6.64%
0.28%
$1.385M
28,276 shares@ $48.99 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -1.23%
0.27%
$1.369M
6,491 shares@ $210.85 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -2.7%
0.27%
$1.333M
9,054 shares@ $147.27 avg price
NEENextera Energy Inc Com
Recent Activity
Decreased -5.47%
0.26%
$1.306M
15,449 shares@ $84.54 avg price
TAt&t Inc Com
Recent Activity
Decreased -2.15%
0.26%
$1.303M
59,246 shares@ $22.0 avg price
EMBIshares Jp Morgan Usd Emerging Markets Bond Etf
Recent Activity
Decreased -0.64%
0.24%
$1.217M
13,008 shares@ $93.58 avg price
VOTVanguard Mid-cap Growth Etf
Recent Activity
Decreased -2.63%
0.24%
$1.213M
4,981 shares@ $243.48 avg price
KOCoca Cola Co Com
Recent Activity
Increased 1.25%
0.24%
$1.212M
16,865 shares@ $71.86 avg price
SCHCSchwab International Small-cap Equity Etf
Recent Activity
Increased 1.21%
0.24%
$1.187M
30,811 shares@ $38.54 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 17.5%
0.23%
$1.174M
22,051 shares@ $53.23 avg price