Hexagon Capital Partners Q2 2026 Portfolio Activity
Hexagon Capital Partners' portfolio value stood at $709.3 million as of June 30, 2026. This filing details observable changes in holdings during the second quarter.
As of June 30, 2026, Hexagon Capital Partners Llc managed a total portfolio value of approximately $709.3 million.
Purchase Activity Observed During Q2
The investment firm demonstrated significant buying activity during the second quarter, adding several new positions or substantially increasing existing ones in ETFs and specific foreign stocks.
- Hexagon Capital Partners notably increased its stake in Vanguard Mid-Cap ETF (VO), acquiring an additional 59,712 shares. This substantial increase of over 260% suggests strong confidence in the mid-cap segment.
- There was a significant purchase of Vanguard Growth ETF (VUG), with an addition of 58,084 shares. This large increase indicates potential interest in the growth-oriented stocks within its mandate.
- The firm also showed considerable buying power by acquiring a substantial position in Schwab Intermediate-Term U.S. Treasury ETF (SCHR), adding 19,391 shares during the quarter.
- Furthermore, Hexagon Capital Partners purchased a significant amount of Vanguard Total International Bond ETF (BNDX), acquiring an additional 10,536 shares. This points towards diversification into international bonds.
- The investor also added exposure to foreign equities through purchases of Vodafone Group PLC Sponsored ADR (VOD) and Lloyds Banking Group PLC Sponsored ADR (LYG), both representing new positions.
- Additionally, a position in Acco Brands Corp COM (ACCO) was initiated during this period.
Sales and Reductions During Q2
In contrast to the buying activity, Hexagon Capital Partners also reduced its positions in several large-cap U.S. stocks during the second quarter.
- The most significant reduction occurred in Wal-Mart Inc COM (WMT), a core holding previously accounting for nearly 35% of the portfolio. The firm sold off approximately 48,092 shares, representing a roughly 2.18% decrease in its stake.
- Another major reduction was observed in Hunt J B Trans Svcs Inc COM (JBHT), which previously held around a 15.47% allocation. The investor sold approximately 7,255 shares during the quarter.
- There were also notable decreases in positions of Apple Inc COM (AAPL), selling about 6,696 shares (-8.8%), and NVIDIA Corporation COM (NVDA)", which saw a reduction of around 14,000 shares (-2.27%) despite the overall portfolio value remaining relatively stable.
Overall Portfolio Changes
The changes observed in Q2 reflect a dynamic investment strategy focused on both capitalizing on market opportunities and adjusting exposure to specific sectors or companies.
- The reduction in large-cap tech stocks like WMT, AAPL, and NVDA was offset by substantial increases in ETFs such as VO, VUG, SCHR, BNDX, NWG, and SCHH.
- Several holdings showed dramatic percentage changes relative to their share count adjustments. For instance, the Vanguard Short-Term Treasury ETF (VGSH) experienced a nearly 9% decrease in its portfolio allocation due to selling approximately -9,724 shares (-9.8%), while other ETFs like SCHH and VUG saw significant value additions through large share increases.
- The overall portfolio percentage allocation for the second quarter is presented above, showing shifts away from some consumer staples and cyclical stocks towards a more diversified mix including growth ETFs, international bonds, and foreign equities.
Hexagon Capital Partners appears to have actively managed its portfolio during Q2 2026, favoring additions to certain exchange-traded funds while strategically reducing exposure in large-cap consumer staples and technology stocks. For more detailed information on Hexagon Capital Partners' investment activities or specific stock holdings like WMT or VO, please refer to the official filings linked below.