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Hexagon Capital Partners LLC

CIK:0001831542
Investment Adviser
$872M AUM
75 holdings
Rogers, AR, US
Founded:2020
8 employees
Latest filing:Jun 30, 2025

Hexagon Capital Partners LLC is an SEC-registered investment adviser headquartered in Rogers, Arkansas. Founded in Delaware, the firm manages investment portfolios primarily for high net worth individuals and corporate entities, with a focus on U.S. clients. As of 2025, it has approximately 8 employees and advises on assets totaling over $872 million. Hexagon serves individuals, pension plans, charitable organizations, and businesses, providing comprehensive investment management and advisory services.

Investment Strategy

Hexagon Capital Partners LLC adopts a long-only, discretionary investment strategy focused on providing tailored asset management services to high net worth individuals and select institutional clients. Their approach emphasizes diversified portfolios across equities (particularly large cap holdings such as Walmart, J.B. Hunt, Meta Platforms, Dillard's, and Apple), fixed income, and other asset classes. The firm aims to deliver consistent, risk-adjusted returns by leveraging research-driven security selection and active portfolio management aligned with clients’ objectives.

Top Buys
W
WMTWALMART INC COM
+$21.8M
M
METAMETA PLATFORMS INC CL A
+$8.1M
D
DDSDILLARDS INC CL A
+$2.9M
N
NVDANVIDIA CORPORATION COM
+$2.3M
V
VGSHVANGUARD SHORT-TERM TREASURY ETF
+$515.9K
Top Sells
M
MSFTMICROSOFT CORP COM
-$2.4M
N
NFLXNETFLIX INC COM
-$1.7M
P
PMPHILIP MORRIS INTL INC COM
-$1.7M
C
COSTCOSTCO WHSL CORP NEW COM
-$1.7M
J
JBHTHUNT J B TRANS SVCS INC COM
-$1.6M

Top Holdings

W
WMTWALMART INC COM
+50.1%$225.0M
J
JBHTHUNT J B TRANS SVCS INC COM
+12.6%$56.5M
M
METAMETA PLATFORMS INC CL A
+8.0%$36.2M
D
DDSDILLARDS INC CL A
+4.6%$20.5M
A
AAPLAPPLE INC COM
+2.9%$13.0M

Equity Positions (75)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
W
WMT
WALMART INC COM50.08%$225.0M2,301,493$47.07$97.78+$21.8M
J
JBHT
HUNT J B TRANS SVCS INC COM12.57%$56.5M393,372$138.47$143.60-$1.6M
M
META
META PLATFORMS INC CL A8.05%$36.2M49,003$255.32$738.09+$8.1M
D
DDS
DILLARDS INC CL A4.56%$20.5M49,040$183.69$417.83+$2.9M
A
AAPL
APPLE INC COM2.88%$13.0M63,144$118.85$205.17-$1.2M

Industry Allocation

RETAIL-VARIETY STORES
+50.1%
TRUCKING (NO LOCAL)
+12.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.5%
RETAIL-DEPARTMENT STORES
+4.6%
ELECTRONIC COMPUTERS
+2.9%