Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSIE, GSLC, JNJ, JHMM, NVDA, and represent 21.31% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: UNP, ANET, GOOGL, MSFT, NVDA, HON, HONA, AMZN, META, GSIE.
- Started 6 new stock positions in ANET, WELL, HONA, MPC, HON, UNP.
- Reduced shares in these 10 stocks: DELL (-$10M), , Honeywell International (-$6.1M), CAT, WFC, BRK.B, LOW, AMD, GS, NFLX.
- Sold out of its positions in XOM, SDEM, Honeywell International.
- Hixon Zuercher was a net seller of stock by $-13M.
- Hixon Zuercher has $341M in assets under management (AUM), dropping by 6.12%.
- Central Index Key (CIK): 0001806752
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Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 7.1 | $24M | +3% | 527k | 45.70 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 4.0 | $14M | +2% | 97k | 141.89 |
|
| Johnson & Johnson (JNJ) | 3.5 | $12M | 47k | 253.97 |
|
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 3.4 | $12M | +3% | 153k | 74.96 |
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| NVIDIA Corporation (NVDA) | 3.4 | $11M | +16% | 57k | 200.09 |
|
| Ishares Emng Mkts Eqt (EMGF) | 3.2 | $11M | 151k | 73.26 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $9.9M | +28% | 28k | 357.36 |
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| JPMorgan Chase & Co. (JPM) | 2.9 | $9.7M | 30k | 327.33 |
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| Advanced Micro Devices (AMD) | 2.7 | $9.1M | -5% | 16k | 580.91 |
|
| Goldman Sachs (GS) | 2.7 | $9.1M | -3% | 9.0k | 1011.33 |
|
| Amazon (AMZN) | 2.6 | $8.8M | +11% | 37k | 238.34 |
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| Nextera Energy (NEE) | 2.5 | $8.5M | 97k | 87.77 |
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| Microsoft Corporation (MSFT) | 2.4 | $8.2M | +26% | 22k | 373.02 |
|
| Apple (AAPL) | 2.4 | $8.2M | 28k | 289.36 |
|
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| Stryker Corporation (SYK) | 2.1 | $7.3M | 23k | 314.85 |
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| Mastercard Incorporated Cl A (MA) | 2.0 | $6.8M | 13k | 513.61 |
|
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| Caterpillar (CAT) | 1.9 | $6.6M | -35% | 6.2k | 1064.92 |
|
| Meta Platforms Cl A (META) | 1.8 | $6.0M | +17% | 11k | 563.31 |
|
| Dell Technologies CL C (DELL) | 1.8 | $6.0M | -63% | 14k | 431.47 |
|
| Wal-Mart Stores (WMT) | 1.7 | $5.9M | -2% | 52k | 113.26 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.6 | $5.5M | +3% | 49k | 110.35 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $5.4M | +3% | 63k | 86.42 |
|
| Pepsi (PEP) | 1.4 | $4.8M | 36k | 135.40 |
|
|
| Lowe's Companies (LOW) | 1.3 | $4.6M | -10% | 21k | 220.49 |
|
| Charles Schwab Corporation (SCHW) | 1.3 | $4.5M | 49k | 92.27 |
|
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| Union Pacific Corporation (UNP) | 1.3 | $4.3M | NEW | 16k | 272.00 |
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| Amphenol Corp Cl A (APH) | 1.2 | $4.2M | -2% | 24k | 176.32 |
|
| Bank of America Corporation (BAC) | 1.2 | $4.1M | 73k | 56.98 |
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| Arista Networks Com Shs (ANET) | 1.2 | $4.0M | NEW | 24k | 169.88 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $4.0M | 79k | 50.57 |
|
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| Broadcom (AVGO) | 1.1 | $3.9M | 10k | 377.74 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.5M | -26% | 7.1k | 500.39 |
|
| Baker Hughes Company Cl A (BKR) | 1.0 | $3.4M | +5% | 62k | 55.50 |
|
| Copart (CPRT) | 1.0 | $3.4M | +2% | 121k | 28.19 |
|
| Progressive Corporation (PGR) | 1.0 | $3.3M | +9% | 15k | 218.45 |
|
| Crown Holdings (CCK) | 0.9 | $3.0M | +8% | 27k | 111.82 |
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| Nortonlifelock (GEN) | 0.9 | $2.9M | -7% | 118k | 24.89 |
|
| Starbucks Corporation (SBUX) | 0.8 | $2.9M | -2% | 28k | 102.19 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $2.8M | +10% | 2.1k | 1331.84 |
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| Digital Realty Trust (DLR) | 0.8 | $2.8M | -2% | 16k | 179.58 |
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| Edwards Lifesciences (EW) | 0.8 | $2.8M | 31k | 90.46 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.7M | 2.9k | 935.52 |
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| Manhattan Associates (MANH) | 0.8 | $2.7M | 20k | 139.25 |
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| salesforce (CRM) | 0.8 | $2.7M | 17k | 156.66 |
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| Air Products & Chemicals (APD) | 0.8 | $2.6M | +2% | 8.9k | 293.18 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $2.5M | 12k | 205.02 |
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| Walt Disney Company (DIS) | 0.7 | $2.5M | +4% | 26k | 96.25 |
|
| Prologis (PLD) | 0.7 | $2.5M | 18k | 135.47 |
|
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| Hca Holdings (HCA) | 0.7 | $2.4M | 6.3k | 389.90 |
|
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| Deere & Company (DE) | 0.7 | $2.3M | 3.7k | 634.36 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.7 | $2.3M | +15% | 33k | 69.98 |
|
| Wells Fargo & Company (WFC) | 0.7 | $2.2M | -52% | 27k | 82.64 |
|
| Abbott Laboratories (ABT) | 0.6 | $2.1M | 24k | 90.74 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.1M | 1.8k | 1199.43 |
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| American Electric Power Company (AEP) | 0.6 | $2.1M | 15k | 136.81 |
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| Amdocs SHS (DOX) | 0.6 | $2.1M | -3% | 41k | 50.54 |
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| Pfizer (PFE) | 0.6 | $2.0M | +6% | 84k | 24.08 |
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| Owens Corning (OC) | 0.6 | $2.0M | +8% | 12k | 158.96 |
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| Dollar General (DG) | 0.5 | $1.9M | +2% | 16k | 115.11 |
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| Qualcomm (QCOM) | 0.5 | $1.7M | 9.3k | 184.80 |
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| Intercontinental Exchange (ICE) | 0.5 | $1.7M | +3% | 14k | 123.11 |
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| McDonald's Corporation (MCD) | 0.5 | $1.5M | +5% | 5.7k | 270.30 |
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| Zoetis Cl A (ZTS) | 0.4 | $1.5M | +21% | 21k | 71.86 |
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| American Tower Reit (AMT) | 0.4 | $1.4M | +5% | 8.8k | 163.58 |
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| Tractor Supply Company (TSCO) | 0.4 | $1.4M | +52% | 44k | 31.61 |
|
| Honeywell International (HON) | 0.4 | $1.3M | NEW | 5.7k | 223.90 |
|
| Netflix (NFLX) | 0.4 | $1.3M | -18% | 18k | 71.40 |
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| Honeywell Aerospace (HONA) | 0.4 | $1.3M | NEW | 5.7k | 221.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.3M | 13k | 96.58 |
|
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.4 | $1.2M | +3% | 13k | 91.26 |
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| Cdw (CDW) | 0.3 | $1.2M | -18% | 8.3k | 140.63 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $809k | NEW | 3.2k | 255.69 |
|
| Hershey Company (HSY) | 0.2 | $739k | +3% | 4.2k | 175.45 |
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| Visa Com Cl A (V) | 0.2 | $666k | +12% | 1.9k | 343.09 |
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| Abbvie (ABBV) | 0.2 | $661k | +9% | 2.6k | 251.68 |
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| Procter & Gamble Company (PG) | 0.2 | $654k | +17% | 4.5k | 146.64 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $618k | 2.9k | 212.77 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $548k | 6.6k | 82.84 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $542k | 3.7k | 148.31 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $542k | -4% | 724.00 | 748.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $509k | 1.4k | 353.33 |
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| Cameco Corporation (CCJ) | 0.1 | $407k | 4.0k | 101.86 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $398k | -37% | 7.1k | 56.48 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $348k | -38% | 6.3k | 55.57 |
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| 3M Company (MMM) | 0.1 | $308k | +18% | 1.9k | 161.91 |
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| Fidelity Greenwood Street Tr Yiel Enh Equ Etf (FYEE) | 0.1 | $290k | -41% | 10k | 28.89 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $236k | 1.6k | 147.73 |
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| Welltower Inc Com reit (WELL) | 0.1 | $217k | NEW | 954.00 | 226.97 |
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Past Filings by Hixon Zuercher
SEC 13F filings are viewable for Hixon Zuercher going back to 2021
- Hixon Zuercher 2026 Q2 filed July 20, 2026
- Hixon Zuercher 2026 Q1 filed April 20, 2026
- Hixon Zuercher 2025 Q4 filed Jan. 26, 2026
- Hixon Zuercher 2025 Q3 filed Oct. 14, 2025
- Hixon Zuercher 2025 Q2 filed July 31, 2025
- Hixon Zuercher 2025 Q1 filed April 25, 2025
- Hixon Zuercher 2024 Q4 filed Jan. 23, 2025
- Hixon Zuercher 2024 Q3 filed Oct. 30, 2024
- Hixon Zuercher 2024 Q2 filed July 30, 2024
- Hixon Zuercher 2024 Q1 filed April 30, 2024
- Hixon Zuercher 2023 Q4 filed Jan. 12, 2024
- Hixon Zuercher 2023 Q3 filed Oct. 25, 2023
- Hixon Zuercher 2023 Q2 filed July 17, 2023
- Hixon Zuercher 2023 Q1 filed April 18, 2023
- Hixon Zuercher 2022 Q4 filed Jan. 20, 2023
- Hixon Zuercher 2022 Q3 filed Oct. 26, 2022