Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSIE, GSLC, JNJ, JHMM, XOM, and represent 20.20% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: CPRT, MANH, ADBE, PGR, GEN, DOX, ZTS, GPIX, FYEE, SBUX.
- Started 3 new stock positions in FYEE, GPIX, SDEM.
- Reduced shares in these 10 stocks: IVV (-$8.1M), GSIE, EMGF, , VTI, DVY, HDV, JNJ, AGG, VXUS.
- Sold out of its positions in DVY, AGG, HDV, ORCL, VXUS, VTI.
- Hixon Zuercher was a net seller of stock by $-4.9M.
- Hixon Zuercher has $321M in assets under management (AUM), dropping by -2.64%.
- Central Index Key (CIK): 0001806752
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Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 6.8 | $22M | -10% | 508k | 43.13 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.7 | $12M | 95k | 125.13 |
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| Johnson & Johnson (JNJ) | 3.6 | $12M | -3% | 48k | 244.44 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 3.1 | $9.9M | 148k | 67.12 |
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| Exxon Mobil Corporation (XOM) | 3.0 | $9.5M | 56k | 169.66 |
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| Nextera Energy (NEE) | 2.8 | $9.0M | 97k | 92.88 |
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| Ishares Emng Mkts Eqt (EMGF) | 2.8 | $8.9M | -9% | 148k | 60.43 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $8.9M | 30k | 294.16 |
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| NVIDIA Corporation (NVDA) | 2.7 | $8.5M | 49k | 174.40 |
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| Goldman Sachs (GS) | 2.4 | $7.8M | -2% | 9.3k | 846.01 |
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| Stryker Corporation (SYK) | 2.4 | $7.6M | 23k | 328.58 |
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| Apple (AAPL) | 2.3 | $7.3M | 29k | 253.79 |
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| Amazon (AMZN) | 2.1 | $6.9M | 33k | 208.27 |
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| Caterpillar (CAT) | 2.1 | $6.7M | -3% | 9.5k | 708.46 |
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| Wal-Mart Stores (WMT) | 2.1 | $6.6M | 53k | 124.28 |
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| Mastercard Incorporated Cl A (MA) | 2.0 | $6.6M | 13k | 499.66 |
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| Microsoft Corporation (MSFT) | 2.0 | $6.4M | +4% | 17k | 370.17 |
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| Dell Technologies CL C (DELL) | 1.9 | $6.2M | 38k | 164.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $6.2M | 22k | 287.56 |
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| Honeywell International (HON) | 1.9 | $6.1M | 27k | 226.03 |
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| Pepsi (PEP) | 1.7 | $5.6M | +3% | 36k | 155.29 |
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| Lowe's Companies (LOW) | 1.7 | $5.5M | 23k | 236.28 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 1.6 | $5.3M | 48k | 110.39 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $5.3M | +5% | 61k | 86.69 |
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| Meta Platforms Cl A (META) | 1.6 | $5.2M | +2% | 9.1k | 572.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $4.6M | 9.7k | 479.20 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $4.6M | 49k | 93.98 |
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| Wells Fargo & Company (WFC) | 1.4 | $4.5M | 57k | 79.61 |
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| Copart (CPRT) | 1.2 | $3.9M | +45% | 119k | 33.20 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.9M | 77k | 50.61 |
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| Baker Hughes Company Cl A (BKR) | 1.1 | $3.6M | 59k | 61.05 |
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| Bank of America Corporation (BAC) | 1.1 | $3.5M | 71k | 48.75 |
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| Advanced Micro Devices (AMD) | 1.0 | $3.4M | +2% | 17k | 203.43 |
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| Broadcom (AVGO) | 1.0 | $3.2M | 10k | 309.50 |
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| salesforce (CRM) | 1.0 | $3.2M | +15% | 17k | 186.67 |
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| Amphenol Corp Cl A (APH) | 1.0 | $3.1M | 24k | 126.35 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $3.0M | +39% | 13k | 243.08 |
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| Hca Holdings (HCA) | 0.9 | $3.0M | -2% | 6.3k | 473.23 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.0M | 3.0k | 996.48 |
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| Digital Realty Trust (DLR) | 0.9 | $2.9M | 16k | 180.21 |
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| Amdocs SHS (DOX) | 0.9 | $2.8M | +31% | 43k | 65.26 |
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| Progressive Corporation (PGR) | 0.9 | $2.7M | +43% | 14k | 198.24 |
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| Manhattan Associates (MANH) | 0.8 | $2.7M | +50% | 20k | 133.12 |
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| Starbucks Corporation (SBUX) | 0.8 | $2.6M | +20% | 29k | 89.59 |
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| Crown Holdings (CCK) | 0.8 | $2.5M | +6% | 25k | 100.25 |
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| Air Products & Chemicals (APD) | 0.8 | $2.5M | +4% | 8.6k | 290.51 |
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| Edwards Lifesciences (EW) | 0.8 | $2.5M | 31k | 80.08 |
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| Prologis (PLD) | 0.8 | $2.4M | 18k | 132.18 |
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| Walt Disney Company (DIS) | 0.8 | $2.4M | 25k | 96.38 |
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| Abbott Laboratories (ABT) | 0.8 | $2.4M | 24k | 102.67 |
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| Nortonlifelock (GEN) | 0.7 | $2.4M | +49% | 127k | 18.83 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.7 | $2.4M | 28k | 83.73 |
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| TransDigm Group Incorporated (TDG) | 0.7 | $2.2M | 1.9k | 1158.76 |
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| Pfizer (PFE) | 0.7 | $2.2M | +9% | 79k | 28.08 |
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| Netflix (NFLX) | 0.7 | $2.1M | +2% | 22k | 96.15 |
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| Intercontinental Exchange (ICE) | 0.7 | $2.1M | 13k | 157.28 |
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| Deere & Company (DE) | 0.6 | $2.1M | 3.7k | 563.31 |
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| Zoetis Cl A (ZTS) | 0.6 | $2.0M | +44% | 17k | 118.21 |
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| American Electric Power Company (AEP) | 0.6 | $2.0M | 15k | 131.08 |
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| Dollar General (DG) | 0.6 | $1.9M | 16k | 118.73 |
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| McDonald's Corporation (MCD) | 0.5 | $1.7M | 5.4k | 310.81 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.6M | 1.8k | 919.77 |
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| American Tower Reit (AMT) | 0.4 | $1.4M | +20% | 8.4k | 172.59 |
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| Tractor Supply Company (TSCO) | 0.4 | $1.3M | 29k | 45.30 |
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| Cdw (CDW) | 0.4 | $1.2M | +48% | 10k | 121.02 |
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| Owens Corning (OC) | 0.4 | $1.2M | +44% | 11k | 108.22 |
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| Qualcomm (QCOM) | 0.4 | $1.2M | +2% | 9.4k | 128.78 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.2M | 13k | 90.53 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.3 | $958k | -4% | 13k | 74.55 |
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| Hershey Company (HSY) | 0.3 | $850k | +5% | 4.1k | 207.91 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $639k | +6% | 11k | 56.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $557k | 2.9k | 191.92 |
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| Procter & Gamble Company (PG) | 0.2 | $550k | 3.8k | 144.44 |
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| Abbvie (ABBV) | 0.2 | $522k | 2.4k | 217.49 |
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| Visa Com Cl A (V) | 0.2 | $519k | 1.7k | 302.24 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.2 | $507k | NEW | 10k | 50.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $493k | -94% | 755.00 | 653.21 |
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| Fidelity Greenwood Street Tr Yield Enhanced E (FYEE) | 0.1 | $463k | NEW | 17k | 27.13 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $462k | 6.6k | 69.75 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $455k | 3.7k | 124.31 |
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| Cameco Corporation (CCJ) | 0.1 | $434k | 4.0k | 108.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $413k | 1.4k | 286.86 |
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| Global X Fds Msci Supr Em Etf (SDEM) | 0.1 | $263k | NEW | 8.1k | 32.41 |
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| 3M Company (MMM) | 0.1 | $232k | 1.6k | 145.23 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $212k | 1.6k | 132.50 |
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Past Filings by Hixon Zuercher
SEC 13F filings are viewable for Hixon Zuercher going back to 2021
- 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
- Hixon Zuercher 2022 Q2 filed July 12, 2022