Hixon Zuercher, LLC
13F Reported Value
ⓘ$321.1M
Holdings
85
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Hixon Zuercher, LLC disclosed 85 positions worth $321.1M in its Form 13F-HR for Q1 2026, led by $GS (GOLDMAN SACHS GROUP INC) at 6.8% of the equity portfolio. During the quarter the fund opened 2 new positions and exited 3 and a full exit from $ORCL. The portfolio is most concentrated in Financials (21.6% of disclosed assets). All figures are sourced directly from Hixon Zuercher, LLC’s Form 13F-HR filing with the SEC under CIK 1806752.
AI Fund Analysis
Stable
$GS
$JNJ
$XOM
$HON
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$21.9M507,579 sh GOLDMAN SACHS ETF TR
—Quality
$11.8M94,684 sh- 72.8#214
Quality
$11.7M47,938 sh JOHN HANCOCK EXCHANGE TRADED
—Quality
$9.9M147,589 sh- 61.8
Quality
$9.5M56,000 sh - 71.7
Quality
$9.0M96,516 sh ISHARES INC
—Quality
$8.9M147,661 sh- 35.6
Quality
$8.9M30,185 sh - 90.2
Quality
$8.5M48,922 sh - —
Quality
$7.8M9,265 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC$GS | — | $21.9M | 507,579 |
| GOLDMAN SACHS ETF TR | — | $11.8M | 94,684 |
| JOHNSON & JOHNSON$JNJ | 72.8#214 | $11.7M | 47,938 |
| JOHN HANCOCK EXCHANGE TRADED | — | $9.9M | 147,589 |
| EXXON MOBIL CORP$XOM | 61.8 | $9.5M | 56,000 |
 NEXTERA ENERGY INC$NEE | 71.7 | $9.0M | 96,516 |
| ISHARES INC | — | $8.9M | 147,661 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $8.9M | 30,185 |
 NVIDIA CORP$NVDA | 90.2 | $8.5M | 48,922 |
| GOLDMAN SACHS GROUP INC$GS | — | $7.8M | 9,265 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hixon Zuercher, LLC's 85 positions.
Showing top 10 of 85 holdings.
Sector Allocation
Financials
$69.3M
Technology
$65.1M
Other
$49.8M
Consumer Discretionary
$34.5M
Healthcare
$33.8M
Industrials
$19.7M
Energy
$13.1M
Utilities
$11.0M
Full Holdings — Hixon Zuercher, LLC (Q1 2026)
All 85 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GS | GOLDMAN SACHS GROUP INC | $21.9M | 6.8% | -10% | — |
| 2 | — | GOLDMAN SACHS ETF TR | $11.8M | 3.7% | +2% | — |
| 3 | $JNJ | JOHNSON & JOHNSON | $11.7M | 3.6% | -3% | 72.8 |
| 4 | — | JOHN HANCOCK EXCHANGE TRADED | $9.9M | 3.1% | +2% | — |
| 5 | $XOM | EXXON MOBIL CORP | $9.5M | 3.0% | -2% | 61.8 |
| 6 | $NEE | NEXTERA ENERGY INC | $9.0M | 2.8% | -1% | 71.7 |
| 7 | — | ISHARES INC | $8.9M | 2.8% | -9% | — |
| 8 | $JPM | JPMORGAN CHASE & CO | $8.9M | 2.8% | -1% | 35.6 |
| 9 | $NVDA | NVIDIA CORP | $8.5M | 2.7% | -1% | 90.2 |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $7.8M | 2.4% | -2% | — |
| 11 |  $SYK | STRYKER CORP | $7.6M | 2.4% | +2% | 69.8 |
| 12 |  $AAPL | Apple Inc. | $7.3M | 2.3% | -1% | 76.1 |
| 13 |  $AMZN | AMAZON COM INC | $6.9M | 2.1% | -1% | 74.6 |
| 14 |  $CAT | CATERPILLAR INC | $6.7M | 2.1% | -3% | 67.8 |
| 15 |  $WMT | Walmart Inc. | $6.6M | 2.0% | -2% | 63.2 |
| 16 |  $MA | Mastercard Inc | $6.6M | 2.0% | -0% | 81.7 |
| 17 |  $MSFT | MICROSOFT CORP | $6.4M | 2.0% | +4% | 83.7 |
| 18 |  $DELL | Dell Technologies Inc. | $6.2M | 1.9% | -1% | 76 |
| 19 |  $GOOG | Alphabet Inc. | $6.2M | 1.9% | -1% | 80.2 |
| 20 | $HON | HONEYWELL INTERNATIONAL INC | $6.1M | 1.9% | +0% | 65.7 |
| 21 |  $PEP | PEPSICO INC | $5.6M | 1.7% | +4% | 62.7 |
| 22 |  $LOW | LOWES COMPANIES INC | $5.5M | 1.7% | -1% | 63.5 |
| 23 | — | ISHARES TR | $5.3M | 1.6% | +1% | — |
| 24 | — | ISHARES TR | $5.3M | 1.6% | +6% | — |
| 25 | $META | Meta Platforms, Inc. | $5.2M | 1.6% | +3% | 80.9 |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.6M | 1.4% | -0% | 64.5 |
| 27 |  $SCHW | SCHWAB CHARLES CORP | $4.6M | 1.4% | -1% | 77.2 |
| 28 |  $WFC | WELLS FARGO & COMPANY/MN | $4.5M | 1.4% | -0% | — |
| 29 |  $CPRT | COPART INC | $3.9M | 1.2% | +46% | 74.9 |
| 30 | — | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.2% | +0% | — |
| 31 |  $BKR | Baker Hughes Co | $3.6M | 1.1% | -1% | 63.4 |
| 32 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.5M | 1.1% | +1% | 68.4 |
| 33 |  $AMD | ADVANCED MICRO DEVICES INC | $3.4M | 1.1% | +2% | 78.8 |
| 34 |  $AVGO | Broadcom Inc. | $3.2M | 1.0% | +1% | 86.4 |
| 35 |  $CRM | Salesforce, Inc. | $3.2M | 1.0% | +16% | 75.2 |
| 36 |  $APH | AMPHENOL CORP /DE/ | $3.1M | 0.9% | -0% | 80.5 |
| 37 |  $ADBE | ADOBE INC. | $3.0M | 0.9% | +40% | 80.4 |
| 38 |  $HCA | HCA Healthcare, Inc. | $3.0M | 0.9% | -3% | 70.5 |
| 39 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.0M | 0.9% | -1% | 67 |
| 40 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.9M | 0.9% | -1% | 70.2 |
| 41 |  $DOX | AMDOCS LTD | $2.8M | 0.9% | +31% | — |
| 42 |  $PGR | PROGRESSIVE CORP/OH/ | $2.7M | 0.8% | +43% | 83.6 |
| 43 |  $MANH | MANHATTAN ASSOCIATES INC | $2.7M | 0.8% | +51% | 70.1 |
| 44 |  $SBUX | STARBUCKS CORP | $2.6M | 0.8% | +20% | 54.6 |
| 45 |  $CCK | CROWN HOLDINGS, INC. | $2.5M | 0.8% | +7% | 61.9 |
| 46 |  $APD | Air Products & Chemicals, Inc. | $2.5M | 0.8% | +4% | 41.2 |
| 47 |  $EW | Edwards Lifesciences Corp | $2.5M | 0.8% | -1% | 67.6 |
| 48 |  $PLD | Prologis, Inc. | $2.4M | 0.8% | -1% | 67.5 |
| 49 |  $DIS | Walt Disney Co | $2.4M | 0.8% | +2% | 68.9 |
| 50 |  $ABT | ABBOTT LABORATORIES | $2.4M | 0.8% | +1% | 67 |
| 51 |  $GEN | Gen Digital Inc. | $2.4M | 0.8% | +50% | 67.7 |
| 52 |  $NYT | NEW YORK TIMES CO | $2.4M | 0.7% | +0% | 71.3 |
| 53 |  $TDG | TransDigm Group INC | $2.2M | 0.7% | -1% | 75.4 |
| 54 |  $PFE | PFIZER INC | $2.2M | 0.7% | +9% | 69 |
| 55 |  $NFLX | NETFLIX INC | $2.1M | 0.7% | +3% | 86.7 |
| 56 |  $ICE | Intercontinental Exchange, Inc. | $2.1M | 0.7% | +1% | 73.8 |
| 57 |  $DE | DEERE & CO | $2.1M | 0.7% | -1% | 57.4 |
| 58 |  $ZTS | Zoetis Inc. | $2.0M | 0.6% | +45% | 72.6 |
| 59 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.0M | 0.6% | +0% | 75.4 |
| 60 |  $DG | DOLLAR GENERAL CORP | $1.9M | 0.6% | +1% | 60.4 |
| 61 |  $MCD | MCDONALDS CORP | $1.7M | 0.5% | +0% | 73.9 |
| 62 |  $LLY | ELI LILLY & Co | $1.6M | 0.5% | +0% | 89.3 |
| 63 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.4M | 0.5% | +20% | 69.8 |
| 64 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.3M | 0.4% | +1% | 60.7 |
| 65 |  $CDW | CDW Corp | $1.2M | 0.4% | +48% | 61.6 |
| 66 |  $OC | Owens Corning | $1.2M | 0.4% | +44% | 47.3 |
| 67 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.4% | +2% | 81.9 |
| 68 | — | ISHARES TR | $1.2M | 0.4% | +0% | — |
| 69 | $GS | GOLDMAN SACHS GROUP INC | $957,873 | 0.3% | -4% | — |
| 70 |  $HSY | HERSHEY CO | $849,737 | 0.3% | +5% | 59.4 |
| 71 | — | J P MORGAN EXCHANGE TRADED F | $639,250 | 0.2% | +7% | — |
| 72 |  $IVZ | Invesco Ltd. | $557,336 | 0.2% | +0% | — |
| 73 |  $PG | PROCTER & GAMBLE Co | $550,028 | 0.2% | +0% | 72.9 |
| 74 |  $ABBV | AbbVie Inc. | $521,976 | 0.2% | +0% | 59.3 |
| 75 |  $V | VISA INC. | $519,248 | 0.2% | +0% | 83.5 |
| 76 | — | GOLDMAN SACHS ETF TR | $507,067 | 0.2% | -24% | — |
| 77 | — | ISHARES TR | $493,174 | 0.1% | -94% | — |
| 78 | — | FIDELITY GREENWOOD STREET TR | $462,567 | 0.1% | NEW | — |
| 79 | — | ISHARES INC | $461,745 | 0.1% | +0% | — |
| 80 | — | ISHARES TR | $454,477 | 0.1% | +0% | — |
| 81 |  $CCJ | CAMECO CORP | $434,440 | 0.1% | +0% | — |
| 82 |  $GOOGL | Alphabet Inc. | $413,078 | 0.1% | +0% | 80.2 |
| 83 | — | GLOBAL X FDS | $263,003 | 0.1% | NEW | — |
| 84 |  $MMM | 3M CO | $232,368 | 0.1% | +0% | 60.7 |
| 85 | — | ISHARES TR | $212,000 | 0.1% | +0% | — |
New Positions (2)
Exited Positions (3)
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