Hixon Zuercher, LLC
13F Reported Value
ⓘ$340.8M
Holdings
88
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hixon Zuercher, LLC disclosed 88 positions worth $340.8M in its Form 13F-HR for Q2 2026, led by $GS (GOLDMAN SACHS GROUP INC) at 7.1% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $UNP and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (25.2% 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
Concentrating
$GS
$JNJ
$NVDA
$META
$DGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.5#134
Quality
$24.1M526,508 sh GOLDMAN SACHS ETF TR - ACTIVEBETA US LG
—Quality
$13.7M96,746 sh- 69.0#285
Quality
$12.0M47,061 sh JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI
—Quality
$11.5M152,829 sh- 85.9
Quality
$11.4M57,102 sh ISHARES INC - EMNG MKTS EQT
—Quality
$11.0M150,551 sh- 78.2
Quality
$9.9M27,802 sh - 70.7
Quality
$9.7M29,750 sh - 79.8
Quality
$9.1M15,649 sh - 73.5
Quality
$9.1M8,968 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC$GS | 73.5#134 | $24.1M | 526,508 |
| GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $13.7M | 96,746 |
| JOHNSON & JOHNSON$JNJ | 69.0#285 | $12.0M | 47,061 |
| JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $11.5M | 152,829 |
| NVIDIA CORP$NVDA | 85.9 | $11.4M | 57,102 |
| ISHARES INC - EMNG MKTS EQT | — | $11.0M | 150,551 |
 Alphabet Inc.$GOOG | 78.2 | $9.9M | 27,802 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $9.7M | 29,750 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $9.1M | 15,649 |
| GOLDMAN SACHS GROUP INC$GS | 73.5 | $9.1M | 8,968 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hixon Zuercher, LLC's 88 positions.
Showing top 10 of 88 holdings.
Sector Allocation
Technology
$86.0M
Financials
$71.5M
Other
$55.2M
Consumer Discretionary
$34.2M
Healthcare
$33.2M
Industrials
$21.6M
Utilities
$10.6M
Real Estate
$6.9M
Full Holdings — Hixon Zuercher, LLC (Q2 2026)
All 88 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 | $24.1M | 7.1% | +4% | 73.5 |
| 2 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $13.7M | 4.0% | +2% | — |
| 3 | $JNJ | JOHNSON & JOHNSON | $12.0M | 3.5% | -2% | 69 |
| 4 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $11.5M | 3.4% | +4% | — |
| 5 | $NVDA | NVIDIA CORP | $11.4M | 3.4% | +17% | 85.9 |
| 6 | — | ISHARES INC - EMNG MKTS EQT | $11.0M | 3.2% | +2% | — |
| 7 | $GOOG | Alphabet Inc. | $9.9M | 2.9% | +29% | 78.2 |
| 8 | $JPM | JPMORGAN CHASE & CO | $9.7M | 2.9% | -1% | 70.7 |
| 9 | $AMD | ADVANCED MICRO DEVICES INC | $9.1M | 2.7% | -5% | 79.8 |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $9.1M | 2.7% | -3% | 73.5 |
| 11 |  $AMZN | AMAZON COM INC | $8.8M | 2.6% | +12% | 68.7 |
| 12 |  $NEE | NEXTERA ENERGY INC | $8.5M | 2.5% | +0% | 64.6 |
| 13 |  $MSFT | MICROSOFT CORP | $8.2M | 2.4% | +26% | 79.8 |
| 14 |  $AAPL | Apple Inc. | $8.2M | 2.4% | -1% | 76.4 |
| 15 |  $SYK | STRYKER CORP | $7.3M | 2.1% | -0% | 72.1 |
| 16 |  $MA | Mastercard Inc | $6.8M | 2.0% | +1% | 85.1 |
| 17 |  $CAT | CATERPILLAR INC | $6.6M | 1.9% | -35% | 66.5 |
| 18 | $META | Meta Platforms, Inc. | $6.0M | 1.8% | +17% | 79.6 |
| 19 |  $DELL | Dell Technologies Inc. | $6.0M | 1.8% | -63% | 71.2 |
| 20 |  $WMT | Walmart Inc. | $5.9M | 1.7% | -2% | 60.2 |
| 21 | — | ISHARES TR - TRUST ISHARE 0-1 | $5.5M | 1.6% | +3% | — |
| 22 | — | ISHARES TR - 20 YR TR BD ETF | $5.4M | 1.6% | +3% | — |
| 23 |  $PEP | PEPSICO INC | $4.8M | 1.4% | -1% | 63.4 |
| 24 |  $LOW | LOWES COMPANIES INC | $4.6M | 1.3% | -11% | 60.8 |
| 25 |  $SCHW | SCHWAB CHARLES CORP | $4.5M | 1.3% | -1% | 79.4 |
| 26 |  $UNP | UNION PACIFIC CORP | $4.3M | 1.3% | NEW | 69.7 |
| 27 |  $APH | AMPHENOL CORP /DE/ | $4.2M | 1.2% | -2% | 79.3 |
| 28 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.1M | 1.2% | +2% | 67.6 |
| 29 |  $ANET | Arista Networks, Inc. | $4.0M | 1.2% | NEW | 81.9 |
| 30 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $4.0M | 1.2% | +2% | — |
| 31 |  $AVGO | Broadcom Inc. | $3.9M | 1.1% | -1% | 84.5 |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.5M | 1.0% | -27% | 73.8 |
| 33 |  $BKR | Baker Hughes Co | $3.4M | 1.0% | +5% | 60.7 |
| 34 |  $CPRT | COPART INC | $3.4M | 1.0% | +2% | 69.1 |
| 35 |  $PGR | PROGRESSIVE CORP/OH/ | $3.3M | 1.0% | +9% | 80.1 |
| 36 |  $CCK | CROWN HOLDINGS, INC. | $3.0M | 0.9% | +9% | 62.1 |
| 37 |  $GEN | Gen Digital Inc. | $2.9M | 0.9% | -7% | 74 |
| 38 |  $SBUX | STARBUCKS CORP | $2.9M | 0.8% | -3% | 58.2 |
| 39 |  $TDG | TransDigm Group INC | $2.8M | 0.8% | +10% | 68 |
| 40 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.8M | 0.8% | -3% | 72.8 |
| 41 |  $EW | Edwards Lifesciences Corp | $2.8M | 0.8% | -1% | 69.4 |
| 42 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.7M | 0.8% | -1% | 66.2 |
| 43 |  $MANH | MANHATTAN ASSOCIATES INC | $2.7M | 0.8% | -2% | 64.1 |
| 44 |  $CRM | Salesforce, Inc. | $2.7M | 0.8% | -0% | 77 |
| 45 |  $APD | Air Products & Chemicals, Inc. | $2.6M | 0.8% | +3% | 46.4 |
| 46 |  $ADBE | ADOBE INC. | $2.5M | 0.8% | -0% | 77.6 |
| 47 |  $DIS | Walt Disney Co | $2.5M | 0.7% | +5% | 60.1 |
| 48 |  $PLD | Prologis, Inc. | $2.5M | 0.7% | -1% | 68.3 |
| 49 |  $HCA | HCA Healthcare, Inc. | $2.4M | 0.7% | -1% | 68.9 |
| 50 |  $DE | DEERE & CO | $2.3M | 0.7% | -0% | 55.4 |
| 51 |  $NYT | NEW YORK TIMES CO | $2.3M | 0.7% | +15% | 68.2 |
| 52 |  $WFC | WELLS FARGO & COMPANY/MN | $2.2M | 0.7% | -53% | 61.8 |
| 53 |  $ABT | ABBOTT LABORATORIES | $2.1M | 0.6% | +0% | 65.5 |
| 54 |  $LLY | ELI LILLY & Co | $2.1M | 0.6% | +1% | 87.5 |
| 55 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.1M | 0.6% | -1% | 66.8 |
| 56 |  $DOX | AMDOCS LTD | $2.1M | 0.6% | -4% | — |
| 57 |  $PFE | PFIZER INC | $2.0M | 0.6% | +6% | 62 |
| 58 |  $OC | Owens Corning | $2.0M | 0.6% | +8% | 49.2 |
| 59 | $DG | DOLLAR GENERAL CORP | $1.9M | 0.6% | +3% | 59.5 |
| 60 |  $QCOM | QUALCOMM INC/DE | $1.7M | 0.5% | -0% | 70.5 |
| 61 |  $ICE | Intercontinental Exchange, Inc. | $1.7M | 0.5% | +3% | 73.7 |
| 62 |  $MCD | MCDONALDS CORP | $1.5M | 0.5% | +6% | 69 |
| 63 |  $ZTS | Zoetis Inc. | $1.5M | 0.4% | +21% | 68.6 |
| 64 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.4M | 0.4% | +5% | 66.3 |
| 65 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.4M | 0.4% | +52% | 55.2 |
| 66 |  $HON | HONEYWELL INTERNATIONAL INC | $1.3M | 0.4% | -79% | 65 |
| 67 |  $NFLX | NETFLIX INC | $1.3M | 0.4% | -19% | 78.8 |
| 68 |  $HONA | Honeywell Aerospace Inc. | $1.3M | 0.4% | NEW | — |
| 69 | — | ISHARES TR - CORE MSCI EAFE | $1.3M | 0.4% | +0% | — |
| 70 | $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.4% | +3% | 73.5 |
| 71 |  $CDW | CDW Corp | $1.2M | 0.3% | -19% | 55.5 |
| 72 |  $MPC | Marathon Petroleum Corp | $808,739 | 0.2% | NEW | 61 |
| 73 |  $HSY | HERSHEY CO | $739,329 | 0.2% | +3% | 65.7 |
| 74 |  $V | VISA INC. | $665,938 | 0.2% | +13% | 82.9 |
| 75 |  $ABBV | AbbVie Inc. | $660,666 | 0.2% | +9% | 72.6 |
| 76 |  $PG | PROCTER & GAMBLE Co | $653,721 | 0.2% | +17% | 64.6 |
| 77 |  $IVZ | Invesco Ltd. | $617,884 | 0.2% | +0% | — |
| 78 | — | ISHARES INC - CORE MSCI EMKT | $548,401 | 0.2% | +0% | — |
| 79 | — | ISHARES TR - CORE S&P SCP ETF | $542,221 | 0.2% | +0% | — |
| 80 | — | ISHARES TR - CORE S&P500 ETF | $542,196 | 0.2% | -4% | — |
| 81 |  $GOOGL | Alphabet Inc. | $508,795 | 0.1% | +0% | 78.2 |
| 82 |  $CCJ | CAMECO CORP | $407,440 | 0.1% | +0% | — |
| 83 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $398,297 | 0.1% | -37% | — |
| 84 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $347,813 | 0.1% | -38% | — |
| 85 |  $MMM | 3M CO | $307,629 | 0.1% | +19% | 64.9 |
| 86 | — | FIDELITY GREENWOOD STREET TR - YIEL ENH EQU ETF | $290,446 | 0.1% | -41% | — |
| 87 | — | ISHARES TR - S&P MC 400VL ETF | $236,368 | 0.1% | +0% | — |
| 88 |  $WELL | WELLTOWER INC. | $216,529 | 0.1% | NEW | 59.8 |
New Positions (5)
Exited Positions (2)
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