Hixon Zuercher, LLC
Sector Allocation
- Technology28.8%$100.0M
- Financials18.4%$63.9M
- Other15.9%$55.2M
- Healthcare9.1%$31.4M
- Consumer Discretionary6.6%$22.8M
- Industrials5.6%$19.3M
- Energy4.4%$15.3M
- Consumer Staples4.3%$15.0M
- Utilities2.0%$6.9M
- Real Estate1.9%$6.8M
AUM History
13fpro.ai/research/fund/hixon-zuercher-llc-1806752
Conviction and streaks
Stable · top 10 = 35.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$18.6M
GS
$16.3MNVDA
$13.0MMSFT
$12.7MJNJ
$12.3MXOM.R34088
$10.8M- ISHARES$10.0M
JPM
$9.8MAAPL
$9.3MAMZN
$9.2MAMD
$9.1MGOOGL
$9.0M- $7.9M
DELL
$7.3MMA
$7.2M- ISHARES$7.1M
META
$6.9M- JOHN$6.4M
SYK
$5.8MLLY
$5.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hixon-zuercher-llc-1806752
Hixon Zuercher, LLC 13F holdings — Q3 2026
$346.8M portfolio (+1.8% QoQ) · 92 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
- 1
ISHARES TR - U S EQUITY FACTR
$18.6M
5.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $16.3M
4.7% of stocks
-33%This quarter+0.1%Since filed9+ qtrsHeld$13.0M
3.8% of stocks
-0.2%This quarter-5.5%Since filed9+ qtrsHeld$12.7M
3.7% of stocks
+13%This quarter-2.0%Since filed9+ qtrsHeld$12.3M
3.5% of stocks
-2%This quarter+7.1%Since filed9+ qtrsHeldAIQuality69.2#265Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$10.8M
3.1% of stocks
NewThis quarter—Since filedNew this quarterHeld- 7
ISHARES INC - EMNG MKTS EQT
$10.0M
2.9% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $9.8M
2.8% of stocks
-0.9%This quarter+0.8%Since filed9+ qtrsHeld$9.3M
2.7% of stocks
-1%This quarter+0.8%Since filed9+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$9.2M
2.6% of stocks
-0.3%This quarter-3.7%Since filed9+ qtrsHeld
All holdings — Hixon Zuercher, LLC (Q3 2026)
92 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $9.1M | 2.6% | 15K | -4% | 9+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $9.0M | 2.6% | 26K | -6% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GOLDMAN SACHS GROUP INC | Financials | $7.9M | 2.3% | 8,810 | -2% | 9+ qtrs | 73.2 | 13F | |
| 14 | Dell Technologies Inc. | Technology | $7.3M | 2.1% | 14K | -2% | 7 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Mastercard Inc | Financials | $7.2M | 2.1% | 13K | -0.8% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - TRUST ISHARE 0-1etf/fund | — | $7.1M | 2.0% | 64K | +30% | — | — | 13F |
| 17 | Meta Platforms, Inc. | Technology | $6.9M | 2.0% | 9,451 | -11% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $6.4M | 1.9% | 90K | -41% | — | — | 13F |
| 19 | STRYKER CORP | Healthcare | $5.8M | 1.7% | 21K | -9% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $5.7M | 1.6% | 4,899 | +178% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SCHWAB CHARLES CORP | Financials | $5.5M | 1.6% | 56K | +16% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Arista Networks, Inc. | Technology | $5.5M | 1.6% | 27K | +13% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Walmart Inc. | Consumer Staples | $5.4M | 1.6% | 52K | +0.1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | NEXTERA ENERGY INC | Utilities | $5.1M | 1.5% | 68K | -30% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CATERPILLAR INC | Industrials | $5.0M | 1.4% | 6,199 | +0.6% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $UNP | UNION PACIFIC CORP | Industrials | $4.3M | 1.3% | 16K | +0.7% | |||
| 27 | — | ISHARES TR - 20 YR TR BD ETF | — | $4.2M | 1.2% | 54K | -15% | |||
| 28 | $APH | AMPHENOL CORP /DE/ | Technology | $4.0M | 1.1% | 47K | +98% | |||
| 29 | $PEP | PEPSICO INC | Consumer Staples | $3.9M | 1.1% | 31K | -13% | |||
| 30 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.9M | 1.1% | 72K | -1% | |||
| 31 | $CRM | Salesforce, Inc. | Technology | $3.9M | 1.1% | 17K | -1% | |||
| 32 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $3.8M | 1.1% | 21K | +0.8% | |||
| 33 | $MANH | MANHATTAN ASSOCIATES INC | Technology | $3.8M | 1.1% | 19K | -3% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $3.6M | 1.0% | 10K | -0.2% | |||
| 35 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.5M | 1.0% | 7,020 | -0.5% | |||
| 36 | $APD | Air Products & Chemicals, Inc. | Materials | $3.4M | 1.0% | 12K | +39% | |||
| 37 | $BKR | Baker Hughes Co | Energy | $3.4M | 1.0% | 62K | +0.9% | |||
| 38 | $CPRT | COPART INC | Consumer Discretionary | $3.3M | 1.0% | 122K | +1% | |||
| 39 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $3.2M | 0.9% | 15K | +2% | |||
| 40 | $ADBE | ADOBE INC. | Technology | $3.0M | 0.8% | 12K | -1% | |||
| 41 | $CCK | CROWN HOLDINGS, INC. | Industrials | $2.9M | 0.8% | 28K | +2% | |||
| 42 | $DIS | Walt Disney Co | Communication Services | $2.8M | 0.8% | 27K | +1% | |||
| 43 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $2.8M | 0.8% | 55K | -30% | |||
| 44 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.7M | 0.8% | 16K | +0.0% | |||
| 45 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.7M | 0.8% | 2,944 | +0.2% | |||
| 46 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.7M | 0.8% | 28K | +0.2% | |||
| 47 | $EW | Edwards Lifesciences Corp | Healthcare | $2.6M | 0.8% | 31K | +0.1% | |||
| 48 | $GEN | Gen Digital Inc. | Technology | $2.6M | 0.7% | 117K | -1% | |||
| 49 | $APP | AppLovin Corp | Technology | $2.5M | 0.7% | 8,541 | New | |||
| 50 | $DE | DEERE & CO | Industrials | $2.4M | 0.7% | 3,613 | -2% | |||
| 51 | $PLD | Prologis, Inc. | Real Estate | $2.3M | 0.7% | 18K | -0.9% | |||
| 52 | $TDG | TransDigm Group INC | Industrials | $2.3M | 0.7% | 2,146 | +0.3% | |||
| 53 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.3M | 0.7% | 23K | -0.8% | |||
| 54 | $NYT | NEW YORK TIMES CO | Communication Services | $2.1M | 0.6% | 34K | +3% | |||
| 55 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.1M | 0.6% | 14K | +1% | |||
| 56 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $1.9M | 0.6% | 16K | -0.8% | |||
| 57 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.5% | 23K | -14% | |||
| 58 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.8M | 0.5% | 5,498 | New | |||
| 59 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.8M | 0.5% | 15K | +0.3% | |||
| 60 | $QCOM | QUALCOMM INC/DE | Technology | $1.7M | 0.5% | 9,359 | +0.1% | |||
| 61 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $1.5M | 0.4% | 10K | -89% | |||
| 62 | $ZTS | Zoetis Inc. | Healthcare | $1.5M | 0.4% | 21K | +1% | |||
| 63 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.5M | 0.4% | 8,965 | +2% | |||
| 64 | $OC | Owens Corning | Materials | $1.4M | 0.4% | 12K | +0.5% | |||
| 65 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $1.4M | 0.4% | 44K | +2% | |||
| 66 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.4% | 5,797 | +2% | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.3M | 0.4% | 16K | +17% | |||
| 68 | — | ISHARES TR - CORE MSCI EAFE | — | $1.3M | 0.4% | 13K | — | |||
| 69 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.2M | 0.3% | 5,745 | +0.2% | |||
| 70 | $MPC | Marathon Petroleum Corp | Energy | $1.1M | 0.3% | 2,769 | -12% | |||
| 71 | $CDW | CDW Corp | Consumer Discretionary | $1.1M | 0.3% | 8,249 | -0.6% | |||
| 72 | $HONA | Honeywell Aerospace Inc. | Industrials | $894K | 0.3% | 5,770 | +0.6% | |||
| 73 | $V | VISA INC. | Financials | $697K | 0.2% | 1,941 | — | |||
| 74 | $ABBV | AbbVie Inc. | Healthcare | $687K | 0.2% | 2,625 | — | |||
| 75 | $HSY | HERSHEY CO | Consumer Staples | $662K | 0.2% | 4,202 | -0.3% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $604K | 0.2% | 2,904 | — | |||
| 77 | — | ISHARES TR - CORE S&P500 ETF | — | $554K | 0.2% | 724 | — | |||
| 78 | — | ISHARES INC - CORE MSCI EMKT | — | $537K | 0.1% | 6,620 | — | |||
| 79 | — | ISHARES TR - CORE S&P SCP ETF | — | $497K | 0.1% | 3,656 | — | |||
| 80 | $GOOG | Alphabet Inc. | Technology | $497K | 0.1% | 1,458 | +1% | |||
| 81 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $455K | 0.1% | 8,141 | +30% | |||
| 82 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $430K | 0.1% | 2,958 | -34% | |||
| 83 | — | FIDELITY GREENWOOD STREET TR - YIEL ENH EQU ETF | — | $407K | 0.1% | 14K | +36% | |||
| 84 | $CCJ | CAMECO CORP | Materials | $347K | 0.1% | 4,000 | — | |||
| 85 | $MMM | 3M CO | Healthcare | $312K | 0.1% | 1,900 | — | |||
| 86 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $304K | 0.1% | 5,405 | -23% | |||
| 87 | $HCA | HCA Healthcare, Inc. | Healthcare | $243K | 0.1% | 570 | -91% | |||
| 88 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $224K | 0.1% | 600 | New | |||
| 89 | — | ISHARES TR - S&P MC 400VL ETF | — | $220K | 0.1% | 1,600 | — | |||
| 90 | $WELL | WELLTOWER INC. | Real Estate | $220K | 0.1% | 954 | — | |||
| 91 | — | GLOBAL X FDS - MSCI SUPR EM ETF | — | $205K | 0.1% | 6,207 | New | |||
| 92 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST SMID | — | $201K | 0.1% | 9,328 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 36 added to, 38 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- ISHARES TR - U S EQUITY FACTR$18.6M
first bought this quarter
first bought this quarter
$APPAppLovin Corp$2.5M
first bought this quarter
$CDNSCADENCE DESIGN SYSTEMS INC$1.8M
first bought this quarter
$ZBRAZEBRA TECHNOLOGIES CORP$224K
first bought this quarter
- GLOBAL X FDS - MSCI SUPR EM ETF$205K
first bought this quarter
+1 more in the Excel export
Added to (36)
now $5.7M · held 9+ qtrs
$APHAMPHENOL CORP /DE/+98%
now $4.0M · held 9+ qtrs
- ISHARES TR - TRUST ISHARE 0-1+30%
now $7.1M
now $12.7M · held 9+ qtrs, 3 adds in a row
$APDAir Products & Chemicals, Inc.+39%
now $3.4M · held 9+ qtrs, 3 adds in a row
$SCHWSCHWAB CHARLES CORP+16%
now $5.5M · held 9+ qtrs
+30 more in the Excel export
Trimmed (38)
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG-89%
now $1.5M
now $16.3M · held 9+ qtrs
- JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI-41%
now $6.4M
$HCAHCA Healthcare, Inc.-91%
now $243K · held 9+ qtrs, 3 trims in a row
$NEENEXTERA ENERGY INC-30%
now $5.1M · held 9+ qtrs
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-30%
now $2.8M
+32 more in the Excel export
Holdings by quarter
Every 13F Hixon Zuercher, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow Hixon Zuercher?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Hixon Zuercher's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter; 29% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Hixon Zuercher, LLC disclosed 92 positions worth $346.8M in its Form 13F-HR for Q3 2026, followed by $GS and $NVDA. During the quarter the fund opened 7 new positions and exited 3 and a full exit from $DOX. The portfolio is most concentrated in Technology (28.8% of disclosed assets). All figures are sourced directly from Hixon Zuercher, LLC’s Form 13F-HR filing with the SEC under CIK 1806752.
Funds like this
managers whose biggest positions overlap Hixon Zuercher'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Hixon Zuercher, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Hixon Zuercher, LLC (SEC CIK: 1806752), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Hixon Zuercher, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.