Hixon Zuercher, LLC
CIK 1806752 · View on SEC EDGAR ↗
- Portfolio value
- $340.8M
- Positions
- 88
- As of
- June 30, 2026
#4,800 of 9,443 by 13F value · top 50.8%
Portfolio value QoQ: +6.1% 13F does not disclose cash
- Top 10 holdings weight
- 35.65%
- Top 25 holdings weight
- 64.06%
- Positions above 1%
- 34
- Effective number of positions
- 44.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.47% Est. buys $24,711,516 · sells $37,698,023
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.6% still held
- New positions
- 6
- Increased
- 39
- Decreased
- 36
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
18.0%
Healthcare
9.6%
Industrials
7.9%
Retail
7.4%
Financial Services
6.7%
Communication Services
6.6%
Financials
5.7%
Utilities
3.1%
Real Estate
2.0%
Consumer Staples
1.6%
Energy
1.4%
Consumer Discretionary
1.3%
Communications
1.2%
Packaging
0.9%
Materials
0.8%
Consumer products
0.2%
Other/Unmapped
25.6%
Full portfolio 88 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GSIE | $24,061,401 | 7.06% | 526,508 | $2,169,504 | Up ×1 | ||
| GSLC | $13,727,228 | 4.03% | 96,746 | $1,879,465 | Up ×4 | ||
| JNJ Johnson & Johnson Common Stock | $11,952,063 | 3.51% | 47,061 | $234,064 | Down ×4 | ||
| JHMM | $11,456,031 | 3.36% | 152,829 | $1,549,846 | Up ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $11,425,529 | 3.35% | 57,102 | $2,893,469 | Up ×1 | ||
| EMGF | $11,029,403 | 3.24% | 150,551 | $2,106,259 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9,935,429 | 2.92% | 27,802 | $3,736,684 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $9,738,107 | 2.86% | 29,750 | $858,785 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $9,090,661 | 2.67% | 15,649 | $5,731,828 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $9,069,640 | 2.66% | 8,968 | $1,231,396 | Down ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,805,233 | 2.58% | 36,944 | $1,906,706 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $8,484,961 | 2.49% | 96,673 | $-479,451 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8,183,271 | 2.40% | 21,938 | $1,749,674 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $8,157,413 | 2.39% | 28,191 | $898,254 | Down ×3 | ||
| SYK Stryker Corporation Common Stock | $7,262,866 | 2.13% | 23,068 | $-338,939 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $6,772,426 | 1.99% | 13,186 | $218,924 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $6,562,063 | 1.93% | 6,162 | $-185,291 | Down ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5,990,775 | 1.76% | 10,635 | $800,294 | Up ×4 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $5,970,186 | 1.75% | 13,837 | $-228,569 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $5,880,603 | 1.73% | 51,921 | $-713,866 | Down ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $5,450,637 | 1.60% | 49,394 | $169,346 | Up ×6 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $5,432,532 | 1.59% | 62,862 | $160,822 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $4,831,238 | 1.42% | 35,681 | $-756,877 | Down ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $4,569,349 | 1.34% | 20,724 | $-916,134 | Down ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $4,484,568 | 1.32% | 48,603 | $-109,671 | Down ×2 | ||
| UNP Union Pacific Corporation Common Stock | $4,292,111 | 1.26% | 15,780 | Up ×1 | |||
| APH Amphenol Corporation Common Stock | $4,182,371 | 1.23% | 23,720 | $1,120,674 | Down ×3 | ||
| BAC Bank of America Corporation Common Stock | $4,145,639 | 1.22% | 72,756 | $665,278 | Up ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $4,042,974 | 1.19% | 23,799 | Up ×1 | |||
| JPST | $3,980,150 | 1.17% | 78,706 | $62,381 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $3,851,079 | 1.13% | 10,195 | $653,648 | Down ×1 | ||
| BRKB | $3,529,251 | 1.04% | 7,053 | $-1,098,863 | Down ×5 | ||
| BKR Baker Hughes Company - Common Stock | $3,426,520 | 1.01% | 61,739 | $-160,269 | Up ×1 | ||
| CPRT Copart, Inc. - Common Stock | $3,413,865 | 1.00% | 121,102 | $-526,045 | Up ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $3,292,536 | 0.97% | 15,072 | $560,355 | Up ×2 | ||
| CCK Crown Holdings, Inc. | $3,046,321 | 0.89% | 27,243 | $537,463 | Up ×2 | ||
| GEN Gen Digital Inc. - Common Stock | $2,940,975 | 0.86% | 118,159 | $547,809 | Down ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2,878,642 | 0.84% | 28,170 | $289,922 | Down ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $2,848,795 | 0.84% | 2,139 | $601,953 | Up ×1 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $2,795,868 | 0.82% | 15,569 | $-85,216 | Down ×2 | ||
| EW Edwards Lifesciences Corporation Common Stock | $2,758,668 | 0.81% | 30,496 | $282,835 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,748,568 | 0.81% | 2,938 | $-205,985 | Down ×3 | ||
| MANH Manhattan Associates, Inc. - Common Stock | $2,736,959 | 0.80% | 19,655 | $80,150 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $2,662,503 | 0.78% | 16,995 | $-520,934 | Down ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $2,604,927 | 0.76% | 8,885 | $97,278 | Up ×2 | ||
| ADBE Adobe Inc. - Common Stock | $2,549,629 | 0.75% | 12,436 | $-485,468 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $2,536,697 | 0.74% | 26,355 | $115,024 | Up ×2 | ||
| PLD Prologis, Inc. Common Stock | $2,457,771 | 0.72% | 18,143 | $27,677 | Down ×4 | ||
| HCA HCA Healthcare, Inc. Common Stock | $2,440,359 | 0.72% | 6,259 | $-556,146 | Down ×2 | ||
| DE Deere & Company Common Stock | $2,336,365 | 0.69% | 3,683 | $252,113 | Down ×4 | ||
| NYT New York Times Company (The) Common Stock | $2,280,218 | 0.67% | 32,584 | $-89,496 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $2,231,552 | 0.65% | 27,003 | $-2,310,483 | Down ×2 | ||
| ABT Abbott Laboratories Common Stock | $2,137,041 | 0.63% | 23,551 | $-279,548 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $2,116,994 | 0.62% | 1,765 | $507,396 | Up ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $2,082,726 | 0.61% | 15,223 | $73,268 | Down ×1 | ||
| DOX Amdocs Limited - Ordinary Shares | $2,071,556 | 0.61% | 40,988 | $-702,436 | Down ×1 | ||
| PFE Pfizer, Inc. Common Stock | $2,023,130 | 0.59% | 84,017 | $-202,527 | Up ×2 | ||
| OC Owens Corning Inc Common Stock New | $1,958,382 | 0.57% | 12,320 | $727,689 | Up ×2 | ||
| DG Dollar General Corporation Common Stock | $1,861,140 | 0.55% | 16,168 | $-6,163 | Up ×4 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1,727,661 | 0.51% | 9,349 | $518,065 | Down ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1,687,813 | 0.50% | 13,710 | $-401,540 | Up ×2 | ||
| MCD McDonald's Corporation Common Stock | $1,537,199 | 0.45% | 5,687 | $-136,836 | Up ×2 | ||
| ZTS Zoetis Inc. Class A Common Stock | $1,491,128 | 0.44% | 20,750 | $-531,582 | Up ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1,441,264 | 0.42% | 8,811 | $-3,623 | Up ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $1,373,836 | 0.40% | 43,462 | $81,614 | Up ×2 | ||
| Unknown issuer (CUSIP: 438516205) | $1,284,290 | 0.38% | 5,736 | Up ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $1,272,277 | 0.37% | 17,819 | $-838,023 | Down ×1 | ||
| Unknown issuer (CUSIP: 43849R105) | $1,268,115 | 0.37% | 5,736 | Up ×1 | |||
| IEFA | $1,265,198 | 0.37% | 13,100 | $79,255 | |||
| GSSC | $1,211,272 | 0.36% | 13,273 | $253,399 | Up ×1 | ||
| CDW CDW Corporation - Common Stock | $1,167,247 | 0.34% | 8,300 | $-65,708 | Down ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $808,739 | 0.24% | 3,163 | ||||
| HSY The Hershey Company Common Stock | $739,329 | 0.22% | 4,214 | $-110,408 | Up ×2 | ||
| V Visa Inc. | $665,938 | 0.20% | 1,941 | $146,690 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $660,666 | 0.19% | 2,625 | $138,690 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $653,721 | 0.19% | 4,458 | $103,693 | Up ×1 | ||
| RSP | $617,884 | 0.18% | 2,904 | $60,548 | |||
| IEMG | $548,401 | 0.16% | 6,620 | $86,656 | |||
| IJR | $542,221 | 0.16% | 3,656 | $87,744 | |||
| IVV | $542,196 | 0.16% | 724 | $49,022 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $508,795 | 0.15% | 1,440 | $95,717 | |||
| CCJ Cameco Corporation Common Stock | $407,440 | 0.12% | 4,000 | $-27,000 | |||
| JEPI | $398,297 | 0.12% | 7,052 | $-240,953 | Down ×1 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $347,813 | 0.10% | 6,259 | $-159,254 | Down ×1 | ||
| MMM 3M Company Common Stock | $307,629 | 0.09% | 1,900 | $75,261 | Up ×1 | ||
| FYEE | $290,446 | 0.09% | 10,054 | $-172,121 | Down ×1 | ||
| IJJ | $236,368 | 0.07% | 1,600 | $24,368 | |||
| WELL Welltower Inc. Common Stock | $216,529 | 0.06% | 954 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AMD | Trimmed | -862 | +$5.7M |
| GOOGL | Bought more | +6K | +$3.7M |
| NVDA | Bought more | +8K | +$2.9M |
| WFC | Trimmed | -30K | -$2.3M |
| GSIE | Bought more | +19K | +$2.2M |
| EMGF | Bought more | +3K | +$2.1M |
| AMZN | Bought more | +4K | +$1.9M |
| GSLC | Bought more | +2K | +$1.9M |
| MSFT | Bought more | +5K | +$1.7M |
| JHMM | Bought more | +5K | +$1.5M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XOM | June 30, 2026 | 56,000 | $9,500,920 | 21.7% |
| IVV | March 31, 2025 | 11,877 | $6,992,021 | No longer tracked |
| HON | June 30, 2026 | 27,166 | $6,140,233 | -1.9% |
| CALF | March 31, 2025 | 81,250 | $3,575,814 | No longer tracked |
| AGG | March 31, 2025 | 24,962 | $2,418,818 | No longer tracked |
| MKTX | June 30, 2025 | 10,680 | $2,310,721 | -27.4% |
| PPG | Dec. 31, 2025 | 20,134 | $2,116,326 | 10.9% |
| TSLA | Dec. 31, 2025 | 2,109 | $937,919 | -22.5% |
| ILMN | June 30, 2025 | 9,445 | $749,366 | 120.1% |
| MPC | Dec. 31, 2025 | 3,317 | $639,235 | 123.1% |
| ORCL | March 31, 2026 | 3,071 | $598,575 | -0.4% |
| VTI | March 31, 2026 | 1,551 | $519,917 | No longer tracked |
| DVY | March 31, 2026 | 3,499 | $493,859 | |
| HDV | March 31, 2026 | 4,011 | $487,825 | No longer tracked |
| AGG | March 31, 2026 | 3,790 | $378,545 | No longer tracked |
| JKHY | Dec. 31, 2025 | 2,497 | $371,878 | -10.1% |
| VXUS | March 31, 2026 | 3,908 | $294,844 | |
| SDEM | June 30, 2026 | 8,116 | $263,003 | No longer tracked |
| ZBRA | March 31, 2025 | 600 | $231,732 | 27.3% |
| GOOG | March 31, 2025 | 1,080 | $205,675 | 117.0% |