Hixon Zuercher, LLC
CIK 1806752 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $340.8M
- Posisi
- 88
- Per tanggal
- 30 Juni 2026
#4.800 dari 9.443 berdasarkan nilai 13F · top 50.8%
Nilai portofolio QoQ: +6.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 35,65%
- Bobot 25 kepemilikan teratas
- 64,06%
- Posisi di atas 1%
- 34
- Jumlah posisi efektif
- 44,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 7,47% Perkiraan pembelian $24.711.516 · penjualan $37.698.023
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,6% masih dipegang
- Posisi baru
- 6
- Meningkat
- 39
- Menurun
- 36
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
25,6%
Portofolio lengkap 88 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GSIE | $24.061.401 | 7,06% | 526.508 | $2.169.504 | Naik ×1 | ||
| GSLC | $13.727.228 | 4,03% | 96.746 | $1.879.465 | Naik ×4 | ||
| JNJ Johnson & Johnson Common Stock | $11.952.063 | 3,51% | 47.061 | $234.064 | Turun ×4 | ||
| JHMM | $11.456.031 | 3,36% | 152.829 | $1.549.846 | Naik ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $11.425.529 | 3,35% | 57.102 | $2.893.469 | Naik ×1 | ||
| EMGF | $11.029.403 | 3,24% | 150.551 | $2.106.259 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9.935.429 | 2,92% | 27.802 | $3.736.684 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $9.738.107 | 2,86% | 29.750 | $858.785 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $9.090.661 | 2,67% | 15.649 | $5.731.828 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $9.069.640 | 2,66% | 8.968 | $1.231.396 | Turun ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8.805.233 | 2,58% | 36.944 | $1.906.706 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $8.484.961 | 2,49% | 96.673 | $-479.451 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8.183.271 | 2,40% | 21.938 | $1.749.674 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $8.157.413 | 2,39% | 28.191 | $898.254 | Turun ×3 | ||
| SYK Stryker Corporation Common Stock | $7.262.866 | 2,13% | 23.068 | $-338.939 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $6.772.426 | 1,99% | 13.186 | $218.924 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $6.562.063 | 1,93% | 6.162 | $-185.291 | Turun ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5.990.775 | 1,76% | 10.635 | $800.294 | Naik ×4 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $5.970.186 | 1,75% | 13.837 | $-228.569 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $5.880.603 | 1,73% | 51.921 | $-713.866 | Turun ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $5.450.637 | 1,60% | 49.394 | $169.346 | Naik ×6 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $5.432.532 | 1,59% | 62.862 | $160.822 | Naik ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $4.831.238 | 1,42% | 35.681 | $-756.877 | Turun ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $4.569.349 | 1,34% | 20.724 | $-916.134 | Turun ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $4.484.568 | 1,32% | 48.603 | $-109.671 | Turun ×2 | ||
| UNP Union Pacific Corporation Common Stock | $4.292.111 | 1,26% | 15.780 | Naik ×1 | |||
| APH Amphenol Corporation Common Stock | $4.182.371 | 1,23% | 23.720 | $1.120.674 | Turun ×3 | ||
| BAC Bank of America Corporation Common Stock | $4.145.639 | 1,22% | 72.756 | $665.278 | Naik ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $4.042.974 | 1,19% | 23.799 | Naik ×1 | |||
| JPST | $3.980.150 | 1,17% | 78.706 | $62.381 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $3.851.079 | 1,13% | 10.195 | $653.648 | Turun ×1 | ||
| BRKB | $3.529.251 | 1,04% | 7.053 | $-1.098.863 | Turun ×5 | ||
| BKR Baker Hughes Company - Common Stock | $3.426.520 | 1,01% | 61.739 | $-160.269 | Naik ×1 | ||
| CPRT Copart, Inc. - Common Stock | $3.413.865 | 1,00% | 121.102 | $-526.045 | Naik ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $3.292.536 | 0,97% | 15.072 | $560.355 | Naik ×2 | ||
| CCK Crown Holdings, Inc. | $3.046.321 | 0,89% | 27.243 | $537.463 | Naik ×2 | ||
| GEN Gen Digital Inc. - Common Stock | $2.940.975 | 0,86% | 118.159 | $547.809 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2.878.642 | 0,84% | 28.170 | $289.922 | Turun ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $2.848.795 | 0,84% | 2.139 | $601.953 | Naik ×1 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $2.795.868 | 0,82% | 15.569 | $-85.216 | Turun ×2 | ||
| EW Edwards Lifesciences Corporation Common Stock | $2.758.668 | 0,81% | 30.496 | $282.835 | Turun ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.748.568 | 0,81% | 2.938 | $-205.985 | Turun ×3 | ||
| MANH Manhattan Associates, Inc. - Common Stock | $2.736.959 | 0,80% | 19.655 | $80.150 | Turun ×1 | ||
| CRM Salesforce, Inc. Common Stock | $2.662.503 | 0,78% | 16.995 | $-520.934 | Turun ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $2.604.927 | 0,76% | 8.885 | $97.278 | Naik ×2 | ||
| ADBE Adobe Inc. - Common Stock | $2.549.629 | 0,75% | 12.436 | $-485.468 | Turun ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $2.536.697 | 0,74% | 26.355 | $115.024 | Naik ×2 | ||
| PLD Prologis, Inc. Common Stock | $2.457.771 | 0,72% | 18.143 | $27.677 | Turun ×4 | ||
| HCA HCA Healthcare, Inc. Common Stock | $2.440.359 | 0,72% | 6.259 | $-556.146 | Turun ×2 | ||
| DE Deere & Company Common Stock | $2.336.365 | 0,69% | 3.683 | $252.113 | Turun ×4 | ||
| NYT New York Times Company (The) Common Stock | $2.280.218 | 0,67% | 32.584 | $-89.496 | Naik ×2 | ||
| WFC Wells Fargo & Company Common Stock | $2.231.552 | 0,65% | 27.003 | $-2.310.483 | Turun ×2 | ||
| ABT Abbott Laboratories Common Stock | $2.137.041 | 0,63% | 23.551 | $-279.548 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $2.116.994 | 0,62% | 1.765 | $507.396 | Naik ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $2.082.726 | 0,61% | 15.223 | $73.268 | Turun ×1 | ||
| DOX Amdocs Limited - Ordinary Shares | $2.071.556 | 0,61% | 40.988 | $-702.436 | Turun ×1 | ||
| PFE Pfizer, Inc. Common Stock | $2.023.130 | 0,59% | 84.017 | $-202.527 | Naik ×2 | ||
| OC Owens Corning Inc Common Stock New | $1.958.382 | 0,57% | 12.320 | $727.689 | Naik ×2 | ||
| DG Dollar General Corporation Common Stock | $1.861.140 | 0,55% | 16.168 | $-6.163 | Naik ×4 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1.727.661 | 0,51% | 9.349 | $518.065 | Turun ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1.687.813 | 0,50% | 13.710 | $-401.540 | Naik ×2 | ||
| MCD McDonald's Corporation Common Stock | $1.537.199 | 0,45% | 5.687 | $-136.836 | Naik ×2 | ||
| ZTS Zoetis Inc. Class A Common Stock | $1.491.128 | 0,44% | 20.750 | $-531.582 | Naik ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1.441.264 | 0,42% | 8.811 | $-3.623 | Naik ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $1.373.836 | 0,40% | 43.462 | $81.614 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $1.284.290 | 0,38% | 5.736 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $1.272.277 | 0,37% | 17.819 | $-838.023 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $1.268.115 | 0,37% | 5.736 | Naik ×1 | |||
| IEFA | $1.265.198 | 0,37% | 13.100 | $79.255 | |||
| GSSC | $1.211.272 | 0,36% | 13.273 | $253.399 | Naik ×1 | ||
| CDW CDW Corporation - Common Stock | $1.167.247 | 0,34% | 8.300 | $-65.708 | Turun ×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 | Naik ×2 | ||
| V Visa Inc. | $665.938 | 0,20% | 1.941 | $146.690 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $660.666 | 0,19% | 2.625 | $138.690 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $653.721 | 0,19% | 4.458 | $103.693 | Naik ×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 | Turun ×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 | Turun ×1 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $347.813 | 0,10% | 6.259 | $-159.254 | Turun ×1 | ||
| MMM 3M Company Common Stock | $307.629 | 0,09% | 1.900 | $75.261 | Naik ×1 | ||
| FYEE | $290.446 | 0,09% | 10.054 | $-172.121 | Turun ×1 | ||
| IJJ | $236.368 | 0,07% | 1.600 | $24.368 | |||
| WELL Welltower Inc. Common Stock | $216.529 | 0,06% | 954 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AMD | Dipangkas | -862 | +$5.7M |
| GOOGL | Beli lebih banyak | +6K | +$3.7M |
| NVDA | Beli lebih banyak | +8K | +$2.9M |
| WFC | Dipangkas | -30K | -$2.3M |
| GSIE | Beli lebih banyak | +19K | +$2.2M |
| EMGF | Beli lebih banyak | +3K | +$2.1M |
| AMZN | Beli lebih banyak | +4K | +$1.9M |
| GSLC | Beli lebih banyak | +2K | +$1.9M |
| MSFT | Beli lebih banyak | +5K | +$1.7M |
| JHMM | Beli lebih banyak | +5K | +$1.5M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 56.000 | $9.500.920 | 21,7% |
| IVV | 31 Maret 2025 | 11.877 | $6.992.021 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 27.166 | $6.140.233 | -1,9% |
| CALF | 31 Maret 2025 | 81.250 | $3.575.814 | Tidak lagi dilacak |
| AGG | 31 Maret 2025 | 24.962 | $2.418.818 | Tidak lagi dilacak |
| MKTX | 30 Juni 2025 | 10.680 | $2.310.721 | -27,4% |
| PPG | 31 Des. 2025 | 20.134 | $2.116.326 | 10,9% |
| TSLA | 31 Des. 2025 | 2.109 | $937.919 | -22,5% |
| ILMN | 30 Juni 2025 | 9.445 | $749.366 | 120,1% |
| MPC | 31 Des. 2025 | 3.317 | $639.235 | 123,1% |
| ORCL | 31 Maret 2026 | 3.071 | $598.575 | -0,4% |
| VTI | 31 Maret 2026 | 1.551 | $519.917 | Tidak lagi dilacak |
| DVY | 31 Maret 2026 | 3.499 | $493.859 | |
| HDV | 31 Maret 2026 | 4.011 | $487.825 | Tidak lagi dilacak |
| AGG | 31 Maret 2026 | 3.790 | $378.545 | Tidak lagi dilacak |
| JKHY | 31 Des. 2025 | 2.497 | $371.878 | -10,1% |
| VXUS | 31 Maret 2026 | 3.908 | $294.844 | |
| SDEM | 30 Juni 2026 | 8.116 | $263.003 | Tidak lagi dilacak |
| ZBRA | 31 Maret 2025 | 600 | $231.732 | 27,3% |
| GOOG | 31 Maret 2025 | 1.080 | $205.675 | 117,0% |