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CIK: 0001806752
Total reported value
$346.8M
$346.8M
88 檔
20.9%
In Q2 2026, Hixon Zuercher, LLC's U.S. equity holdings reached a combined market value of $346.8M, distributed across 88 disclosed stock positions.
Hixon Zuercher, LLC executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 3 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 7.06% | -2.36% | +3.73% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.03% | -3.60% | +2.18% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.51% | +0.03% | -1.83% | |
| 4 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.36% | -1.51% | +3.55% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.40% | +16.72% | |
| 6 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 3.24% | -0.35% | +1.96% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.92% | -0.33% | +28.98% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.86% | -0.05% | -1.44% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.67% | -0.03% | -5.22% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.66% | -0.37% | -3.21% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.07% | +11.54% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 2.49% | -1.01% | +0.16% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | +1.26% | +26.23% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.28% | -1.44% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 2.13% | -0.46% | -0.29% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.99% | +0.09% | +0.53% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.93% | -0.48% | -35.30% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | +0.22% | +17.23% | |
| 19 | DELL | Dell Technologies -c | Stock-Tech | 1.75% | +0.36% | -63.36% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.17% | -2.15% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.60% | +0.44% | +3.24% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.59% | -0.39% | +3.37% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.42% | -0.29% | -0.84% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.34% | -0.23% | -10.73% | |
| 25 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.32% | +0.27% | -0.58% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.26% | -0.01% | — | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.23% | -0.09% | -2.11% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 1.22% | -0.09% | +1.91% | |
| 29 | ANET | Arista Networks Inc | Stock-Tech | 1.19% | +0.40% | — | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.17% | -0.37% | +1.67% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | -0.10% | -1.32% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.03% | -26.97% | |
| 33 | BKR | Baker Hughes Co | Stock-Energy | 1.01% | -0.02% | +5.08% | |
| 34 | CPRT | Copart Inc | Stock-Industrials | 1.00% | -0.04% | +2.05% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.97% | -0.05% | +9.36% | |
| 36 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.89% | -0.05% | +8.86% | |
| 37 | GEN | Gen Digital Inc | Stock-Tech | 0.86% | -0.12% | -7.03% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.84% | -0.08% | -2.51% | |
| 39 | TDG | Transdigm Group Inc | Stock-Industrials | 0.84% | -0.17% | +10.31% | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.82% | -0.03% | -2.61% | |
| 41 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.81% | -0.05% | -1.36% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.04% | -0.91% | |
| 43 | MANH | Manhattan Associates Inc | Stock-Tech | 0.80% | +0.29% | -1.52% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.78% | +0.33% | -0.35% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.76% | +0.23% | +2.93% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.75% | +0.10% | -0.40% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.74% | +0.07% | +4.89% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.72% | -0.05% | -1.32% | |
| 49 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.72% | -0.65% | -1.15% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.69% | +0.01% | -0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.6% | -5.22% | Trim |
| 2 | UNP | Union Pacific CORP | +1.3% | NEW | New buy |
| 3 | ANET | Arista Networks Inc | +1.2% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | +28.98% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | +16.72% | Add |
| 6 | EMGF | Ishares Emerging Markets Equ | +0.5% | +1.96% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | +11.54% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +26.23% | Add |
| 9 | ✓ | +0.4% | NEW | New buy | |
| 10 | ✓ | +0.4% | NEW | New buy | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | +0.3% | +2.18% | Add |
| 12 | JHMM | John Hancock Multi Fact Mid | +0.3% | +3.55% | Add |
| 13 | APH | Amphenol Corp-cl A | +0.3% | -2.11% | Trim |
| 14 | GSIE | Goldman Sachs Activebeta Int | +0.2% | +3.73% | Add |
| 15 | MPC | Marathon Petroleum CORP | +0.2% | NEW | New buy |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | -3.21% | Trim |
| 17 | OC | Owens Corning | +0.2% | +8.34% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +17.23% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +1.91% | Add |
| 20 | TDG | Transdigm Group Inc | +0.1% | +10.31% | Add |
| 21 | AAPL | Apple Inc | +0.1% | -1.44% | Trim |
| 22 | AVGO | Broadcom Inc | +0.1% | -1.32% | Trim |
| 23 | QCOM | Qualcomm Inc | +0.1% | -0.47% | Trim |
| 24 | PGR | Progressive CORP | +0.1% | +9.36% | Add |
| 25 | LLY | Eli Lilly & Co | +0.1% | +0.86% | Add |
| 26 | GEN | Gen Digital Inc | +0.1% | -7.03% | Trim |
| 27 | CCK | Crown Holdings Inc | +0.1% | +8.86% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -1.44% | Trim |
| 29 | GSSC | Goldman Sachs Activebeta US | +0.1% | +3.30% | Add |
| 30 | WELL | Welltower Inc | +0.1% | NEW | New buy |
| 31 | EW | Edwards Lifesciences CORP | 0% | -1.36% | Trim |
| 32 | DE | Deere & Co | 0% | -0.46% | Trim |
| 33 | V | Visa Inc-class A Shares | 0% | +12.98% | Add |
| 34 | SBUX | Starbucks CORP | 0% | -2.51% | Trim |
| 35 | ABBV | Abbvie Inc | 0% | +9.38% | Add |
| 36 | PG | Procter & Gamble Co/the | 0% | +17.07% | Add |
| 37 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 39 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 40 | MMM | 3m Co | 0% | +18.75% | Add |
| 41 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | -4.11% | Trim |
| 43 | TSCO | Tractor Supply Company | — | +52.36% | Add |
| 44 | IEFA | Ishares Core Msci Eafe ETF | — | — | Unchanged |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | — | — | Unchanged |
| 46 | DIS | Walt Disney Co/the | 0% | +4.89% | Add |
| 47 | APD | Air Products & Chemicals Inc | 0% | +2.93% | Add |
| 48 | AEP | American Electric Power | 0% | -0.70% | Trim |
| 49 | CCJ | Cameco CORP | 0% | — | Unchanged |
| 50 | MANH | Manhattan Associates Inc | 0% | -1.52% | Trim |
According to official SEC Form 13F filings, Hixon Zuercher, LLC reported a total U.S. public equity portfolio value of $346.8M across 88 disclosed positions in Q2 2026.
During Q2 2026, Hixon Zuercher, LLC's top holdings by market value included GSIE (7.1%)、GSLC (4.0%)、JNJ (3.5%). The largest single position, GSIE, represented 7.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSIE, GSLC, JNJ) accounted for 20.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
UNP
市值: $4.3M
Top Position Liquidated / Trimmed
XOM
前期市值: $9.5M
In Q2 2026, Hixon Zuercher, LLC made 84 total portfolio adjustments, initiating 6 new buys, adding to 39 positions, trimming 36 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.