HZ

Hixon Zuercher, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$321.1M

Reporting period: 2026-03-31 · Number of holdings: 85

Hixon Zuercher, LLC disclosed 85 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $321.1M and a quarterly turnover rate of 14.8%.

Personality snowflake

Concentration
8.67
Portfolio Stability
14.84
Momentum/Contrarian
100
Sector conviction
48.97
Diversification
100
Sizing Uniformity
90.77

Recent moves

  • Trim IVV

    -94.2%　-$8.5M

  • Add XOM

    -1.8%　$2.6M

  • Trim GSIE

    -10.3%　-$2.4M

  • Add JNJ

    -3.2%　$1.5M

  • Add DELL

    -0.5%　$1.4M

  • Trim MSFT

    +4.3%　-$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GSIEGoldman Sachs Activebeta IntETF-Commodities6.82%-0.54%-10.26%
2GSLCGoldman Activebeta US Lc ETFETF-Commodities3.69%-0.04%+1.88%
3JNJJohnson & JohnsonStock-Healthcare3.65%+0.54%-3.23%
4JHMMJohn Hancock Multi Fact MidETF-Other3.08%+0.20%+1.89%
5XOMExxon Mobil CORPStock-Energy2.96%+0.88%-1.79%
6NEENextera Energy INCStock-Utilities2.79%+0.42%-1.05%
7EMGFIshares Emerging Markets EquETF-Emerging Markets2.78%-0.08%-9.48%
8JPMJpmorgan Chase & CoStock-Financials2.76%-0.21%-0.81%
9NVDANvidia CORPStock-Tech2.66%-0.13%-0.99%
10GSGoldman Sachs Group INCStock-Financials2.44%-0.08%-2.06%
11SYKStryker CORPStock-Healthcare2.37%-0.06%+1.55%
12AAPLApple INCStock-Tech2.26%-0.12%-1.02%
13AMZNAmazon.com INCStock-Consumer Disc2.15%-0.19%-0.78%
14CATCaterpillar INCStock-Industrials2.10%+0.39%-3.06%
15WMTWalmart INCStock-Consumer Staples2.05%+0.23%-1.65%
16MAMastercard INC - AStock-Financials2.04%-0.23%-0.18%
17MSFTMicrosoft CORPStock-Tech2.00%-0.44%+4.33%
18DELLDell Technologies -cStock-Tech1.93%+0.48%-0.53%
19GOOGLAlphabet Inc-cl AStock-Comm Services1.93%-0.14%-1.20%
20HONHoneywell International INCStock-Industrials1.91%+0.31%+0.35%
21PEPPepsico INCStock-Consumer Staples1.74%+0.23%+3.63%
22LOWLowe's Cos INCStock-Consumer Disc1.71%—-1.19%
23SHVIshares 0-1 Year Treasury BoETF-Gov Bonds1.64%—+0.68%
24TLTIshares 20+ Year Treasury BdETF-Gov Bonds1.64%—+5.63%
25METAMeta Platforms Inc-class AStock-Comm Services1.62%-0.15%+2.53%
26BRK-BBerkshire Hathaway Inc-cl BStock-Other1.44%—-0.31%
27SCHWSchwab (charles) CORPStock-Financials1.43%—-1.03%
28WFCWells Fargo & CoStock-Financials1.41%-0.21%-0.31%
29CPRTCopart INCStock-Industrials1.23%+0.26%+45.76%
30JPSTJpmorgan Ultra-short IncomeETF-Other1.22%—+0.44%
31BKRBaker Hughes CoStock-Energy1.12%+0.30%-0.84%
32BACBank Of America CORPStock-Financials1.08%-0.10%+1.03%
33AMDAdvanced Micro DevicesStock-Tech1.05%—+2.48%
34AVGOBroadcom INCStock-Tech1.00%-0.08%+0.60%
35CRMSalesforce INCStock-Tech0.99%-0.19%+15.84%
36APHAmphenol Corp-cl AStock-Tech0.95%—-0.19%
37ADBEAdobe INCStock-Tech0.95%—+39.62%
38HCAHca Healthcare INCStock-Healthcare0.93%—-2.85%
39COSTCostco Wholesale CORPStock-Consumer Staples0.92%+0.14%-0.74%
40DLRDigital Realty Trust INCStock-Real Estate0.90%+0.14%-1.24%
41DOXAmdocs LimitedStock-Tech0.86%—+31.30%
42PGRProgressive CORPStock-Financials0.85%+0.19%+43.46%
43MANHManhattan Associates INCStock-Tech0.83%+0.13%+50.68%
44SBUXStarbucks CORPStock-Consumer Disc0.81%+0.20%+20.39%
45CCKCrown Holdings INCStock-Consumer Disc0.78%—+6.59%
46APDAir Products & Chemicals INCStock-Materials0.78%+0.16%+4.33%
47EWEdwards Lifesciences CORPStock-Healthcare0.77%—-1.27%
48PLDPrologis INCStock-Real Estate0.76%—-0.57%
49DISWalt Disney Co/theStock-Comm Services0.75%-0.10%+1.63%
50ABTAbbott LaboratoriesStock-Healthcare0.75%-0.13%+1.20%
1–50 of 85

Holding changes this quarter

Hixon Zuercher, LLC's most significant position changes for 2026-03-31: Sold out: Oracle CORP (ORCL); Sold out: Vanguard Total Stock Mkt ETF (VTI); New buy: Gldm SA S&p 500 Pr In Etf-us (GPIX); Sold out: Ishares Select Dividend ETF (DVY); Sold out: Ishares Core High Dividend E (HDV).

Position changes disclosed by Hixon Zuercher, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.9%-1.79%Trim
2JNJJohnson & Johnson+0.5%-3.23%Trim
3DELLDell Technologies -c+0.5%-0.53%Trim
4NEENextera Energy INC+0.4%-1.05%Trim
5CATCaterpillar INC+0.4%-3.06%Trim
6HONHoneywell International INC+0.3%+0.35%Add
7BKRBaker Hughes Co+0.3%-0.84%Trim
8CPRTCopart INC+0.3%+45.76%Add
9PEPPepsico INC+0.2%+3.63%Add
10WMTWalmart INC+0.2%-1.65%Trim
11SBUXStarbucks CORP+0.2%+20.39%Add
12JHMMJohn Hancock Multi Fact Mid+0.2%+1.89%Add
13PGRProgressive CORP+0.2%+43.46%Add
14ZTSZoetis INC+0.2%+44.67%Add
15APDAir Products & Chemicals INC+0.2%+4.33%Add
16NYTNew York Times Co-a+0.2%+0.19%Add
17PFEPfizer INC+0.1%+9.20%Add
18COSTCostco Wholesale CORP+0.1%-0.74%Trim
19DLRDigital Realty Trust INC+0.1%-1.24%Trim
20MANHManhattan Associates INC+0.1%+50.68%Add
21DEDeere & Co+0.1%-0.67%Trim
22GSLCGoldman Activebeta US Lc ETF0%+1.88%Add
23SYKStryker CORP-0.1%+1.55%Add
24EMGFIshares Emerging Markets Equ-0.1%-9.48%Trim
25GSGoldman Sachs Group INC-0.1%-2.06%Trim
26AVGOBroadcom INC-0.1%+0.60%Add
27TDGTransdigm Group INC-0.1%-0.77%Trim
28BACBank Of America CORP-0.1%+1.03%Add
29DISWalt Disney Co/the-0.1%+1.63%Add
30QCOMQualcomm INC-0.1%+2.02%Add
31AAPLApple INC-0.1%-1.02%Trim
32NVDANvidia CORP-0.1%-0.99%Trim
33ABTAbbott Laboratories-0.1%+1.20%Add
34GOOGLAlphabet Inc-cl A-0.1%-1.20%Trim
35METAMeta Platforms Inc-class A-0.2%+2.53%Add
36AMZNAmazon.com INC-0.2%-0.78%Trim
37CRMSalesforce INC-0.2%+15.84%Add
38JPMJpmorgan Chase & Co-0.2%-0.81%Trim
39WFCWells Fargo & Co-0.2%-0.31%Trim
40MAMastercard INC - A-0.2%-0.18%Trim
41MSFTMicrosoft CORP-0.4%+4.33%Add
42GSIEGoldman Sachs Activebeta Int-0.5%-10.26%Trim
43IVVIshares Core S&p 500 ETF-2.6%-94.23%Trim
44ORCLOracle CORP—EXITSold out
45VTIVanguard Total Stock Mkt ETF—EXITSold out
46GPIXGldm SA S&p 500 Pr In Etf-us—NEWNew buy
47DVYIshares Select Dividend ETF—EXITSold out
48HDVIshares Core High Dividend E—EXITSold out
49FYEEFidelity Yld Enhan Eqty ETF—NEWNew buy
50AGGIshares Core U.s. Aggregate—EXITSold out

FAQ

What is Hixon Zuercher, LLC and what type of investor is it?
Hixon Zuercher, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $321.1M, spread across 85 disclosed positions.
What are Hixon Zuercher, LLC's largest equity positions?
Based on the latest 13F filing, Hixon Zuercher, LLC's top holdings by market value are: 1. Goldman Sachs Activebeta Int (GSIE) — $21.9M (6.8%) 2. Goldman Activebeta US Lc ETF (GSLC) — $11.8M (3.7%) 3. Johnson & Johnson (JNJ) — $11.7M (3.6%) 4. John Hancock Multi Fact Mid (JHMM) — $9.9M (3.1%) 5. Exxon Mobil CORP (XOM) — $9.5M (3.0%)
What changes did Hixon Zuercher, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hixon Zuercher, LLC made 50 notable position adjustments: 2 new positions were initiated, 21 existing holdings were added to, 22 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Oracle CORP (ORCL); Sold out: Vanguard Total Stock Mkt ETF (VTI); New buy: Gldm SA S&p 500 Pr In Etf-us (GPIX); Sold out: Ishares Select Dividend ETF (DVY); Sold out: Ishares Core High Dividend E (HDV)
What sectors does Hixon Zuercher, LLC focus on?
Hixon Zuercher, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 24.6% • Information Technology: 23.9% • Health Care: 10.4% • Consumer Discretionary: 9.4% • Communication Services: 9.2% • Consumer Staples: 8.8%