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Latest Hixon Zuercher, LLC Stock Portfolio

$340Million | No. of Holdings #88

Hixon Zuercher, LLC Performance

2026 Q2+8.76%
YTD+7.27%
2025+13.56%

About Hixon Zuercher, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hixon Zuercher, LLC reported an equity portfolio of $340.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Hixon Zuercher, LLC are GBIL, GBIL, JNJ. The fund has invested 7.1% of it's portfolio in GOLDMAN SACHS ETF TR and 4% of portfolio in GOLDMAN SACHS ETF TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and GLOBAL X FDS (BITS) stocks. They significantly reduced their stock positions in DELL TECHNOLOGIES INC (DELL), WELLS FARGO & CO (WFC) and FIDELITY GREENWOOD STREET TR. Hixon Zuercher, LLC opened new stock positions in UNION PAC CORP (UNP), ARISTA NETWORKS INC (ANET) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to TRACTOR SUPPLY CO (TSCO), ALPHABET INC (GOOG) and MICROSOFT CORP (MSFT).
Hixon Zuercher, LLC Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$340Million
  as of Jul 20, 2026

Hixon Zuercher, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hixon Zuercher, LLC made a return of 8.76% in the last quarter. In trailing 12 months, it's portfolio return was 14.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
union pac corp4,292,110
arista networks inc4,042,970
honeywell intl inc1,284,290
honeywell aerospace inc1,268,120
marathon pete corp808,739
welltower inc216,529
New stocks bought by Hixon Zuercher, LLC

Additions

Ticker% Inc.
tractor supply co52.36
alphabet inc28.98
microsoft corp26.23
zoetis inc21.27
3m co18.75
meta platforms inc17.23
procter & gamble co17.07
nvidia corporation16.72
Additions to existing portfolio by Hixon Zuercher, LLC

Reductions

Ticker% Reduced
dell technologies inc-63.36
wells fargo & co-52.67
fidelity greenwood street tr-41.03
goldman sachs etf tr-38.23
j p morgan exchange traded f-37.47
caterpillar inc-35.3
berkshire hathaway inc del-26.97
netflix inc.-18.81
Hixon Zuercher, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-9,500,920
honeywell intl inc-6,140,230
global x fds-263,003
Hixon Zuercher, LLC got rid off the above stocks

Sector Distribution

Hixon Zuercher, LLC has about 26.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Real Estate
  • Energy
Sector%
Others26.8
Technology19.3
Financial Services12.3
Healthcare9.6
Industrials6.7
Communication Services6.6
Consumer Cyclical6.5
Consumer Defensive4.9
Utilities3.1
Real Estate2
Energy1.2

Market Cap. Distribution

Hixon Zuercher, LLC has about 72.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP40.1
LARGE-CAP32.3
UNALLOCATED26.8

Stocks belong to which Index?

About 68.5% of the stocks held by Hixon Zuercher, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50068.5
Others31.5
Top 5 Winners (%)%
AMD
advanced micro devices inc
180.7 %
DELL
dell technologies inc
111.3 %
OC
owens corning new
44.3 %
QCOM
qualcomm inc
43.4 %
CAT
caterpillar inc
41.4 %
Top 5 Winners ($)$
DELL
dell technologies inc
6.9 M
AMD
advanced micro devices inc
6.1 M
CAT
caterpillar inc
2.8 M
EMGF
ishares inc
1.9 M
GOOG
alphabet inc
1.7 M
Top 5 Losers (%)%
ZTS
zoetis inc
-37.0 %
TSCO
tractor supply co
-26.4 %
NFLX
netflix inc.
-23.3 %
DOX
amdocs ltd
-22.1 %
ICE
intercontinental exchange in
-21.5 %
Top 5 Losers ($)$
ZTS
zoetis inc
-0.9 M
PEP
pepsico inc
-0.7 M
DOX
amdocs ltd
-0.6 M
CPRT
copart inc
-0.6 M
WMT
walmart inc
-0.6 M

Hixon Zuercher, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hixon Zuercher, LLC

Hixon Zuercher, LLC has 88 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. ZTS proved to be the most loss making stock for the portfolio. DELL was the most profitable stock for Hixon Zuercher, LLC last quarter.

$340.81MTotal Value
91.00Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Hixon Zuercher, LLC, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hixon Zuercher, LLC's holding in Ishares Tr over time
1.6%49,394
$5.45M
1.6%
increased 3.24 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Hixon Zuercher, LLC's holding in J P Morgan Exchange Traded F over time
1.17%78,706
$3.98M
1.17%
increased 1.67 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Hixon Zuercher, LLC's holding in J P Morgan Exchange Traded F over time
0.12%7,052
$398.3K
0.12%
decreased 37.47 percentreduced
BITS
Global X Fds

Global X Fds

BITS
Hixon Zuercher, LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CCJ
Cameco Corp

Cameco Corp

CCJ
Hixon Zuercher, LLC's holding in Cameco Corp over time
0.12%4,000
$407.4K
0.12%
unchanged 0 percentunchanged