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Latest Hixon Zuercher, LLC Stock Portfolio

Hixon Zuercher, LLC Performance:
2026 Q1: -1.37%YTD: -1.37%2025: 13.56%
Performance for 2026 Q1 is -1.37%, and YTD is -1.37%, and 2025 is 13.56%.

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

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hixon Zuercher, LLC reported an equity portfolio of $321.1 Millions as of 31 Mar, 2026.

The top stock holdings of Hixon Zuercher, LLC are GBIL, GBIL, JNJ. The fund has invested 6.8% of it's portfolio in GOLDMAN SACHS ETF TR and 3.7% of portfolio in GOLDMAN SACHS ETF TR.

The fund managers got completely rid off ORACLE CORP (ORCL), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), GOLDMAN SACHS ETF TR (GBIL) and ISHARES INC (EMGF). Hixon Zuercher, LLC opened new stock positions in GOLDMAN SACHS ETF TR (GBUY), FIDELITY GREENWOOD STREET TR and GLOBAL X FDS (BITS). The fund showed a lot of confidence in some stocks as they added substantially to MANHATTAN ASSOCIATES INC (MANH), GEN DIGITAL INC and CDW CORP (CDW).

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

Our best estimate is that Hixon Zuercher, LLC made a return of -1.37% in the last quarter. In trailing 12 months, it's portfolio return was 14.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
goldman sachs etf tr507,067
fidelity greenwood street tr462,567
global x fds263,003
New stocks bought by Hixon Zuercher, LLC

Additions

Ticker% Inc.
manhattan associates inc50.68
gen digital inc49.63
cdw corp48.12
copart inc45.76
zoetis inc44.67
owens corning new44.3
progressive corp43.46
adobe inc39.62
Additions to existing portfolio by Hixon Zuercher, LLC

Reductions

Ticker% Reduced
ishares tr-94.23
goldman sachs etf tr-10.26
ishares inc-9.48
goldman sachs etf tr-4.25
johnson & johnson-3.23
caterpillar inc-3.06
hca healthcare inc-2.85
goldman sachs group inc-2.06
Hixon Zuercher, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-487,825
vanguard star fds-294,844
ishares tr-378,545
ishares tr-493,859
oracle corp-598,575
vanguard index fds-519,917
Hixon Zuercher, LLC got rid off the above stocks

Sector Distribution

Hixon Zuercher, LLC has about 26% of it's holdings in Others sector.

Sector%
Others26
Technology15.4
Financial Services12.8
Healthcare10.5
Industrials7
Consumer Cyclical6.4
Communication Services5.8
Consumer Defensive5.7
Energy4.1
Utilities3.4
Real Estate2.1

Market Cap. Distribution

Hixon Zuercher, LLC has about 73.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP40.1
LARGE-CAP33.1
UNALLOCATED26

Stocks belong to which Index?

About 69.4% of the stocks held by Hixon Zuercher, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50069.4
Others30.6
Top 5 Winners (%)%
XOM
exxon mobil corp
40.6 %
BKR
baker hughes company
33.9 %
DELL
dell technologies inc
30.3 %
CAT
caterpillar inc
23.3 %
DE
deere & co
20.9 %
Top 5 Winners ($)$
XOM
exxon mobil corp
2.8 M
JNJ
johnson & johnson
1.8 M
DELL
dell technologies inc
1.4 M
CAT
caterpillar inc
1.3 M
NEE
nextera energy inc
1.2 M
Top 5 Losers (%)%
CRM
salesforce inc
-28.1 %
ADBE
adobe inc
-27.4 %
gen digital inc
-27.0 %
QCOM
qualcomm inc
-24.5 %
MSFT
microsoft corp
-23.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.9 M
CRM
salesforce inc
-1.2 M
ADBE
adobe inc
-1.1 M
MA
mastercard incorporated
-0.9 M
gen digital inc
-0.9 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 85 stocks in it's portfolio. About 33.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Hixon Zuercher, LLC last quarter.

Last Reported on: 20 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions