Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Hixon Zuercher, LLC Stock Portfolio

Hixon Zuercher, LLC Performance:
2025 Q3: 4.06%YTD: 8.55%2024: 16.11%
Performance for 2025 Q3 is 4.06%, and YTD is 8.55%, and 2024 is 16.11%.

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

In it's latest 13F Holdings report, Hixon Zuercher, LLC reported an equity portfolio of $328.6 Millions as of 30 Sep, 2025.

The top stock holdings of Hixon Zuercher, LLC are GBIL, GBIL, MSFT. The fund has invested 7.1% of it's portfolio in GOLDMAN SACHS ETF TR and 3.7% of portfolio in GOLDMAN SACHS ETF TR.

They significantly reduced their stock positions in GOLDMAN SACHS ETF TR (GBIL), NETFLIX INC (NFLX) and CATERPILLAR INC (CAT). Hixon Zuercher, LLC opened new stock positions in GEN DIGITAL INC, ISHARES TR (IBCE) and INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to ADOBE INC (ADBE), J P MORGAN EXCHANGE TRADED F (BBAX) and PEPSICO INC (PEP).

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

Our best estimate is that Hixon Zuercher, LLC made a return of 4.06% in the last quarter. In trailing 12 months, it's portfolio return was 8.42%.

New Buys

Ticker$ Bought
gen digital inc3,338,060
ishares tr1,172,550
invesco exchange traded fd t565,703
alphabet inc515,108
ishares tr506,903
ishares inc436,390
ishares tr434,442
cameco corp335,440
New stocks bought by Hixon Zuercher, LLC

Additions

Ticker% Inc.
adobe inc27.48
j p morgan exchange traded f24.15
pepsico inc18.84
procter and gamble co17.94
broadcom inc17.15
alphabet inc9.53
goldman sachs etf tr8.82
ishares tr8.52
Additions to existing portfolio by Hixon Zuercher, LLC

Reductions

Ticker% Reduced
goldman sachs etf tr-64.39
netflix inc-53.76
caterpillar inc-49.66
oracle corp-31.45
marathon pete corp-26.53
jpmorgan chase & co.-11.05
dell technologies inc-4.2
advanced micro devices inc-3.95
Hixon Zuercher, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Hixon Zuercher, LLC

Sector Distribution

Hixon Zuercher, LLC has about 26.1% of it's holdings in Others sector.

Sector%
Others26.1
Technology18.2
Financial Services11.8
Healthcare9.8
Communication Services6.5
Industrials6.3
Consumer Cyclical6.1
Consumer Defensive5.9
Energy3.1
Utilities2.9
Real Estate2
Basic Materials1.3

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-CAP38.6
LARGE-CAP34.6
UNALLOCATED26.1

Stocks belong to which Index?

About 70.3% of the stocks held by Hixon Zuercher, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50070.3
Others29.5
Top 5 Winners (%)%
TSLA
tesla inc
40.0 %
GOOG
alphabet inc
33.5 %
ORCL
oracle corp
28.6 %
BKR
baker hughes company
27.1 %
ABBV
abbvie inc
24.7 %
Top 5 Winners ($)$
CAT
caterpillar inc
1.9 M
GOOG
alphabet inc
1.9 M
JNJ
johnson & johnson
1.6 M
AAPL
apple inc
1.6 M
NVDA
nvidia corporation
1.4 M
Top 5 Losers (%)%
JKHY
henry jack & assoc inc
-17.3 %
TDG
transdigm group inc
-13.3 %
CRM
salesforce inc
-13.1 %
AMT
american tower corp new
-12.7 %
NFLX
netflix inc
-10.5 %
Top 5 Losers ($)$
NFLX
netflix inc
-0.7 M
SYK
stryker corporation
-0.6 M
HON
honeywell intl inc
-0.6 M
CRM
salesforce inc
-0.5 M
TDG
transdigm group inc
-0.4 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 87 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Hixon Zuercher, LLC last quarter.

Last Reported on: 14 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions