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Latest Fox Hill Wealth Management Stock Portfolio

$207Million– No. of Holdings #107

Fox Hill Wealth Management Performance:
2026 Q1: -3%YTD: -3%2025: 18.28%
Performance for 2026 Q1 is -3%, and YTD is -3%, and 2025 is 18.28%.

About Fox Hill Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Fox Hill Wealth Management reported an equity portfolio of $207.9 Millions as of 31 Mar, 2026.

The top stock holdings of Fox Hill Wealth Management are MSFT, NVDA, AAPL. The fund has invested 7.8% of it's portfolio in MICROSOFT CORP and 5.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off AMPHENOL CORP NEW (APH), WISDOMTREE TR (DWMF) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), ISHARES SILVER TR (SLV) and ARCHER AVIATION INC (ACHR). Fox Hill Wealth Management opened new stock positions in DOLLAR GEN CORP (DG), MICRON TECHNOLOGY INC (MU) and VULCAN MATLS CO (VMC). The fund showed a lot of confidence in some stocks as they added substantially to CORNING INC (GLW), RTX CORPORATION (RTX) and ISHARES TR (AAXJ).
Fox Hill Wealth Management Equity Portfolio Value
Last Reported on: 13 May, 2026

Fox Hill Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Fox Hill Wealth Management made a return of -3% in the last quarter. In trailing 12 months, it's portfolio return was 18.68%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dollar gen corp3,049,530
micron technology inc2,292,600
vulcan matls co2,266,210
primoris svcs corp696,035
nutrien ltd568,667
lam research corp566,446
cameco corp479,907
vertiv holdings co241,960
New stocks bought by Fox Hill Wealth Management

Additions

Ticker% Inc.
corning inc141
rtx corporation61.16
ishares tr60.97
proshares tr44.04
asml hldg nv36.59
caterpillar inc27.26
robinhood mkts inc25.12
palo alto networks inc12.96
Additions to existing portfolio by Fox Hill Wealth Management

Reductions

Ticker% Reduced
meta platforms inc-74.26
ishares silver tr-64.52
archer aviation inc-61.67
spdr gold tr-47.08
republic svcs inc-40.37
teva pharmaceutical inds ltd-7.91
rigetti computing inc-7.59
d-wave quantum inc-5.39
Fox Hill Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
amphenol corp new-4,560,250
expedia group inc-25,889
wisdomtree tr-426,837
monster beverage corp new-209,539
shopify inc-250,469
adobe inc-308,341
eaton corp plc-216,557
Fox Hill Wealth Management got rid off the above stocks

Sector Distribution

Fox Hill Wealth Management has about 33.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Utilities
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Financial Services
  • Energy
  • Basic Materials
Sector%
Technology33.8
Others15.1
Industrials12.4
Utilities11.8
Healthcare7.1
Consumer Cyclical5.9
Consumer Defensive4.6
Communication Services4.6
Financial Services2.2
Energy1.4
Basic Materials1.1

Market Cap. Distribution

Fox Hill Wealth Management has about 82.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP48.4
LARGE-CAP33.8
UNALLOCATED15.1
MID-CAP2.7

Stocks belong to which Index?

About 77.4% of the stocks held by Fox Hill Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50074.6
Others22.6
RUSSELL 20002.8
Top 5 Winners (%)%
OXY
occidental pete corp
58.0 %
SU
suncor energy inc new
49.0 %
XOM
exxon mobil corp
40.8 %
XLB
select sector spdr tr
36.8 %
DVA
davita inc
35.3 %
Top 5 Winners ($)$
CAT
caterpillar inc
0.6 M
LMT
lockheed martin corp
0.6 M
GLW
corning inc
0.6 M
ETR
entergy corp new
0.5 M
GLD
spdr gold tr
0.5 M
Top 5 Losers (%)%
LIDR
aeye inc
-57.4 %
QBTS
d-wave quantum inc
-43.6 %
HOOD
robinhood mkts inc
-36.3 %
RGTI
rigetti computing inc
-35.2 %
ALCC
oklo inc
-30.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.9 M
LLY
eli lilly & co
-1.5 M
HOOD
robinhood mkts inc
-1.1 M
PLTR
palantir technologies inc
-1.0 M
NVDA
nvidia corporation
-0.8 M

Fox Hill Wealth Management Holdings Map

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

Current Stock Holdings of Fox Hill Wealth Management

Fox Hill Wealth Management has 107 stocks in it's portfolio. About 36.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Fox Hill Wealth Management last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions