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Hixon Zuercher, LLC Portfolio

$346.8M across 92 positions as of 2026-09-30, with 35% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
ISHARES TR$18.6M5.4%239,401
GSIEGoldman Sachs ActiveBeta International Equity ETF$16.3M4.7%355,282
NVDANVIDIA Corp$13M3.8%56,964
MSFTMicrosoft Corp$12.7M3.7%24,736
JNJJohnson & Johnson$12.3M3.5%46,331
XOMExxonmobil Holdings Corp$10.8M3.1%66,053
ISHARES INC$10M2.9%140,054
JPMJPMorgan Chase & Co$9.8M2.8%29,488
AAPLApple Inc$9.3M2.7%27,840
AMZNAmazon.com Inc$9.2M2.6%36,823
AMDAdvanced Micro Devices Inc$9.1M2.6%14,954
GOOGLAlphabet Inc$9M2.6%26,146
GSGoldman Sachs Group Inc$7.9M2.3%8,810
DELLDell Technologies Inc$7.3M2.1%13,601
MAMastercard Inc$7.2M2.1%13,077
SHViShares 0-1 Year Treasury Bond ETF$7.1M2.0%64,000
METAMeta Platforms Inc$6.9M2.0%9,451
JHMMJOHN HANCOCK EXCHANGE TRADED$6.4M1.8%89,628
SYKStryker Corp$5.8M1.7%21,010
LLYEli Lilly and Co$5.7M1.6%4,899
SCHWCharles Schwab Corp$5.5M1.6%56,278
ANETArista Networks Inc$5.5M1.6%27,008
WMTWalmart Inc$5.4M1.6%51,986
NEENextera Energy Inc$5.1M1.5%67,701
CATCaterpillar Inc$5M1.4%6,199
UNPUnion Pacific Corp$4.3M1.2%15,894
TLTiShares 20+ Year Treasury Bond ETF$4.2M1.2%53,724
APHAmphenol Corp$4M1.1%46,877
PEPPepsiCo Inc$3.9M1.1%30,950
BACBank of America Corp$3.9M1.1%71,827
CRMSalesforce Inc$3.9M1.1%16,779
LOWLowe's Companies Inc$3.8M1.1%20,885
MANHManhattan Associates Inc$3.8M1.1%19,087
AVGOBroadcom Inc$3.6M1.0%10,173
BRK.BBerkshire Hathaway Inc$3.5M1.0%7,020
APDAir Products and Chemicals Inc$3.4M1.0%12,373
BKRBaker Hughes Co$3.4M1.0%62,303
CPRTCopart Inc$3.3M1.0%122,334
PGRProgressive Corp$3.2M0.9%15,331
ADBEAdobe Inc$3M0.9%12,302
CCKCrown Holdings Inc$2.9M0.8%27,687
DISWalt Disney Co$2.8M0.8%26,730
JPSTJPMorgan Ultra-Short Income ETF$2.8M0.8%55,390
DLRDigital Realty Trust Inc$2.7M0.8%15,572
COSTCostco Wholesale Corp$2.7M0.8%2,944
SBUXStarbucks Corp$2.7M0.8%28,219
EWEdwards Lifesciences Corp$2.6M0.8%30,536
GENGen Digital Inc$2.6M0.7%116,620
APPApplovin Corp$2.5M0.7%8,541
DEDeere & Co$2.4M0.7%3,613
PLDPrologis Inc$2.3M0.7%17,971
TDGTransDigm Group Inc$2.3M0.7%2,146
ABTAbbott Laboratories$2.3M0.7%23,358
NYTNew York Times Co$2.1M0.6%33,599
ICEIntercontinental Exchange Inc$2.1M0.6%13,869
DGDollar General Corp$1.9M0.6%16,046
WFCWells Fargo & Co$1.9M0.5%23,354
CDNSCadence Design Systems Inc$1.8M0.5%5,498
AEPAmerican Electric Power Company Inc$1.8M0.5%15,275
QCOMQualcomm Inc$1.7M0.5%9,359
GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1.5M0.4%10,170
ZTSZoetis Inc$1.5M0.4%21,028
AMTAmerican Tower Corp$1.5M0.4%8,965
OCOwens Corning$1.4M0.4%12,378
TSCOTractor Supply Co$1.4M0.4%44,308
MCDMcDonald's Corp$1.3M0.4%5,797
GSSCGOLDMAN SACHS ETF TR$1.3M0.4%15,587
IEFAiShares Core MSCI EAFE ETF$1.3M0.4%13,100
HONHoneywell International Inc$1.2M0.3%5,745
MPCMarathon Petroleum Corp$1.1M0.3%2,769
CDWCDW Corp$1.1M0.3%8,249
HONAHoneywell Aerospace Inc$894.2K0.3%5,770
VVisa Inc$697.5K0.2%1,941
ABBVAbbVie Inc$686.8K0.2%2,625
HSYHershey Co$662.2K0.2%4,202
RSPInvesco S&P 500 Equal Weight ETF$604.1K0.2%2,904
IVViShares Core S&P 500 ETF$554.5K0.2%724
IEMGiShares Core MSCI Emerging Markets ETF$537.3K0.2%6,620
IJRiShares Core S&P Small-Cap ETF$497.4K0.1%3,656
GOOGAlphabet Inc$496.8K0.1%1,458
GPIXGoldman Sachs S&P 500 Premium Income ETF$454.5K0.1%8,141
PGProcter & Gamble Co$429.7K0.1%2,958
FIDELITY GREENWOOD STREET TR$407K0.1%13,709
CCJCameco Corp$346.7K0.1%4,000
MMM3M Co$311.9K0.1%1,900
JEPIJPMorgan Equity Premium Income ETF$303.9K0.1%5,405
HCAHCA Healthcare Inc$243.2K0.1%570
ZBRAZebra Technologies Corp$224K0.1%600
IJJiShares S&P Mid-Cap 400 Value ETF$220.3K0.1%1,600
WELLWelltower Inc$219.6K0.1%954
GLOBAL X FDS$204.6K0.1%6,207
FIRST TR EXCHANGE-TRADED FD$201.1K0.1%9,328

Quarter ending 2026-09-30.

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