Hixon Zuercher, LLC holds a diversified book of 88 reported positions worth $340.8M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Union Pacific Corp and trimmed Johnson & Johnson. Their largest long position is Goldman Sachs Activebeta Int at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Hixon Zuercher, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hixon Zuercher, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 51 / 80 | $1.0B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 33 / 80 | $663.8M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.1B |
| Hoey Investments, Inc | 52 / 80 | $625.3M |
| Independent Investors Inc | 26 / 80 | $418.2M |
| Conway Capital Management, Inc. | 16 / 80 | $179.0M |
| Ketron Financial | 17 / 80 | $250.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Hixon Zuercher, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF TR ACTIVEBETA INT | $24.1M | 526.5K | 7.1% | ▲+3.7% Added · +19K sh | |
| 2 | Goldman Sachs ETF TR ACTIVEBETA US LG | $13.7M | 96.7K | 4.0% | ▲+2.2% Added · +2K sh | |
| 3 | Johnson & Johnson COM | $12.0M | 47.1K | 3.5% | ▼−1.8% Reduced · −877 sh | |
| 4 | John Hancock Exchange Traded MULTIFACTOR MI | $11.5M | 152.8K | 3.4% | ▲+3.5% Added · +5K sh | |
| 5 | Nvidia Corporation COM | $11.4M | 57.1K | 3.4% | ▲+17% Added · +8K sh | |
| 6 | Ishares Inc EMNG MKTS EQT | $11.0M | 150.6K | 3.2% | ▲+1.9% Added · +3K sh | |
| 7 | Alphabet Inc CAP STK CL A | $9.9M | 27.8K | 2.9% | ▲+29% Added · +6K sh | |
| 8 | JPMorgan Chase & Co COM | $9.7M | 29.8K | 2.9% | ▼−1.4% Reduced · −435 sh | |
| 9 | Advanced Micro Devices Inc COM | $9.1M | 15.6K | 2.7% | ▼−5.2% Reduced · −862 sh | |
| 10 | Goldman Sachs Group Inc COM | $9.1M | 9.0K | 2.7% | ▼−3.2% Reduced · −297 sh | |
| 11 | Amazon Com Inc COM | $8.8M | 36.9K | 2.6% | ▲+12% Added · +4K sh | |
| 12 | NextEra Energy Inc COM | $8.5M | 96.7K | 2.5% | ▲+0.2% Added · +157 sh | |
| 13 | Microsoft Corp COM | $8.2M | 21.9K | 2.4% | ▲+26% Added · +5K sh | |
| 14 | Apple Inc COM | $8.2M | 28.2K | 2.4% | ▼−1.4% Reduced · −412 sh | |
| 15 | Stryker Corporation COM | $7.3M | 23.1K | 2.1% | ▼−0.3% Reduced · −67 sh | |
| 16 | Mastercard Incorporated CL A | $6.8M | 13.2K | 2.0% | ▲+0.5% Added · +70 sh | |
| 17 | Caterpillar Inc COM | $6.6M | 6.2K | 1.9% | ▼−35% Reduced · −3K sh | |
| 18 | Meta Platforms Inc CL A | $6.0M | 10.6K | 1.8% | ▲+17% Added · +2K sh | |
| 19 | Dell Technologies Inc CL C | $6.0M | 13.8K | 1.8% | ▼−63% Reduced · −24K sh | |
| 20 | Walmart Inc COM | $5.9M | 51.9K | 1.7% | ▼−2.1% Reduced · −1K sh | |
| 21 | Ishares TR TRUST ISHARE 0-1 | $5.5M | 49.4K | 1.6% | ▲+3.2% Added · +2K sh | |
| 22 | Ishares TR 20 YR TR BD ETF | $5.4M | 62.9K | 1.6% | ▲+3.4% Added · +2K sh | |
| 23 | Pepsico Inc COM | $4.8M | 35.7K | 1.4% | ▼−0.8% Reduced · −304 sh | |
| 24 | Lowes Cos Inc COM | $4.6M | 20.7K | 1.3% | ▼−11% Reduced · −2K sh | |
| 25 | Schwab Charles Corp COM | $4.5M | 48.6K | 1.3% | ▼−0.6% Reduced · −282 sh | |
| 26 | Union Pac Corp COM | $4.3M | 15.8K | 1.3% | ▲New New position | |
| 27 | Amphenol Corp CL A | $4.2M | 23.7K | 1.2% | ▼−2.1% Reduced · −512 sh | |
| 28 | Bank Of Amer Corp COM | $4.1M | 72.8K | 1.2% | ▲+1.9% Added · +1K sh | |
| 29 | Arista Networks Inc COM SHS | $4.0M | 23.8K | 1.2% | ▲New New position | |
| 30 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.0M | 78.7K | 1.2% | ▲+1.7% Added · +1K sh | |
| 31 | Broadcom Inc COM | $3.9M | 10.2K | 1.1% | ▼−1.3% Reduced · −136 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $3.5M | 7.1K | 1.0% | ▼−27% Reduced · −3K sh | |
| 33 | Baker Hughes Company CL A | $3.4M | 61.7K | 1.0% | ▲+5.1% Added · +3K sh | |
| 34 | Copart Inc COM | $3.4M | 121.1K | 1.0% | ▲+2.0% Added · +2K sh | |
| 35 | Progressive Corp COM | $3.3M | 15.1K | 1.0% | ▲+9.4% Added · +1K sh | |
| 36 | Crown Hldgs Inc COM | $3.0M | 27.2K | 0.9% | ▲+8.8% Added · +2K sh | |
| 37 | Gen Digital Inc COM | $2.9M | 118.2K | 0.9% | ▼−7.0% Reduced · −9K sh | |
| 38 | Starbucks Corp COM | $2.9M | 28.2K | 0.8% | ▼−2.5% Reduced · −725 sh | |
| 39 | Transdigm Group Inc COM | $2.8M | 2.1K | 0.8% | ▲+10% Added · +200 sh | |
| 40 | Digital Rlty TR Inc COM | $2.8M | 15.6K | 0.8% | ▼−2.6% Reduced · −418 sh | |
| 41 | Edwards Lifesciences Corp COM | $2.8M | 30.5K | 0.8% | ▼−1.4% Reduced · −421 sh | |
| 42 | Costco Wholesale Corporation COM | $2.7M | 2.9K | 0.8% | ▼−0.9% Reduced · −27 sh | |
| 43 | Manhattan Associates Inc COM | $2.7M | 19.7K | 0.8% | ▼−1.5% Reduced · −303 sh | |
| 44 | Salesforce Inc COM | $2.7M | 17.0K | 0.8% | ▼−0.3% Reduced · −59 sh | |
| 45 | Air Products And Chemicals I COM | $2.6M | 8.9K | 0.8% | ▲+2.9% Added · +253 sh | |
| 46 | Adobe Inc COM | $2.5M | 12.4K | 0.7% | ▼−0.4% Reduced · −50 sh | |
| 47 | Disney Walt Co COM | $2.5M | 26.4K | 0.7% | ▲+4.9% Added · +1K sh | |
| 48 | Prologis Inc. COM | $2.5M | 18.1K | 0.7% | ▼−1.3% Reduced · −242 sh | |
| 49 | Hca Healthcare Inc COM | $2.4M | 6.3K | 0.7% | ▼−1.1% Reduced · −73 sh | |
| 50 | Deere & Co COM | $2.3M | 3.7K | 0.7% | ▼−0.5% Reduced · −17 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Hixon Zuercher, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 88 | $340.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 85 | $321.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 88 | $329.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 87 | $328.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 78 | $309.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 80 | $283.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 79 | $259.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 76 | $255.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.