Hixon Zuercher, LLC holds a diversified book of 88 stocks worth $340.8M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Union Pacific Corp and trimmed Johnson & Johnson. Their largest long position is Goldman Sachs Activebeta Int at 7% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Hixon Zuercher, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 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 the ~45-day reporting lag, 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.
75% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Hixon Zuercher, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $15.1B |
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| Kestra Advisory Services, LLC | 79 / 80 | $6.4B |
| Blue Trust, Inc. | 79 / 80 | $695.0M |
| BlackRock, Inc. | 78 / 80 | $2.3T |
| FMR LLC | 78 / 80 | $791.4B |
| MORGAN STANLEY | 78 / 80 | $558.9B |
| JPMORGAN CHASE & CO | 78 / 80 | $539.6B |
Ranked by how many of Hixon Zuercher, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 88 | $340.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 85 | $321.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 88 | $329.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 87 | $328.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 78 | $309.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 80 | $283.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 79 | $259.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 76 | $255.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.