Arkolith/Funds/Hixon Zuercher, LLC

Hixon Zuercher, LLC

CIK 1806752
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

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.
Opened
19
new positions
Added to
39
existing
Trimmed
36
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.4%
+13.9%/yr · since Oct '24
Their reported book
+23.4%
held from quarter-end
S&P 500
+29.7%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Hixon Zuercher, LLC (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
36%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

ETF / fund or unclassified
25%
Information Technology
25%
Financials
13%
Consumer Discretionary
11%
Health Care
10%
Industrials
7%
Utilities
3%
Materials
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hixon Zuercher, LLC

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$15.1B
IFP Advisors, Inc80 / 80$1.2B
Kestra Advisory Services, LLC79 / 80$6.4B
Blue Trust, Inc.79 / 80$695.0M
BlackRock, Inc.78 / 80$2.3T
FMR LLC78 / 80$791.4B
MORGAN STANLEY78 / 80$558.9B
JPMORGAN CHASE & CO78 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

88 positions
#SecurityValueShares% PortLast moveHistory
1Goldman Sachs ETF TR
ACTIVEBETA INT
$24.1M526.5K
7.1%
+3.7%
Added · +19K sh
2Goldman Sachs ETF TR
ACTIVEBETA US LG
$13.7M96.7K
4.0%
+2.2%
Added · +2K sh
3Johnson & Johnson
COM
$12.0M47.1K
3.5%
−1.8%
Reduced · −877 sh
4John Hancock Exchange Traded
MULTIFACTOR MI
$11.5M152.8K
3.4%
+3.5%
Added · +5K sh
5Nvidia Corporation
COM
$11.4M57.1K
3.4%
+17%
Added · +8K sh
6Ishares Inc
EMNG MKTS EQT
$11.0M150.6K
3.2%
+1.9%
Added · +3K sh
7Alphabet Inc
CAP STK CL A
$9.9M27.8K
2.9%
+29%
Added · +6K sh
8JPMorgan Chase & Co
COM
$9.7M29.8K
2.9%
−1.4%
Reduced · −435 sh
9Advanced Micro Devices Inc
COM
$9.1M15.6K
2.7%
−5.2%
Reduced · −862 sh
10Goldman Sachs Group Inc
COM
$9.1M9.0K
2.7%
−3.2%
Reduced · −297 sh
11Amazon Com Inc
COM
$8.8M36.9K
2.6%
+12%
Added · +4K sh
12NextEra Energy Inc
COM
$8.5M96.7K
2.5%
+0.2%
Added · +157 sh
13Microsoft Corp
COM
$8.2M21.9K
2.4%
+26%
Added · +5K sh
14Apple Inc
COM
$8.2M28.2K
2.4%
−1.4%
Reduced · −412 sh
15Stryker Corporation
COM
$7.3M23.1K
2.1%
−0.3%
Reduced · −67 sh
16Mastercard Incorporated
CL A
$6.8M13.2K
2.0%
+0.5%
Added · +70 sh
17Caterpillar Inc
COM
$6.6M6.2K
1.9%
−35%
Reduced · −3K sh
18Meta Platforms Inc
CL A
$6.0M10.6K
1.8%
+17%
Added · +2K sh
19Dell Technologies Inc
CL C
$6.0M13.8K
1.8%
−63%
Reduced · −24K sh
20Walmart Inc
COM
$5.9M51.9K
1.7%
−2.1%
Reduced · −1K sh
21Ishares TR
TRUST ISHARE 0-1
$5.5M49.4K
1.6%
+3.2%
Added · +2K sh
22Ishares TR
20 YR TR BD ETF
$5.4M62.9K
1.6%
+3.4%
Added · +2K sh
23Pepsico Inc
COM
$4.8M35.7K
1.4%
−0.8%
Reduced · −304 sh
24Lowes Cos Inc
COM
$4.6M20.7K
1.3%
−11%
Reduced · −2K sh
25Schwab Charles Corp
COM
$4.5M48.6K
1.3%
−0.6%
Reduced · −282 sh
26Union Pac Corp
COM
$4.3M15.8K
1.3%
New
New position
27Amphenol Corp
CL A
$4.2M23.7K
1.2%
−2.1%
Reduced · −512 sh
28Bank Of Amer Corp
COM
$4.1M72.8K
1.2%
+1.9%
Added · +1K sh
29Arista Networks Inc
COM SHS
$4.0M23.8K
1.2%
New
New position
30J P Morgan Exchange Traded F
ULTRA SHRT ETF
$4.0M78.7K
1.2%
+1.7%
Added · +1K sh
31Broadcom Inc
COM
$3.9M10.2K
1.1%
−1.3%
Reduced · −136 sh
32Berkshire Hathaway Inc Del
CL B NEW
$3.5M7.1K
1.0%
−27%
Reduced · −3K sh
33Baker Hughes Company
CL A
$3.4M61.7K
1.0%
+5.1%
Added · +3K sh
34Copart Inc
COM
$3.4M121.1K
1.0%
+2.0%
Added · +2K sh
35Progressive Corp
COM
$3.3M15.1K
1.0%
+9.4%
Added · +1K sh
36Crown Hldgs Inc
COM
$3.0M27.2K
0.9%
+8.8%
Added · +2K sh
37Gen Digital Inc
COM
$2.9M118.2K
0.9%
−7.0%
Reduced · −9K sh
38Starbucks Corp
COM
$2.9M28.2K
0.8%
−2.5%
Reduced · −725 sh
39Transdigm Group Inc
COM
$2.8M2.1K
0.8%
+10%
Added · +200 sh
40Digital Rlty TR Inc
COM
$2.8M15.6K
0.8%
−2.6%
Reduced · −418 sh
41Edwards Lifesciences Corp
COM
$2.8M30.5K
0.8%
−1.4%
Reduced · −421 sh
42Costco Wholesale Corporation
COM
$2.7M2.9K
0.8%
−0.9%
Reduced · −27 sh
43Manhattan Associates Inc
COM
$2.7M19.7K
0.8%
−1.5%
Reduced · −303 sh
44Salesforce Inc
COM
$2.7M17.0K
0.8%
−0.3%
Reduced · −59 sh
45Air Products And Chemicals I
COM
$2.6M8.9K
0.8%
+2.9%
Added · +253 sh
46Adobe Inc
COM
$2.5M12.4K
0.7%
−0.4%
Reduced · −50 sh
47Disney Walt Co
COM
$2.5M26.4K
0.7%
+4.9%
Added · +1K sh
48Prologis Inc.
COM
$2.5M18.1K
0.7%
−1.3%
Reduced · −242 sh
49Hca Healthcare Inc
COM
$2.4M6.3K
0.7%
−1.1%
Reduced · −73 sh
50Deere & Co
COM
$2.3M3.7K
0.7%
−0.5%
Reduced · −17 sh
Showing 50 of 88 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202688$340.8M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202685$321.1M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202688$329.8M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202587$328.6M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202578$309.5M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202580$283.6M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202579$259.9M13F-HR
Q3 2024Sep 30, 2024Oct 30, 202476$255.3M13F-HR

Data source

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.