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Hixon Zuercher, LLC

hedge fundUpdated 23 days ago

Managed by Hixon Zuercher, Llc • Latest filing Q3 2026

Portfolio value
$346.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
5.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$328.6M
Q4 2025$329.8M
Q1 2026$321.1M
Q2 2026$340.8M
Q3 2026$346.8M

Top holdings

92 positions as of Q3 2026

View filing
E

ISHARES TR

Value
$18.6M
Shares
239.4K
% Port
5.37%
G

GOLDMAN SACHS ETF TR

-32.5%
Value
$16.3M
Shares
355.3K
% Port
4.70%
N

NVIDIA CORPORATION

-0.2%
Value
$13M
Shares
57.0K
% Port
3.75%
M

MICROSOFT CORP

+12.8%
Value
$12.7M
Shares
24.7K
% Port
3.66%
J

JOHNSON & JOHNSON

-1.6%
Value
$12.3M
Shares
46.3K
% Port
3.54%
X

EXXONMOBIL HOLDINGS CORP

Value
$10.8M
Shares
66.1K
% Port
3.10%
E

ISHARES INC

-7.0%
Value
$10M
Shares
140.1K
% Port
2.89%
J

JPMORGAN CHASE & CO

-0.9%
Value
$9.8M
Shares
29.5K
% Port
2.81%
A

APPLE INC

-1.3%
Value
$9.3M
Shares
27.8K
% Port
2.67%
A

AMAZON COM INC

-0.3%
Value
$9.2M
Shares
36.8K
% Port
2.65%
A

ADVANCED MICRO DEVICES INC

-4.4%
Value
$9.1M
Shares
15.0K
% Port
2.64%
G

ALPHABET INC

-6.0%
Value
$9M
Shares
26.1K
% Port
2.59%
G

GOLDMAN SACHS GROUP INC

-1.8%
Value
$7.9M
Shares
8.8K
% Port
2.29%
D

DELL TECHNOLOGIES INC

-1.7%
Value
$7.3M
Shares
13.6K
% Port
2.11%
M

MASTERCARD INCORPORATED

-0.8%
Value
$7.2M
Shares
13.1K
% Port
2.08%
E

ISHARES TR

+29.6%
Value
$7.1M
Shares
64.0K
% Port
2.04%
M

META PLATFORMS INC

-11.1%
Value
$6.9M
Shares
9.5K
% Port
1.98%
H

JOHN HANCOCK EXCHANGE TRADED

-41.4%
Value
$6.4M
Shares
89.6K
% Port
1.85%
S

STRYKER CORPORATION

-8.9%
Value
$5.8M
Shares
21.0K
% Port
1.67%
L

ELI LILLY & CO

+177.6%
Value
$5.7M
Shares
4.9K
% Port
1.63%

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