Hixon Zuercher, LLC — 13F Holdings & Portfolio
CIK 1806752 · latest 13F-HR filed 2026-07-20
Hixon Zuercher, LLC manages $340.8M in 13F-reported U.S. long-equity assets across 88 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GSIE (7.06%), GSLC (4.03%), JNJ (3.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 3, added to 39, and trimmed 24.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 301
FINDLAY, OH 45840
$340.8M
Long-equity book
88
Distinct positions
2026-06-30
Filed 2026-07-20
+6 / −3 / ↑39 / ↓24
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ADVANCED MICRO DEVICES INC$5.7M +170.6%
- ALPHABET INC$3.7M +60.3%
- NVIDIA CORPORATION$2.9M +33.9%
- GOLDMAN SACHS ETF TR$2.2M +9.9%
- ISHARES INC$2.1M +23.6%
Top Trims
- WELLS FARGO & CO-$2.3M -50.9%
- BERKSHIRE HATHAWAY INC DEL-$1.1M -23.7%
- LOWES COS INC-$916.1K -16.7%
- NETFLIX INC.-$838.0K -39.7%
- PEPSICO INC-$756.9K -13.5%
New Positions
- UNION PAC CORP$4.3M
- ARISTA NETWORKS INC$4.0M
- HONEYWELL INTL INC$1.3M
- HONEYWELL AEROSPACE INC$1.3M
- MARATHON PETE CORP$808.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $24.1M | 7.06% | 526,508 | SH |
| 2 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $13.7M | 4.03% | 96,746 | SH |
| 3 | JOHNSON & JOHNSON | JNJ | 478160104 | $12.0M | 3.51% | 47,061 | SH |
| 4 | JOHN HANCOCK EXCHANGE TRADED | JHMM | 47804J206 | $11.5M | 3.36% | 152,829 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.4M | 3.35% | 57,102 | SH |
| 6 | ISHARES INC | EMGF | 46434G889 | $11.0M | 3.24% | 150,551 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $9.9M | 2.92% | 27,802 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.7M | 2.86% | 29,750 | SH |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $9.1M | 2.67% | 15,649 | SH |
| 10 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $9.1M | 2.66% | 8,968 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $8.8M | 2.58% | 36,944 | SH |
| 12 | NEXTERA ENERGY INC | NEE | 65339F101 | $8.5M | 2.49% | 96,673 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $8.2M | 2.40% | 21,938 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $8.2M | 2.39% | 28,191 | SH |
| 15 | STRYKER CORPORATION | SYK | 863667101 | $7.3M | 2.13% | 23,068 | SH |
| 16 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.8M | 1.99% | 13,186 | SH |
| 17 | CATERPILLAR INC | CAT | 149123101 | $6.6M | 1.93% | 6,162 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $6.0M | 1.76% | 10,635 | SH |
| 19 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $6.0M | 1.75% | 13,837 | SH |
| 20 | WALMART INC | WMT | 931142103 | $5.9M | 1.73% | 51,921 | SH |
| 21 | ISHARES TR | SHV | 464288679 | $5.5M | 1.60% | 49,394 | SH |
| 22 | ISHARES TR | TLT | 464287432 | $5.4M | 1.59% | 62,862 | SH |
| 23 | PEPSICO INC | PEP | 713448108 | $4.8M | 1.42% | 35,681 | SH |
| 24 | LOWES COS INC | LOW | 548661107 | $4.6M | 1.34% | 20,724 | SH |
| 25 | SCHWAB CHARLES CORP | SCHW | 808513105 | $4.5M | 1.32% | 48,603 | SH |
| 26 | UNION PAC CORP | UNP | 907818108 | $4.3M | 1.26% | 15,780 | SH |
| 27 | AMPHENOL CORP | APH | 032095101 | $4.2M | 1.23% | 23,720 | SH |
| 28 | BANK OF AMER CORP | BAC | 060505104 | $4.1M | 1.22% | 72,756 | SH |
| 29 | ARISTA NETWORKS INC | ANET | 040413205 | $4.0M | 1.19% | 23,799 | SH |
| 30 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $4.0M | 1.17% | 78,706 | SH |
| 31 | BROADCOM INC | AVGO | 11135F101 | $3.9M | 1.13% | 10,195 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.5M | 1.04% | 7,053 | SH |
| 33 | BAKER HUGHES COMPANY | BKR | 05722G100 | $3.4M | 1.01% | 61,739 | SH |
| 34 | COPART INC | CPRT | 217204106 | $3.4M | 1.00% | 121,102 | SH |
| 35 | PROGRESSIVE CORP | PGR | 743315103 | $3.3M | 0.97% | 15,072 | SH |
| 36 | CROWN HLDGS INC | CCK | 228368106 | $3.0M | 0.89% | 27,243 | SH |
| 37 | GEN DIGITAL INC | GEN | 668771108 | $2.9M | 0.86% | 118,159 | SH |
| 38 | STARBUCKS CORP | SBUX | 855244109 | $2.9M | 0.84% | 28,170 | SH |
| 39 | TRANSDIGM GROUP INC | TDG | 893641100 | $2.8M | 0.84% | 2,139 | SH |
| 40 | DIGITAL RLTY TR INC | DLR | 253868103 | $2.8M | 0.82% | 15,569 | SH |
| 41 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $2.8M | 0.81% | 30,496 | SH |
| 42 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.7M | 0.81% | 2,938 | SH |
| 43 | MANHATTAN ASSOCIATES INC | MANH | 562750109 | $2.7M | 0.80% | 19,655 | SH |
| 44 | SALESFORCE INC | CRM | 79466L302 | $2.7M | 0.78% | 16,995 | SH |
| 45 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $2.6M | 0.76% | 8,885 | SH |
| 46 | ADOBE INC | ADBE | 00724F101 | $2.5M | 0.75% | 12,436 | SH |
| 47 | DISNEY WALT CO | DIS | 254687106 | $2.5M | 0.74% | 26,355 | SH |
| 48 | PROLOGIS INC. | PLD | 74340W103 | $2.5M | 0.72% | 18,143 | SH |
| 49 | HCA HEALTHCARE INC | HCA | 40412C101 | $2.4M | 0.72% | 6,259 | SH |
| 50 | DEERE & CO | DE | 244199105 | $2.3M | 0.69% | 3,683 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $340.8M | 88 | 0002085853-26-000772 |
| 2026-03-31 | 2026-04-20 | $321.1M | 85 | 0002085853-26-000411 |
| 2025-12-31 | 2026-01-26 | $329.8M | 88 | 0002085853-26-000082 |