Hixon Zuercher, LLC — 13F Holdings & Portfolio
CIK 1806752 · latest 13F-HR filed 2026-04-20
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.
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AUM
$321.1M
Long-equity book
Holdings
85
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+3 / −6 / ↑30 / ↓31
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$2.6M +38.5%
- JOHNSON & JOHNSON$1.5M +14.3%
- DELL TECHNOLOGIES INC$1.4M +29.7%
- NEXTERA ENERGY INC$1.1M +14.5%
- CATERPILLAR INC$1.1M +19.9%
Top Trims
- ISHARES TR-$8.5M -94.5%
- GOLDMAN SACHS ETF TR-$2.4M -9.9%
- MICROSOFT CORP-$1.6M -20.1%
- MASTERCARD INCORPORATED-$947.0K -12.6%
- JPMORGAN CHASE & CO-$926.0K -9.4%
New Positions
- GOLDMAN SACHS ETF TR$507.1K
- FIDELITY GREENWOOD STREET TR$462.6K
- GLOBAL X FDS$263.0K
Exited Positions
- ORACLE CORP$598.6K
- VANGUARD INDEX FDS$519.9K
- ISHARES TR$493.9K
- ISHARES TR$487.8K
- ISHARES TR$378.5K
All Holdings
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 | $21.9M | 6.82% | 507,579 | SH |
| 2 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $11.8M | 3.69% | 94,684 | SH |
| 3 | JOHNSON & JOHNSON | JNJ | 478160104 | $11.7M | 3.65% | 47,938 | SH |
| 4 | JOHN HANCOCK EXCHANGE TRADED | JHMM | 47804J206 | $9.9M | 3.08% | 147,589 | SH |
| 5 | EXXON MOBIL CORP | XOM | 30231G102 | $9.5M | 2.96% | 56,000 | SH |
| 6 | NEXTERA ENERGY INC | NEE | 65339F101 | $9.0M | 2.79% | 96,516 | SH |
| 7 | ISHARES INC | EMGF | 46434G889 | $8.9M | 2.78% | 147,661 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.9M | 2.76% | 30,185 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.5M | 2.66% | 48,922 | SH |
| 10 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $7.8M | 2.44% | 9,265 | SH |
| 11 | STRYKER CORPORATION | SYK | 863667101 | $7.6M | 2.37% | 23,135 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $7.3M | 2.26% | 28,603 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $6.9M | 2.15% | 33,123 | SH |
| 14 | CATERPILLAR INC | CAT | 149123101 | $6.7M | 2.10% | 9,524 | SH |
| 15 | WALMART INC | WMT | 931142103 | $6.6M | 2.05% | 53,061 | SH |
| 16 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.6M | 2.04% | 13,116 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $6.4M | 2.00% | 17,380 | SH |
| 18 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $6.2M | 1.93% | 37,767 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $6.2M | 1.93% | 21,556 | SH |
| 20 | HONEYWELL INTL INC | HON | 438516106 | $6.1M | 1.91% | 27,166 | SH |
| 21 | PEPSICO INC | PEP | 713448108 | $5.6M | 1.74% | 35,985 | SH |
| 22 | LOWES COS INC | LOW | 548661107 | $5.5M | 1.71% | 23,216 | SH |
| 23 | ISHARES TR | SHV | 464288679 | $5.3M | 1.64% | 47,842 | SH |
| 24 | ISHARES TR | TLT | 464287432 | $5.3M | 1.64% | 60,811 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $5.2M | 1.62% | 9,072 | SH |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.6M | 1.44% | 9,658 | SH |
| 27 | SCHWAB CHARLES CORP | SCHW | 808513105 | $4.6M | 1.43% | 48,885 | SH |
| 28 | WELLS FARGO & CO | WFC | 949746101 | $4.5M | 1.41% | 57,054 | SH |
| 29 | COPART INC | CPRT | 217204106 | $3.9M | 1.23% | 118,672 | SH |
| 30 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $3.9M | 1.22% | 77,411 | SH |
| 31 | BAKER HUGHES COMPANY | BKR | 05722G100 | $3.6M | 1.12% | 58,752 | SH |
| 32 | BANK AMERICA CORP | BAC | 060505104 | $3.5M | 1.08% | 71,392 | SH |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $3.4M | 1.05% | 16,511 | SH |
| 34 | BROADCOM INC | AVGO | 11135F101 | $3.2M | 1.00% | 10,331 | SH |
| 35 | SALESFORCE INC | CRM | 79466L302 | $3.2M | 0.99% | 17,054 | SH |
| 36 | AMPHENOL CORP | APH | 032095101 | $3.1M | 0.95% | 24,232 | SH |
| 37 | ADOBE INC | ADBE | 00724F101 | $3.0M | 0.95% | 12,486 | SH |
| 38 | HCA HEALTHCARE INC | HCA | 40412C101 | $3.0M | 0.93% | 6,332 | SH |
| 39 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.0M | 0.92% | 2,965 | SH |
| 40 | DIGITAL RLTY TR INC | DLR | 253868103 | $2.9M | 0.90% | 15,987 | SH |
| 41 | AMDOCS LTD | DOX | G02602103 | $2.8M | 0.86% | 42,507 | SH |
| 42 | PROGRESSIVE CORP | PGR | 743315103 | $2.7M | 0.85% | 13,782 | SH |
| 43 | MANHATTAN ASSOCIATES INC | MANH | 562750109 | $2.7M | 0.83% | 19,958 | SH |
| 44 | STARBUCKS CORP | SBUX | 855244109 | $2.6M | 0.81% | 28,895 | SH |
| 45 | CROWN HLDGS INC | CCK | 228368106 | $2.5M | 0.78% | 25,026 | SH |
| 46 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $2.5M | 0.78% | 8,632 | SH |
| 47 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $2.5M | 0.77% | 30,917 | SH |
| 48 | PROLOGIS INC. | PLD | 74340W103 | $2.4M | 0.76% | 18,385 | SH |
| 49 | DISNEY WALT CO | DIS | 254687106 | $2.4M | 0.75% | 25,126 | SH |
| 50 | ABBOTT LABORATORIES | ABT | 002824100 | $2.4M | 0.75% | 23,537 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $321.1M | 85 | 0002085853-26-000411 |
| 2025-12-31 | 2026-01-26 | $329.8M | 88 | 0002085853-26-000082 |