Hixon Zuercher, LLC Portfolio Holdings

Hixon Zuercher, LLC

  • $322 Million
  • Q3 2025

Hixon Zuercher, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $322 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $17.9M, Goldman Sachs ETF Tr Activebet with a value of $12.1M, Microsoft Corp with a value of $9.92M, Nvidia Corp with a value of $9.58M, and Jpmorgan Chase & CO with a value of $9.55M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $305M to 322M.

Below you can find more details about Hixon Zuercher, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $68.9 Million
Technology: $65.7 Million
Financial Services: $43.7 Million
Healthcare: $32.1 Million
Consumer Cyclical: $24.2 Million
Communication Services: $21.4 Million
Consumer Defensive: $19.3 Million
Industrials: $16.5 Million
Other: $30.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.9 Million 5.55% of portfolio
567,922
Q3 2025 Added 2.37%
$0
$12.1 Million 3.74% of portfolio
92,543
Q3 2025 Added 8.82%
$0
$9.35 Million 2.9% of portfolio
144,459
Q3 2025 Added 7.74%
$0
$9.26 Million 2.87% of portfolio
163,581
Q3 2025 Reduced 2.18%
$0
$5.25 Million 1.63% of portfolio
47,515
Q3 2025 Added 8.52%
$0
$5.26 Million 1.63% of portfolio
58,903
Q3 2025 Added 7.26%
$0
$3.93 Million 1.22% of portfolio
77,394
Q3 2025 Added 24.15%
$0
$1.17 Million 0.36% of portfolio
13,430
Q3 2025 New
$0
$1.03 Million 0.32% of portfolio
13,748
Q3 2025 Reduced 64.39%
$0
$658,000 0.2% of portfolio
11,536
Q3 2025 Added 4.49%
$0
$565,000 0.18% of portfolio
2,982
Q3 2025 New
$0
$506,000 0.16% of portfolio
757
Q3 2025 New
$0
$494,000 0.15% of portfolio
3,482
Q3 2025 Reduced 0.2%
$0
$488,000 0.15% of portfolio
3,993
Q3 2025 Added 0.6%
$0
$434,000 0.13% of portfolio
3,656
Q3 2025 New
$0
$355,000 0.11% of portfolio
6,620
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $322 Million
  • Prior Value $305 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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