Hixon Zuercher, LLC Top Holdings and 13F Report (2026)

About Hixon Zuercher, LLC

Investment Activity

Hixon Zuercher, LLC has $340.81 million in total holdings as of June 30, 2026.
Hixon Zuercher, LLC owns shares of 88 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 7.25% of the portfolio was purchased this quarter.
About 11.06% of the portfolio was sold this quarter.
This quarter, Hixon Zuercher, LLC has purchased 85 new stocks and bought additional shares in 39 stocks.
Hixon Zuercher, LLC sold shares of 36 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Goldman Sachs ActiveBeta International Equity ETF: $24,061,401
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: $13,727,228
Johnson & Johnson: $11,952,063
John Hancock Multifactor Mid Cap ETF: $11,456,031
NVIDIA: $11,425,529

Largest New Holdings this Quarter

907818108 - Union Pacific: $4,292,111 Holding
040413205 - ARISTA NETWORKS INC: $4,042,974 Holding
438516205 - HONEYWELL INTL INC: $1,284,290 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,268,115 Holding
56585A102 - Marathon Petroleum: $808,739 Holding

Largest Purchases this Quarter

Union Pacific: 15,780 shares (about $4.29M)
ARISTA NETWORKS INC: 23,799 shares (about $4.04M)
Alphabet: 6,246 shares (about $2.23M)
Microsoft: 4,558 shares (about $1.70M)
NVIDIA: 8,180 shares (about $1.64M)

Largest Sales this Quarter

Dell Technologies: 23,930 shares (about $10.32M)
Caterpillar: 3,362 shares (about $3.58M)
Wells Fargo & Company: 30,051 shares (about $2.48M)
Berkshire Hathaway: 2,605 shares (about $1.30M)
Lowe's Companies: 2,492 shares (about $549.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GSIE Goldman Sachs ActiveBeta International Equity ETF	$24,061,401	$865,055 â–²	3.7%	526,508	7.1%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$13,727,228	$292,576 â–²	2.2%	96,746	4.0%	ETF
JNJ Johnson & Johnson	$11,952,063	$222,731 â–¼	-1.8%	47,061	3.5%	Medical
JHMM John Hancock Multifactor Mid Cap ETF	$11,456,031	$392,789 â–²	3.6%	152,829	3.4%	ETF
NVDA NVIDIA	$11,425,529	$1,636,735 â–²	16.7%	57,102	3.4%	Computer and Technology
EMGF iShares Emerging Markets Equity Factor ETF	$11,029,403	$211,722 â–²	2.0%	150,551	3.2%	ETF
GOOGL Alphabet	$9,935,429	$2,232,094 â–²	29.0%	27,802	2.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$9,738,107	$142,389 â–¼	-1.4%	29,750	2.9%	Finance
AMD Advanced Micro Devices	$9,090,661	$500,744 â–¼	-5.2%	15,649	2.7%	Computer and Technology
GS The Goldman Sachs Group	$9,069,640	$300,366 â–¼	-3.2%	8,968	2.7%	Finance
AMZN Amazon.com	$8,805,233	$910,697 â–²	11.5%	36,944	2.6%	Retail/Wholesale
NEE NextEra Energy	$8,484,961	$13,780 â–²	0.2%	96,673	2.5%	Utilities
MSFT Microsoft	$8,183,271	$1,700,216 â–²	26.2%	21,938	2.4%	Computer and Technology
AAPL Apple	$8,157,413	$119,217 â–¼	-1.4%	28,191	2.4%	Computer and Technology
SYK Stryker	$7,262,866	$21,095 â–¼	-0.3%	23,068	2.1%	Medical
MA Mastercard	$6,772,426	$35,953 â–²	0.5%	13,186	2.0%	Business Services
CAT Caterpillar	$6,562,063	$3,580,275 â–¼	-35.3%	6,162	1.9%	Industrials
META Meta Platforms	$5,990,775	$880,450 â–²	17.2%	10,635	1.8%	Computer and Technology
DELL Dell Technologies	$5,970,186	$10,324,966 â–¼	-63.4%	13,837	1.8%	Computer and Technology
WALMART INC	$5,880,603	$129,117 â–¼	-2.1%	51,921	1.7%	COM
SHV iShares Short Treasury Bond ETF	$5,450,637	$171,263 â–²	3.2%	49,394	1.6%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$5,432,532	$177,247 â–²	3.4%	62,862	1.6%	ETF
PEP PepsiCo	$4,831,238	$41,162 â–¼	-0.8%	35,681	1.4%	Consumer Staples
LOW Lowe's Companies	$4,569,349	$549,451 â–¼	-10.7%	20,724	1.3%	Retail/Wholesale
SCHW Charles Schwab	$4,484,568	$26,020 â–¼	-0.6%	48,603	1.3%	Finance
UNP Union Pacific	$4,292,111	$4,292,111 â–²	New Holding	15,780	1.3%	Transportation
APH Amphenol	$4,182,371	$90,277 â–¼	-2.1%	23,720	1.2%	Computer and Technology
BAC Bank of America	$4,145,639	$77,721 â–²	1.9%	72,756	1.2%	Finance
ARISTA NETWORKS INC	$4,042,974	$4,042,974 â–²	New Holding	23,799	1.2%	COM SHS
JPST JPMorgan Ultra-Short Income ETF	$3,980,150	$65,488 â–²	1.7%	78,706	1.2%	ETF
AVGO Broadcom	$3,851,079	$51,373 â–¼	-1.3%	10,195	1.1%	Computer and Technology
BRK.B Berkshire Hathaway	$3,529,251	$1,303,516 â–¼	-27.0%	7,053	1.0%	Finance
BKR Baker Hughes	$3,426,520	$165,779 â–²	5.1%	61,739	1.0%	Energy
CPRT Copart	$3,413,865	$68,502 â–²	2.0%	121,102	1.0%	Business Services
PGR Progressive	$3,292,536	$281,805 â–²	9.4%	15,072	1.0%	Finance
CCK Crown	$3,046,321	$247,906 â–²	8.9%	27,243	0.9%	Industrials
GEN DIGITAL INC	$2,940,975	$222,367 â–¼	-7.0%	118,159	0.9%	COM
SBUX Starbucks	$2,878,642	$74,086 â–¼	-2.5%	28,170	0.8%	Retail/Wholesale
TDG Transdigm Group	$2,848,795	$266,367 â–²	10.3%	2,139	0.8%	Aerospace
DLR Digital Realty Trust	$2,795,868	$75,064 â–¼	-2.6%	15,569	0.8%	Finance
EW Edwards Lifesciences	$2,758,668	$38,084 â–¼	-1.4%	30,496	0.8%	Medical
COST Costco Wholesale	$2,748,568	$25,259 â–¼	-0.9%	2,938	0.8%	Retail/Wholesale
MANH Manhattan Associates	$2,736,959	$42,193 â–¼	-1.5%	19,655	0.8%	Computer and Technology
CRM Salesforce	$2,662,503	$9,243 â–¼	-0.3%	16,995	0.8%	Computer and Technology
APD Air Products and Chemicals	$2,604,927	$74,175 â–²	2.9%	8,885	0.8%	Basic Materials
ADBE Adobe	$2,549,629	$10,251 â–¼	-0.4%	12,436	0.7%	Computer and Technology
DIS Walt Disney	$2,536,697	$118,293 â–²	4.9%	26,355	0.7%	Consumer Discretionary
PLD Prologis	$2,457,771	$32,783 â–¼	-1.3%	18,143	0.7%	Finance
HCA HCA Healthcare	$2,440,359	$28,462 â–¼	-1.2%	6,259	0.7%	Medical
DE Deere & Company	$2,336,365	$10,784 â–¼	-0.5%	3,683	0.7%	Industrials
NYT New York Times	$2,280,218	$299,653 â–²	15.1%	32,584	0.7%	Consumer Staples
WFC Wells Fargo & Company	$2,231,552	$2,483,441 â–¼	-52.7%	27,003	0.7%	Finance
ABT Abbott Laboratories	$2,137,041	$1,270 â–²	0.1%	23,551	0.6%	Medical
LLY Eli Lilly and Company	$2,116,994	$17,991 â–²	0.9%	1,765	0.6%	Medical
AEP American Electric Power	$2,082,726	$14,639 â–¼	-0.7%	15,223	0.6%	Utilities
DOX Amdocs	$2,071,556	$76,771 â–¼	-3.6%	40,988	0.6%	Computer and Technology
PFE Pfizer	$2,023,130	$114,525 â–²	6.0%	84,017	0.6%	Medical
OC Owens Corning	$1,958,382	$150,694 â–²	8.3%	12,320	0.6%	Construction
DG Dollar General	$1,861,140	$50,765 â–²	2.8%	16,168	0.5%	Retail/Wholesale
QCOM Qualcomm	$1,727,661	$8,131 â–¼	-0.5%	9,349	0.5%	Computer and Technology
ICE Intercontinental Exchange	$1,687,813	$52,444 â–²	3.2%	13,710	0.5%	Finance
MCD McDonald's	$1,537,199	$81,360 â–²	5.6%	5,687	0.5%	Retail/Wholesale
ZTS Zoetis	$1,491,128	$261,504 â–²	21.3%	20,750	0.4%	Medical
AMT American Tower	$1,441,264	$71,810 â–²	5.2%	8,811	0.4%	Finance
TSCO Tractor Supply	$1,373,836	$472,128 â–²	52.4%	43,462	0.4%	Retail/Wholesale
HONEYWELL INTL INC	$1,284,290	$1,284,290 â–²	New Holding	5,736	0.4%	COM
NFLX Netflix	$1,272,277	$294,811 â–¼	-18.8%	17,819	0.4%	Consumer Discretionary
HONEYWELL AEROSPACE INC	$1,268,115	$1,268,115 â–²	New Holding	5,736	0.4%	COM
IEFA iShares Core MSCI EAFE ETF	$1,265,198		0.0%	13,100	0.4%	ETF
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	$1,211,272	$38,694 â–²	3.3%	13,273	0.4%	ETF
CDW CDW	$1,167,247	$265,514 â–¼	-18.5%	8,300	0.3%	Computer and Technology
MPC Marathon Petroleum	$808,739	$808,739 â–²	New Holding	3,163	0.2%	Energy
HSY Hershey	$739,329	$22,282 â–²	3.1%	4,214	0.2%	Consumer Staples
V Visa	$665,938	$76,509 â–²	13.0%	1,941	0.2%	Business Services
ABBV AbbVie	$660,666	$56,629 â–²	9.4%	2,625	0.2%	Medical
PG Procter & Gamble	$653,721	$95,316 â–²	17.1%	4,458	0.2%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$617,884		0.0%	2,904	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$548,401		0.0%	6,620	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$542,221		0.0%	3,656	0.2%	ETF
IVV iShares Core S&P 500 ETF	$542,196	$23,216 â–¼	-4.1%	724	0.2%	ETF
GOOG Alphabet	$508,795		0.0%	1,440	0.1%	Computer and Technology
CCJ Cameco	$407,440		0.0%	4,000	0.1%	Basic Materials
JEPI JPMorgan Equity Premium Income ETF	$398,297	$238,685 â–¼	-37.5%	7,052	0.1%	ETF
GOLDMAN SACHS ETF TR	$347,813	$215,278 â–¼	-38.2%	6,259	0.1%	S&P 500 PREMIUM
MMM 3M	$307,629	$48,573 â–²	18.8%	1,900	0.1%	Multi-Sector Conglomerates
FIDELITY GREENWOOD STREET TR	$290,446	$202,105 â–¼	-41.0%	10,054	0.1%	YIEL ENH EQU ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$236,368		0.0%	1,600	0.1%	ETF
WELL Welltower	$216,529	$216,529 â–²	New Holding	954	0.1%	Finance
XOM ExxonMobil	$0	$9,500,920 â–¼	-100.0%	0	0.0%	Energy
HON Honeywell International	$0	$6,140,233 â–¼	-100.0%	0	0.0%	Multi-Sector Conglomerates
SDEM Global X MSCI SuperDividend Emerging Markets ETF	$0	$263,003 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Hixon Zuercher, LLC Top Holdings and 13F Report (2026)

About Hixon Zuercher, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Hixon Zuercher, LLC Top Holdings and 13F Report (2026)

About Hixon Zuercher, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHixon Zuercher, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools