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

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%
$3.78T
$9.92 Million 3.08% of portfolio
19,151
Q3 2025 Added 4.03%
$465B
$9.58 Million 2.97% of portfolio
51,372
Q3 2025 Added 3.73%
$881B
$9.55 Million 2.96% of portfolio
30,270
Q3 2025 Reduced 11.05%
$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%
$522B
$9.23 Million 2.86% of portfolio
49,783
Q3 2025 Reduced 1.13%
$4.3T
$8.98 Million 2.79% of portfolio
35,269
Q3 2025 Added 6.4%
$136B
$8.32 Million 2.58% of portfolio
22,501
Q3 2025 Reduced 1.02%
$265B
$7.63 Million 2.37% of portfolio
9,581
Q3 2025 Reduced 2.53%
$2.39T
$7.59 Million 2.35% of portfolio
34,546
Q3 2025 Added 3.58%
$1.65T
$7.46 Million 2.32% of portfolio
30,683
Q3 2025 Added 9.53%
$512B
$7.43 Million 2.31% of portfolio
13,063
Q3 2025 Reduced 0.59%
$168B
$7.32 Million 2.27% of portfolio
96,984
Q3 2025 Added 1.01%
$490B
$6.43 Million 2.0% of portfolio
57,047
Q3 2025 Added 1.31%
$140B
$5.85 Million 1.81% of portfolio
23,261
Q3 2025 Reduced 0.98%
$279B
$5.58 Million 1.73% of portfolio
54,124
Q3 2025 Reduced 1.74%
$404B
$5.57 Million 1.73% of portfolio
6,014
Q3 2025 Added 2.4%
$132B
$5.51 Million 1.71% of portfolio
26,183
Q3 2025 Added 0.97%
$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%
$291B
$5.14 Million 1.6% of portfolio
10,776
Q3 2025 Reduced 49.66%
$204B
$5.1 Million 1.58% of portfolio
36,346
Q3 2025 Added 18.84%
$34.7B
$5.03 Million 1.56% of portfolio
35,459
Q3 2025 Reduced 4.2%
$662B
$4.93 Million 1.53% of portfolio
9,805
Q3 2025 Reduced 1.37%
$167B
$4.68 Million 1.45% of portfolio
49,044
Q3 2025 Reduced 3.28%
$9.78B
$4.21 Million 1.31% of portfolio
93,704
Q3 2025 Added 5.56%
$0
$3.93 Million 1.22% of portfolio
77,394
Q3 2025 Added 24.15%
$151B
$3.74 Million 1.16% of portfolio
10,604
Q3 2025 Added 27.48%
$413B
$3.75 Million 1.16% of portfolio
72,601
Q3 2025 Added 4.24%
$388B
$3.75 Million 1.16% of portfolio
23,170
Q3 2025 Reduced 3.95%
$139B
$3.45 Million 1.07% of portfolio
10,459
Q3 2025 Added 17.15%
$237B
$3.4 Million 1.05% of portfolio
14,326
Q3 2025 Reduced 0.3%
$9.48B
$3.21 Million 1.0% of portfolio
39,074
Q3 2025 Reduced 1.8%
$11.1B
$3.22 Million 1.0% of portfolio
15,689
Q3 2025 Reduced 1.49%
$228B
$3.14 Million 0.97% of portfolio
23,455
Q3 2025 Added 1.48%
$79.6B
$3.06 Million 0.95% of portfolio
24,739
Q3 2025 Added 4.48%
$48.8B
$2.96 Million 0.92% of portfolio
60,673
Q3 2025 Reduced 0.13%
$132B
$2.87 Million 0.89% of portfolio
11,641
Q3 2025 Added 6.75%
$193B
$2.85 Million 0.88% of portfolio
24,892
Q3 2025 Added 2.58%
$45.5B
$2.72 Million 0.84% of portfolio
15,717
Q3 2025 Reduced 1.29%
$136B
$2.66 Million 0.82% of portfolio
6,230
Q3 2025 Reduced 2.82%
$49.1B
$2.64 Million 0.82% of portfolio
2,206
Q3 2025 Reduced 53.76%
$593B
$2.61 Million 0.81% of portfolio
9,298
Q3 2025 Reduced 31.45%
$14.3B
$2.53 Million 0.78% of portfolio
117,579
Q3 2025 New
$72.7B
$2.49 Million 0.77% of portfolio
1,890
Q3 2025 Reduced 1.97%
$97.3B
$2.37 Million 0.74% of portfolio
28,059
Q3 2025 Reduced 0.38%
$53.4B
$2.36 Million 0.73% of portfolio
30,328
Q3 2025 Reduced 1.31%

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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