Hixon Zuercher, LLC Portfolio Holdings

Hixon Zuercher, LLC

  • $305 Million
  • Q2 2025

Hixon Zuercher, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $305 Million distributed in 78 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 $17.5M, Goldman Sachs ETF Tr Activebet with a value of $10.3M, Jpmorgan Chase & CO with a value of $9.87M, Microsoft Corp with a value of $9.16M, and Stryker Corp with a value of $8.99M.

Examining the 13F form we can see an increase of $23.6M in the current position value, from $281M to 305M.

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

Portfolio value $305 Million
ETFs: $61.7 Million
Technology: $56.6 Million
Financial Services: $42.9 Million
Healthcare: $31 Million
Consumer Cyclical: $23.1 Million
Communication Services: $22 Million
Industrials: $20.7 Million
Consumer Defensive: $18.3 Million
Other: $28.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$9.87 Million 3.24% of portfolio
34,030
Q2 2025 Reduced 12.77%
$3.95T
$9.16 Million 3.0% of portfolio
18,409
Q2 2025 Added 12.97%
$142B
$8.99 Million 2.95% of portfolio
22,732
Q2 2025 Added 0.5%
$218B
$8.31 Million 2.73% of portfolio
21,407
Q2 2025 Reduced 8.65%
$456B
$7.82 Million 2.57% of portfolio
49,527
Q2 2025 Reduced 1.79%
$452B
$7.69 Million 2.52% of portfolio
50,350
Q2 2025 Added 1.01%
$548B
$7.38 Million 2.42% of portfolio
13,140
Q2 2025 Reduced 0.69%
$2.26T
$7.32 Million 2.4% of portfolio
33,352
Q2 2025 Added 0.23%
$254B
$6.96 Million 2.28% of portfolio
9,830
Q2 2025 Added 0.82%
$3.69T
$6.8 Million 2.23% of portfolio
33,149
Q2 2025 Added 0.99%
$141B
$6.67 Million 2.19% of portfolio
96,019
Q2 2025 Added 1.47%
$545B
$6.39 Million 2.09% of portfolio
4,771
Q2 2025 Reduced 1.02%
$442B
$6.07 Million 1.99% of portfolio
56,308
Q2 2025 Added 1.28%
$1.78T
$6.04 Million 1.98% of portfolio
8,179
Q2 2025 Reduced 0.68%
$146B
$6.04 Million 1.98% of portfolio
25,931
Q2 2025 Added 2.99%
$439B
$5.81 Million 1.91% of portfolio
5,873
Q2 2025 Added 0.95%
$152B
$5.21 Million 1.71% of portfolio
23,491
Q2 2025 Reduced 9.26%
$1.21T
$4.94 Million 1.62% of portfolio
28,014
Q2 2025 Reduced 1.99%
$621B
$4.83 Million 1.58% of portfolio
9,941
Q2 2025 Reduced 0.45%
$179B
$4.63 Million 1.52% of portfolio
50,707
Q2 2025 Reduced 0.03%
$36.7B
$4.54 Million 1.49% of portfolio
37,012
Q2 2025 Added 29.37%
$11.2B
$4.36 Million 1.43% of portfolio
88,768
Q2 2025 Added 21.21%
$202B
$4.04 Million 1.32% of portfolio
30,583
Q2 2025 Added 2.05%
$232B
$3.92 Million 1.28% of portfolio
14,369
Q2 2025 Added 0.55%
$10.5B
$3.63 Million 1.19% of portfolio
39,792
Q2 2025 Reduced 0.15%
$282B
$3.42 Million 1.12% of portfolio
24,122
Q2 2025 Added 2.03%
$381B
$3.3 Million 1.08% of portfolio
69,647
Q2 2025 Added 1.72%
$157B
$3.22 Million 1.06% of portfolio
8,318
Q2 2025 Added 1.95%
$13.3B
$3.14 Million 1.03% of portfolio
15,926
Q2 2025 Added 90.8%
$229B
$3.14 Million 1.03% of portfolio
23,113
Q2 2025 Reduced 0.06%
$207B
$3.01 Million 0.99% of portfolio
24,267
Q2 2025 Added 1.24%
$684B
$2.97 Million 0.97% of portfolio
13,564
Q2 2025 Added 0.11%
$76.5B
$2.93 Million 0.96% of portfolio
1,928
Q2 2025 Added 0.05%
$142B
$2.91 Million 0.95% of portfolio
10,905
Q2 2025 Added 34.6%
$48.7B
$2.78 Million 0.91% of portfolio
15,922
Q2 2025 Reduced 0.17%
$108B
$2.58 Million 0.85% of portfolio
28,167
Q2 2025 Added 0.9%
$127B
$2.46 Million 0.81% of portfolio
8,928
Q2 2025 Reduced 2.19%
$112B
$2.46 Million 0.81% of portfolio
6,411
Q2 2025 Reduced 0.36%
$47.6B
$2.4 Million 0.79% of portfolio
30,731
Q2 2025 Added 0.74%
$66.5B
$2.34 Million 0.77% of portfolio
23,679
Q2 2025 Reduced 1.38%
$64.2B
$2.35 Million 0.77% of portfolio
8,342
Q2 2025 Added 2.22%
$102B
$2.34 Million 0.77% of portfolio
12,734
Q2 2025 Added 0.28%
$70.1B
$2.31 Million 0.76% of portfolio
14,844
Q2 2025 Added 65.25%
$42.6B
$2.33 Million 0.76% of portfolio
60,749
Q2 2025 Added 2.49%
$25.6B
$2.25 Million 0.74% of portfolio
19,798
Q2 2025 Added 1.34%
$96.8B
$2.09 Million 0.69% of portfolio
19,916
Q2 2025 Added 2.82%
$138B
$2.03 Million 0.66% of portfolio
83,649
Q2 2025 Added 3.55%
$153B
$1.92 Million 0.63% of portfolio
3,780
Q2 2025 Added 0.03%
$95.3B
$1.8 Million 0.59% of portfolio
8,136
Q2 2025 Added 0.96%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $305 Million
  • Prior Value $281 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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