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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$439B
$5.81 Million 1.91% of portfolio
5,873
Q2 2025 Added 0.95%
$281B
$5.39 Million 1.77% of portfolio
55,083
Q2 2025 Reduced 0.17%
$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%
$232B
$3.92 Million 1.28% of portfolio
14,369
Q2 2025 Added 0.55%
$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%
$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%
$222B
$1.49 Million 0.49% of portfolio
5,087
Q2 2025 Reduced 36.74%
$608B
$1.39 Million 0.46% of portfolio
1,789
Q1 2025 Added 0.68%
$551B
$706,000 0.23% of portfolio
1,991
Q3 2024 Added 3.64%
$1.08T
$669,000 0.22% of portfolio
2,108
Q2 2025 Reduced 0.05%
$368B
$602,000 0.2% of portfolio
3,780
Q2 2025 Reduced 23.71%
$351B
$535,000 0.18% of portfolio
2,884
Q2 2025 Added 0.07%

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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