StockDriftsStockDriftsTop 50 Fox Hill Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.59% | 44.1K | $16.4M | +1.11%(+486) | $357.09(+36.44%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.81% | 72.4K | $14.5M | +3.06%(+2.15K) | $80.29(+173.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.14% | 44.3K | $12.8M | +5.35%(+2.25K) | $193.02(+64.01%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.62% | 9.6K | $11.5M | +2.39%(+224) | $583.46(+116.93%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.2% | 9.8K | $10.5M | +91.62%(+4.70K) | $637.35(+27.21%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.91% | 28.6K | $9.7M | -3.70%(-1.10K) | $166.57(+115.64%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.64% | 7.9K | $9.1M | +16.05%(+1.09K) | $370.59(+153.01%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.76% | 28.8K | $6.9M | +0.07%(+19) | $160.48(+64.84%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 2.28% | 33.4K | $5.7M | -0.33%(-112) | $64.13(+192.30%) | 2026-06-30 | |
| BLLN | BILLIONTOONE INC | 2.1% | 43.7K | $5.2M | new | $95.05(-1.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +54.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +61.39% |
Fox Hill Wealth Management reports $249.40M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.6%), NVDA (5.8%) and AAPL (5.1%). The top 20 holdings account for 58.07% of reported assets. Its disclosed equity book has returned +54.55% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fox Hill Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2016110). View Fox Hill Wealth Management’s 13F filings on SEC