StockDrifts LogoStockDrifts

Hixon Zuercher 13F Portfolio

Portfolio Manager
Hixon Zuercher LLC
Performance
+2.69% (2026 Q3)
AUM (13F)
$346.76M
# of Holdings
92
Performance Rank
Allocation (Top 20)
54.51%
Latest filing
Q3 2026

Hixon Zuercher LLC Holdings Map

Top 50 Hixon Zuercher LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LRGF
ISHARES TR
5.37%239.4K$18.6Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 239.4K shares
$76.74(+2.14%)
2026-09-30
GSIE
GOLDMAN SACHS ETF TR
4.7%355.3K$16.3M
-32.52%(-171.23K)
2025-Q3: 567.9K shares2025-Q4: 565.6K shares2026-Q1: 507.6K shares2026-Q2: 526.5K shares2026-Q3: 355.3K shares
$32.76(+39.91%)
2026-09-30
NVDA
NVIDIA CORPORATION
3.75%57.0K$13.0M
-0.24%(-138)
2025-Q3: 51.4K shares2025-Q4: 49.4K shares2026-Q1: 48.9K shares2026-Q2: 57.1K shares2026-Q3: 57.0K shares
$41.97(+417.24%)
2026-09-30
MSFT
MICROSOFT CORP
3.66%24.7K$12.7M
+12.75%(+2.80K)
2025-Q3: 19.2K shares2025-Q4: 16.7K shares2026-Q1: 17.4K shares2026-Q2: 21.9K shares2026-Q3: 24.7K shares
$288.18(+85.13%)
2026-09-30
JNJ
JOHNSON & JOHNSON
3.54%46.3K$12.3M
-1.55%(-730)
2025-Q3: 49.8K shares2025-Q4: 49.5K shares2026-Q1: 47.9K shares2026-Q2: 47.1K shares2026-Q3: 46.3K shares
$148.92(+70.42%)
2026-09-30
EMGF
ISHARES INC
2.89%140.1K$10.0M
-6.97%(-10.50K)
2025-Q3: 163.6K shares2025-Q4: 163.1K shares2026-Q1: 147.7K shares2026-Q2: 150.6K shares2026-Q3: 140.1K shares
$46.56(+45.86%)
2026-09-30
JPM
JPMORGAN CHASE & CO
2.81%29.5K$9.8M
-0.88%(-262)
2025-Q3: 30.3K shares2025-Q4: 30.4K shares2026-Q1: 30.2K shares2026-Q2: 29.8K shares2026-Q3: 29.5K shares
$143.88(+131.82%)
2026-09-30
AAPL
APPLE INC
2.67%27.8K$9.3M
-1.25%(-351)
2025-Q3: 35.3K shares2025-Q4: 28.9K shares2026-Q1: 28.6K shares2026-Q2: 28.2K shares2026-Q3: 27.8K shares
$94.38(+263.35%)
2026-09-30
AMZN
AMAZON COM INC
2.65%36.8K$9.2M
-0.33%(-121)
2025-Q3: 34.5K shares2025-Q4: 33.4K shares2026-Q1: 33.1K shares2026-Q2: 36.9K shares2026-Q3: 36.8K shares
$123.78(+112.03%)
2026-09-30
AMD
ADVANCED MICRO DEVICES INC
2.64%15.0K$9.1M
-4.44%(-695)
2025-Q3: 23.2K shares2025-Q4: 16.1K shares2026-Q1: 16.5K shares2026-Q2: 15.6K shares2026-Q3: 15.0K shares
$111.28(+383.51%)
2026-09-30

About Hixon Zuercher LLCโ€™s portfolio

Hixon Zuercher LLC reports $346.76M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are LRGF (5.4%), GSIE (4.7%) and NVDA (3.8%). The top 20 holdings account for 54.51% of reported assets. Its disclosed equity book has returned +78.65% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
LRGF โ€” 6.3% ($18.64M)GSIE โ€” 5.5% ($16.29M)NVDA โ€” 4.4% ($13.01M)MSFT โ€” 4.3% ($12.69M)JNJ โ€” 4.2% ($12.27M)EMGF โ€” 3.4% ($10.02M)JPM โ€” 3.3% ($9.76M)AAPL โ€” 3.2% ($9.27M)AMZN โ€” 3.1% ($9.17M)AMD โ€” 3.1% ($9.15M)Other โ€” 59.1% ($173.99M)
41%in top 10
  • LRGF6.3%
  • GSIE5.5%
  • NVDA4.4%
  • MSFT4.3%
  • JNJ4.2%
  • EMGF3.4%
  • JPM3.3%
  • AAPL3.2%
  • AMZN3.1%
  • AMD3.1%
  • Other59.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
LRGFISHARES TR5.4%
APPAPPLOVIN CORP0.7%
Added to
19
LLYELI LILLY & CO+177.6%
SHVISHARES TR+29.6%
MSFTMICROSOFT CORP+12.8%
APDAIR PRODUCTS AND CHEMICALS I+39.3%
+15 more
Trimmed
29
GSIEGOLDMAN SACHS ETF TR-32.5%
JHMMJOHN HANCOCK EXCHANGE TRADED-41.4%
NEENEXTERA ENERGY INC-30.0%
JPSTJ P MORGAN EXCHANGE TRADED F-29.6%
+25 more

Unlock alerts, watchlists & AI chat

Sign up free to track Hixon Zuercher LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Hixon Zuercher LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1806752). View Hixon Zuercher LLCโ€™s 13F filings on SEC

Other funds whose largest position is LRGF

Browse all

More 13F analyses

View all