Top 50 Hixon Zuercher LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRGF | ISHARES TR | 5.37% | 239.4K | $18.6M | new | $76.74(+2.14%) | 2026-09-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 4.7% | 355.3K | $16.3M | -32.52%(-171.23K) | $32.76(+39.91%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.75% | 57.0K | $13.0M | -0.24%(-138) | $41.97(+417.24%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.66% | 24.7K | $12.7M | +12.75%(+2.80K) | $288.18(+85.13%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.54% | 46.3K | $12.3M | -1.55%(-730) | $148.92(+70.42%) | 2026-09-30 | |
| EMGF | ISHARES INC | 2.89% | 140.1K | $10.0M | -6.97%(-10.50K) | $46.56(+45.86%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.81% | 29.5K | $9.8M | -0.88%(-262) | $143.88(+131.82%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.67% | 27.8K | $9.3M | -1.25%(-351) | $94.38(+263.35%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.65% | 36.8K | $9.2M | -0.33%(-121) | $123.78(+112.03%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.64% | 15.0K | $9.1M | -4.44%(-695) | $111.28(+383.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.34% | +78.65% | +13.06% | +84.76% |
| Top 20 Holdings Unweighted | +22.88% | +85.55% | +14.55% | +97.19% |
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 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 Hixon Zuercher LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1806752). View Hixon Zuercher LLCโs 13F filings on SEC