StockDriftsStockDriftsTop 50 Hixon Zuercher, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSIE | GOLDMAN SACHS ETF TR | 7.06% | 526.5K | $24.1M | +3.73%(+18.93K) | $33.33(+44.63%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 4.03% | 96.7K | $13.7M | +2.18%(+2.06K) | $82.14(+79.87%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.51% | 47.1K | $12.0M | -1.83%(-877) | $148.92(+76.38%) | 2026-06-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 3.36% | 152.8K | $11.5M | +3.55%(+5.24K) | $59.41(+28.99%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.35% | 57.1K | $11.4M | +16.72%(+8.18K) | $41.97(+425.27%) | 2026-06-30 | |
| EMGF | ISHARES INC | 3.24% | 150.6K | $11.0M | +1.96%(+2.89K) | $46.56(+50.82%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.92% | 27.8K | $9.9M | +28.98%(+6.25K) | $146.36(+140.14%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.86% | 29.8K | $9.7M | -1.44%(-435) | $143.88(+151.25%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.67% | 15.6K | $9.1M | -5.22%(-862) | $111.28(+318.80%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.66% | 9.0K | $9.1M | -3.21%(-297) | $365.78(+183.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.60% | +71.06% | +12.81% | +82.74% |
| Top 20 Holdings Unweighted | +20.86% | +76.54% | +14.15% | +93.79% |
Hixon Zuercher, LLC reports $340.81M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are GSIE (7.1%), GSLC (4.0%) and JNJ (3.5%). The top 20 holdings account for 56.81% of reported assets. Its disclosed equity book has returned +71.06% on a three-year cumulative basis. 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 Hixon Zuercher, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1806752). View Hixon Zuercher, LLC’s 13F filings on SEC