Hixon Zuercher, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Hixon Zuercher, Llc disclosed 92 stock positions valued at approximately $346.76M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, GOLDMAN SACHS ETF TR, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 92
- Portfolio Value
- $346.76M
Holdings by Sector
Hixon Zuercher, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | LRGF | Other | 5.37% | 239,401 | +239,401 | +100.00% | $18,637,368 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 4.70% | 355,282 | -171,226 | -32.52% | $16,286,115 |
| NVIDIA CORPORATION | NVDA | Technology | 3.75% | 56,964 | -138 | -0.24% | $13,009,427 |
| MICROSOFT CORP | MSFT | Technology | 3.66% | 24,736 | +2,798 | +12.75% | $12,686,849 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.54% | 46,331 | -730 | -1.55% | $12,265,642 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 3.10% | 66,053 | +10,053 | +17.95% | $10,750,172 |
| ISHARES INC | EMGF | Other | 2.89% | 140,054 | -10,497 | -6.97% | $10,019,499 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.81% | 29,488 | -262 | -0.88% | $9,755,378 |
| APPLE INC | AAPL | Technology | 2.67% | 27,840 | -351 | -1.25% | $9,271,309 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.65% | 36,823 | -121 | -0.33% | $9,174,524 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.64% | 14,954 | -695 | -4.44% | $9,148,259 |
| ALPHABET INC | GOOGL | Communication Services | 2.59% | 26,146 | -1,656 | -5.96% | $8,996,229 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.29% | 8,810 | -158 | -1.76% | $7,932,195 |
| DELL TECHNOLOGIES INC | DELL | Technology | 2.11% | 13,601 | -236 | -1.71% | $7,316,923 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.08% | 13,077 | -109 | -0.83% | $7,211,815 |
| ISHARES TR | SHV | Other | 2.04% | 64,000 | +14,606 | +29.57% | $7,060,475 |
| META PLATFORMS INC | META | Communication Services | 1.98% | 9,451 | -1,184 | -11.13% | $6,853,998 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 1.85% | 89,628 | -63,201 | -41.35% | $6,408,373 |
| STRYKER CORPORATION | SYK | Healthcare | 1.67% | 21,010 | -2,058 | -8.92% | $5,785,981 |
| ELI LILLY & CO | LLY | Healthcare | 1.63% | 4,899 | +3,134 | +177.56% | $5,668,535 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.59% | 56,278 | +7,675 | +15.79% | $5,500,596 |
| ARISTA NETWORKS INC | ANET | Technology | 1.59% | 27,008 | +3,209 | +13.48% | $5,498,559 |
| WALMART INC | WMT | Consumer Defensive | 1.56% | 51,986 | +65 | +0.13% | $5,402,418 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.48% | 67,701 | -28,972 | -29.97% | $5,127,677 |
| CATERPILLAR INC | CAT | Industrials | 1.45% | 6,199 | +37 | +0.60% | $5,025,888 |
| UNION PAC CORP | UNP | Industrials | 1.25% | 15,894 | +114 | +0.72% | $4,325,147 |
| ISHARES TR | TLT | Other | 1.21% | 53,724 | -9,138 | -14.54% | $4,178,650 |
| AMPHENOL CORP | APH | Technology | 1.14% | 46,877 | +23,157 | +97.63% | $3,951,693 |
| PEPSICO INC | PEP | Consumer Defensive | 1.13% | 30,950 | -4,731 | -13.26% | $3,921,990 |
| BANK OF AMER CORP | BAC | Financial Services | 1.13% | 71,827 | -929 | -1.28% | $3,909,521 |
Showing 30 of 92 holdings in the latest reporting period.