Hixon Zuercher, Llc Portfolio Stock Holdings
Hixon Zuercher, Llc disclosed 85 stock positions valued at approximately $321.1 million in its latest SEC 13F filing. The largest holdings include GOLDMAN SACHS ETF TR, GOLDMAN SACHS ETF TR, and JOHNSON & JOHNSON. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 85
- Portfolio Value
- $321.1M
Holdings by Sector
Hixon Zuercher, Llc Portfolio Holdings in Q1 2026
84 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | GSIE | Other | 6.82% | 507,579 | -58,029 | -10.26% | $21,891,897 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 3.69% | 94,684 | +1,743 | +1.88% | $11,847,763 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.65% | 47,938 | -1,598 | -3.23% | $11,717,999 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 3.08% | 147,589 | +2,734 | +1.89% | $9,906,185 |
| EXXON MOBIL CORP | XOM | Energy | 2.96% | 56,000 | -1,019 | -1.79% | $9,500,920 |
| NEXTERA ENERGY INC | NEE | Utilities | 2.79% | 96,516 | -1,021 | -1.05% | $8,964,412 |
| ISHARES INC | EMGF | Other | 2.78% | 147,661 | -15,459 | -9.48% | $8,923,144 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.76% | 30,185 | -246 | -0.81% | $8,879,322 |
| NVIDIA CORPORATION | NVDA | Technology | 2.66% | 48,922 | -487 | -0.99% | $8,532,060 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.44% | 9,265 | -195 | -2.06% | $7,838,244 |
| STRYKER CORPORATION | SYK | Healthcare | 2.37% | 23,135 | +353 | +1.55% | $7,601,805 |
| APPLE INC | AAPL | Technology | 2.26% | 28,603 | -296 | -1.02% | $7,259,159 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.15% | 33,123 | -261 | -0.78% | $6,898,527 |
| CATERPILLAR INC | CAT | Industrials | 2.10% | 9,524 | -301 | -3.06% | $6,747,354 |
| WALMART INC | WMT | Consumer Defensive | 2.05% | 53,061 | -892 | -1.65% | $6,594,469 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.04% | 13,116 | -23 | -0.18% | $6,553,502 |
| MICROSOFT CORP | MSFT | Technology | 2.00% | 17,380 | +721 | +4.33% | $6,433,597 |
| DELL TECHNOLOGIES INC | DELL | Technology | 1.93% | 37,767 | -202 | -0.53% | $6,198,755 |
| ALPHABET INC | GOOGL | Communication Services | 1.93% | 21,556 | -261 | -1.20% | $6,198,745 |
| HONEYWELL INTL INC | HON | Industrials | 1.91% | 27,166 | +96 | +0.35% | $6,140,233 |
| PEPSICO INC | PEP | Consumer Defensive | 1.74% | 35,985 | +1,260 | +3.63% | $5,588,115 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.71% | 23,216 | -280 | -1.19% | $5,485,483 |
| ISHARES TR | SHV | Other | 1.64% | 47,842 | +325 | +0.68% | $5,281,291 |
| ISHARES TR | TLT | Other | 1.64% | 60,811 | +3,241 | +5.63% | $5,271,710 |
| META PLATFORMS INC | META | Communication Services | 1.62% | 9,072 | +224 | +2.53% | $5,190,481 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.44% | 9,658 | -30 | -0.31% | $4,628,114 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.43% | 48,885 | -511 | -1.03% | $4,594,239 |
| WELLS FARGO & CO | WFC | Financial Services | 1.41% | 57,054 | -178 | -0.31% | $4,542,035 |
| COPART INC | CPRT | Industrials | 1.23% | 118,672 | +37,255 | +45.76% | $3,939,910 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.22% | 77,411 | +339 | +0.44% | $3,917,769 |
| BAKER HUGHES COMPANY | BKR | Energy | 1.12% | 58,752 | -495 | -0.84% | $3,586,789 |
| BANK AMERICA CORP | BAC | Financial Services | 1.08% | 71,392 | +728 | +1.03% | $3,480,361 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.05% | 16,511 | +400 | +2.48% | $3,358,833 |
| BROADCOM INC | AVGO | Technology | 1.00% | 10,331 | +62 | +0.60% | $3,197,431 |
| SALESFORCE INC | CRM | Technology | 0.99% | 17,054 | +2,332 | +15.84% | $3,183,437 |
| AMPHENOL CORP | APH | Technology | 0.95% | 24,232 | -45 | -0.19% | $3,061,697 |
| ADOBE INC | ADBE | Technology | 0.95% | 12,486 | +3,543 | +39.62% | $3,035,097 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.93% | 6,332 | -186 | -2.85% | $2,996,505 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.92% | 2,965 | -22 | -0.74% | $2,954,553 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.90% | 15,987 | -201 | -1.24% | $2,881,084 |
| AMDOCS LTD | G02602103 | Other | 0.86% | 42,507 | +10,134 | +31.30% | $2,773,992 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.85% | 13,782 | +4,175 | +43.46% | $2,732,181 |
| MANHATTAN ASSOCIATES INC | MANH | Technology | 0.83% | 19,958 | +6,713 | +50.68% | $2,656,809 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.81% | 28,895 | +4,893 | +20.39% | $2,588,720 |
| CROWN HLDGS INC | CCK | Consumer Cyclical | 0.78% | 25,026 | +1,548 | +6.59% | $2,508,858 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.78% | 8,632 | +358 | +4.33% | $2,507,649 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.77% | 30,917 | -399 | -1.27% | $2,475,833 |
| PROLOGIS INC. | PLD | Real Estate | 0.76% | 18,385 | -106 | -0.57% | $2,430,094 |
| DISNEY WALT CO | DIS | Communication Services | 0.75% | 25,126 | +402 | +1.63% | $2,421,673 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.75% | 23,537 | +278 | +1.20% | $2,416,589 |
| GEN DIGITAL INC | GEN | Technology | 0.75% | 127,093 | +42,153 | +49.63% | $2,393,166 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 0.74% | 28,302 | +54 | +0.19% | $2,369,714 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.70% | 1,939 | -15 | -0.77% | $2,246,842 |
| PFIZER INC | PFE | Healthcare | 0.69% | 79,261 | +6,680 | +9.20% | $2,225,657 |
| NETFLIX INC. | NFLX | Communication Services | 0.66% | 21,948 | +576 | +2.70% | $2,110,300 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.65% | 13,284 | +98 | +0.74% | $2,089,353 |
| DEERE & CO | DE | Industrials | 0.65% | 3,700 | -25 | -0.67% | $2,084,252 |
| ZOETIS INC | ZTS | Healthcare | 0.63% | 17,111 | +5,283 | +44.67% | $2,022,710 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.63% | 15,330 | +29 | +0.19% | $2,009,458 |
| DOLLAR GEN CORP | DG | Consumer Defensive | 0.58% | 15,727 | +93 | +0.59% | $1,867,303 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.52% | 5,386 | +22 | +0.41% | $1,674,035 |
| ELI LILLY & CO | LLY | Healthcare | 0.50% | 1,750 | - | - | $1,609,598 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.45% | 8,372 | +1,398 | +20.05% | $1,444,887 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 0.40% | 28,526 | +371 | +1.32% | $1,292,222 |
| CDW CORP | CDW | Technology | 0.38% | 10,188 | +3,310 | +48.12% | $1,232,955 |
| OWENS CORNING NEW | OC | Industrials | 0.38% | 11,372 | +3,491 | +44.30% | $1,230,693 |
| QUALCOMM INC | QCOM | Technology | 0.38% | 9,393 | +186 | +2.02% | $1,209,596 |
| ISHARES TR | IEFA | Other | 0.37% | 13,100 | - | - | $1,185,943 |
| GOLDMAN SACHS ETF TR | GSSC | Other | 0.30% | 12,849 | -571 | -4.25% | $957,873 |
| HERSHEY CO | HSY | Consumer Defensive | 0.26% | 4,087 | +205 | +5.28% | $849,737 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.20% | 11,278 | +708 | +6.70% | $639,250 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.17% | 2,904 | - | - | $557,336 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.17% | 3,808 | - | - | $550,028 |
| ABBVIE INC | ABBV | Healthcare | 0.16% | 2,400 | - | - | $521,976 |
| VISA INC | V | Financial Services | 0.16% | 1,718 | - | - | $519,248 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 0.16% | 10,133 | +10,133 | +100.00% | $507,067 |
| ISHARES TR | IVV | Other | 0.15% | 755 | -12,332 | -94.23% | $493,174 |
| ISHARES INC | IEMG | Other | 0.14% | 6,620 | - | - | $461,745 |
| ISHARES TR | IJR | Other | 0.14% | 3,656 | - | - | $454,477 |
| CAMECO CORP | CCJ | Energy | 0.14% | 4,000 | - | - | $434,440 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 1,440 | - | - | $413,078 |
| GLOBAL X FDS | SDEM | Other | 0.08% | 8,116 | +8,116 | +100.00% | $263,003 |
| 3M CO | MMM | Industrials | 0.07% | 1,600 | - | - | $232,368 |
| ISHARES TR | IJJ | Other | 0.07% | 1,600 | - | - | $212,000 |