Hixon Zuercher, LLC
Long book
$321.1M
Q1 2026
Positions
85
Top-10 weight
34%
concentration
Last quarter
+10.5%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsHixon Zuercher, LLC is an institutional manager, running a $321.1M US long book across 85 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: GOLDMAN SACHS ACTIVEBETA INT, GOLDMAN ACTIVEBETA US LC ETF, JOHNSON & JOHNSON, JOHN HANCOCK MULTI FACT MID, EXXON MOBIL CORP.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.0%
Q2 2024
+7.3%
Q3 2024
+0.5%
Q4 2024
-2.1%
Q1 2025
+9.3%
Q2 2025
+5.5%
Q3 2025
+2.3%
Q4 2025
-0.8%
Q1 2026
+10.5%
Sector allocation
Technology 27%
Financials 16%
Consumer discretionary 14%
Healthcare 14%
Industrials 10%
Services media 5%
Utilities 5%
Energy 4%
Long book by quarter
What does Hixon Zuercher, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| JNJ JOHNSON & JOHNSON | Healthcare | 47.9K | $11.7M | 3.6% | -3.2% |
| XOM EXXON MOBIL CORP | Energy | 56.0K | $9.5M | 3.0% | -1.8% |
| NEE NEXTERA ENERGY INC | Utilities | 96.5K | $9.0M | 2.8% | -1.0% |
| JPM JPMORGAN CHASE & CO | Financials | 30.2K | $8.9M | 2.8% | -0.8% |
| NVDA NVIDIA CORP | Technology | 48.9K | $8.5M | 2.7% | -1.0% |
| GS GOLDMAN SACHS GROUP INC | Financials | 9.3K | $7.8M | 2.4% | -2.1% |
| SYK STRYKER CORP | Healthcare | 23.1K | $7.6M | 2.4% | +1.5% |
| AAPL APPLE INC | Technology | 28.6K | $7.3M | 2.3% | -1.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 33.1K | $6.9M | 2.1% | -0.8% |
| CAT CATERPILLAR INC | Industrials | 9.5K | $6.7M | 2.1% | -3.1% |
| WMT WALMART INC | Consumer discretionary | 53.1K | $6.6M | 2.1% | -1.7% |
| MA MASTERCARD INC - A | Services media | 13.1K | $6.6M | 2.0% | -0.2% |
| MSFT MICROSOFT CORP | Technology | 17.4K | $6.4M | 2.0% | +4.3% |
| DELL DELL TECHNOLOGIES -C | Technology | 37.8K | $6.2M | 1.9% | -0.5% |
| GOOGL ALPHABET INC-CL A | Technology | 21.6K | $6.2M | 1.9% | -1.2% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 27.2K | $6.1M | 1.9% | +0.4% |
| PEP PEPSICO INC | Consumer staples | 36.0K | $5.6M | 1.7% | +3.6% |
| LOW LOWE'S COS INC | Consumer discretionary | 23.2K | $5.5M | 1.7% | -1.2% |
| META META PLATFORMS INC-CLASS A | Technology | 9.1K | $5.2M | 1.6% | +2.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 9.7K | $4.6M | 1.4% | -0.3% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 48.9K | $4.6M | 1.4% | -1.0% |
| WFC WELLS FARGO & CO | Financials | 57.1K | $4.5M | 1.4% | -0.3% |
| CPRT COPART INC | Consumer discretionary | 118.7K | $3.9M | 1.2% | +45.8% |
| BKR BAKER HUGHES CO | Industrials | 58.8K | $3.6M | 1.1% | -0.8% |
| BAC BANK OF AMERICA CORP | Financials | 71.4K | $3.5M | 1.1% | +1.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 16.5K | $3.4M | 1.0% | +2.5% |
| AVGO BROADCOM INC | Technology | 10.3K | $3.2M | 1.0% | +0.6% |
| CRM SALESFORCE INC | Technology | 17.1K | $3.2M | 1.0% | +15.8% |
| APH AMPHENOL CORP-CL A | Technology | 24.2K | $3.1M | 1.0% | -0.2% |
| ADBE ADOBE INC | Technology | 12.5K | $3.0M | 0.9% | +39.6% |
| HCA HCA HEALTHCARE INC | Healthcare | 6.3K | $3.0M | 0.9% | -2.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.0K | $3.0M | 0.9% | -0.7% |
| DOX AMDOCS LTD | Technology | 42.5K | $2.8M | 0.9% | +31.3% |
| PGR PROGRESSIVE CORP | Financials | 13.8K | $2.7M | 0.9% | +43.5% |
| MANH MANHATTAN ASSOCIATES INC | Technology | 20.0K | $2.7M | 0.8% | +50.7% |
| SBUX STARBUCKS CORP | Consumer discretionary | 28.9K | $2.6M | 0.8% | +20.4% |
| CCK CROWN HOLDINGS INC | Industrials | 25.0K | $2.5M | 0.8% | +6.6% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 8.6K | $2.5M | 0.8% | +4.3% |
| EW EDWARDS LIFESCIENCES CORP | Healthcare | 30.9K | $2.5M | 0.8% | -1.3% |
| DIS WALT DISNEY CO/THE | Services media | 25.1K | $2.4M | 0.8% | +1.6% |
| ABT ABBOTT LABORATORIES | Healthcare | 23.5K | $2.4M | 0.8% | +1.2% |
| GEN GEN DIGITAL INC | Technology | 127.1K | $2.4M | 0.7% | +49.6% |
| NYT NEW YORK TIMES CO-A | Other | 28.3K | $2.4M | 0.7% | +0.2% |
| TDG TRANSDIGM GROUP INC | Industrials | 1.9K | $2.2M | 0.7% | -0.8% |
| PFE PFIZER INC | Healthcare | 79.3K | $2.2M | 0.7% | +9.2% |
| NFLX NETFLIX INC | Services media | 21.9K | $2.1M | 0.7% | +2.7% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 13.3K | $2.1M | 0.7% | +0.7% |
| DE DEERE & CO | Industrials | 3.7K | $2.1M | 0.6% | -0.7% |
| ZTS ZOETIS INC | Healthcare | 17.1K | $2.0M | 0.6% | +44.7% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 15.3K | $2.0M | 0.6% | +0.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 85 | $321.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 88 | $329.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 87 | $328.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 78 | $309.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 80 | $283.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 79 | $259.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 76 | $255.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 64 | $237.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 61 | $236.5M | canonical | SEC ↗ |
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