13F HOLDINGS REPORT
Hixon Zuercher, LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0002085853-26-000082
Total Value
$329.8M
Positions
88
Other Managers
0
Confidential Omitted
No
Holdings (88)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | NVGLF | 565,608 | $24.3M | 7.36% |
| 2 | GOLDMAN SACHS ETF TR | NVGLF | 92,941 | $12.3M | 3.73% |
| 3 | JOHNSON & JOHNSON | JNJ | 49,536 | $10.3M | 3.11% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 30,431 | $9.8M | 2.97% |
| 5 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 144,855 | $9.5M | 2.88% |
| 6 | ISHARES INC | 46434G889 | 163,120 | $9.4M | 2.86% |
| 7 | NVIDIA CORPORATION | NVDA | 49,409 | $9.2M | 2.79% |
| 8 | ISHARES TR | 464287200 | 13,087 | $9.0M | 2.72% |
| 9 | GOLDMAN SACHS GROUP INC | GSCE | 9,460 | $8.3M | 2.52% |
| 10 | MICROSOFT CORP | MSFT | 16,659 | $8.1M | 2.44% |
| 11 | STRYKER CORPORATION | SYK | 22,782 | $8.0M | 2.43% |
| 12 | APPLE INC | AAPL | 28,899 | $7.9M | 2.38% |
| 13 | NEXTERA ENERGY INC | NEE-PW | 97,537 | $7.8M | 2.37% |
| 14 | AMAZON COM INC | AMZN | 33,384 | $7.7M | 2.34% |
| 15 | MASTERCARD INCORPORATED | MA | 13,139 | $7.5M | 2.27% |
| 16 | EXXON MOBIL CORP | XOM | 57,019 | $6.9M | 2.08% |
| 17 | ALPHABET INC | GOOG | 21,817 | $6.8M | 2.07% |
| 18 | WALMART INC | WMT | 53,953 | $6.0M | 1.82% |
| 19 | META PLATFORMS INC | META | 8,848 | $5.8M | 1.77% |
| 20 | LOWES COS INC | 548661107 | 23,496 | $5.7M | 1.72% |
| 21 | CATERPILLAR INC | CAT | 9,825 | $5.6M | 1.71% |
| 22 | WELLS FARGO CO NEW | 949746101 | 57,232 | $5.3M | 1.62% |
| 23 | HONEYWELL INTL INC | 438516106 | 27,070 | $5.3M | 1.60% |
| 24 | ISHARES TR | 464288679 | 47,517 | $5.2M | 1.59% |
| 25 | ISHARES TR | 464287432 | 57,570 | $5.0M | 1.52% |
| 26 | PEPSICO INC | PEP | 34,725 | $5.0M | 1.51% |
| 27 | SCHWAB CHARLES CORP | SCHW-PJ | 49,396 | $4.9M | 1.50% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,688 | $4.9M | 1.48% |
| 29 | DELL TECHNOLOGIES INC | DELL | 37,969 | $4.8M | 1.45% |
| 30 | SALESFORCE INC | CRM | 14,722 | $3.9M | 1.18% |
| 31 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 77,072 | $3.9M | 1.18% |
| 32 | BANK AMERICA CORP | 060505104 | 70,664 | $3.9M | 1.18% |
| 33 | BROADCOM INC | AVGO | 10,269 | $3.6M | 1.08% |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 16,111 | $3.5M | 1.05% |
| 35 | AMPHENOL CORP NEW | 032095101 | 24,277 | $3.3M | 0.99% |
| 36 | COPART INC | CPRT | 81,417 | $3.2M | 0.97% |
| 37 | ADOBE INC | ADBE | 8,943 | $3.1M | 0.95% |
| 38 | HCA HEALTHCARE INC | HCA | 6,518 | $3.0M | 0.92% |
| 39 | ABBOTT LABS | ABLZF | 23,259 | $2.9M | 0.88% |
| 40 | DISNEY WALT CO | 254687106 | 24,724 | $2.8M | 0.85% |
| 41 | BAKER HUGHES COMPANY | BKR | 59,247 | $2.7M | 0.82% |
| 42 | EDWARDS LIFESCIENCES CORP | EW | 31,316 | $2.7M | 0.81% |
| 43 | AMDOCS LTD | DOX | 32,373 | $2.6M | 0.79% |
| 44 | TRANSDIGM GROUP INC | TDG | 1,954 | $2.6M | 0.79% |
| 45 | COSTCO WHSL CORP NEW | 22160K105 | 2,987 | $2.6M | 0.78% |
| 46 | DIGITAL RLTY TR INC | 253868103 | 16,188 | $2.5M | 0.76% |
| 47 | CROWN HLDGS INC | CCK | 23,478 | $2.4M | 0.73% |
| 48 | PROLOGIS INC. | PLDGP | 18,491 | $2.4M | 0.72% |
| 49 | GEN DIGITAL INC | GENVR | 84,940 | $2.3M | 0.70% |
| 50 | MANHATTAN ASSOCIATES INC | MANH | 13,245 | $2.3M | 0.70% |
| 51 | PROGRESSIVE CORP | 743315103 | 9,607 | $2.2M | 0.66% |
| 52 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 13,186 | $2.1M | 0.65% |
| 53 | DOLLAR GEN CORP NEW | 256677105 | 15,634 | $2.1M | 0.63% |
| 54 | AIR PRODS & CHEMS INC | AIIR | 8,274 | $2.0M | 0.62% |
| 55 | STARBUCKS CORP | SBUX | 24,002 | $2.0M | 0.61% |
| 56 | NETFLIX INC | NFLX | 21,372 | $2.0M | 0.61% |
| 57 | NEW YORK TIMES CO | NYT | 28,248 | $2.0M | 0.59% |
| 58 | ELI LILLY & CO | LLY | 1,750 | $1.9M | 0.57% |
| 59 | PFIZER INC | PFE | 72,581 | $1.8M | 0.55% |
| 60 | AMERICAN ELEC PWR CO INC | 025537101 | 15,301 | $1.8M | 0.53% |
| 61 | DEERE & CO | DE | 3,725 | $1.7M | 0.53% |
| 62 | MCDONALDS CORP | MCD | 5,364 | $1.6M | 0.50% |
| 63 | QUALCOMM INC | QCOM | 9,207 | $1.6M | 0.48% |
| 64 | ZOETIS INC | ZTS | 11,828 | $1.5M | 0.45% |
| 65 | TRACTOR SUPPLY CO | TSCO | 28,155 | $1.4M | 0.43% |
| 66 | AMERICAN TOWER CORP NEW | 03027X100 | 6,974 | $1.2M | 0.37% |
| 67 | ISHARES TR | 46432F842 | 13,100 | $1.2M | 0.36% |
| 68 | GOLDMAN SACHS ETF TR | NVGLF | 13,420 | $1.0M | 0.31% |
| 69 | CDW CORP | CDW | 6,878 | $936,841 | 0.28% |
| 70 | OWENS CORNING NEW | OC | 7,881 | $882,006 | 0.27% |
| 71 | HERSHEY CO | HSY | 3,882 | $706,455 | 0.21% |
| 72 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 10,570 | $605,037 | 0.18% |
| 73 | VISA INC | V | 1,718 | $602,520 | 0.18% |
| 74 | ORACLE CORP | ORCL-PD | 3,071 | $598,575 | 0.18% |
| 75 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,904 | $556,290 | 0.17% |
| 76 | ABBVIE INC | ABBV | 2,400 | $548,376 | 0.17% |
| 77 | PROCTER AND GAMBLE CO | 742718109 | 3,808 | $545,724 | 0.17% |
| 78 | VANGUARD INDEX FDS | 922908769 | 1,551 | $519,917 | 0.16% |
| 79 | ISHARES TR | 464287168 | 3,499 | $493,859 | 0.15% |
| 80 | ISHARES TR | 46429B663 | 4,011 | $487,825 | 0.15% |
| 81 | ALPHABET INC | GOOG | 1,440 | $451,872 | 0.14% |
| 82 | ISHARES INC | 46434G103 | 6,620 | $444,996 | 0.13% |
| 83 | ISHARES TR | 464287804 | 3,656 | $439,378 | 0.13% |
| 84 | ISHARES TR | 464287226 | 3,790 | $378,545 | 0.11% |
| 85 | CAMECO CORP | CCJ | 4,000 | $365,960 | 0.11% |
| 86 | VANGUARD STAR FDS | 921909768 | 3,908 | $294,844 | 0.09% |
| 87 | 3M CO | MMM | 1,600 | $256,160 | 0.08% |
| 88 | ISHARES TR | 464287705 | 1,600 | $210,544 | 0.06% |