Institutional Manager · CIK 0001806752
Hixon Zuercher, LLC
Findlay, OH · File #028-21378
Latest AUM
$329.8M
Positions
88
Top-10 Concentration
38.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202588 pos · $329.8M
- 13F HOLDINGS REPORTQ/E Sep 202587 pos · $328.6M
- 13F HOLDINGS REPORTQ/E Jun 202578 pos · $309.5M
- 13F HOLDINGS REPORTQ/E Mar 202580 pos · $283.6M
- 13F HOLDINGS REPORTQ/E Dec 202479 pos · $259.9M
- 13F HOLDINGS REPORTQ/E Sep 202476 pos · $255.3M
- 13F HOLDINGS REPORTQ/E Jun 202464 pos · $237.3M
- 13F HOLDINGS REPORTQ/E Mar 202461 pos · $236.5M
- 13F HOLDINGS REPORTQ/E Dec 202356 pos · $190.8M
- 13F HOLDINGS REPORTQ/E Sep 202359 pos · $198.5M
- 13F HOLDINGS REPORTQ/E Jun 202355 pos · $168.6M
- 13F HOLDINGS REPORTQ/E Mar 202357 pos · $162.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | NVGLF | 565,608 | $24.3M | 8.42% |
| 2 | GOLDMAN SACHS ETF TR | NVGLF | 92,941 | $12.3M | 4.27% |
| 3 | JOHNSON & JOHNSON | JNJ | 49,536 | $10.3M | 3.55% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 30,431 | $9.8M | 3.40% |
| 5 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 144,855 | $9.5M | 3.29% |
| 6 | ISHARES INC | 46434G889 | 163,120 | $9.4M | 3.27% |
| 7 | NVIDIA CORPORATION | NVDA | 49,409 | $9.2M | 3.20% |
| 8 | ISHARES TR | 464287200 | 13,087 | $9.0M | 3.11% |
| 9 | GOLDMAN SACHS GROUP INC | GSCE | 9,460 | $8.3M | 2.88% |
| 10 | MICROSOFT CORP | MSFT | 16,659 | $8.1M | 2.79% |
| 11 | STRYKER CORPORATION | SYK | 22,782 | $8.0M | 2.78% |
| 12 | APPLE INC | AAPL | 28,899 | $7.9M | 2.72% |
| 13 | NEXTERA ENERGY INC | NEE-PW | 97,537 | $7.8M | 2.72% |
| 14 | AMAZON COM INC | AMZN | 33,384 | $7.7M | 2.67% |
| 15 | MASTERCARD INCORPORATED | MA | 13,139 | $7.5M | 2.60% |
| 16 | EXXON MOBIL CORP | XOM | 57,019 | $6.9M | 2.38% |
| 17 | ALPHABET INC | GOOG | 21,817 | $6.8M | 2.37% |
| 18 | WALMART INC | WMT | 53,953 | $6.0M | 2.08% |
| 19 | META PLATFORMS INC | META | 8,848 | $5.8M | 2.03% |
| 20 | LOWES COS INC | 548661107 | 23,496 | $5.7M | 1.96% |