Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fox Hill Wealth Management (CIK 2016110) reported $249.4M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($16.4M, 6.59%), NVDA ($14.5M, 5.81%), AAPL ($12.8M, 5.14%), LLY ($11.5M, 4.62%), CAT ($10.5M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $16.4M | 6.59% | 44,074 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $14.5M | 5.81% | 72,418 | Added |
| 3 | AAPL | APPLE INC | $12.8M | 5.14% | 44,332 | Added |
| 4 | LLY | ELI LILLY & CO | $11.5M | 4.62% | 9,609 | Added |
| 5 | CAT | CATERPILLAR INC | $10.5M | 4.20% | 9,832 | Added |
| 6 | PANW | PALO ALTO NETWORKS INC | $9.7M | 3.91% | 28,571 | Trimmed |
| 7 | MU | MICRON TECHNOLOGY INC | $9.1M | 3.64% | 7,875 | Added |
| 8 | AMZN | AMAZON COM INC | $6.9M | 2.76% | 28,847 | Added |
| 9 | ANET | ARISTA NETWORKS INC | $5.7M | 2.28% | 33,408 | Trimmed |
| 10 | BLLN | BILLIONTOONE INC | $5.2M | 2.10% | 43,724 | New |
| 11 | GS | GOLDMAN SACHS GROUP INC | $5.2M | 2.10% | 5,172 | Added |
| 12 | GOOG | ALPHABET INC | $4.7M | 1.88% | 13,249 | Trimmed |
| 13 | INTC | INTEL CORP | $4.6M | 1.86% | 33,198 | Added |
| 14 | GLW | CORNING INC | $4.5M | 1.82% | 17,788 | Added |
| 15 | TJX | TJX COS INC NEW | $4.2M | 1.68% | 27,603 | Added |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 1.64% | 8,160 | Trimmed |
| 17 | HWM | HOWMET AEROSPACE INC | $4.1M | 1.63% | 15,165 | Trimmed |
| 18 | DUK | DUKE ENERGY CORP NEW | $3.8M | 1.53% | 30,074 | Added |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $3.7M | 1.49% | 31,824 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $3.5M | 1.39% | 9,415 | Trimmed |
| 21 | RTX | RTX CORPORATION | $3.3M | 1.31% | 17,249 | Added |
| 22 | NSC | NORFOLK SOUTHN CORP | $3.1M | 1.24% | 9,838 | Added |
| 23 | CNM | CORE & MAIN INC | $3.0M | 1.20% | 61,936 | Added |
| 24 | XLU | SELECT SECTOR SPDR TR | $2.9M | 1.15% | 63,526 | Added |
| 25 | ETR | ENTERGY CORP NEW | $2.8M | 1.11% | 24,053 | Added |
Source: SEC Form 13F filings · as of 2026-06-30