Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Fox Hill Wealth Management (CIK 2016110) reported $207.9M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($16.1M, 7.76%), NVDA ($12.3M, 5.89%), AAPL ($10.7M, 5.14%), LLY ($8.6M, 4.15%), AMZN ($6.0M, 2.89%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MSFTMICROSOFT CORP$16.1M7.76%43,588Added
2NVDANVIDIA CORPORATION$12.3M5.89%70,271Added
3AAPLAPPLE INC$10.7M5.14%42,079Trimmed
4LLYELI LILLY & CO$8.6M4.15%9,385Trimmed
5AMZNAMAZON COM INC$6.0M2.89%28,828Added
6PANWPALO ALTO NETWORKS INC$4.8M2.29%29,668Added
7PLTRPALANTIR TECHNOLOGIES INC$4.7M2.27%32,216Added
8GSGOLDMAN SACHS GROUP INC$4.3M2.07%5,083Trimmed
9TJXTJX COS INC NEW$4.3M2.06%26,877Trimmed
10GLDSPDR GOLD TR$4.1M1.99%9,613Trimmed
11ANETARISTA NETWORKS INC$4.1M1.98%33,520Added
12BRK/BBERKSHIRE HATHAWAY INC DEL$3.9M1.89%8,194Trimmed
13GOOGALPHABET INC$3.9M1.88%13,608Trimmed
14DUKDUKE ENERGY CORP NEW$3.9M1.86%29,563Added
15CATCATERPILLAR INC$3.6M1.75%5,131Added
16HWMHOWMET AEROSPACE INC$3.6M1.71%15,441Trimmed
17TEVATEVA PHARMACEUTICAL INDS LTD$3.3M1.59%109,772Trimmed
18DGDOLLAR GEN CORP$3.0M1.47%25,685New
19LMTLOCKHEED MARTIN CORP$3.0M1.45%4,995Added
20RTXRTX CORPORATION$3.0M1.43%15,407Added
21XLUSELECT SECTOR SPDR TR$2.9M1.39%63,060Added
22NOCNORTHROP GRUMMAN CORP$2.8M1.36%4,157Added
23NSCNORFOLK SOUTHN CORP$2.8M1.35%9,785Trimmed
24ETRENTERGY CORP NEW$2.7M1.29%23,959Trimmed
25WMTWALMART INC$2.7M1.29%21,517Added

Source: SEC Form 13F filings · as of 2026-03-31