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.
Hixon Zuercher, LLC (CIK 1806752) reported $340.8M across 88 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GSIE ($24.1M, 7.06%), GSLC ($13.7M, 4.03%), JNJ ($12.0M, 3.51%), JHMM ($11.5M, 3.36%), NVDA ($11.4M, 3.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSIE | GOLDMAN SACHS ETF TR | $24.1M | 7.06% | 526,508 | Added |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $13.7M | 4.03% | 96,746 | Added |
| 3 | JNJ | JOHNSON & JOHNSON | $12.0M | 3.51% | 47,061 | Trimmed |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $11.5M | 3.36% | 152,829 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $11.4M | 3.35% | 57,102 | Added |
| 6 | EMGF | ISHARES INC | $11.0M | 3.24% | 150,551 | Added |
| 7 | GOOGL | ALPHABET INC | $9.9M | 2.92% | 27,802 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $9.7M | 2.86% | 29,750 | Trimmed |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $9.1M | 2.67% | 15,649 | Trimmed |
| 10 | GS | GOLDMAN SACHS GROUP INC | $9.1M | 2.66% | 8,968 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $8.8M | 2.58% | 36,944 | Added |
| 12 | NEE | NEXTERA ENERGY INC | $8.5M | 2.49% | 96,673 | Added |
| 13 | MSFT | MICROSOFT CORP | $8.2M | 2.40% | 21,938 | Added |
| 14 | AAPL | APPLE INC | $8.2M | 2.39% | 28,191 | Trimmed |
| 15 | SYK | STRYKER CORPORATION | $7.3M | 2.13% | 23,068 | Trimmed |
| 16 | MA | MASTERCARD INCORPORATED | $6.8M | 1.99% | 13,186 | Added |
| 17 | CAT | CATERPILLAR INC | $6.6M | 1.93% | 6,162 | Trimmed |
| 18 | META | META PLATFORMS INC | $6.0M | 1.76% | 10,635 | Added |
| 19 | DELL | DELL TECHNOLOGIES INC | $6.0M | 1.75% | 13,837 | Trimmed |
| 20 | WMT | WALMART INC | $5.9M | 1.73% | 51,921 | Trimmed |
| 21 | SHV | ISHARES TR | $5.5M | 1.60% | 49,394 | Added |
| 22 | TLT | ISHARES TR | $5.4M | 1.59% | 62,862 | Added |
| 23 | PEP | PEPSICO INC | $4.8M | 1.42% | 35,681 | Trimmed |
| 24 | LOW | LOWES COS INC | $4.6M | 1.34% | 20,724 | Trimmed |
| 25 | SCHW | SCHWAB CHARLES CORP | $4.5M | 1.32% | 48,603 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30