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 $321.1M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GSIE ($21.9M, 6.82%), GSLC ($11.8M, 3.69%), JNJ ($11.7M, 3.65%), JHMM ($9.9M, 3.08%), XOM ($9.5M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSIE | GOLDMAN SACHS ETF TR | $21.9M | 6.82% | 507,579 | Trimmed |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $11.8M | 3.69% | 94,684 | Added |
| 3 | JNJ | JOHNSON & JOHNSON | $11.7M | 3.65% | 47,938 | Trimmed |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $9.9M | 3.08% | 147,589 | Added |
| 5 | XOM | EXXON MOBIL CORP | $9.5M | 2.96% | 56,000 | Trimmed |
| 6 | NEE | NEXTERA ENERGY INC | $9.0M | 2.79% | 96,516 | Trimmed |
| 7 | EMGF | ISHARES INC | $8.9M | 2.78% | 147,661 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $8.9M | 2.76% | 30,185 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $8.5M | 2.66% | 48,922 | Trimmed |
| 10 | GS | GOLDMAN SACHS GROUP INC | $7.8M | 2.44% | 9,265 | Trimmed |
| 11 | SYK | STRYKER CORPORATION | $7.6M | 2.37% | 23,135 | Added |
| 12 | AAPL | APPLE INC | $7.3M | 2.26% | 28,603 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $6.9M | 2.15% | 33,123 | Trimmed |
| 14 | CAT | CATERPILLAR INC | $6.7M | 2.10% | 9,524 | Trimmed |
| 15 | WMT | WALMART INC | $6.6M | 2.05% | 53,061 | Trimmed |
| 16 | MA | MASTERCARD INCORPORATED | $6.6M | 2.04% | 13,116 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $6.4M | 2.00% | 17,380 | Added |
| 18 | DELL | DELL TECHNOLOGIES INC | $6.2M | 1.93% | 37,767 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $6.2M | 1.93% | 21,556 | Trimmed |
| 20 | HON | HONEYWELL INTL INC | $6.1M | 1.91% | 27,166 | Added |
| 21 | PEP | PEPSICO INC | $5.6M | 1.74% | 35,985 | Added |
| 22 | LOW | LOWES COS INC | $5.5M | 1.71% | 23,216 | Trimmed |
| 23 | SHV | ISHARES TR | $5.3M | 1.64% | 47,842 | Added |
| 24 | TLT | ISHARES TR | $5.3M | 1.64% | 60,811 | Added |
| 25 | META | META PLATFORMS INC | $5.2M | 1.62% | 9,072 | Added |
Source: SEC Form 13F filings · as of 2026-03-31