Fox Hill Wealth Management

CIK 0002016110 · DEDHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-19 · Open the SEC source

Fox Hill Wealth Management reported 120 positions worth $249.4M as of June 30, 2026 (13F filed August 19, 2026). Largest holding: MSFT (6.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$249.4M
2026 Q2
Positions
120
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.1%
Est. Net Flow (Q)
2026 Q2
10 / 120 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$16.4M6.59%44,074
2NVDANVIDIA CORPORATIONSH$14.5M5.81%72,418
3AAPLAPPLE INCSH$12.8M5.14%44,332
4LLYELI LILLY & COSH$11.5M4.62%9,609
5CATCATERPILLAR INCSH$10.5M4.20%9,832
6PANWPALO ALTO NETWORKS INCSH$9.7M3.91%28,571
7MUMICRON TECHNOLOGY INCSH$9.1M3.64%7,875
8AMZNAMAZON COM INCSH$6.9M2.76%28,847
9ANETARISTA NETWORKS INCSH$5.7M2.28%33,408
10BLLNBILLIONTOONE INCSH$5.2M2.10%43,724

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Fox Hill Wealth Management hold as of Q2 2026?

Fox Hill Wealth Management reported 120 positions worth $249.4M in its Q2 2026 13F filing. Largest positions: MSFT (6.6%), NVDA (5.8%), AAPL (5.1%), LLY (4.6%) and CAT (4.2%).

What did Fox Hill Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Fox Hill Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.