Hixon Zuercher, LLC
CIK 0001806752 · FINDLAY, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$340.8M
2026 Q2
Positions
88
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GSIE
GOLDMAN SACHS ETF TR
7.1%
GSLC
GOLDMAN SACHS ETF TR
4.0%
JNJ
JOHNSON & JOHNSON
3.5%
JHMM
JOHN HANCOCK EXCHANGE TRADED
3.4%
NVDA
NVIDIA CORPORATION
3.4%
EMGF
ISHARES INC
3.2%
GOOGL
ALPHABET INC
2.9%
JPM
JPMORGAN CHASE & CO
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.