Fox Hill Wealth Management
DEDHAM, MA
$249m in 120 US stocks at the end of 30 June 2026. The top 10 are 41.1% of the money. It changed about 17.2% of the portfolio this quarter.
Value
$249m
Stocks
120
Top 10 share
41.1%
Turnover
17.2%
What changed this quarter
New
Bought for the first time this quarter.
- BillionToOneBLLN2.1% of the fund
- Bloom EnergyBE1.1% of the fund
- TeslaTSLA0.2% of the fund
- Space Exploration TechnologiesSPCX0.2% of the fund
- FreshpetFRPT0.1% of the fund
- Wisdomtree TRWTAI0.1% of the fund
- Applied MaterialsAMAT0.1% of the fund
- Monster BeverageMNST0.1% of the fund
- Advanced Micro DevicesAMD0.1% of the fund
- Invesco QQQ TRQQQ<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- RBC BearingsRBC<0.1% of the fund
- VeraltoVLTO<0.1% of the fund
- State STR Spdr S&P Midcap 40MDY<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA5.8% of the fund+3%
- AppleAAPL5.1% of the fund+5%
- Eli LillyLLY4.6% of the fund+2%
- CaterpillarCAT4.2% of the fund+92%
- Micron TechnologyMU3.6% of the fund+16%
- CorningGLW1.8% of the fund+7%
- TJX CompaniesTJX1.7% of the fund+3%
- RTXRTX1.3% of the fund+12%
- Core & MainCNM1.2% of the fund+14%
- NisourceNI1.1% of the fund+2%
- VistraVST1.0% of the fund+3%
- GE VernovaGEV1.0% of the fund+9%
- AmerenAEE0.9% of the fund+3%
- NextEra EnergyNEE0.9% of the fund+7%
- BroadcomAVGO0.9% of the fund+19%
- DanaherDHR0.9% of the fund+652%
- WEC Energy GroupWEC0.9% of the fund+4%
- Portland General ElectricPOR0.9% of the fund+7%
- Lam ResearchLRCX0.9% of the fund+87%
- Public Service Enterprise GroupPEG0.8% of the fund+6%
- OracleORCL0.7% of the fund+3%
- Pg&ePCG0.7% of the fund+7%
- General ElectricGE0.6% of the fund+11%
- AST SpaceMobileASTS0.6% of the fund+3%
- Ishares TRTIP0.4% of the fund+23%
Cut
Sold some of their stake.
- Palo Alto NetworksPANW3.9% of the fund-4%
- AlphabetGOOG1.9% of the fund-3%
- Spdr Gold TRGLD1.4% of the fund-2%
- WalmartWMT0.9% of the fund-6%
- Northrop GrummanNOC0.5% of the fund-41%
- Coca-ColaKO0.3% of the fund-2%
- ASML Holding NVASML0.3% of the fund-4%
- Procter & GamblePG0.2% of the fund-4%
- CamecoCCJ0.2% of the fund-3%
- Proshares TRDOG0.1% of the fund-3%
- Vertiv HoldingsVRT0.1% of the fund-4%
- NutrienNTR0.1% of the fund-38%
- Labcorp HoldingsLH<0.1% of the fund-5%
Sold out
Sold their entire stake.
- Teva Pharmaceutical IndustriesTEVA-100%
- Dollar GeneralDG-100%
- Vulcan MaterialsVMC-100%
- Robinhood MarketsHOOD-100%
- ExxonMobil HoldingsXOM-100%
- FerrariRACE-100%
- State STR Spdr S&P 500 ETF TSPY-100%
- Intuitive SurgicalISRG-100%
- D-Wave QuantumQBTS-100%
- Penn Entertainment-100%
- Block-100%
Holdings
- Spdr Gold TRGLD
- Share
- 1.4%
- Value
- $3m
- Shares
- 9,415
-2%
- Select Sector Spdr TRXLU
- Share
- 1.2%
- Value
- $3m
- Shares
- 63,526
Held
- Vaneck ETF TrustSMH
- Share
- 1.1%
- Value
- $3m
- Shares
- 4,159
Held
- Ishares TRDVY
- Share
- 0.7%
- Value
- $2m
- Shares
- 10,715
Held
- Ishares Silver TRSLV
- Share
- 0.5%
- Value
- $1m
- Shares
- 23,976
Held
- Invesco Exchange Traded FD TPHO
- Share
- 0.4%
- Value
- $1m
- Shares
- 16,105
Held
- Ishares TRTIP
- Share
- 0.4%
- Value
- $1m
- Shares
- 9,865
+23%
- Spdr Series TrustXME
- Share
- 0.4%
- Value
- $1m
- Shares
- 10,087
Held
- Ishares TRIGF
- Share
- 0.4%
- Value
- $986,903
- Shares
- 14,818
Held
- Ishares TRITA
- Share
- 0.3%
- Value
- $667,674
- Shares
- 2,754
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $532,824
- Shares
- 3,118
New
- American Centy ETF TRAVIV
- Share
- 0.2%
- Value
- $522,563
- Shares
- 6,750
Held
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $468,920
- Shares
- 2,461
Held
- CamecoCCJ
- Share
- 0.2%
- Value
- $438,577
- Shares
- 4,306
-3%
- Entrepreneurshares Series TRXOVR
- Share
- 0.2%
- Value
- $410,686
- Shares
- 19,510
Held
- Ishares TRIHI
- Share
- 0.1%
- Value
- $359,214
- Shares
- 7,270
Held
- Exchange Traded Concepts TRUTHNQ
- Share
- 0.1%
- Value
- $355,719
- Shares
- 3,900
Held
- Global X FDSSHLD
- Share
- 0.1%
- Value
- $351,657
- Shares
- 5,889
Held
- Select Sector Spdr TRXLE
- Share
- 0.1%
- Value
- $339,512
- Shares
- 6,393
Held
- Proshares TRDOG
- Share
- 0.1%
- Value
- $332,754
- Shares
- 15,391
-3%
- Wisdomtree TRWTAI
- Share
- 0.1%
- Value
- $327,486
- Shares
- 6,899
New
- Proshares TRPSQ
- Share
- 0.1%
- Value
- $300,235
- Shares
- 11,981
+10%
- Suncor EnergySU
- Share
- 0.1%
- Value
- $299,105
- Shares
- 5,572
Held
- NutrienNTR
- Share
- 0.1%
- Value
- $295,298
- Shares
- 4,691
-38%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 6.6% | $16m | 44,074 | Held |
| NvidiaNVDA | 5.8% | $14m | 72,418 | +3% |
| AppleAAPL | 5.1% | $13m | 44,332 | +5% |
| Eli LillyLLY | 4.6% | $12m | 9,609 | +2% |
| CaterpillarCAT | 4.2% | $10m | 9,832 | +92% |
| Palo Alto NetworksPANW | 3.9% | $10m | 28,571 | -4% |
| Micron TechnologyMU | 3.6% | $9m | 7,875 | +16% |
| Amazon.comAMZN | 2.8% | $7m | 28,847 | Held |
| Arista NetworksANET | 2.3% | $6m | 33,408 | Held |
| BillionToOneBLLN | 2.1% | $5m | 43,724 | New |
| Goldman Sachs GroupGS | 2.1% | $5m | 5,172 | Held |
| AlphabetGOOG | 1.9% | $5m | 13,249 | -3% |
| IntelINTC | 1.9% | $5m | 33,198 | Held |
| CorningGLW | 1.8% | $5m | 17,788 | +7% |
| TJX CompaniesTJX | 1.7% | $4m | 27,603 | +3% |
| Berkshire HathawayBRK-B | 1.6% | $4m | 8,160 | Held |
| Howmet AerospaceHWM | 1.6% | $4m | 15,165 | Held |
| Duke EnergyDUK | 1.5% | $4m | 30,074 | Held |
| Palantir TechnologiesPLTR | 1.5% | $4m | 31,824 | Held |
| Spdr Gold TRGLD | 1.4% | $3m | 9,415 | -2% |
| RTXRTX | 1.3% | $3m | 17,249 | +12% |
| Norfolk SouthernNSC | 1.2% | $3m | 9,838 | Held |
| Core & MainCNM | 1.2% | $3m | 61,936 | +14% |
| Select Sector Spdr TRXLU | 1.2% | $3m | 63,526 | Held |
| EntergyETR | 1.1% | $3m | 24,053 | Held |
| Bloom EnergyBE | 1.1% | $3m | 9,068 | New |
| Vaneck ETF TrustSMH | 1.1% | $3m | 4,159 | Held |
| NisourceNI | 1.1% | $3m | 55,599 | +2% |
| VistraVST | 1.0% | $3m | 16,453 | +3% |
| GE VernovaGEV | 1.0% | $3m | 2,201 | +9% |
| Lockheed MartinLMT | 1.0% | $3m | 4,974 | Held |
| Costco WholesaleCOST | 1.0% | $2m | 2,585 | Held |
| AmerenAEE | 0.9% | $2m | 20,647 | +3% |
| AlphabetGOOGL | 0.9% | $2m | 6,468 | Held |
| FortinetFTNT | 0.9% | $2m | 15,034 | Held |
| WalmartWMT | 0.9% | $2m | 20,245 | -6% |
| NextEra EnergyNEE | 0.9% | $2m | 25,834 | +7% |
| BroadcomAVGO | 0.9% | $2m | 5,948 | +19% |
| DanaherDHR | 0.9% | $2m | 11,682 | +652% |
| WEC Energy GroupWEC | 0.9% | $2m | 19,020 | +4% |
| Portland General ElectricPOR | 0.9% | $2m | 42,047 | +7% |
| Lam ResearchLRCX | 0.9% | $2m | 4,944 | +87% |
| Taiwan Semiconductor ManufacturingTSM | 0.8% | $2m | 4,434 | Held |
| Public Service Enterprise GroupPEG | 0.8% | $2m | 24,698 | +6% |
| OracleORCL | 0.7% | $2m | 12,710 | +3% |
| NetflixNFLX | 0.7% | $2m | 25,488 | Held |
| Pg&ePCG | 0.7% | $2m | 108,068 | +7% |
| Ishares TRDVY | 0.7% | $2m | 10,715 | Held |
| DavitaDVA | 0.6% | $2m | 7,212 | Held |
| International Business MachinesIBM | 0.6% | $2m | 5,427 | Held |
| General ElectricGE | 0.6% | $2m | 4,073 | +11% |
| AST SpaceMobileASTS | 0.6% | $1m | 16,815 | +3% |
| McDonald'sMCD | 0.6% | $1m | 5,309 | Held |
| Meta PlatformsMETA | 0.5% | $1m | 2,409 | Held |
| Ishares Silver TRSLV | 0.5% | $1m | 23,976 | Held |
| Northrop GrummanNOC | 0.5% | $1m | 2,453 | -41% |
| Nuscale PowerSMR | 0.5% | $1m | 112,477 | Held |
| Invesco Exchange Traded FD TPHO | 0.4% | $1m | 16,105 | Held |
| Ishares TRTIP | 0.4% | $1m | 9,865 | +23% |
| Spdr Series TrustXME | 0.4% | $1m | 10,087 | Held |
| Ishares TRIGF | 0.4% | $986,903 | 14,818 | Held |
| MckessonMCK | 0.3% | $813,932 | 1,077 | Held |
| Coca-ColaKO | 0.3% | $767,244 | 9,441 | -2% |
| QualcommQCOM | 0.3% | $689,702 | 3,732 | Held |
| OkloOKLO | 0.3% | $684,137 | 13,074 | Held |
| Ishares TRITA | 0.3% | $667,674 | 2,754 | Held |
| Constellation EnergyCEG | 0.3% | $644,375 | 2,594 | Held |
| ASML Holding NVASML | 0.3% | $642,589 | 323 | -4% |
| Cisco SystemsCSCO | 0.2% | $618,174 | 5,263 | +11% |
| TeslaTSLA | 0.2% | $616,600 | 1,466 | New |
| ChevronCVX | 0.2% | $605,125 | 3,651 | Held |
| Western DigitalWDC | 0.2% | $559,715 | 876 | +14% |
| Rigetti ComputingRGTI | 0.2% | $546,949 | 28,310 | +51% |
| Space Exploration TechnologiesSPCX | 0.2% | $532,824 | 3,118 | New |
| American Centy ETF TRAVIV | 0.2% | $522,563 | 6,750 | Held |
| Procter & GamblePG | 0.2% | $508,076 | 3,465 | -4% |
| Primoris ServicesPRIM | 0.2% | $478,852 | 4,831 | Held |
| EmbraerEMBJ | 0.2% | $476,650 | 7,471 | Held |
| Select Sector Spdr TRXLK | 0.2% | $468,920 | 2,461 | Held |
| CamecoCCJ | 0.2% | $438,577 | 4,306 | -3% |
| Applied Industrial TechnologiesAIT | 0.2% | $437,765 | 1,295 | Held |
| Entrepreneurshares Series TRXOVR | 0.2% | $410,686 | 19,510 | Held |
| Occidental PetroleumOXY | 0.2% | $406,386 | 8,367 | Held |
| United RentalsURI | 0.2% | $402,176 | 355 | Held |
| Home DepotHD | 0.2% | $384,345 | 1,090 | +8% |
| Ishares TRIHI | 0.1% | $359,214 | 7,270 | Held |
| Exchange Traded Concepts TRUTHNQ | 0.1% | $355,719 | 3,900 | Held |
| Global X FDSSHLD | 0.1% | $351,657 | 5,889 | Held |
| Select Sector Spdr TRXLE | 0.1% | $339,512 | 6,393 | Held |
| Proshares TRDOG | 0.1% | $332,754 | 15,391 | -3% |
| FreshpetFRPT | 0.1% | $331,308 | 5,604 | New |
| Wisdomtree TRWTAI | 0.1% | $327,486 | 6,899 | New |
| Vertex PharmaceuticalsVRTX | 0.1% | $312,443 | 629 | Held |
| Vertiv HoldingsVRT | 0.1% | $310,369 | 927 | -4% |
| Proshares TRPSQ | 0.1% | $300,235 | 11,981 | +10% |
| Suncor EnergySU | 0.1% | $299,105 | 5,572 | Held |
| NutrienNTR | 0.1% | $295,298 | 4,691 | -38% |
| Applied MaterialsAMAT | 0.1% | $291,219 | 403 | New |
| Monster BeverageMNST | 0.1% | $260,774 | 2,713 | New |
| JPMorgan ChaseJPM | 0.1% | $260,534 | 796 | Held |
Showing the largest 100 of 120.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.2% since 30 June 2025.
Where the money is
Technology39.0%
Industrials15.7%
Utilities10.4%
Health care8.8%
Retail & consumer5.4%
Media & telecom4.7%
Financial services3.8%
Everyday goods2.6%
Energy0.5%
Materials0.3%
Other8.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.