Hixon Zuercher
Findlay, OHfiles as Hixon Zuercher, LLC
$341m in 88 US stocks at the end of 30 June 2026. The top 10 are 35.6% of the money. It changed about 11.3% of the portfolio this quarter.
Value
$341m
Stocks
88
Top 10 share
35.6%
Turnover
11.3%
What changed this quarter
New
Bought for the first time this quarter.
- Union PacificUNP1.3% of the fund
- Arista NetworksANET1.2% of the fund
- Honeywell InternationalHON0.4% of the fund
- Honeywell AerospaceHONA0.4% of the fund
- Marathon PetroleumMPC0.2% of the fund
- WelltowerWELL<0.1% of the fund
Added
Bought more of a stock they already held.
- Goldman Sachs ETF TRGSIE7.1% of the fund+4%
- Goldman Sachs ETF TRGSLC4.0% of the fund+2%
- John Hancock Exchange TradedJHMM3.4% of the fund+4%
- NvidiaNVDA3.4% of the fund+17%
- AlphabetGOOGL2.9% of the fund+29%
- Amazon.comAMZN2.6% of the fund+12%
- MicrosoftMSFT2.4% of the fund+26%
- Meta PlatformsMETA1.8% of the fund+17%
- Ishares TRSHV1.6% of the fund+3%
- Ishares TRTLT1.6% of the fund+3%
- Baker HughesBKR1.0% of the fund+5%
- CopartCPRT1.0% of the fund+2%
- ProgressivePGR1.0% of the fund+9%
- Crown HoldingsCCK0.9% of the fund+9%
- TransDigm GroupTDG0.8% of the fund+10%
- Air Products & ChemicalsAPD0.8% of the fund+3%
- Walt DisneyDIS0.7% of the fund+5%
- New York TimesNYT0.7% of the fund+15%
- PfizerPFE0.6% of the fund+6%
- Owens CorningOC0.6% of the fund+8%
- Dollar GeneralDG0.5% of the fund+3%
- Intercontinental ExchangeICE0.5% of the fund+3%
- McDonald'sMCD0.5% of the fund+6%
- ZoetisZTS0.4% of the fund+21%
- American TowerAMT0.4% of the fund+5%
Cut
Sold some of their stake.
- Advanced Micro DevicesAMD2.7% of the fund-5%
- Goldman Sachs GroupGS2.7% of the fund-3%
- CaterpillarCAT1.9% of the fund-35%
- Dell TechnologiesDELL1.8% of the fund-63%
- WalmartWMT1.7% of the fund-2%
- Lowe's CompaniesLOW1.3% of the fund-11%
- AmphenolAPH1.2% of the fund-2%
- Berkshire HathawayBRK-B1.0% of the fund-27%
- Gen DigitalGEN0.9% of the fund-7%
- StarbucksSBUX0.8% of the fund-3%
- Digital Realty TrustDLR0.8% of the fund-3%
- Wells Fargo & CompanyWFC0.7% of the fund-53%
- AmdocsDOX0.6% of the fund-4%
- NetflixNFLX0.4% of the fund-19%
- CDWCDW0.3% of the fund-19%
- Ishares TRIVV0.2% of the fund-4%
- J P Morgan Exchange Traded FJEPI0.1% of the fund-37%
- Goldman Sachs ETF TRGPIX0.1% of the fund-38%
- Fidelity Greenwood Street TRFYEE<0.1% of the fund-41%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- Global X FDSSDEM-100%
Holdings
- Goldman Sachs ETF TRGSIE
- Share
- 7.1%
- Value
- $24m
- Shares
- 526,508
+4%
- Goldman Sachs ETF TRGSLC
- Share
- 4.0%
- Value
- $14m
- Shares
- 96,746
+2%
- John Hancock Exchange TradedJHMM
- Share
- 3.4%
- Value
- $11m
- Shares
- 152,829
+4%
- IsharesEMGF
- Share
- 3.2%
- Value
- $11m
- Shares
- 150,551
Held
- Ishares TRSHV
- Share
- 1.6%
- Value
- $5m
- Shares
- 49,394
+3%
- Ishares TRTLT
- Share
- 1.6%
- Value
- $5m
- Shares
- 62,862
+3%
- J P Morgan Exchange Traded FJPST
- Share
- 1.2%
- Value
- $4m
- Shares
- 78,706
Held
- Honeywell AerospaceHONA
- Share
- 0.4%
- Value
- $1m
- Shares
- 5,736
New
- Ishares TRIEFA
- Share
- 0.4%
- Value
- $1m
- Shares
- 13,100
Held
- Goldman Sachs ETF TRGSSC
- Share
- 0.4%
- Value
- $1m
- Shares
- 13,273
+3%
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $617,884
- Shares
- 2,904
Held
- IsharesIEMG
- Share
- 0.2%
- Value
- $548,401
- Shares
- 6,620
Held
- Ishares TRIJR
- Share
- 0.2%
- Value
- $542,221
- Shares
- 3,656
Held
- Ishares TRIVV
- Share
- 0.2%
- Value
- $542,196
- Shares
- 724
-4%
- CamecoCCJ
- Share
- 0.1%
- Value
- $407,440
- Shares
- 4,000
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 0.1%
- Value
- $398,297
- Shares
- 7,052
-37%
- Goldman Sachs ETF TRGPIX
- Share
- 0.1%
- Value
- $347,813
- Shares
- 6,259
-38%
- Fidelity Greenwood Street TRFYEE
- Share
- <0.1%
- Value
- $290,446
- Shares
- 10,054
-41%
- Ishares TRIJJ
- Share
- <0.1%
- Value
- $236,368
- Shares
- 1,600
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Goldman Sachs ETF TRGSIE | 7.1% | $24m | 526,508 | +4% |
| Goldman Sachs ETF TRGSLC | 4.0% | $14m | 96,746 | +2% |
| Johnson & JohnsonJNJ | 3.5% | $12m | 47,061 | Held |
| John Hancock Exchange TradedJHMM | 3.4% | $11m | 152,829 | +4% |
| NvidiaNVDA | 3.4% | $11m | 57,102 | +17% |
| IsharesEMGF | 3.2% | $11m | 150,551 | Held |
| AlphabetGOOGL | 2.9% | $10m | 27,802 | +29% |
| JPMorgan ChaseJPM | 2.9% | $10m | 29,750 | Held |
| Advanced Micro DevicesAMD | 2.7% | $9m | 15,649 | -5% |
| Goldman Sachs GroupGS | 2.7% | $9m | 8,968 | -3% |
| Amazon.comAMZN | 2.6% | $9m | 36,944 | +12% |
| NextEra EnergyNEE | 2.5% | $8m | 96,673 | Held |
| MicrosoftMSFT | 2.4% | $8m | 21,938 | +26% |
| AppleAAPL | 2.4% | $8m | 28,191 | Held |
| StrykerSYK | 2.1% | $7m | 23,068 | Held |
| MastercardMA | 2.0% | $7m | 13,186 | Held |
| CaterpillarCAT | 1.9% | $7m | 6,162 | -35% |
| Meta PlatformsMETA | 1.8% | $6m | 10,635 | +17% |
| Dell TechnologiesDELL | 1.8% | $6m | 13,837 | -63% |
| WalmartWMT | 1.7% | $6m | 51,921 | -2% |
| Ishares TRSHV | 1.6% | $5m | 49,394 | +3% |
| Ishares TRTLT | 1.6% | $5m | 62,862 | +3% |
| PepsiCoPEP | 1.4% | $5m | 35,681 | Held |
| Lowe's CompaniesLOW | 1.3% | $5m | 20,724 | -11% |
| Charles SchwabSCHW | 1.3% | $4m | 48,603 | Held |
| Union PacificUNP | 1.3% | $4m | 15,780 | New |
| AmphenolAPH | 1.2% | $4m | 23,720 | -2% |
| Bank of AmericaBAC | 1.2% | $4m | 72,756 | Held |
| Arista NetworksANET | 1.2% | $4m | 23,799 | New |
| J P Morgan Exchange Traded FJPST | 1.2% | $4m | 78,706 | Held |
| BroadcomAVGO | 1.1% | $4m | 10,195 | Held |
| Berkshire HathawayBRK-B | 1.0% | $4m | 7,053 | -27% |
| Baker HughesBKR | 1.0% | $3m | 61,739 | +5% |
| CopartCPRT | 1.0% | $3m | 121,102 | +2% |
| ProgressivePGR | 1.0% | $3m | 15,072 | +9% |
| Crown HoldingsCCK | 0.9% | $3m | 27,243 | +9% |
| Gen DigitalGEN | 0.9% | $3m | 118,159 | -7% |
| StarbucksSBUX | 0.8% | $3m | 28,170 | -3% |
| TransDigm GroupTDG | 0.8% | $3m | 2,139 | +10% |
| Digital Realty TrustDLR | 0.8% | $3m | 15,569 | -3% |
| Edwards LifesciencesEW | 0.8% | $3m | 30,496 | Held |
| Costco WholesaleCOST | 0.8% | $3m | 2,938 | Held |
| Manhattan AssociatesMANH | 0.8% | $3m | 19,655 | Held |
| SalesforceCRM | 0.8% | $3m | 16,995 | Held |
| Air Products & ChemicalsAPD | 0.8% | $3m | 8,885 | +3% |
| AdobeADBE | 0.7% | $3m | 12,436 | Held |
| Walt DisneyDIS | 0.7% | $3m | 26,355 | +5% |
| PrologisPLD | 0.7% | $2m | 18,143 | Held |
| HCA HealthcareHCA | 0.7% | $2m | 6,259 | Held |
| DeereDE | 0.7% | $2m | 3,683 | Held |
| New York TimesNYT | 0.7% | $2m | 32,584 | +15% |
| Wells Fargo & CompanyWFC | 0.7% | $2m | 27,003 | -53% |
| Abbott LaboratoriesABT | 0.6% | $2m | 23,551 | Held |
| Eli LillyLLY | 0.6% | $2m | 1,765 | Held |
| American Electric PowerAEP | 0.6% | $2m | 15,223 | Held |
| AmdocsDOX | 0.6% | $2m | 40,988 | -4% |
| PfizerPFE | 0.6% | $2m | 84,017 | +6% |
| Owens CorningOC | 0.6% | $2m | 12,320 | +8% |
| Dollar GeneralDG | 0.5% | $2m | 16,168 | +3% |
| QualcommQCOM | 0.5% | $2m | 9,349 | Held |
| Intercontinental ExchangeICE | 0.5% | $2m | 13,710 | +3% |
| McDonald'sMCD | 0.5% | $2m | 5,687 | +6% |
| ZoetisZTS | 0.4% | $1m | 20,750 | +21% |
| American TowerAMT | 0.4% | $1m | 8,811 | +5% |
| Tractor SupplyTSCO | 0.4% | $1m | 43,462 | +52% |
| Honeywell InternationalHON | 0.4% | $1m | 5,736 | New |
| NetflixNFLX | 0.4% | $1m | 17,819 | -19% |
| Honeywell AerospaceHONA | 0.4% | $1m | 5,736 | New |
| Ishares TRIEFA | 0.4% | $1m | 13,100 | Held |
| Goldman Sachs ETF TRGSSC | 0.4% | $1m | 13,273 | +3% |
| CDWCDW | 0.3% | $1m | 8,300 | -19% |
| Marathon PetroleumMPC | 0.2% | $808,739 | 3,163 | New |
| HersheyHSY | 0.2% | $739,329 | 4,214 | +3% |
| VisaV | 0.2% | $665,938 | 1,941 | +13% |
| AbbVieABBV | 0.2% | $660,666 | 2,625 | +9% |
| Procter & GamblePG | 0.2% | $653,721 | 4,458 | +17% |
| Invesco Exchange Traded FD TRSP | 0.2% | $617,884 | 2,904 | Held |
| IsharesIEMG | 0.2% | $548,401 | 6,620 | Held |
| Ishares TRIJR | 0.2% | $542,221 | 3,656 | Held |
| Ishares TRIVV | 0.2% | $542,196 | 724 | -4% |
| AlphabetGOOG | 0.1% | $508,795 | 1,440 | Held |
| CamecoCCJ | 0.1% | $407,440 | 4,000 | Held |
| J P Morgan Exchange Traded FJEPI | 0.1% | $398,297 | 7,052 | -37% |
| Goldman Sachs ETF TRGPIX | 0.1% | $347,813 | 6,259 | -38% |
| 3MMMM | <0.1% | $307,629 | 1,900 | +19% |
| Fidelity Greenwood Street TRFYEE | <0.1% | $290,446 | 10,054 | -41% |
| Ishares TRIJJ | <0.1% | $236,368 | 1,600 | Held |
| WelltowerWELL | <0.1% | $216,529 | 954 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.1% since 30 June 2025.
Where the money is
Technology20.8%
Financial services13.4%
Health care9.6%
Industrials7.1%
Media & telecom6.6%
Retail & consumer5.6%
Everyday goods4.9%
Utilities3.1%
Real estate2.0%
Materials1.8%
Energy1.2%
Other23.8%
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.