Hixon Zuercher, LLC

CIK

1806752

Location

Findlay, OH

Portfolio Value

Small $259,157,414

Diversification

Diversified

Filing Date

Global Rank

#3,989 / 8,633 ▼ 22

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

+20.2%

Period ended 51 days ago

Filed Jul 20, 2026 · 31d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+180.0%

SPY

+76.2%

Annualised alpha

+20.2%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

70 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.6%

−0.2 pts

Top 5

20.1%

+0.7 pts

Top 10

36.6%

+2.3 pts

HHI

228

Diversified+1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.3%	$70,759,860	15
Financial Services	17.6%	$45,617,626	10
Healthcare	12.7%	$32,842,590	9
Industrials	9.4%	$24,270,222	9
Consumer Cyclical	8.6%	$22,210,755	6
Communication Services	8.5%	$22,015,361	5
Consumer Defensive	6.4%	$16,714,354	6
Utilities	4.1%	$10,567,647	2
Real Estate	2.7%	$6,911,457	4
Energy	1.8%	$4,642,638	3
Basic Materials	1.0%	$2,604,904	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	+14,936	43,462	$1,373,833
NVDA	Nvidia Corp	+8,180	57,102	$11,425,539
GOOGL	Alphabet Inc.	+4,806	27,802	$9,935,600
PFE	Pfizer Inc	+4,756	84,017	$2,023,129
MSFT	Microsoft Corp	+4,558	21,938	$8,183,312
NYT	New York Times Co	+4,282	32,584	$2,280,228
AMZN	Amazon Com Inc	+3,821	36,944	$8,805,232
ZTS	Zoetis Inc.	+3,639	20,750	$1,491,095
BKR	Baker Hughes Co	+2,987	61,739	$3,426,514
CPRT	Copart Inc	+2,430	121,102	$3,413,865
CCK	Crown Holdings, Inc.	+2,217	27,243	$3,046,312
META	Meta Platforms, Inc.	+1,563	10,635	$5,990,589
BAC	Bank Of America Corp /De/	+1,364	72,756	$4,145,636
PGR	Progressive Corp/Oh/	+1,290	15,072	$3,292,478
DIS	Walt Disney Co	+1,229	26,355	$2,536,668
OC	Owens Corning	+948	12,320	$1,958,387
PG	PROCTER & GAMBLE Co	+650	4,458	$653,721
DG	Dollar General Corp	+441	16,168	$1,861,098
AMT	American Tower Corp /Ma/	+439	8,811	$1,441,215
ICE	Intercontinental Exchange, Inc.	+426	13,710	$1,687,838
MCD	Mcdonalds Corp	+301	5,687	$1,537,252
MMM	3M Co	+300	1,900	$307,629
APD	Air Products & Chemicals, Inc.	+253	8,885	$2,604,904
ABBV	AbbVie Inc.	+225	2,625	$660,555
V	Visa Inc.	+223	1,941	$665,937
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−30,051	27,003	$2,231,527
DELL	Dell Technologies Inc.	−23,930	13,837	$5,970,112
HON	Honeywell International Inc	−21,430	5,736	$1,284,290
GEN	Gen Digital Inc.	−8,934	118,159	$2,940,977
NFLX	Netflix Inc	−4,129	17,819	$1,272,276
CAT	Caterpillar Inc	−3,362	6,162	$6,561,913
BRK-B	Berkshire Hathaway Inc	−2,605	7,053	$3,529,250
LOW	Lowes Companies Inc	−2,492	20,724	$4,569,434
CDW	CDW Corp	−1,888	8,300	$1,167,312
DOX	Amdocs Ltd	−1,519	40,988	$2,071,533
WMT	Walmart Inc.	−1,140	51,921	$5,880,572
JNJ	Johnson & Johnson	−877	47,061	$11,952,082
AMD	Advanced Micro Devices Inc	−862	15,649	$9,090,660
SBUX	Starbucks Corp	−725	28,170	$2,878,692
APH	Amphenol Corp /De/	−512	23,720	$4,182,310
JPM	Jpmorgan Chase & Co	−435	29,750	$9,738,067
EW	Edwards Lifesciences Corp	−421	30,496	$2,758,668
DLR	Digital Realty Trust, Inc.	−418	15,569	$2,795,881
AAPL	Apple Inc.	−412	28,191	$8,157,347
PEP	Pepsico Inc	−304	35,681	$4,831,207
MANH	Manhattan Associates Inc	−303	19,655	$2,736,958
GS	Goldman Sachs Group Inc	−297	8,968	$9,069,966
SCHW	Schwab Charles Corp	−282	48,603	$4,484,598
PLD	Prologis, Inc.	−242	18,143	$2,457,832
AVGO	Broadcom Inc.	−136	10,195	$3,851,161
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
UNP	Union Pacific Corp	15,780	$4,292,160
ANET	Arista Networks, Inc.	23,799	$4,042,974
HONA	Honeywell Aerospace Inc.	5,736	$1,266,508
MPC	Marathon Petroleum Corp	3,163	$808,684
WELL	Welltower Inc.	954	$216,529
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
XOM	ExxonMobil Holdings Corp	56,000	$9,500,960
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $259,157,414 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	Reduced	47,061	-877	$11,952,082	+2.0%	4.61%
NVDA	Nvidia Corp Technology	Added	57,102	+8,180	$11,425,539	+33.9%	4.41%
GOOGL	Alphabet Inc. Communication Services	Added	27,802	+4,806	$9,935,600	+50.3%	3.83%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,750	-435	$9,738,067	+9.7%	3.76%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,649	-862	$9,090,660	+170.6%	3.51%
GS	Goldman Sachs Group Inc Financial Services	Reduced	8,968	-297	$9,069,966	+15.7%	3.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,944	+3,821	$8,805,232	+27.6%	3.40%
NEE	Nextera Energy Inc Utilities	Added	96,673	+157	$8,484,989	−5.3%	3.27%
MSFT	Microsoft Corp Technology	Added	21,938	+4,558	$8,183,312	+27.2%	3.16%
AAPL	Apple Inc. Technology	Reduced	28,191	-412	$8,157,347	+12.4%	3.15%
SYK	Stryker Corp Healthcare	Reduced	23,068	-67	$7,262,729	−4.5%	2.80%
MA	Mastercard Inc Financial Services	Added	13,186	+70	$6,772,329	+3.3%	2.61%
CAT	Caterpillar Inc Industrials	Reduced	6,162	-3,362	$6,561,913	−2.7%	2.53%
META	Meta Platforms, Inc. Communication Services	Added	10,635	+1,563	$5,990,589	+15.4%	2.31%
DELL	Dell Technologies Inc. Technology	Reduced	13,837	-23,930	$5,970,112	−3.7%	2.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	51,921	-1,140	$5,880,572	−10.8%	2.27%
PEP	Pepsico Inc Consumer Defensive	Reduced	35,681	-304	$4,831,207	−13.5%	1.86%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	20,724	-2,492	$4,569,434	−16.7%	1.76%
SCHW	Schwab Charles Corp Financial Services	Reduced	48,603	-282	$4,484,598	−2.4%	1.73%
UNP	Union Pacific Corp Industrials	NEW	15,780	NEW	$4,292,160	NEW	1.66%
APH	Amphenol Corp /De/ Technology	Reduced	23,720	-512	$4,182,310	—	1.61%
BAC	Bank Of America Corp /De/ Financial Services	Added	72,756	+1,364	$4,145,636	+19.1%	1.60%
ANET	Arista Networks, Inc. Technology	NEW	23,799	NEW	$4,042,974	NEW	1.56%
AVGO	Broadcom Inc. Technology	Reduced	10,195	-136	$3,851,161	+20.4%	1.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,053	-2,605	$3,529,250	−23.7%	1.36%
BKR	Baker Hughes Co Energy	Added	61,739	+2,987	$3,426,514	−4.5%	1.32%
CPRT	Copart Inc Industrials	Added	121,102	+2,430	$3,413,865	−13.4%	1.32%
PGR	Progressive Corp/Oh/ Financial Services	Added	15,072	+1,290	$3,292,478	+20.5%	1.27%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	27,243	+2,217	$3,046,312	+21.4%	1.18%
GEN	Gen Digital Inc. Technology	Reduced	118,159	-8,934	$2,940,977	+22.9%	1.13%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	28,170	-725	$2,878,692	+11.2%	1.11%
TDG	TransDigm Group INC Industrials	Added	2,139	+200	$2,849,233	+26.8%	1.10%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	15,569	-418	$2,795,881	−3.0%	1.08%
EW	Edwards Lifesciences Corp Healthcare	Reduced	30,496	-421	$2,758,668	+11.4%	1.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,938	-27	$2,748,410	−7.0%	1.06%
MANH	Manhattan Associates Inc Technology	Reduced	19,655	-303	$2,736,958	+3.0%	1.06%
CRM	Salesforce, Inc. Technology	Reduced	16,995	-59	$2,662,436	−16.4%	1.03%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,885	+253	$2,604,904	+3.9%	1.01%
ADBE	Adobe Inc. Technology	Reduced	12,436	-50	$2,549,628	−16.0%	0.98%
DIS	Walt Disney Co Communication Services	Added	26,355	+1,229	$2,536,668	+4.7%	0.98%
PLD	Prologis, Inc. Real Estate	Reduced	18,143	-242	$2,457,832	+1.1%	0.95%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	6,259	-73	$2,440,321	−18.6%	0.94%
DE	Deere & Co Industrials	Reduced	3,683	-17	$2,336,237	+12.1%	0.90%
NYT	New York Times Co Communication Services	Added	32,584	+4,282	$2,280,228	−3.8%	0.88%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	27,003	-30,051	$2,231,527	−50.9%	0.86%
ABT	Abbott Laboratories Healthcare	Added	23,551	+14	$2,137,017	−11.6%	0.82%
LLY	ELI LILLY & Co Healthcare	Added	1,765	+15	$2,116,994	+31.5%	0.82%
AEP	American Electric Power Co Inc Utilities	Reduced	15,223	-107	$2,082,658	+3.6%	0.80%
DOX	Amdocs Ltd Technology	Reduced	40,988	-1,519	$2,071,533	−25.3%	0.80%
PFE	Pfizer Inc Healthcare	Added	84,017	+4,756	$2,023,129	−9.1%	0.78%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.