Hixon Zuercher, LLC

CIK

1806752

Location

Findlay, OH

Portfolio Value

Small $238,294,068

Diversification

Diversified

Filing Date

Global Rank

#3,839 / 8,603 ▲ 128 · as of Mar 2026

Top Industry

Banks - Diversified 7.1%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.6%

SPY

+76.5%

Annualised alpha

-2.6%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.9%

+0.6 pts

Top 5

19.3%

+0.1 pts

Top 10

34.0%

−1.6 pts

HHI

225

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.9%	$54,526,616	14
Financial Services	19.2%	$45,856,307	10
Healthcare	14.1%	$33,588,736	9
Industrials	9.6%	$22,921,542	7
Consumer Cyclical	8.6%	$20,447,703	6
Consumer Defensive	7.7%	$18,403,884	6
Communication Services	7.7%	$18,290,675	5
Utilities	4.6%	$10,973,862	2
Real Estate	2.8%	$6,755,985	3
Energy	1.7%	$4,021,249	2
Basic Materials	1.1%	$2,507,509	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GEN	Gen Digital Inc.	+42,153	127,093	$2,393,161
CPRT	Copart Inc	+37,255	118,672	$3,939,910
DOX	Amdocs Ltd	+10,134	42,507	$2,774,006
MANH	Manhattan Associates Inc	+6,713	19,958	$2,656,808
PFE	Pfizer Inc	+6,680	79,261	$2,225,648
ZTS	Zoetis Inc.	+5,283	17,111	$2,022,691
SBUX	Starbucks Corp	+4,893	28,895	$2,588,703
PGR	Progressive Corp/Oh/	+4,175	13,782	$2,732,143
ADBE	Adobe Inc.	+3,543	12,486	$3,035,096
OC	Owens Corning	+3,491	11,372	$1,230,677
CDW	CDW Corp	+3,310	10,188	$1,232,951
CRM	Salesforce, Inc.	+2,332	17,054	$3,183,470
CCK	Crown Holdings, Inc.	+1,548	25,026	$2,508,856
AMT	American Tower Corp /Ma/	+1,398	8,372	$1,444,839
PEP	Pepsico Inc	+1,260	35,985	$5,588,110
BAC	Bank Of America Corp /De/	+728	71,392	$3,480,360
MSFT	Microsoft Corp	+721	17,380	$6,433,554
NFLX	Netflix Inc	+576	21,948	$2,110,300
DIS	Walt Disney Co	+402	25,126	$2,421,643
AMD	Advanced Micro Devices Inc	+400	16,511	$3,358,832
TSCO	Tractor Supply Co /De/	+371	28,526	$1,292,227
APD	Air Products & Chemicals, Inc.	+358	8,632	$2,507,509
SYK	Stryker Corp	+353	23,135	$7,601,929
ABT	Abbott Laboratories	+278	23,537	$2,416,543
META	Meta Platforms, Inc.	+224	9,072	$5,190,363
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	−1,598	47,938	$11,717,964
NEE	Nextera Energy Inc	−1,021	96,516	$8,964,406
WMT	Walmart Inc.	−892	53,061	$6,594,421
SCHW	Schwab Charles Corp	−511	48,885	$4,594,212
BKR	Baker Hughes Co	−495	58,752	$3,586,809
NVDA	Nvidia Corp	−487	48,922	$8,531,996
EW	Edwards Lifesciences Corp	−399	30,917	$2,475,833
CAT	Caterpillar Inc	−301	9,524	$6,747,373
AAPL	Apple Inc.	−296	28,603	$7,259,155
LOW	Lowes Companies Inc	−280	23,216	$5,485,476
GOOGL	Alphabet Inc.	−261	21,556	$6,198,643
AMZN	Amazon Com Inc	−261	33,123	$6,898,527
JPM	Jpmorgan Chase & Co	−246	30,185	$8,879,219
DELL	Dell Technologies Inc.	−202	37,767	$6,198,697
DLR	Digital Realty Trust, Inc.	−201	15,987	$2,881,017
GS	Goldman Sachs Group Inc	−195	9,265	$7,838,097
HCA	HCA Healthcare, Inc.	−186	6,332	$2,996,555
WFC	Wells Fargo & Company/Mn	−178	57,054	$4,542,068
PLD	Prologis, Inc.	−106	18,385	$2,430,129
APH	Amphenol Corp /De/	−45	24,232	$3,061,713
BRK-B	Berkshire Hathaway Inc	−30	9,658	$4,628,113
DE	Deere & Co	−25	3,700	$2,084,210
MA	Mastercard Inc	−23	13,116	$6,553,540
COST	Costco Wholesale Corp /New	−22	2,965	$2,954,414
TDG	TransDigm Group INC	−15	1,939	$2,247,223
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ORCL	Oracle Corp	3,071	$598,568
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $238,294,068 total · as of Mar 31, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	Reduced	47,938	-1,598	$11,717,964	+14.3%	4.92%
NEE	Nextera Energy Inc Utilities	Reduced	96,516	-1,021	$8,964,406	+14.5%	3.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	30,185	-246	$8,879,219	−9.4%	3.73%
NVDA	Nvidia Corp Technology	Reduced	48,922	-487	$8,531,996	−7.4%	3.58%
GS	Goldman Sachs Group Inc Financial Services	Reduced	9,265	-195	$7,838,097	−5.7%	3.29%
SYK	Stryker Corp Healthcare	Added	23,135	+353	$7,601,929	−5.1%	3.19%
AAPL	Apple Inc. Technology	Reduced	28,603	-296	$7,259,155	−7.6%	3.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,123	-261	$6,898,527	−10.5%	2.89%
CAT	Caterpillar Inc Industrials	Reduced	9,524	-301	$6,747,373	+19.9%	2.83%
WMT	Walmart Inc. Consumer Defensive	Reduced	53,061	-892	$6,594,421	+9.7%	2.77%
MA	Mastercard Inc Financial Services	Reduced	13,116	-23	$6,553,540	−12.6%	2.75%
HON	Honeywell International Inc Industrials	Added	27,166	+96	$6,439,781	+16.3%	2.70%
MSFT	Microsoft Corp Technology	Added	17,380	+721	$6,433,554	−20.1%	2.70%
DELL	Dell Technologies Inc. Technology	Reduced	37,767	-202	$6,198,697	+29.7%	2.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,556	-261	$6,198,643	−9.2%	2.60%
PEP	Pepsico Inc Consumer Defensive	Added	35,985	+1,260	$5,588,110	+12.1%	2.35%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	23,216	-280	$5,485,476	−3.2%	2.30%
META	Meta Platforms, Inc. Communication Services	Added	9,072	+224	$5,190,363	−11.1%	2.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,658	-30	$4,628,113	−5.0%	1.94%
SCHW	Schwab Charles Corp Financial Services	Reduced	48,885	-511	$4,594,212	−6.9%	1.93%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	57,054	-178	$4,542,068	−14.8%	1.91%
CPRT	Copart Inc Industrials	Added	118,672	+37,255	$3,939,910	+23.6%	1.65%
BKR	Baker Hughes Co Energy	Reduced	58,752	-495	$3,586,809	+32.9%	1.51%
BAC	Bank Of America Corp /De/ Financial Services	Added	71,392	+728	$3,480,360	−10.5%	1.46%
AMD	Advanced Micro Devices Inc Technology	Added	16,511	+400	$3,358,832	−2.7%	1.41%
AVGO	Broadcom Inc. Technology	Added	10,331	+62	$3,197,547	−10.0%	1.34%
CRM	Salesforce, Inc. Technology	Added	17,054	+2,332	$3,183,470	−18.4%	1.34%
APH	Amphenol Corp /De/ Technology	Reduced	24,232	-45	$3,061,713	−6.7%	1.28%
ADBE	Adobe Inc. Technology	Added	12,486	+3,543	$3,035,096	−3.0%	1.27%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	6,332	-186	$2,996,555	−1.5%	1.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,965	-22	$2,954,414	+14.7%	1.24%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	15,987	-201	$2,881,017	+15.0%	1.21%
DOX	Amdocs Ltd Technology	Added	42,507	+10,134	$2,774,006	+6.4%	1.16%
PGR	Progressive Corp/Oh/ Financial Services	Added	13,782	+4,175	$2,732,143	+24.9%	1.15%
MANH	Manhattan Associates Inc Technology	Added	19,958	+6,713	$2,656,808	+15.7%	1.11%
SBUX	Starbucks Corp Consumer Cyclical	Added	28,895	+4,893	$2,588,703	+28.1%	1.09%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	25,026	+1,548	$2,508,856	+3.8%	1.05%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,632	+358	$2,507,509	+22.7%	1.05%
EW	Edwards Lifesciences Corp Healthcare	Reduced	30,917	-399	$2,475,833	−7.3%	1.04%
PLD	Prologis, Inc. Real Estate	Reduced	18,385	-106	$2,430,129	+2.9%	1.02%
DIS	Walt Disney Co Communication Services	Added	25,126	+402	$2,421,643	−13.9%	1.02%
ABT	Abbott Laboratories Healthcare	Added	23,537	+278	$2,416,543	−17.1%	1.01%
GEN	Gen Digital Inc. Technology	Added	127,093	+42,153	$2,393,161	+3.6%	1.00%
NYT	New York Times Co Communication Services	Added	28,302	+54	$2,369,726	+20.8%	0.99%
TDG	TransDigm Group INC Industrials	Reduced	1,939	-15	$2,247,223	−13.5%	0.94%
PFE	Pfizer Inc Healthcare	Added	79,261	+6,680	$2,225,648	+23.1%	0.93%
NFLX	Netflix Inc Communication Services	Added	21,948	+576	$2,110,300	+5.3%	0.89%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	13,284	+98	$2,089,307	−2.2%	0.88%
DE	Deere & Co Industrials	Reduced	3,700	-25	$2,084,210	+20.2%	0.87%
ZTS	Zoetis Inc. Healthcare	Added	17,111	+5,283	$2,022,691	+35.9%	0.85%