Hixon Zuercher, LLC

Registered adviser

CIK

1806752

Location

Findlay, OH

Portfolio Value

Small $312,997,755

Diversification

Diversified

Filing Date

Global Rank

#4,692 / 8,811 ▼ 347 · as of Jun 2026

Top Industry

Semiconductors 10.0%

Period ended 21 days ago

Filed Oct 13, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 123465

Roster of Oct 1, 2026

Regulatory AUM

$487,710,760

Main clients

Individuals and high net worth (90% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$487,710,760	Individuals and high net worth (90%)
Mar 2025 to Feb 2026	$412,135,134	Individuals and high net worth (89%)
Mar 2024 to Feb 2025	$345,116,066	Individuals and high net worth (89%)
May 2023 to Feb 2024	$281,879,829	Individuals and high net worth (90%)
Mar 2023 to Apr 2023	$281,879,829	Individuals and high net worth (90%)
Apr 2022 to Feb 2023	$299,716,073	Individuals and high net worth (89%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 39.9%, 33.0 effective positions, active share 66.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

16.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.4 quarters (12+), a floor since 44.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 66.6%; sector active share 18.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

92 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.2%

−5.2 pts

Top 5

21.8%

−3.8 pts

Top 10

37.1%

−2.8 pts

HHI

235

Diversified−68

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.3%	$82,438,886	16
Financial Services	14.6%	$45,658,741	10
Unclassified	12.7%	$39,682,605	20
Healthcare	9.9%	$31,062,782	8
Communication Services	7.6%	$23,771,584	6
Consumer Cyclical	6.8%	$21,318,445	6
Industrials	6.8%	$21,301,079	9
Energy	5.0%	$15,612,156	4
Consumer Defensive	4.8%	$15,015,204	6
Utilities	2.2%	$6,939,899	2
Real Estate	2.2%	$6,753,835	4
Basic Materials	1.1%	$3,442,539	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+23,157	46,877	$3,951,731
SHV	iShares 0-1 Year Treasury Bond ETF	+14,606	64,000	$0
SCHW	Schwab Charles Corp	+7,675	56,278	$5,500,611
FYEE	Fidelity Yield Enhanced Equity ETF	+3,655	13,709	$407,020
APD	Air Products & Chemicals, Inc.	+3,488	12,373	$3,442,539
ANET	Arista Networks, Inc.	+3,209	27,008	$5,498,558
LLY	ELI LILLY & Co	+3,134	4,899	$5,668,534
MSFT	Microsoft Corp	+2,798	24,736	$12,687,094
GSSC	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	+2,314	15,587	$1,337,052
GPIX	Goldman Sachs S&P 500 Premium Income ETF	+1,882	8,141	$454,512
CPRT	Copart Inc	+1,232	122,334	$3,337,271
NYT	New York Times Co	+1,015	33,599	$2,140,256
TSCO	Tractor Supply Co	+846	44,308	$1,386,397
BKR	Baker Hughes Co	+564	62,303	$3,420,434
CCK	Crown Holdings, Inc.	+444	27,687	$2,918,486
DIS	Walt Disney Co	+375	26,730	$2,803,977
ZTS	Zoetis Inc.	+278	21,028	$1,468,385
PGR	Progressive Corp	+259	15,331	$3,178,269
LOW	Lowes Companies Inc	+161	20,885	$3,848,896
ICE	Intercontinental Exchange, Inc.	+159	13,869	$2,108,504
AMT	American Tower Corp	+154	8,965	$1,467,480
UNP	Union Pacific Corp	+114	15,894	$4,325,234
MCD	Mcdonalds Corp	+110	5,797	$1,338,759
WMT	Walmart Inc.	+65	51,986	$5,402,385
OC	Owens Corning	+58	12,378	$1,445,007
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	−171,226	355,282	$16,286,126
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−86,576	10,170	$1,475,056
JHMM	John Hancock Multifactor Mid Cap ETF	−63,201	89,628	$6,408,402
NEE	Nextera Energy Inc	−28,972	67,701	$5,127,673
JPST	JPMorgan Ultra-Short Income ETF	−23,316	55,390	$2,789,994
EMGF	iShares Emerging Markets Equity Factor ETF	−10,497	140,054	$10,019,463
TLT	iShares 20+ Year Treasury Bond ETF	−9,138	53,724	$0
HCA	HCA Healthcare, Inc.	−5,689	570	$243,241
PEP	Pepsico Inc	−4,731	30,950	$3,921,984
WFC	Wells Fargo & Company	−3,649	23,354	$1,869,487
SYK	Stryker Corp	−2,058	21,010	$5,785,943
GOOGL	Alphabet Inc.	−1,656	26,146	$8,996,315
JEPI	JPMorgan Equity Premium Income ETF	−1,647	5,405	$303,869
GEN	Gen Digital Inc.	−1,539	116,620	$2,567,972
PG	PROCTER & GAMBLE Co	−1,500	2,958	$429,738
META	Meta Platforms, Inc.	−1,184	9,451	$6,853,676
BAC	Bank Of America Corp	−929	71,827	$3,909,543
JNJ	Johnson & Johnson	−730	46,331	$12,265,668
AMD	Advanced Micro Devices Inc	−695	14,954	$9,148,259
MANH	Manhattan Associates Inc	−568	19,087	$3,792,586
MPC	Marathon Petroleum Corp	−394	2,769	$1,094,917
AAPL	Apple Inc.	−351	27,840	$9,271,276
JPM	Jpmorgan Chase & Co	−262	29,488	$9,755,515
DELL	Dell Technologies Inc.	−236	13,601	$7,316,657
CRM	Salesforce, Inc.	−216	16,779	$3,851,955
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	66,053	$10,750,125
APP	AppLovin Corp	8,541	$2,480,562
CDNS	Cadence Design Systems Inc	5,498	$1,815,357
ZBRA	Zebra Technologies Corp	600	$223,986
SDVD	FT Vest SMID Rising Dividend Achievers Target Income ETF	9,328	$201,111
LRGF	iShares U.S. Equity Factor ETF	239,401	$0
SDEM	Global X MSCI SuperDividend Emerging Markets ETF	6,207	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DOX	Amdocs Ltd	40,988	$2,071,533
PFE	Pfizer Inc	84,017	$2,023,129
NFLX	Netflix Inc	17,819	$1,272,276
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 tracked positions · $312,997,755 total · filing declares 92 positions · $346,761,573 · as of Sep 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 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Reduced	355,282	-171,226	$16,286,126	−32.3%	5.20%
NVDA	Nvidia Corp Technology	Reduced	56,964	-138	$13,009,438	+13.9%	4.16%
MSFT	Microsoft Corp Technology	Added	24,736	+2,798	$12,687,094	+55.0%	4.05%
JNJ	Johnson & Johnson Healthcare	Reduced	46,331	-730	$12,265,668	+2.6%	3.92%
XOM	ExxonMobil Holdings Corp Energy	NEW	66,053	NEW	$10,750,125	NEW	3.43%
EMGF	iShares Emerging Markets Equity Factor ETF	Reduced	140,054	-10,497	$10,019,463	−9.2%	3.20%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,488	-262	$9,755,515	+0.2%	3.12%
AAPL	Apple Inc. Technology	Reduced	27,840	-351	$9,271,276	+13.7%	2.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,823	-121	$9,174,450	+4.2%	2.93%
AMD	Advanced Micro Devices Inc Technology	Reduced	14,954	-695	$9,148,259	+0.6%	2.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,146	-1,656	$8,996,315	−9.5%	2.87%
GS	Goldman Sachs Group Inc Financial Services	Reduced	8,810	-158	$7,932,171	−12.5%	2.53%
DELL	Dell Technologies Inc. Technology	Reduced	13,601	-236	$7,316,657	+22.6%	2.34%
MA	Mastercard Inc Financial Services	Reduced	13,077	-109	$7,211,573	+6.5%	2.30%
META	Meta Platforms, Inc. Communication Services	Reduced	9,451	-1,184	$6,853,676	+14.4%	2.19%
JHMM	John Hancock Multifactor Mid Cap ETF	Reduced	89,628	-63,201	$6,408,402	−44.1%	2.05%
SYK	Stryker Corp Healthcare	Reduced	21,010	-2,058	$5,785,943	−20.3%	1.85%
LLY	ELI LILLY & Co Healthcare	Added	4,899	+3,134	$5,668,534	+167.8%	1.81%
SCHW	Schwab Charles Corp Financial Services	Added	56,278	+7,675	$5,500,611	+22.7%	1.76%
ANET	Arista Networks, Inc. Technology	Added	27,008	+3,209	$5,498,558	+36.0%	1.76%
WMT	Walmart Inc. Consumer Defensive	Added	51,986	+65	$5,402,385	−8.1%	1.73%
NEE	Nextera Energy Inc Utilities	Reduced	67,701	-28,972	$5,127,673	−39.6%	1.64%
CAT	Caterpillar Inc Industrials	Added	6,199	+37	$5,026,087	−23.4%	1.61%
UNP	Union Pacific Corp Industrials	Added	15,894	+114	$4,325,234	+0.8%	1.38%
APH	Amphenol Corp Technology	Added	46,877	+23,157	$3,951,731	−52.8%	1.26%
PEP	Pepsico Inc Consumer Defensive	Reduced	30,950	-4,731	$3,921,984	−18.8%	1.25%
BAC	Bank Of America Corp Financial Services	Reduced	71,827	-929	$3,909,543	−5.7%	1.25%
CRM	Salesforce, Inc. Technology	Reduced	16,779	-216	$3,851,955	+44.7%	1.23%
LOW	Lowes Companies Inc Consumer Cyclical	Added	20,885	+161	$3,848,896	−15.8%	1.23%
MANH	Manhattan Associates Inc Technology	Reduced	19,087	-568	$3,792,586	+38.6%	1.21%
AVGO	Broadcom Inc. Technology	Reduced	10,173	-22	$3,572,655	−7.2%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,020	-33	$3,495,609	−1.0%	1.12%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	12,373	+3,488	$3,442,539	+32.2%	1.10%
BKR	Baker Hughes Co Energy	Added	62,303	+564	$3,420,434	−0.2%	1.09%
CPRT	Copart Inc Industrials	Added	122,334	+1,232	$3,337,271	−2.2%	1.07%
PGR	Progressive Corp Financial Services	Added	15,331	+259	$3,178,269	−3.5%	1.02%
ADBE	Adobe Inc. Technology	Reduced	12,302	-134	$2,951,741	+15.8%	0.94%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	27,687	+444	$2,918,486	−4.2%	0.93%
DIS	Walt Disney Co Communication Services	Added	26,730	+375	$2,803,977	+10.5%	0.90%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	55,390	-23,316	$2,789,994	−29.9%	0.89%
DLR	Digital Realty Trust, Inc. Real Estate	Added	15,572	+3	$2,733,353	−2.2%	0.87%
COST	Costco Wholesale Corp Consumer Defensive	Added	2,944	+6	$2,680,040	−2.5%	0.86%
SBUX	Starbucks Corp Consumer Cyclical	Added	28,219	+49	$2,651,457	−7.9%	0.85%
EW	Edwards Lifesciences Corp Healthcare	Added	30,536	+40	$2,635,867	−4.5%	0.84%
GEN	Gen Digital Inc. Technology	Reduced	116,620	-1,539	$2,567,972	−12.7%	0.82%
APP	AppLovin Corp Communication Services	NEW	8,541	NEW	$2,480,562	NEW	0.79%
DE	Deere & Co Industrials	Reduced	3,613	-70	$2,426,310	+3.9%	0.78%
PLD	Prologis, Inc. Real Estate	Reduced	17,971	-172	$2,333,354	−5.1%	0.75%
TDG	TransDigm Group INC Industrials	Added	2,146	+7	$2,323,259	−18.5%	0.74%
ABT	Abbott Laboratories Healthcare	Reduced	23,358	-193	$2,308,471	+8.0%	0.74%

Showing the top 50 of 92 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.