Fox Hill Wealth Management

CIK

2016110

Location

DEDHAM, MA

Portfolio Value

Small $193,610,251

Diversification

Diversified

Filing Date

Global Rank

#4,475 / 8,698 ▲ 63 · as of Mar 2026

Top Industry

Software - Infrastructure 15.3%

3Y Alpha vs SPY

+60.9%

Period ended 5 months ago

Filed May 13, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–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

+334.1%

SPY

+55.7%

Annualised alpha

+60.4%

Max drawdown

−18.8%

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 10 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.3%

−2.0 pts

Top 5

27.7%

−3.6 pts

Top 10

40.0%

−6.2 pts

HHI

273

Diversified−60

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.2%	$70,174,790	24
Industrials	14.4%	$27,823,608	17
Utilities	13.0%	$25,171,794	12
Healthcare	7.7%	$15,000,081	8
Consumer Cyclical	6.7%	$12,955,545	5
Financial Services	5.4%	$10,418,512	5
Communication Services	5.0%	$9,608,263	3
Consumer Defensive	4.9%	$9,551,909	5
Unclassified	3.3%	$6,403,628	4
Energy	1.9%	$3,667,375	5
Basic Materials	1.5%	$2,834,746	2

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
GLW	Corning Inc /Ny	+9,691	16,553	$2,250,711
RTX	RTX Corp	+5,847	15,407	$2,972,010
HOOD	Robinhood Markets, Inc.	+5,440	27,096	$1,877,752
PANW	Palo Alto Networks Inc	+3,403	29,668	$4,756,373
NVDA	Nvidia Corp	+2,394	70,271	$12,255,262
MSFT	Microsoft Corp	+1,459	43,588	$16,134,969
AMZN	Amazon Com Inc	+1,353	28,828	$6,004,007
CAT	Caterpillar Inc	+1,099	5,131	$3,635,108
DUK	Duke Energy CORP	+461	29,563	$3,870,979
EMBJ	Embraer S.A.	+404	7,493	$444,634
CNM	Core & Main, Inc.	+404	54,252	$2,680,048
PLTR	Palantir Technologies Inc.	+358	32,216	$4,712,556
NOC	Northrop Grumman Corp /De/	+325	4,157	$2,836,071
AVGO	Broadcom Inc.	+291	5,000	$1,547,550
PCG	PG&E Corp	+275	100,968	$1,774,007
OKLO	Oklo Inc.	+264	13,126	$650,918
PEG	Public Service Enterprise Group Inc	+247	23,252	$1,882,249
CVX	Chevron Corp	+247	3,690	$763,461
WEC	Wec Energy Group, Inc.	+190	18,212	$2,108,403
WMT	Walmart Inc.	+177	21,517	$2,674,132
LMT	Lockheed Martin Corp	+150	4,995	$3,018,928
VST	Vistra Corp.	+150	15,940	$2,396,260
ASTS	AST SpaceMobile, Inc.	+149	16,354	$1,355,255
CEG	Constellation Energy Corp	+140	2,605	$727,446
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	+127	19,223	$324,676
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−44,142	24,271	$1,653,825
ACHR	Archer Aviation Inc.	−27,361	17,003	$87,905
TEVA	Teva Pharmaceutical Industries Ltd	−9,426	109,772	$3,306,332
GLD	Spdr Gold Trust	−8,551	9,613	$4,136,377
META	Meta Platforms, Inc.	−6,985	2,421	$1,385,126
RGTI	Rigetti Computing, Inc.	−1,543	18,781	$263,685
ETR	Entergy Corp /De/	−983	23,959	$2,692,033
RSG	Republic Services, Inc.	−673	994	$217,705
QBTS	D-Wave Quantum Inc.	−670	11,762	$169,725
NEE	Nextera Energy Inc	−448	24,132	$2,241,380
NI	Nisource Inc.	−414	54,332	$2,535,131
TJX	Tjx Companies Inc /De/	−361	26,877	$4,292,256
INTC	Intel Corp	−285	33,136	$1,462,291
BRK-B	Berkshire Hathaway Inc	−220	8,194	$3,926,564
FTNT	Fortinet, Inc.	−220	15,250	$1,246,230
HWM	Howmet Aerospace Inc.	−165	15,441	$3,558,532
NFLX	Netflix Inc	−146	25,572	$2,458,747
KO	Coca Cola Co	−130	9,636	$732,817
AEE	Ameren Corp	−119	20,118	$2,211,370
SMR	NUSCALE POWER Corp	−105	112,607	$1,220,659
GS	Goldman Sachs Group Inc	−77	5,083	$4,300,167
XOM	ExxonMobil Holdings Corp	−68	8,855	$1,502,339
GOOGL	Alphabet Inc.	−53	20,079	$5,764,390
COST	Costco Wholesale Corp /New	−49	2,581	$2,571,785
AAPL	Apple Inc.	−49	42,079	$10,679,229
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
DG	Dollar General Corp	25,685	$3,049,580
MU	Micron Technology Inc	6,786	$2,292,582
VMC	Vulcan Materials CO	8,322	$2,266,080
PRIM	Primoris Services Corp	4,866	$696,032
NTR	Nutrien Ltd.	7,536	$568,666
LRCX	Lam Research Corp	2,651	$566,412
CCJ	Cameco Corp	4,419	$479,947
VRT	Vertiv Holdings Co	966	$242,060
NOW	ServiceNow, Inc.	2,188	$228,755
WDC	Western Digital Corp	767	$207,465
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	881	$308,341
SHOP	Shopify Inc.	1,556	$250,469
ETN	Eaton Corp plc	680	$216,586
MNST	Monster Beverage Corp	2,733	$209,539
APH	Amphenol Corp /De/	33,745	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $193,610,251 total · filing declares 117 positions · $207,903,769 · as of Mar 31, 2026

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

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	43,588	+1,459	$16,134,969	−20.8%	8.33%
NVDA	Nvidia Corp Technology	Added	70,271	+2,394	$12,255,262	−3.2%	6.33%
AAPL	Apple Inc. Technology	Reduced	42,079	-49	$10,679,229	−6.8%	5.52%
LLY	ELI LILLY & Co Healthcare	Reduced	9,385	-19	$8,632,041	−14.6%	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,828	+1,353	$6,004,007	−5.3%	3.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,079	-53	$5,764,390	−8.7%	2.98%
PANW	Palo Alto Networks Inc Technology	Added	29,668	+3,403	$4,756,373	−1.7%	2.46%
PLTR	Palantir Technologies Inc. Technology	Added	32,216	+358	$4,712,556	−16.8%	2.43%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,083	-77	$4,300,167	−5.2%	2.22%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	26,877	-361	$4,292,256	+2.6%	2.22%
GLD	Spdr Gold Trust	Reduced	9,613	-8,551	$4,136,377	−42.5%	2.14%
ANET	Arista Networks, Inc. Technology	Added	33,520	+26	$4,115,585	−6.2%	2.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,194	-220	$3,926,564	−7.2%	2.03%
DUK	Duke Energy CORP Utilities	Added	29,563	+461	$3,870,979	+13.5%	2.00%
CAT	Caterpillar Inc Industrials	Added	5,131	+1,099	$3,635,108	+57.4%	1.88%
HWM	Howmet Aerospace Inc. Industrials	Reduced	15,441	-165	$3,558,532	+11.2%	1.84%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	109,772	-9,426	$3,306,332	−11.1%	1.71%
DG	Dollar General Corp Consumer Defensive	NEW	25,685	NEW	$3,049,580	NEW	1.58%
LMT	Lockheed Martin Corp Industrials	Added	4,995	+150	$3,018,928	+28.8%	1.56%
RTX	RTX Corp Industrials	Added	15,407	+5,847	$2,972,010	+69.5%	1.54%
NOC	Northrop Grumman Corp /De/ Industrials	Added	4,157	+325	$2,836,071	+29.8%	1.46%
NSC	Norfolk Southern Corp Industrials	Reduced	9,785	-6	$2,808,295	−0.7%	1.45%
ETR	Entergy Corp /De/ Utilities	Reduced	23,959	-983	$2,692,033	+16.8%	1.39%
CNM	Core & Main, Inc. Industrials	Added	54,252	+404	$2,680,048	−4.2%	1.38%
WMT	Walmart Inc. Consumer Defensive	Added	21,517	+177	$2,674,132	+12.5%	1.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,581	-49	$2,571,785	+13.4%	1.33%
NI	Nisource Inc. Utilities	Reduced	54,332	-414	$2,535,131	+10.9%	1.31%
NFLX	Netflix Inc Communication Services	Reduced	25,572	-146	$2,458,747	+2.0%	1.27%
VST	Vistra Corp. Utilities	Added	15,940	+150	$2,396,260	−5.9%	1.24%
MU	Micron Technology Inc Technology	NEW	6,786	NEW	$2,292,582	NEW	1.18%
VMC	Vulcan Materials CO Basic Materials	NEW	8,322	NEW	$2,266,080	NEW	1.17%
GLW	Corning Inc /Ny Technology	Added	16,553	+9,691	$2,250,711	+274.6%	1.16%
NEE	Nextera Energy Inc Utilities	Reduced	24,132	-448	$2,241,380	+13.6%	1.16%
AEE	Ameren Corp Utilities	Reduced	20,118	-119	$2,211,370	+9.4%	1.14%
WEC	Wec Energy Group, Inc. Utilities	Added	18,212	+190	$2,108,403	+10.9%	1.09%
POR	Portland General Electric Co /Or/ Utilities	Added	39,447	+74	$2,081,618	+10.2%	1.08%
PEG	Public Service Enterprise Group Inc Utilities	Added	23,252	+247	$1,882,249	+1.9%	0.97%
HOOD	Robinhood Markets, Inc. Financial Services	Added	27,096	+5,440	$1,877,752	−23.3%	0.97%
ORCL	Oracle Corp Technology	Added	12,343	+13	$1,815,778	−24.4%	0.94%
PCG	PG&E Corp Utilities	Added	100,968	+275	$1,774,007	+9.6%	0.92%
GEV	GE Vernova Inc. Industrials	Added	2,023	+26	$1,765,876	+35.3%	0.91%
SLV	iShares Silver Trust	Reduced	24,271	-44,142	$1,653,825	−62.5%	0.85%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,301	+12	$1,647,497	+1.9%	0.85%
AVGO	Broadcom Inc. Technology	Added	5,000	+291	$1,547,550	−5.0%	0.80%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,855	-68	$1,502,339	+39.9%	0.78%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,429	+24	$1,496,780	+11.8%	0.77%
INTC	Intel Corp Technology	Reduced	33,136	-285	$1,462,291	+18.6%	0.76%
META	Meta Platforms, Inc. Communication Services	Reduced	2,421	-6,985	$1,385,126	−77.7%	0.72%
ASTS	AST SpaceMobile, Inc. Technology	Added	16,354	+149	$1,355,255	+15.1%	0.70%
IBM	International Business Machines Corp Technology	Added	5,461	+76	$1,323,691	−17.0%	0.68%

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.