Fox Hill Wealth Management

CIK

2016110

Location

DEDHAM, MA

Portfolio Value

Small $248,954,709

Diversification

Diversified

Filing Date

Global Rank

#5,782 / 8,794 ▼ 162 · as of Jun 2026

Top Industry

Software - Infrastructure 15.1%

Period ended 3 months ago

Filed Aug 19, 2026 · 46d

11 quarters · since Dec 2023

Clone Performance

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

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Portfolio Concentration

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

Top Position

6.6%

−1.4 pts

Top 5

26.4%

−0.2 pts

Top 10

41.8%

+3.5 pts

HHI

257

Diversified+2

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.7%	$98,906,008	26
Industrials	15.7%	$39,021,563	21
Utilities	10.4%	$25,975,436	12
Healthcare	8.8%	$21,941,184	7
Unclassified	8.5%	$21,157,958	15
Consumer Cyclical	5.4%	$13,493,342	5
Communication Services	4.1%	$10,169,546	3
Financial Services	3.9%	$9,666,492	4
Consumer Defensive	2.6%	$6,578,595	6
Energy	0.7%	$1,749,287	4
Basic Materials	0.1%	$295,298	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
DHR	Danaher Corp /De/	+10,129	11,682	$2,225,187
RGTI	Rigetti Computing, Inc.	+9,529	28,310	$546,949
CNM	Core & Main, Inc.	+7,684	61,936	$2,988,412
PCG	PG&E Corp	+7,100	108,068	$1,817,703
CAT	Caterpillar Inc	+4,701	9,832	$10,470,096
POR	Portland General Electric Co /Or/	+2,600	42,047	$2,179,296
LRCX	Lam Research Corp	+2,293	4,944	$2,142,383
AAPL	Apple Inc.	+2,253	44,332	$12,827,907
NVDA	Nvidia Corp	+2,147	72,418	$14,490,117
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,966	45,422	$4,767,992
RTX	RTX Corp	+1,842	17,249	$3,272,652
NEE	Nextera Energy Inc	+1,702	25,834	$2,267,450
PEG	Public Service Enterprise Group Inc	+1,446	24,698	$2,004,489
NI	Nisource Inc.	+1,267	55,599	$2,643,732
GLW	Corning Inc /Ny	+1,235	17,788	$4,543,588
MU	Micron Technology Inc	+1,089	7,875	$9,090,033
JPC	Nuveen Preferred & Income Opportunities Fund	+1,036	11,669	$91,951
AVGO	Broadcom Inc.	+948	5,948	$2,246,857
WEC	Wec Energy Group, Inc.	+808	19,020	$2,220,965
TJX	Tjx Companies Inc /De/	+726	27,603	$4,181,854
ANEW	ProShares MSCI Transformational Changes ETF	+660	27,372	$632,996
AEE	Ameren Corp	+529	20,647	$2,333,936
VST	Vistra Corp.	+513	16,453	$2,609,939
DUK	Duke Energy CORP	+511	30,074	$3,806,766
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+506	72,380	$3,688,669
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NTR	Nutrien Ltd.	−2,845	4,691	$295,298
NOC	Northrop Grumman Corp /De/	−1,704	2,453	$1,249,337
WMT	Walmart Inc.	−1,272	20,245	$2,292,948
PANW	Palo Alto Networks Inc	−1,097	28,571	$9,743,282
PLTR	Palantir Technologies Inc.	−392	31,824	$3,712,906
GOOGL	Alphabet Inc.	−362	19,717	$6,992,738
SLV	iShares Silver Trust	−295	23,976	$1,281,996
HWM	Howmet Aerospace Inc.	−276	15,165	$4,077,261
FTNT	Fortinet, Inc.	−216	15,034	$2,309,523
GLD	Spdr Gold Trust	−198	9,415	$3,468,297
KO	Coca Cola Co	−195	9,441	$767,270
ACHR	Archer Aviation Inc.	−190	16,813	$79,525
PG	PROCTER & GAMBLE Co	−160	3,465	$508,107
SMR	NUSCALE POWER Corp	−130	112,477	$1,128,144
ABI	VictoryShares Pioneer Asset-Based Income ETF	−125	16,105	$1,112,533
CCJ	Cameco Corp	−113	4,306	$438,609
ANET	Arista Networks, Inc.	−112	33,408	$5,675,351
OXY	Occidental Petroleum Corp /De/	−100	8,367	$406,385
NFLX	Netflix Inc	−84	25,488	$1,819,843
DVA	Davita Inc.	−55	7,212	$1,604,525
OKLO	Oklo Inc.	−52	13,074	$684,162
ACSG	American Century Small Cap Growth Insights ETF	−47	6,750	$522,585
SU	Suncor Energy Inc	−44	5,572	$299,104
LH	Labcorp Holdings Inc.	−40	764	$213,920
CVX	Chevron Corp	−39	3,651	$605,189
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
BLLN	BillionToOne, Inc.	43,724	$5,246,005
BE	Bloom Energy Corp	9,068	$2,744,883
TSLA	Tesla, Inc.	1,466	$616,599
SPCX	Space Exploration Technologies Corp	3,118	$532,741
FRPT	Freshpet, Inc.	5,604	$331,308
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	6,899	$327,495
AMAT	Applied Materials Inc /De	403	$291,369
MNST	Monster Beverage Corp	2,713	$260,773
AMD	Advanced Micro Devices Inc	431	$250,372
QQQ	Invesco Qqq Trust, Series 1	312	$229,756
CRWD	CrowdStrike Holdings, Inc.	300	$228,942
RBC	RBC Bearings INC	324	$208,675
VLTO	Veralto Corp	2,319	$205,648
MDY	Spdr S&P Midcap 400 ETF Trust	286	$201,155
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
TEVA	Teva Pharmaceutical Industries Ltd	109,772	$3,306,332
DG	Dollar General Corp	25,685	$3,049,580
VMC	Vulcan Materials CO	8,322	$2,266,080
HOOD	Robinhood Markets, Inc.	27,096	$1,877,752
XOM	ExxonMobil Holdings Corp	8,855	$1,502,339
RACE	Ferrari N.V.	2,008	$679,607
SPY	Spdr S&P 500 ETF Trust	444	$288,750
ISRG	Intuitive Surgical Inc	467	$215,282
QBTS	D-Wave Quantum Inc.	11,762	$169,725
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 tracked positions · $248,954,709 total · filing declares 120 positions · $249,403,247 · as of Jun 30, 2026

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

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	44,074	+486	$16,440,483	+1.9%	6.60%
NVDA	Nvidia Corp Technology	Added	72,418	+2,147	$14,490,117	+18.2%	5.82%
AAPL	Apple Inc. Technology	Added	44,332	+2,253	$12,827,907	+20.1%	5.15%
LLY	ELI LILLY & Co Healthcare	Added	9,609	+224	$11,525,323	+33.5%	4.63%
CAT	Caterpillar Inc Industrials	Added	9,832	+4,701	$10,470,096	+188.0%	4.21%
PANW	Palo Alto Networks Inc Technology	Reduced	28,571	-1,097	$9,743,282	+104.8%	3.91%
MU	Micron Technology Inc Technology	Added	7,875	+1,089	$9,090,033	+296.5%	3.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,717	-362	$6,992,738	+21.3%	2.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,847	+19	$6,875,393	+14.5%	2.76%
ANET	Arista Networks, Inc. Technology	Reduced	33,408	-112	$5,675,351	+37.9%	2.28%
BLLN	BillionToOne, Inc. Healthcare	NEW	43,724	NEW	$5,246,005	NEW	2.11%
GS	Goldman Sachs Group Inc Financial Services	Added	5,172	+89	$5,230,805	+21.6%	2.10%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	45,422	+1,966	$4,767,992	—	1.92%
INTC	Intel Corp Technology	Added	33,198	+62	$4,635,436	+217.0%	1.86%
GLW	Corning Inc /Ny Technology	Added	17,788	+1,235	$4,543,588	+101.9%	1.83%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	27,603	+726	$4,181,854	−2.6%	1.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,160	-34	$4,083,182	+4.0%	1.64%
HWM	Howmet Aerospace Inc. Industrials	Reduced	15,165	-276	$4,077,261	+14.6%	1.64%
DUK	Duke Energy CORP Utilities	Added	30,074	+511	$3,806,766	−1.7%	1.53%
PLTR	Palantir Technologies Inc. Technology	Reduced	31,824	-392	$3,712,906	−21.2%	1.49%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	72,380	+506	$3,688,669	+2.2%	1.48%
GLD	Spdr Gold Trust	Reduced	9,415	-198	$3,468,297	−16.2%	1.39%
RTX	RTX Corp Industrials	Added	17,249	+1,842	$3,272,652	+10.1%	1.31%
NSC	Norfolk Southern Corp Industrials	Added	9,838	+53	$3,094,936	+10.2%	1.24%
CNM	Core & Main, Inc. Industrials	Added	61,936	+7,684	$2,988,412	+11.5%	1.20%
ETR	Entergy Corp /De/ Utilities	Added	24,053	+94	$2,762,727	+2.6%	1.11%
BE	Bloom Energy Corp Industrials	NEW	9,068	NEW	$2,744,883	NEW	1.10%
AFK	VanEck Africa Index ETF	Added	4,159	+3	$2,727,846	+71.2%	1.10%
NI	Nisource Inc. Utilities	Added	55,599	+1,267	$2,643,732	+4.3%	1.06%
VST	Vistra Corp. Utilities	Added	16,453	+513	$2,609,939	+8.9%	1.05%
GEV	GE Vernova Inc. Industrials	Added	2,201	+178	$2,585,866	+46.4%	1.04%
LMT	Lockheed Martin Corp Industrials	Reduced	4,974	-21	$2,534,054	−16.1%	1.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,585	+4	$2,418,189	−6.0%	0.97%
AEE	Ameren Corp Utilities	Added	20,647	+529	$2,333,936	+5.5%	0.94%
FTNT	Fortinet, Inc. Technology	Reduced	15,034	-216	$2,309,523	+85.3%	0.93%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,245	-1,272	$2,292,948	−14.3%	0.92%
NEE	Nextera Energy Inc Utilities	Added	25,834	+1,702	$2,267,450	+1.2%	0.91%
AVGO	Broadcom Inc. Technology	Added	5,948	+948	$2,246,857	+45.2%	0.90%
DHR	Danaher Corp /De/ Healthcare	Added	11,682	+10,129	$2,225,187	+655.7%	0.89%
WEC	Wec Energy Group, Inc. Utilities	Added	19,020	+808	$2,220,965	+5.3%	0.89%
POR	Portland General Electric Co /Or/ Utilities	Added	42,047	+2,600	$2,179,296	+4.7%	0.88%
LRCX	Lam Research Corp Technology	Added	4,944	+2,293	$2,142,383	+278.2%	0.86%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,434	+5	$2,117,545	+41.5%	0.85%
PEG	Public Service Enterprise Group Inc Utilities	Added	24,698	+1,446	$2,004,489	+6.5%	0.81%
ORCL	Oracle Corp Technology	Added	12,710	+367	$1,862,650	+2.6%	0.75%
NFLX	Netflix Inc Communication Services	Reduced	25,488	-84	$1,819,843	−26.0%	0.73%
PCG	PG&E Corp Utilities	Added	108,068	+7,100	$1,817,703	+2.5%	0.73%
DVA	Davita Inc. Healthcare	Reduced	7,212	-55	$1,604,525	+43.7%	0.64%
IBM	International Business Machines Corp Technology	Reduced	5,427	-34	$1,526,126	+15.3%	0.61%
GE	General Electric Co Industrials	Added	4,073	+414	$1,522,202	+46.6%	0.61%

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.