Fox Hill Wealth Management

CIK

2016110

Location

DEDHAM, MA

Portfolio Value

Micro $10,418,512

Diversification

Diversified

Filing Date

Global Rank

#3,984 / 8,232 ▲ 148

Top Industry

Software - Infrastructure 15.6%

3Y Alpha vs SPY

-2.4%

Period ended 2 months ago

Filed May 13, 2026 · 31d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+46.0%

SPY

+52.9%

Annualised alpha

-2.4%

Max drawdown

−18.5%

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

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

Top Position

8.5%

−1.8 pts

Top 5

28.4%

−3.0 pts

Top 10

40.1%

−5.3 pts

HHI

277

Diversified−52

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$70,174,410	23
Industrials	14.7%	$27,823,608	17
Utilities	13.3%	$25,171,794	12
Healthcare	7.9%	$15,000,081	8
Consumer Cyclical	6.8%	$12,955,545	5
Financial Services	5.5%	$10,418,512	5
Consumer Defensive	5.0%	$9,551,909	5
Unclassified	3.2%	$6,078,952	3
Communication Services	3.0%	$5,704,673	3
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
CNM	Core & Main, Inc.	+404	54,252	$2,680,048
EMBJ	Embraer S.A.	+404	7,493	$444,634
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
CVX	Chevron Corp	+247	3,690	$763,461
PEG	Public Service Enterprise Group Inc	+247	23,252	$1,882,249
WEC	Wec Energy Group, Inc.	+190	18,212	$2,108,403
WMT	Walmart Inc.	+177	21,517	$2,674,132
VST	Vistra Corp.	+150	15,940	$2,396,260
LMT	Lockheed Martin Corp	+150	4,995	$3,018,928
ASTS	AST SpaceMobile, Inc.	+149	16,354	$1,355,255
CEG	Constellation Energy Corp	+140	2,605	$727,446
ASML	Asml Holding NV	+90	336	$443,798
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
FTNT	Fortinet, Inc.	−220	15,250	$1,246,230
BRK-B	Berkshire Hathaway Inc	−220	8,194	$3,926,564
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	Exxon Mobil Corp	−68	8,855	$1,502,339
AAPL	Apple Inc.	−49	42,079	$10,679,229
COST	Costco Wholesale Corp /New	−49	2,581	$2,571,785
HD	Home Depot, Inc.	−40	1,010	$332,178
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
APH	Amphenol Corp /De/	33,745	$4,560,299
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $10,418,512 total · Financial Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,083	-77	$4,300,167	−5.2%	41.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,194	-220	$3,926,564	−7.2%	37.69%
HOOD	Robinhood Markets, Inc. Financial Services	Added	27,096	+5,440	$1,877,752	−23.3%	18.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	795	+26	$233,857	−5.6%	2.24%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	10,633	0	$80,172	−7.0%	0.77%