Hixon Zuercher, LLC
Top Portfolio Positions
65 positions ·
$242,867,464 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
47,938 | $11,717,964 | 4.82% |
| XOM |
Exxon Mobil Corp
Energy
|
56,000 | $9,500,960 | 3.91% |
| NEE |
Nextera Energy Inc
Utilities
|
96,516 | $8,964,406 | 3.69% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,185 | $8,879,219 | 3.66% |
| NVDA |
Nvidia Corp
Technology
|
48,922 | $8,531,996 | 3.51% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
9,265 | $7,838,097 | 3.23% |
| SYK |
Stryker Corp
Healthcare
|
23,135 | $7,601,929 | 3.13% |
| AAPL |
Apple Inc.
Technology
|
28,603 | $7,259,155 | 2.99% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
33,123 | $6,898,527 | 2.84% |
| CAT |
Caterpillar Inc
Industrials
|
9,524 | $6,747,373 | 2.78% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,009,456 | 15,330 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,764,358 | 15,301 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,751,850 | 15,572 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,596,555 | 15,387 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,658,062 | 15,174 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,368,047 | 14,833 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,404,594 | 13,690 | Shares | Sole | 2024-10-30 | |
| 2020-12-31 | $985,750 | 11,838 | Shares | Sole | 2021-10-13 | |
| 2020-09-30 | $981,005 | 12,003 | Shares | Sole | 2021-10-13 | |
| 2020-06-30 | $932,345 | 11,707 | Shares | Sole | 2021-10-13 | |
| 2020-03-31 | $908,572 | 11,360 | Shares | Sole | 2021-10-13 | |
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