Sponsored

The Analysis of Hixon Zuercher, LLC's Holdings & P&L

Currently, Hixon Zuercher, LLC holds 88 types of securities in its portfolio with a total value $340.8M. In the most recent quarter, they have increased their positions in UNP (+15.8K shares, valued at $4.3M), ANET (+23.8K shares, valued at $4.0M), GOOGL (+6.2K shares, valued at $2.2M); decreased their positions in DELL (-23.9K shares, valued at $10.3M), CAT (-3.4K shares, valued at $3.6M), WFC (-30.1K shares, valued at $2.5M); initiated new positions in UNP (+15.8K shares, valued at $4.3M), ANET (+23.8K shares, valued at $4.0M), N/A (+5.7K shares, valued at $1.3M).

1M P&L

+371.0K+0.12%

3M P&L

+16.9M+6.03%

HY P&L

+28.2M+10.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A79.3M

27.2%

2Semiconductors22.2M

7.6%

3Drug Manufacturers - General16.1M

5.5%

Top Industries by Stock Count

1N/A15 stocks

20.8%

2Medical Devices3 stocks

4.2%

3Semiconductors3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSIE GOLDMAN SACHS ETF TR526.5K shares3.73%2026-06-302026-07-20

GSLC GOLDMAN SACHS ETF TR96.7K shares2.18%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON47.1K shares-1.83%2026-06-302026-07-20

JHMM JOHN HANCOCK EXCHANGE TRADED152.8K shares3.55%2026-06-302026-07-20

NVDA NVIDIA CORPORATION57.1K shares16.72%2026-06-302026-07-20

EMGF ISHARES INC150.6K shares1.96%2026-06-302026-07-20

GOOGL ALPHABET INC27.8K shares28.98%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO29.8K shares-1.44%2026-06-302026-07-20

Sponsored

AMD ADVANCED MICRO DEVICES INC15.6K shares-5.22%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC9.0K shares-3.21%2026-06-302026-07-20

AMZN AMAZON COM INC36.9K shares11.54%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC96.7K shares0.16%2026-06-302026-07-20

MSFT MICROSOFT CORP21.9K shares26.23%2026-06-302026-07-20

AAPL APPLE INC28.2K shares-1.44%2026-06-302026-07-20

SYK STRYKER CORPORATION23.1K shares-0.29%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED13.2K shares0.53%2026-06-302026-07-20

Sponsored

CAT CATERPILLAR INC6.2K shares-35.30%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC10.6K shares17.23%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC13.8K shares-63.36%2026-06-302026-07-20

WMT WALMART INC51.9K shares-2.15%2026-06-302026-07-20

SHV ISHARES TR49.4K shares3.24%2026-06-302026-07-20

TLT ISHARES TR62.9K shares3.37%2026-06-302026-07-20

PEP PEPSICO INC35.7K shares-0.84%2026-06-302026-07-20

LOW LOWES COS INC20.7K shares-10.73%2026-06-302026-07-20

Sponsored

SCHW SCHWAB CHARLES CORP48.6K shares-0.58%2026-06-302026-07-20

UNP UNION PAC CORP15.8K sharesnew addition2026-06-302026-07-20

APH AMPHENOL CORP23.7K shares-2.11%2026-06-302026-07-20

BAC BANK OF AMER CORP72.8K shares1.91%2026-06-302026-07-20

ANET ARISTA NETWORKS INC23.8K sharesnew addition2026-06-302026-07-20

JPST J P MORGAN EXCHANGE TRADED F78.7K shares1.67%2026-06-302026-07-20

BROADCOM INC BROADCOM INC10.2K shares-1.32%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL7.1K shares-26.97%2026-06-302026-07-20

Sponsored

BKR BAKER HUGHES COMPANY61.7K shares5.08%2026-06-302026-07-20

CPRT COPART INC121.1K shares2.05%2026-06-302026-07-20

PGR PROGRESSIVE CORP15.1K shares9.36%2026-06-302026-07-20

CCK CROWN HLDGS INC27.2K shares8.86%2026-06-302026-07-20

GEN GEN DIGITAL INC118.2K shares-7.03%2026-06-302026-07-20

SBUX STARBUCKS CORP28.2K shares-2.51%2026-06-302026-07-20

TDG TRANSDIGM GROUP INC2.1K shares10.31%2026-06-302026-07-20

DLR DIGITAL RLTY TR INC15.6K shares-2.61%2026-06-302026-07-20

Sponsored

EW EDWARDS LIFESCIENCES CORP30.5K shares-1.36%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.9K shares-0.91%2026-06-302026-07-20

MANH MANHATTAN ASSOCIATES INC19.7K shares-1.52%2026-06-302026-07-20

CRM SALESFORCE INC17.0K shares-0.35%2026-06-302026-07-20

APD AIR PRODUCTS AND CHEMICALS I8.9K shares2.93%2026-06-302026-07-20

ADOBE INC ADOBE INC12.4K shares-0.40%2026-06-302026-07-20

DIS DISNEY WALT CO26.4K shares4.89%2026-06-302026-07-20

PLD PROLOGIS INC.18.1K shares-1.32%2026-06-302026-07-20

Sponsored

HCA HCA HEALTHCARE INC6.3K shares-1.15%2026-06-302026-07-20

DE DEERE & CO3.7K shares-0.46%2026-06-302026-07-20

NYT NEW YORK TIMES CO MTN BE32.6K shares15.13%2026-06-302026-07-20

WFC WELLS FARGO & CO27.0K shares-52.67%2026-06-302026-07-20

ABT ABBOTT LABORATORIES23.6K shares0.06%2026-06-302026-07-20

LLY ELI LILLY & CO1.8K shares0.86%2026-06-302026-07-20

AEP AMERICAN ELEC PWR CO INC15.2K shares-0.70%2026-06-302026-07-20

DOX AMDOCS LTD41.0K shares-3.57%2026-06-302026-07-20

Sponsored

PFE PFIZER INC84.0K shares6.00%2026-06-302026-07-20

OC OWENS CORNING NEW12.3K shares8.34%2026-06-302026-07-20

DG DOLLAR GEN CORP16.2K shares2.80%2026-06-302026-07-20

QCOM QUALCOMM INC9.3K shares-0.47%2026-06-302026-07-20

ICE INTERCONTINENTAL EXCHANGE IN13.7K shares3.21%2026-06-302026-07-20

MCD MCDONALDS CORP5.7K shares5.59%2026-06-302026-07-20

ZOETIS INC ZOETIS INC20.8K shares21.27%2026-06-302026-07-20

AMT AMERICAN TOWER CORP8.8K shares5.24%2026-06-302026-07-20

Sponsored

TSCO TRACTOR SUPPLY CO43.5K shares52.36%2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC5.7K sharesnew addition2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.17.8K shares-18.81%2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.7K sharesnew addition2026-06-302026-07-20

ISHARES TR ISHARES TR13.1K shares0.00%2026-06-302026-07-20

GSSC GOLDMAN SACHS ETF TR13.3K shares3.30%2026-06-302026-07-20

CDW CDW CORP8.3K shares-18.53%2026-06-302026-07-20

MPC MARATHON PETE CORP3.2K sharesnew addition2026-06-302026-07-20

Sponsored

HSY HERSHEY CO4.2K shares3.11%2026-06-302026-07-20

VISA INC VISA INC1.9K shares12.98%2026-06-302026-07-20

ABBVIE INC ABBVIE INC2.6K shares9.38%2026-06-302026-07-20

PG PROCTER & GAMBLE CO4.5K shares17.07%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2026-06-302026-07-20

IEMG ISHARES INC6.6K shares0.00%2026-06-302026-07-20

IJR ISHARES TR3.7K shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR724 shares-4.11%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC1.4K shares0.00%2026-06-302026-07-20

CCJ CAMECO CORP4.0K shares0.00%2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F7.1K shares-37.47%2026-06-302026-07-20

GPIX GOLDMAN SACHS ETF TR6.3K shares-38.23%2026-06-302026-07-20

3M CO 3M CO1.9K shares18.75%2026-06-302026-07-20

FYEE FIDELITY GREENWOOD STREET TR10.1K shares-41.03%2026-06-302026-07-20

IJJ ISHARES TR1.6K shares0.00%2026-06-302026-07-20

WELL WELLTOWER INC954 sharesnew addition2026-06-302026-07-20

Sponsored

GSIE

GOLDMAN SACHS ETF TR

3.73%

Shares526.5K

Event2026-06-30

Filed2026-07-20

GSLC

GOLDMAN SACHS ETF TR

2.18%

Shares96.7K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-1.83%

Shares47.1K

Event2026-06-30

Filed2026-07-20

JHMM

JOHN HANCOCK EXCHANGE TRADED

3.55%

Shares152.8K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

16.72%

Shares57.1K

Event2026-06-30

Filed2026-07-20

EMGF

ISHARES INC

1.96%

Shares150.6K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

28.98%

Shares27.8K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-1.44%

Shares29.8K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-5.22%

Shares15.6K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

-3.21%

Shares9.0K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

11.54%

Shares36.9K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

0.16%

Shares96.7K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

26.23%

Shares21.9K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-1.44%

Shares28.2K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

-0.29%

Shares23.1K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

0.53%

Shares13.2K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

-35.30%

Shares6.2K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

17.23%

Shares10.6K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

-63.36%

Shares13.8K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-2.15%

Shares51.9K

Event2026-06-30

Filed2026-07-20

SHV

ISHARES TR

3.24%

Shares49.4K

Event2026-06-30

Filed2026-07-20

TLT

ISHARES TR

3.37%

Shares62.9K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-0.84%

Shares35.7K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-10.73%

Shares20.7K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

-0.58%

Shares48.6K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

New

Shares15.8K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

-2.11%

Shares23.7K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

1.91%

Shares72.8K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

New

Shares23.8K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

1.67%

Shares78.7K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-1.32%

Shares10.2K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-26.97%

Shares7.1K

Event2026-06-30

Filed2026-07-20

BKR

BAKER HUGHES COMPANY

5.08%

Shares61.7K

Event2026-06-30

Filed2026-07-20

CPRT

COPART INC

2.05%

Shares121.1K

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

9.36%

Shares15.1K

Event2026-06-30

Filed2026-07-20

CCK

CROWN HLDGS INC

8.86%

Shares27.2K

Event2026-06-30

Filed2026-07-20

GEN

GEN DIGITAL INC

-7.03%

Shares118.2K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

-2.51%

Shares28.2K

Event2026-06-30

Filed2026-07-20

TDG

TRANSDIGM GROUP INC

10.31%

Shares2.1K

Event2026-06-30

Filed2026-07-20

DLR

DIGITAL RLTY TR INC

-2.61%

Shares15.6K

Event2026-06-30

Filed2026-07-20

EDWARDS LIFESCIENCES CORP

-1.36%

Shares30.5K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

-0.91%

Shares2.9K

Event2026-06-30

Filed2026-07-20

MANH

MANHATTAN ASSOCIATES INC

-1.52%

Shares19.7K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

-0.35%

Shares17.0K

Event2026-06-30

Filed2026-07-20

APD

AIR PRODUCTS AND CHEMICALS I

2.93%

Shares8.9K

Event2026-06-30

Filed2026-07-20

ADOBE INC

-0.40%

Shares12.4K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

4.89%

Shares26.4K

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

-1.32%

Shares18.1K

Event2026-06-30

Filed2026-07-20

HCA

HCA HEALTHCARE INC

-1.15%

Shares6.3K

Event2026-06-30

Filed2026-07-20

DEERE & CO

-0.46%

Shares3.7K

Event2026-06-30

Filed2026-07-20

NYT

NEW YORK TIMES CO MTN BE

15.13%

Shares32.6K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-52.67%

Shares27.0K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

0.06%

Shares23.6K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

0.86%

Shares1.8K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

-0.70%

Shares15.2K

Event2026-06-30

Filed2026-07-20

DOX

AMDOCS LTD

-3.57%

Shares41.0K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

6.00%

Shares84.0K

Event2026-06-30

Filed2026-07-20

OWENS CORNING NEW

8.34%

Shares12.3K

Event2026-06-30

Filed2026-07-20

DOLLAR GEN CORP

2.80%

Shares16.2K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

-0.47%

Shares9.3K

Event2026-06-30

Filed2026-07-20

ICE

INTERCONTINENTAL EXCHANGE IN

3.21%

Shares13.7K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

5.59%

Shares5.7K

Event2026-06-30

Filed2026-07-20

ZOETIS INC

21.27%

Shares20.8K

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP

5.24%

Shares8.8K

Event2026-06-30

Filed2026-07-20

TSCO

TRACTOR SUPPLY CO

52.36%

Shares43.5K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-18.81%

Shares17.8K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-20

GSSC

GOLDMAN SACHS ETF TR

3.30%

Shares13.3K

Event2026-06-30

Filed2026-07-20

CDW

CDW CORP

-18.53%

Shares8.3K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-20

HSY

HERSHEY CO

3.11%

Shares4.2K

Event2026-06-30

Filed2026-07-20

VISA INC

12.98%

Shares1.9K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

9.38%

Shares2.6K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

17.07%

Shares4.5K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-4.11%

Shares724

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

CCJ

CAMECO CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

-37.47%

Shares7.1K

Event2026-06-30

Filed2026-07-20

GPIX

GOLDMAN SACHS ETF TR

-38.23%

Shares6.3K

Event2026-06-30

Filed2026-07-20

3M CO

18.75%

Shares1.9K

Event2026-06-30

Filed2026-07-20

FYEE

FIDELITY GREENWOOD STREET TR

-41.03%

Shares10.1K

Event2026-06-30

Filed2026-07-20

IJJ

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

WELL

WELLTOWER INC

New

Shares954

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available