Hixon Zuercher, LLC Portfolio Holdings
Q3 2025•87 long positions•$328.6M portfolio value
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Holding87 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $23.3M 7.11% | +$539.9K Bought | — 567.9K shares | 554.8K → 567.9K +$539.9K | +2.37% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.1M 3.67% | +$977.6K Bought | — 92.5K shares | 85.0K → 92.5K +$977.6K | +8.82% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $9.9M 3.02% | +$384.3K Bought | 0.0% 19.2K shares | 18.4K → 19.2K +$384.3K | +4.03% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $9.6M 2.92% | +$344.2K Bought | 0.0% 51.4K shares | 49.5K → 51.4K +$344.2K | +3.73% | $4.54T Mega Cap | Q2 2020 Held for 5y 5m | |
Banks - Diversified Financial Services | $9.5M 2.91% | -$1.2M Sold | 0.001% 30.3K shares | 34.0K → 30.3K −$1.2M | -11.05% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.3M 2.84% | +$671.1K Bought | — 144.5K shares | 134.1K → 144.5K +$671.1K | +7.74% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.3M 2.82% | -$206.1K Sold | — 163.6K shares | 167.2K → 163.6K −$206.1K | -2.18% | — — | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $9.2M 2.81% | -$105.1K Sold | 0.002% 49.8K shares | 50.4K → 49.8K −$105.1K | -1.13% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $9.0M 2.73% | +$539.8K Bought | 0.0% 35.3K shares | 33.1K → 35.3K +$539.8K | +6.4% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $8.3M 2.53% | -$85.4K Sold | 0.006% 22.5K shares | 22.7K → 22.5K −$85.4K | -1.02% | $141.33B Large Cap | Q2 2020 Held for 5y 5m | |
Financial - Capital Markets Financial Services | $7.6M 2.32% | -$198.3K Sold | 0.003% 9.6K shares | 9.8K → 9.6K −$198.3K | -2.53% | $241.07B Mega Cap | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | $7.6M 2.31% | +$262.2K Bought | 0.0% 34.5K shares | 33.4K → 34.5K +$262.2K | +3.58% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $7.5M 2.27% | +$648.8K Bought | 0.0% 30.7K shares | 28.0K → 30.7K +$648.8K | +9.53% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $7.4M 2.26% | -$43.8K Sold | 0.001% 13.1K shares | 13.1K → 13.1K −$43.8K | -0.59% | $514.21B Mega Cap | Q4 2019 Held for 5y 11m | |
Regulated Electric Utilities | $7.3M 2.23% | +$72.8K Bought | 0.005% 97.0K shares | 96.0K → 97.0K +$72.8K | +1.01% | $155.46B Large Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $6.4M 1.96% | +$83.3K Bought | 0.001% 57.0K shares | 56.3K → 57.0K +$83.3K | +1.31% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $6.2M 1.9% | +$235.7K Bought | 0.0% 8.5K shares | 8.2K → 8.5K +$235.7K | +3.92% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $5.8M 1.78% | -$57.8K Sold | 0.004% 23.3K shares | 23.5K → 23.3K −$57.8K | -0.98% | $140.94B Large Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $5.6M 1.7% | -$98.8K Sold | 0.001% 54.1K shares | 55.1K → 54.1K −$98.8K | -1.74% | $821.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $5.6M 1.69% | +$130.5K Bought | 0.001% 6.0K shares | 5.9K → 6.0K +$130.5K | +2.4% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
Conglomerates Industrials | $5.5M 1.68% | +$53.0K Bought | 0.004% 26.2K shares | 25.9K → 26.2K +$53.0K | +0.97% | $133.65B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.3M 1.6% | +$356.5K Bought | — 58.9K shares | 54.9K → 58.9K +$356.5K | +7.26% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.2M 1.6% | +$412.4K Bought | — 47.5K shares | 43.8K → 47.5K +$412.4K | +8.52% | — — | Q2 2024 Held for 1y 5m | |
Agricultural - Machinery Industrials | $5.1M 1.56% | -$5.1M Sold | 0.002% 10.8K shares | 21.4K → 10.8K −$5.1M | -49.66% | $223.53B Mega Cap | Q1 2021 Held for 4y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $5.1M 1.55% | +$809.4K Bought | 0.003% 36.3K shares | 30.6K → 36.3K +$809.4K | +18.84% | $192.27B Large Cap | Q4 2019 Held for 5y 11m | |
Computer Hardware Technology | $5.0M 1.53% | -$220.2K Sold | 0.005% 35.5K shares | 37.0K → 35.5K −$220.2K | -4.2% | $95.0B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $4.9M 1.5% | -$68.4K Sold | 0.0% 9.8K shares | 9.9K → 9.8K −$68.4K | -1.37% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Capital Markets Financial Services | $4.7M 1.43% | -$158.8K Sold | 0.003% 49.0K shares | 50.7K → 49.0K −$158.8K | -3.28% | $173.30B Large Cap | Q2 2023 Held for 2y 5m | |
Auto - Dealerships Consumer Cyclical | $4.2M 1.28% | +$222.0K Bought | 0.01% 93.7K shares | 88.8K → 93.7K +$222.0K | +5.56% | $43.5B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.9M 1.19% | +$763.7K Bought | — 77.4K shares | 62.3K → 77.4K +$763.7K | +24.15% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $3.7M 1.14% | -$154.0K Sold | 0.001% 23.2K shares | 24.1K → 23.2K −$154.0K | -3.95% | $262.56B Mega Cap | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $3.7M 1.14% | +$152.4K Bought | 0.001% 72.6K shares | 69.6K → 72.6K +$152.4K | +4.24% | $382.12B Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $3.7M 1.14% | +$806.4K Bought | 0.003% 10.6K shares | 8.3K → 10.6K +$806.4K | +27.48% | $147.66B Large Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.5M 1.05% | +$505.1K Bought | 0.0% 10.5K shares | 8.9K → 10.5K +$505.1K | +17.15% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $3.4M 1.03% | -$10.2K Sold | 0.002% 14.3K shares | 14.4K → 14.3K −$10.2K | -0.3% | $225.62B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $3.3M 1.02% | +$3.3M New | 0.019% 117.6K shares | 0 → 117.6K +$3.3M | New | $17.5B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $3.2M 0.979% | -$48.6K Sold | 0.026% 15.7K shares | 15.9K → 15.7K −$48.6K | -1.49% | $12.4B Large Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $3.2M 0.976% | -$58.9K Sold | 0.036% 39.1K shares | 39.8K → 39.1K −$58.9K | -1.8% | $9.0B Mid Cap | Q3 2024 Held for 1y 2m | |
Medical - Devices Healthcare | $3.1M 0.956% | +$45.8K Bought | 0.001% 23.5K shares | 23.1K → 23.5K +$45.8K | +1.48% | $233.12B Mega Cap | Q4 2019 Held for 5y 11m | |
Hardware, Equipment & Parts Technology | $3.1M 0.932% | +$131.2K Bought | 0.002% 24.7K shares | 23.7K → 24.7K +$131.2K | +4.48% | $151.09B Large Cap | Q1 2023 Held for 2y 8m | |
Oil & Gas Equipment & Services Energy | $3.0M 0.9% | -$3.7K Sold | 0.006% 60.7K shares | 60.7K → 60.7K −$3.7K | -0.13% | $48.0B Large Cap | Q3 2024 Held for 1y 2m | |
Insurance - Property & Casualty Financial Services | $2.9M 0.875% | +$181.8K Bought | 0.002% 11.6K shares | 10.9K → 11.6K +$181.8K | +6.75% | $144.81B Large Cap | Q1 2025 Held for 8 months | |
Entertainment Communication Services | $2.9M 0.867% | +$71.6K Bought | 0.001% 24.9K shares | 24.3K → 24.9K +$71.6K | +2.58% | $205.86B Mega Cap | Q4 2019 Held for 5y 11m | |
REIT - Office Real Estate | $2.7M 0.827% | -$35.4K Sold | 0.005% 15.7K shares | 15.9K → 15.7K −$35.4K | -1.29% | $59.0B Large Cap | Q4 2019 Held for 5y 11m | |
Medical - Care Facilities Healthcare | $2.7M 0.808% | -$77.1K Sold | 0.003% 6.2K shares | 6.4K → 6.2K −$77.1K | -2.82% | $99.7B Large Cap | Q3 2024 Held for 1y 2m | |
Entertainment Communication Services | $2.6M 0.805% | -$3.1M Sold | 0.001% 2.2K shares | 4.8K → 2.2K −$3.1M | -53.76% | $509.45B Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $2.6M 0.796% | -$1.2M Sold | 0.0% 9.3K shares | 13.6K → 9.3K −$1.2M | -31.45% | $801.76B Mega Cap | Q2 2020 Held for 5y 5m | |
Aerospace & Defense Industrials | $2.5M 0.758% | -$50.1K Sold | 0.003% 1.9K shares | 1.9K → 1.9K −$50.1K | -1.97% | $74.3B Large Cap | Q2 2023 Held for 2y 5m | |
Restaurants Consumer Cyclical | $2.4M 0.722% | -$9.1K Sold | 0.002% 28.1K shares | 28.2K → 28.1K −$9.1K | -0.38% | $96.2B Large Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $2.4M 0.718% | -$31.3K Sold | 0.005% 30.3K shares | 30.7K → 30.3K −$31.3K | -1.31% | $45.7B Large Cap | Q4 2019 Held for 5y 11m |
