Hixon Zuercher, LLC

CIK 0001806752 • 6 13F filings • Apr 25, 2025 – Jul 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $328.6M87 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$295K	0.1%Prev: 0.1%	1,900 SH	Decreased
ABBOTT LABS	COM	$3.1M	1.0%	23,455 SH	New
ABBVIE INC	COM	$659K	0.2%Prev: 0.2%	2,846 SH	Decreased+221 SH
ADOBE INC	COM	$3.7M	1.1%Prev: 0.7%	10,604 SH	Increased-1,832 SH
ADVANCED MICRO DEVICES INC	COM	$3.7M	1.1%Prev: 2.7%	23,170 SH	Decreased+7,521 SH
AIR PRODS & CHEMS INC	COM	$2.3M	0.7%	8,491 SH	New
ALPHABET INC	CAP STK CL A	$7.5M	2.3%Prev: 2.9%	30,683 SH	Decreased+2,881 SH
ALPHABET INC	CAP STK CL C	$515K	0.2%Prev: 0.1%	2,115 SH	Increased+675 SH
AMAZON COM INC	COM	$7.6M	2.3%Prev: 2.6%	34,546 SH	Decreased-2,398 SH
AMDOCS LTD	SHS	$3.2M	1.0%Prev: 0.6%	39,074 SH	Increased-1,914 SH
AMERICAN ELEC PWR CO INC	COM	$1.8M	0.5%Prev: 0.6%	15,572 SH	Decreased+349 SH
AMERICAN TOWER CORP NEW	COM	$1.6M	0.5%	8,341 SH	New
AMPHENOL CORP NEW	CL A	$3.1M	0.9%	24,739 SH	New
APPLE INC	COM	$9.0M	2.7%Prev: 2.4%	35,269 SH	Increased+7,078 SH
BAKER HUGHES COMPANY	CL A	$3.0M	0.9%Prev: 1.0%	60,673 SH	Decreased-1,066 SH
BANK AMERICA CORP	COM	$3.7M	1.1%	72,601 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.9M	1.5%Prev: 1.0%	9,805 SH	Increased+2,752 SH
BROADCOM INC	COM	$3.5M	1.1%Prev: 1.1%	10,459 SH	Decreased+264 SH
CAMECO CORP	COM	$335K	0.1%Prev: 0.1%	4,000 SH	Decreased
CATERPILLAR INC	COM	$5.1M	1.6%Prev: 1.9%	10,776 SH	Decreased+4,614 SH
CDW CORP	COM	$1.3M	0.4%Prev: 0.3%	8,078 SH	Increased-222 SH
COPART INC	COM	$4.2M	1.3%Prev: 1.0%	93,704 SH	Increased-27,398 SH
COSTCO WHSL CORP NEW	COM	$5.6M	1.7%	6,014 SH	New
DEERE & CO	COM	$1.7M	0.5%Prev: 0.7%	3,755 SH	Decreased+72 SH
DELL TECHNOLOGIES INC	CL C	$5.0M	1.5%Prev: 1.8%	35,459 SH	Decreased+21,622 SH
DIGITAL RLTY TR INC	COM	$2.7M	0.8%Prev: 0.8%	15,717 SH	Decreased+148 SH
DISNEY WALT CO	COM	$2.9M	0.9%Prev: 0.7%	24,892 SH	Increased-1,463 SH
DOLLAR GEN CORP NEW	COM	$1.6M	0.5%	15,545 SH	New
EDWARDS LIFESCIENCES CORP	COM	$2.4M	0.7%Prev: 0.8%	30,328 SH	Decreased-168 SH
ELI LILLY & CO	COM	$1.4M	0.4%Prev: 0.6%	1,789 SH	Decreased+24 SH
EXXON MOBIL CORP	COM	$6.4M	2.0%	57,047 SH	New
GEN DIGITAL INC	COM	$3.3M	1.0%Prev: 0.9%	117,579 SH	Increased-580 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$23.3M	7.1%Prev: 7.1%	567,922 SH	Decreased+41,414 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$1.0M	0.3%Prev: 0.4%	13,748 SH	Decreased+475 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$12.1M	3.7%Prev: 4.0%	92,543 SH	Decreased-4,203 SH
GOLDMAN SACHS GROUP INC	COM	$7.6M	2.3%Prev: 2.7%	9,581 SH	Decreased+613 SH
HCA HEALTHCARE INC	COM	$2.7M	0.8%Prev: 0.7%	6,230 SH	Increased-29 SH
HENRY JACK & ASSOC INC	COM	$372K	0.1%	2,497 SH	New
HERSHEY CO	COM	$770K	0.2%Prev: 0.2%	4,119 SH	Increased-95 SH
HONEYWELL INTL INC	COM	$5.5M	1.7%Prev: 0.4%	26,183 SH	Increased+20,447 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.2M	0.7%Prev: 0.5%	13,229 SH	Increased-481 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$566K	0.2%Prev: 0.2%	2,982 SH	Decreased+78 SH
ISHARES INC	CORE MSCI EMKT	$436K	0.1%Prev: 0.2%	6,620 SH	Decreased
ISHARES INC	EMNG MKTS EQT	$9.3M	2.8%Prev: 3.2%	163,581 SH	Decreased+13,030 SH
ISHARES TR	20 YR TR BD ETF	$5.3M	1.6%Prev: 1.6%	58,903 SH	Decreased-3,959 SH
ISHARES TR	CORE HIGH DV ETF	$489K	0.1%	3,993 SH	New
ISHARES TR	CORE MSCI EAFE	$1.2M	0.4%Prev: 0.4%	13,430 SH	Decreased+330 SH
ISHARES TR	CORE S&P SCP ETF	$434K	0.1%Prev: 0.2%	3,656 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$507K	0.2%Prev: 0.2%	757 SH	Decreased+33 SH
ISHARES TR	S&P MC 400VL ETF	$208K	0.1%Prev: 0.1%	1,600 SH	Decreased
ISHARES TR	SELECT DIVID ETF	$495K	0.2%	3,482 SH	New
ISHARES TR	SHORT TREAS BD	$5.2M	1.6%	47,515 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$659K	0.2%Prev: 0.1%	11,536 SH	Increased+4,484 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.9M	1.2%Prev: 1.2%	77,394 SH	Decreased-1,312 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$9.3M	2.8%Prev: 3.4%	144,459 SH	Decreased-8,370 SH
JOHNSON & JOHNSON	COM	$9.2M	2.8%Prev: 3.5%	49,783 SH	Decreased+2,722 SH
JPMORGAN CHASE & CO.	COM	$9.5M	2.9%	30,270 SH	New
LOWES COS INC	COM	$5.8M	1.8%Prev: 1.3%	23,261 SH	Increased+2,537 SH
MANHATTAN ASSOCIATES INC	COM	$3.2M	1.0%Prev: 0.8%	15,689 SH	Increased-3,966 SH
MARATHON PETE CORP	COM	$639K	0.2%Prev: 0.2%	3,317 SH	Decreased+154 SH
MASTERCARD INCORPORATED	CL A	$7.4M	2.3%Prev: 2.0%	13,063 SH	Increased-123 SH
MCDONALDS CORP	COM	$1.7M	0.5%Prev: 0.5%	5,430 SH	Increased-257 SH
META PLATFORMS INC	CL A	$6.2M	1.9%Prev: 1.8%	8,500 SH	Increased-2,135 SH
MICROSOFT CORP	COM	$9.9M	3.0%Prev: 2.4%	19,151 SH	Increased-2,787 SH
NETFLIX INC	COM	$2.6M	0.8%	2,206 SH	New
NEW YORK TIMES CO	CL A	$1.6M	0.5%	28,686 SH	New
NEXTERA ENERGY INC	COM	$7.3M	2.2%Prev: 2.5%	96,984 SH	Decreased+311 SH
NVIDIA CORPORATION	COM	$9.6M	2.9%Prev: 3.4%	51,372 SH	Decreased-5,730 SH
ORACLE CORP	COM	$2.6M	0.8%	9,298 SH	New
OWENS CORNING NEW	COM	$1.3M	0.4%Prev: 0.6%	9,352 SH	Decreased-2,968 SH
PEPSICO INC	COM	$5.1M	1.6%Prev: 1.4%	36,346 SH	Increased+665 SH
PFIZER INC	COM	$2.1M	0.6%Prev: 0.6%	82,519 SH	Increased-1,498 SH
PPG INDS INC	COM	$2.1M	0.6%	20,134 SH	New
PROCTER AND GAMBLE CO	COM	$685K	0.2%	4,458 SH	New
PROGRESSIVE CORP	COM	$2.9M	0.9%Prev: 1.0%	11,641 SH	Decreased-3,431 SH
PROLOGIS INC.	COM	$2.2M	0.7%Prev: 0.7%	19,574 SH	Decreased+1,431 SH
QUALCOMM INC	COM	$1.6M	0.5%Prev: 0.5%	9,360 SH	Decreased+11 SH
SALESFORCE INC	COM	$3.4M	1.0%Prev: 0.8%	14,326 SH	Increased-2,669 SH
SCHWAB CHARLES CORP	COM	$4.7M	1.4%Prev: 1.3%	49,044 SH	Increased+441 SH
STARBUCKS CORP	COM	$2.4M	0.7%Prev: 0.8%	28,059 SH	Decreased-111 SH
STRYKER CORPORATION	COM	$8.3M	2.5%Prev: 2.1%	22,501 SH	Increased-567 SH
TESLA INC	COM	$938K	0.3%	2,109 SH	New
TRACTOR SUPPLY CO	COM	$1.6M	0.5%Prev: 0.4%	28,395 SH	Increased-15,067 SH
TRANSDIGM GROUP INC	COM	$2.5M	0.8%Prev: 0.8%	1,890 SH	Decreased-249 SH
VISA INC	COM CL A	$680K	0.2%Prev: 0.2%	1,991 SH	Increased+50 SH
WALMART INC	COM	$5.6M	1.7%Prev: 1.7%	54,124 SH	Decreased+2,203 SH
ZOETIS INC	CL A	$2.3M	0.7%Prev: 0.4%	15,412 SH	Increased-5,338 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.1M
AIR PRODUCTS AND CHEMICALS I — $2.6M
AMERICAN TOWER CORP — $1.4M
AMPHENOL CORP — $4.2M
ARISTA NETWORKS INC — $4.0M
BANK OF AMER CORP — $4.1M
COSTCO WHOLESALE CORPORATION — $2.7M
CROWN HLDGS INC — $3.0M
DOLLAR GEN CORP — $1.9M
FIDELITY GREENWOOD STREET TR — $290K
GOLDMAN SACHS ETF TR — $348K
HONEYWELL AEROSPACE INC — $1.3M
ISHARES TR — $5.5M
JPMORGAN CHASE & CO — $9.7M
NETFLIX INC. — $1.3M
NEW YORK TIMES CO MTN BE — $2.3M
PROCTER & GAMBLE CO — $654K
UNION PAC CORP — $4.3M
WELLS FARGO & CO — $2.2M
WELLTOWER INC — $217K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001143	—	View
Jan 26, 2026	Q4 2025	13F-HR	0002085853-26-000082	$329.8M	View
Oct 14, 2025	Q3 2025