Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Goldman Sachs ETF TRACTIVEBETA INT | ACTIVEBETA INT | $24.1M | 7.1% |
| Goldman Sachs ETF TRACTIVEBETA US LG | ACTIVEBETA US LG | $13.7M | 4.0% |
| Johnson & JohnsonCOM | COM | $12M | 3.5% |
| John Hancock Exchange TradedMULTIFACTOR MI | MULTIFACTOR MI | $11.5M | 3.4% |
| Nvidia CorporationCOM | COM | $11.4M | 3.4% |
| iShares Inc.EMNG MKTS EQT | EMNG MKTS EQT | $11M | 3.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $9.94M | 2.9% |
| JPMORGAN Chase & COCOM | COM | $9.74M | 2.9% |
| Advanced Micro Devices Inc.COM | COM | $9.09M | 2.7% |
| Goldman Sachs Group Inc.COM | COM | $9.07M | 2.7% |
| Amazon Com Inc.COM | COM | $8.81M | 2.6% |
| Nextera Energy Inc.COM | COM | $8.48M | 2.5% |
| Microsoft Corp.COM | COM | $8.18M | 2.4% |
| Apple Inc.COM | COM | $8.16M | 2.4% |
| Stryker CorporationCOM | COM | $7.26M | 2.1% |
| Mastercard IncorporatedCL A | CL A | $6.77M | 2.0% |
| Caterpillar Inc.COM | COM | $6.56M | 1.9% |
| Meta Platforms Inc.CL A | CL A | $5.99M | 1.8% |
| Dell Technologies Inc.CL C | CL C | $5.97M | 1.8% |
| Walmart Inc.COM | COM | $5.88M | 1.7% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $5.45M | 1.6% |
| iShares TR20 YR TR BD ETF | 20 YR TR BD ETF | $5.43M | 1.6% |
| Pepsico Inc.COM | COM | $4.83M | 1.4% |
| Lowes Cos Inc.COM | COM | $4.57M | 1.3% |
| Schwab Charles Corp.COM | COM | $4.48M | 1.3% |
| Union Pac Corp.COM | COM | $4.29M | 1.3% |
| Amphenol Corp.CL A | CL A | $4.18M | 1.2% |
| Bank OF Amer Corp.COM | COM | $4.15M | 1.2% |
| Arista Networks Inc.COM SHS | COM SHS | $4.04M | 1.2% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $3.98M | 1.2% |
| Broadcom Inc.COM | COM | $3.85M | 1.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $3.53M | 1.0% |
| Baker Hughes CompanyCL A | CL A | $3.43M | 1.0% |
| Copart Inc.COM | COM | $3.41M | 1.0% |
| Progressive Corp.COM | COM | $3.29M | 1.0% |
| Crown Hldgs Inc.COM | COM | $3.05M | 0.9% |
| Gen Digital Inc.COM | COM | $2.94M | 0.9% |
| Starbucks Corp.COM | COM | $2.88M | 0.8% |
| Transdigm Group Inc.COM | COM | $2.85M | 0.8% |
| Digital Rlty TR Inc.COM | COM | $2.8M | 0.8% |
| Edwards Lifesciences Corp.COM | COM | $2.76M | 0.8% |
| Costco Wholesale CorporationCOM | COM | $2.75M | 0.8% |
| Manhattan Associates Inc.COM | COM | $2.74M | 0.8% |
| Salesforce Inc.COM | COM | $2.66M | 0.8% |
| Air Products And Chemicals ICOM | COM | $2.6M | 0.8% |
| Adobe Inc.COM | COM | $2.55M | 0.7% |
| Disney Walt COCOM | COM | $2.54M | 0.7% |
| Prologis Inc..COM | COM | $2.46M | 0.7% |
| Hca Healthcare Inc.COM | COM | $2.44M | 0.7% |
| Deere & COCOM | COM | $2.34M | 0.7% |
Goldman Sachs ETF TRACTIVEBETA INT$24.1M
- Class
- ACTIVEBETA INT
- Share
- 7.1%
Goldman Sachs ETF TRACTIVEBETA US LG$13.7M
- Class
- ACTIVEBETA US LG
- Share
- 4.0%
Johnson & JohnsonCOM$12M
- Class
- COM
- Share
- 3.5%
John Hancock Exchange TradedMULTIFACTOR MI$11.5M
- Class
- MULTIFACTOR MI
- Share
- 3.4%
Nvidia CorporationCOM$11.4M
- Class
- COM
- Share
- 3.4%
iShares Inc.EMNG MKTS EQT$11M
- Class
- EMNG MKTS EQT
- Share
- 3.2%
Alphabet Inc.CAP STK CL A$9.94M
- Class
- CAP STK CL A
- Share
- 2.9%
JPMORGAN Chase & COCOM$9.74M
- Class
- COM
- Share
- 2.9%
Advanced Micro Devices Inc.COM$9.09M
- Class
- COM
- Share
- 2.7%
Goldman Sachs Group Inc.COM$9.07M
- Class
- COM
- Share
- 2.7%
Amazon Com Inc.COM$8.81M
- Class
- COM
- Share
- 2.6%
Nextera Energy Inc.COM$8.48M
- Class
- COM
- Share
- 2.5%
Microsoft Corp.COM$8.18M
- Class
- COM
- Share
- 2.4%
Apple Inc.COM$8.16M
- Class
- COM
- Share
- 2.4%
Stryker CorporationCOM$7.26M
- Class
- COM
- Share
- 2.1%
Mastercard IncorporatedCL A$6.77M
- Class
- CL A
- Share
- 2.0%
Caterpillar Inc.COM$6.56M
- Class
- COM
- Share
- 1.9%
Meta Platforms Inc.CL A$5.99M
- Class
- CL A
- Share
- 1.8%
Dell Technologies Inc.CL C$5.97M
- Class
- CL C
- Share
- 1.8%
Walmart Inc.COM$5.88M
- Class
- COM
- Share
- 1.7%
iShares TRTRUST ISHARE 0-1$5.45M
- Class
- TRUST ISHARE 0-1
- Share
- 1.6%
iShares TR20 YR TR BD ETF$5.43M
- Class
- 20 YR TR BD ETF
- Share
- 1.6%
Pepsico Inc.COM$4.83M
- Class
- COM
- Share
- 1.4%
Lowes Cos Inc.COM$4.57M
- Class
- COM
- Share
- 1.3%
Schwab Charles Corp.COM$4.48M
- Class
- COM
- Share
- 1.3%
Union Pac Corp.COM$4.29M
- Class
- COM
- Share
- 1.3%
Amphenol Corp.CL A$4.18M
- Class
- CL A
- Share
- 1.2%
Bank OF Amer Corp.COM$4.15M
- Class
- COM
- Share
- 1.2%
Arista Networks Inc.COM SHS$4.04M
- Class
- COM SHS
- Share
- 1.2%
J P Morgan Exchange Traded FULTRA SHRT ETF$3.98M
- Class
- ULTRA SHRT ETF
- Share
- 1.2%
Broadcom Inc.COM$3.85M
- Class
- COM
- Share
- 1.1%
Berkshire Hathaway Inc. DelCL B NEW$3.53M
- Class
- CL B NEW
- Share
- 1.0%
Baker Hughes CompanyCL A$3.43M
- Class
- CL A
- Share
- 1.0%
Copart Inc.COM$3.41M
- Class
- COM
- Share
- 1.0%
Progressive Corp.COM$3.29M
- Class
- COM
- Share
- 1.0%
Crown Hldgs Inc.COM$3.05M
- Class
- COM
- Share
- 0.9%
Gen Digital Inc.COM$2.94M
- Class
- COM
- Share
- 0.9%
Starbucks Corp.COM$2.88M
- Class
- COM
- Share
- 0.8%
Transdigm Group Inc.COM$2.85M
- Class
- COM
- Share
- 0.8%
Digital Rlty TR Inc.COM$2.8M
- Class
- COM
- Share
- 0.8%
Edwards Lifesciences Corp.COM$2.76M
- Class
- COM
- Share
- 0.8%
Costco Wholesale CorporationCOM$2.75M
- Class
- COM
- Share
- 0.8%
Manhattan Associates Inc.COM$2.74M
- Class
- COM
- Share
- 0.8%
Salesforce Inc.COM$2.66M
- Class
- COM
- Share
- 0.8%
Air Products And Chemicals ICOM$2.6M
- Class
- COM
- Share
- 0.8%
Adobe Inc.COM$2.55M
- Class
- COM
- Share
- 0.7%
Disney Walt COCOM$2.54M
- Class
- COM
- Share
- 0.7%
Prologis Inc..COM$2.46M
- Class
- COM
- Share
- 0.7%
Hca Healthcare Inc.COM$2.44M
- Class
- COM
- Share
- 0.7%
Deere & COCOM$2.34M
- Class
- COM
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 88 positions by value, with holdings of the same security combined. The 88 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1806752
- File number
- 028-21378
- Options
- 0 call, 0 put
- In the 25 largest
- 64.1%
- Prior quarter
- $321M at 31 March 2026
- Positions opened
- 6
- Positions closed
- 3
Common questions
What are Hixon Zuercher’s 13F holdings worth?
$341 million across 88 positions for the quarter ended 30 June 2026.
What is Hixon Zuercher’s largest 13F holding?
GOLDMAN SACHS ETF TR (ACTIVEBETA INT) was the largest position at $24.1 million, or 7.1% of reported 13F value, as of 30 June 2026.
How concentrated is Hixon Zuercher’s 13F portfolio?
The ten largest positions accounted for 35.6% of reported value and the twenty-five largest for 64.1%, across 88 positions as of 30 June 2026.
Does Form 13F show everything Hixon Zuercher manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Hixon Zuercher file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.