Hixon Zuercher, LLC
SEC Form 13F institutional filer · CIK 0001806752
13F-HR · 64 reported holdings · 2026-03-31
Reported long-US-equity value
$0.27B
Top-10 concentration
43.4%
Hixon Zuercher, LLC — $275M AUM allocation strategy
Hixon Zuercher, LLC files SEC Form 13F and reports $275M of long US equity value across 64 reported holdings for 2026-03-31.
Its largest sector bet is Financials 23.0%, followed by Information Technology 10.4% and Health Care 7.0%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hixon Zuercher, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$275M
total across 64 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GEN +42.2K sh · +$83.6K+$CPRT +37.3K sh · +$752K+$PFE +6.68K sh · +$418K
Biggest trims (shares)
−$GS −46.9K sh · −$2.88M−$IVV −20.1K sh · −$9.29M−$JNJ −1.6K sh · +$1.47M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$ORCL ($599K last qtr)$VTI ($520K last qtr)$IYY ($494K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage15.7%—
- Technology Hardware, Storage & Peripherals4.9%—
- Pharmaceuticals4.3%—
- Interactive Media & Services4.2%—
- Integrated Oil & Gas3.4%—
- Multi-Utilities3.2%—
- Diversified Banks3.2%—
- Semiconductors3.1%—
- Other holdings57.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GS | Goldman Sachs Group Inc | 635K | $43M | -46.9K | 15.7% |
| $JNJ | Johnson & Johnson | 47.9K | $11.7M | -1.6K | 4.3% |
| $XOM | ExxonMobil Holdings Corporation | 56K | $9.5M | -1.02K | 3.5% |
| $NEE | NextEra Energy Inc | 96.5K | $8.96M | -1.02K | 3.3% |
| $JPM | JP Morgan Chase & Co | 30.2K | $8.88M | -246 | 3.2% |
| $NVDA | NVIDIA Corporation | 48.9K | $8.53M | -487 | 3.1% |
| $SYK | Stryker Corporation | 23.1K | $7.6M | +353 | 2.8% |
| $AAPL | Apple Inc | 28.6K | $7.26M | -296 | 2.6% |
| $AMZN | Amazon.com Inc | 33.1K | $6.9M | -261 | 2.5% |
| $CAT | Caterpillar Inc | 9.52K | $6.75M | -301 | 2.5% |
…and 54 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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