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Portfolio (Quarterly) Guide ↗

Hixon Zuercher, LLC

· CIK 0001806752
13F Portfolio $341M AUM 88 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 88 New
Page 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHV ISHARES TR 49,394.0 $5.5M 1.60% NEW $110.35 +0.0%
22 TLT ISHARES TR 62,862.0 $5.4M 1.59% NEW $86.42 -4.1%
23 PEP PEPSICO INC Consumer Defensive 35,681.0 $4.8M 1.42% NEW $135.40 +4.2%
24 LOW LOWES COS INC Consumer Cyclical 20,724.0 $4.6M 1.34% NEW $220.49 -5.6%
25 SCHW SCHWAB CHARLES CORP Financial Services 48,603.0 $4.5M 1.32% NEW $92.27 +19.4%
26 UNP UNION PAC CORP Industrials 15,780.0 $4.3M 1.26% NEW $272.00 +13.0%
27 APH AMPHENOL CORP Technology 23,720.0 $4.2M 1.23% NEW $176.32 -10.5%
28 BAC BANK OF AMER CORP Financial Services 72,756.0 $4.1M 1.22% NEW $56.98 +9.4%
29 ANET ARISTA NETWORKS INC Technology 23,799.0 $4.0M 1.19% NEW $169.88 +15.0%
30 J P MORGAN EXCHANGE TRADED F 78,706.0 $4.0M 1.17% NEW $50.57
31 AVGO BROADCOM INC Technology 10,195.0 $3.9M 1.13% NEW $377.74 -2.4%
32 BERKSHIRE HATHAWAY INC DEL 7,053.0 $3.5M 1.04% NEW $500.39
33 BKR BAKER HUGHES COMPANY Energy 61,739.0 $3.4M 1.00% NEW $55.50 +12.5%
34 CPRT COPART INC Industrials 121,102.0 $3.4M 1.00% NEW $28.19 +17.0%
35 PGR PROGRESSIVE CORP Financial Services 15,072.0 $3.3M 0.97% NEW $218.45 +0.1%
36 CCK CROWN HLDGS INC Consumer Cyclical 27,243.0 $3.0M 0.89% NEW $111.82 +5.9%
37 GEN GEN DIGITAL INC Technology 118,159.0 $2.9M 0.86% NEW $24.89 +24.6%
38 SBUX STARBUCKS CORP Consumer Cyclical 28,170.0 $2.9M 0.84% NEW $102.19 +5.5%
39 TDG TRANSDIGM GROUP INC Industrials 2,139.0 $2.8M 0.84% NEW $1331.84 -11.0%
40 DLR DIGITAL RLTY TR INC Real Estate 15,569.0 $2.8M 0.82% NEW $179.58 +3.3%
Page 2 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Financial Services 16.6%
Healthcare 13.0%
Consumer Cyclical 8.8%
Communication Services 8.7%
Industrials 8.6%
Consumer Defensive 6.6%
Utilities 4.2%
Real Estate 2.7%
Energy 1.8%