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Portfolio (Quarterly) Guide ↗

Hoxton Planning & Management, LLC

· CIK 0001954782
13F Portfolio $333M AUM 216 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 79 Added 85 Reduced 18 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 2,273.0 $328K 0.10% +167.0 +7.9% $144.44 +3.1%
62 SCMB SCHWAB STRATEGIC TR 12,611.0 $321K 0.10% +4K +39.6% $25.48 +1.2%
63 LIN LINDE PLC Basic Materials 648.0 $321K 0.10% +24.0 +3.9% $495.76 +4.8%
64 AEM AGNICO EAGLE MINES LTD Basic Materials 1,481.0 $301K 0.09% +42.0 +2.9% $202.98 -22.5%
65 HSBC HSBC HLDGS PLC Financial Services 3,541.0 $292K 0.09% +197.0 +5.9% $82.49 +13.7%
66 AVUV AMERICAN CENTY ETF TR 2,628.0 $290K 0.09% +236.0 +9.9% $110.47 +13.1%
67 CFG CITIZENS FINL GROUP INC Financial Services 4,794.0 $287K 0.09% +37.0 +0.8% $59.97 +17.4%
68 VNQ VANGUARD INDEX FDS 3,205.0 $284K 0.09% +193.0 +6.4% $88.70 +11.2%
69 MRVL MARVELL TECHNOLOGY INC Technology 2,823.0 $280K 0.08% +48.0 +1.7% $99.05 +169.3%
70 T AT&T INC Communication Services 9,546.0 $277K 0.08% +73.0 +0.8% $28.99 -21.6%
71 VEA VANGUARD TAX-MANAGED FDS 4,173.0 $267K 0.08% +69.0 +1.7% $64.08 +10.1%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 1,823.0 $267K 0.08% +189.0 +11.6% $146.28 -22.8%
73 SUSA ISHARES TR 1,975.0 $261K 0.08% +363.0 +22.5% $132.07 +14.4%
74 JNK SPDR SERIES TRUST 2,659.0 $255K 0.08% +214.0 +8.8% $95.72 +0.5%
75 TJX TJX COS INC NEW Consumer Cyclical 1,547.0 $247K 0.07% +92.0 +6.3% $159.70 -2.8%
76 IPAC ISHARES TR 2,980.0 $228K 0.07% +62.0 +2.1% $76.51 +6.7%
77 BX BLACKSTONE INC Financial Services 1,951.0 $224K 0.07% +271.0 +16.1% $114.99 +0.3%
78 ESGD ISHARES TR 2,297.0 $220K 0.07% +175.0 +8.2% $95.62 +6.2%
79 ANET ARISTA NETWORKS INC Technology 1,744.0 $214K 0.06% +68.0 +4.1% $122.78 +28.4%
Page 4 of 4  ·  79 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 36.4%
Financial Services 24.2%
Communication Services 9.0%
Healthcare 6.9%
Consumer Cyclical 6.7%
Industrials 5.5%
Consumer Defensive 3.9%
Energy 3.0%
Basic Materials 1.7%
Real Estate 1.6%