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Portfolio (Quarterly) Guide ↗

Hoxton Planning & Management, LLC

· CIK 0001954782
13F Portfolio $334M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 217 New
Page 8 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VOX VANGUARD WORLD FD 1,775.0 $344K 0.10% NEW $193.63 -6.6%
142 ASML ASML HOLDING N V Technology 315.0 $337K 0.10% NEW $1069.86 +67.7%
143 RTX RTX CORPORATION Industrials 1,792.0 $329K 0.10% NEW $183.40 +2.5%
144 CME CME GROUP INC Financial Services 1,192.0 $326K 0.10% NEW $273.08 -19.1%
145 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 7,502.0 $325K 0.10% NEW $43.30 +28.7%
146 ESGE ISHARES INC 7,238.0 $320K 0.10% NEW $44.17 +21.5%
147 MRK MERCK & CO INC Healthcare 3,025.0 $318K 0.10% NEW $105.26 +22.0%
148 ISRG INTUITIVE SURGICAL INC Healthcare 561.0 $318K 0.10% NEW $566.36 -28.6%
149 UNH UNITEDHEALTH GROUP INC Healthcare 952.0 $314K 0.09% NEW $330.11 +29.6%
150 AJG GALLAGHER ARTHUR J & CO Financial Services 1,212.0 $314K 0.09% NEW $258.79 -12.7%
151 O REALTY INCOME CORP Real Estate 5,556.0 $313K 0.09% NEW $56.37 +12.0%
152 LOW LOWES COS INC Consumer Cyclical 1,290.0 $311K 0.09% NEW $241.16 -7.7%
153 WFC WELLS FARGO CO NEW Financial Services 3,309.0 $308K 0.09% NEW $93.20 -10.0%
154 IGSB ISHARES TR 5,815.0 $307K 0.09% NEW $52.88 -0.8%
155 SAN BANCO SANTANDER SA Financial Services 25,863.0 $303K 0.09% NEW $11.73 +14.2%
156 AMGN AMGEN INC Healthcare 924.0 $302K 0.09% NEW $327.31 +9.5%
157 PG PROCTER AND GAMBLE CO Consumer Defensive 2,106.0 $302K 0.09% NEW $143.31 +4.0%
158 ACN ACCENTURE PLC IRELAND Technology 1,112.0 $298K 0.09% NEW $268.30 -51.9%
159 CVS CVS HEALTH CORP Healthcare 3,759.0 $298K 0.09% NEW $79.36 +31.5%
160 VFH VANGUARD WORLD FD 2,226.0 $297K 0.09% NEW $133.49 -1.5%
Page 8 of 11  ·  217 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 38.1%
Financial Services 26.7%
Communication Services 8.7%
Consumer Cyclical 6.9%
Healthcare 6.6%
Industrials 5.0%
Consumer Defensive 3.1%
Energy 2.0%
Real Estate 1.2%
Basic Materials 1.1%