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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,250.0 $1.1M 0.34% -31.0 -2.4% $919.68 +31.2%
22 JPM JPMORGAN CHASE & CO Financial Services 3,840.0 $1.1M 0.34% -99.0 -2.5% $294.15 +11.9%
23 DFCF DIMENSIONAL ETF TRUST 25,307.0 $1.1M 0.32% -6K -18.7% $42.22 +0.3%
24 VUG VANGUARD INDEX FDS 2,415.0 $1.1M 0.32% -298.0 -11.0% $436.73 -81.0%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 20,717.0 $1.0M 0.31% -411.0 -1.9% $50.20 -7.3%
26 BERKSHIRE HATHAWAY INC DEL 2,012.0 $964K 0.29% -31.0 -1.5% $479.20
27 LRCX LAM RESEARCH CORP Technology 4,321.0 $923K 0.28% -131.0 -2.9% $213.66 +77.4%
28 MA MASTERCARD INCORPORATED Financial Services 1,626.0 $812K 0.24% -41.0 -2.5% $499.66 -0.1%
29 VGT VANGUARD WORLD FD 1,113.0 $777K 0.23% -319.0 -22.3% $697.72 -83.7%
30 IAU ISHARES GOLD TR Financial Services 8,786.0 $775K 0.23% -13K -60.2% $88.16 -13.2%
31 BLK BLACKROCK INC Financial Services 801.0 $770K 0.23% -36.0 -4.3% $961.71 +0.3%
32 IJH ISHARES TR 10,876.0 $734K 0.22% -717.0 -6.2% $67.53 +12.8%
33 AMAT APPLIED MATLS INC Technology 2,139.0 $731K 0.22% -69.0 -3.1% $341.79 +83.4%
34 DFIC DIMENSIONAL ETF TRUST 19,526.0 $694K 0.21% -4K -17.9% $35.53 +4.2%
35 IYW ISHARES TR 3,524.0 $639K 0.19% -337.0 -8.7% $181.42 +32.1%
36 SYK STRYKER CORPORATION Healthcare 1,943.0 $638K 0.19% -11.0 -0.6% $328.59 +1.1%
37 CSCO CISCO SYS INC Technology 8,087.0 $627K 0.19% -64.0 -0.8% $77.59 +46.6%
38 VBR VANGUARD INDEX FDS 2,828.0 $614K 0.18% -141.0 -4.8% $217.22 +11.8%
39 IVLU ISHARES TR 14,920.0 $592K 0.18% -1K -9.0% $39.68 +4.9%
40 IWO ISHARES TR 1,873.0 $588K 0.18% -14.0 -0.7% $313.87 +23.7%
Page 2 of 5  ·  85 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%