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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPGI S&P GLOBAL INC Financial Services 1,375.0 $585K 0.18% -133.0 -8.8% $425.34 -4.0%
42 TFC TRUIST FINL CORP Financial Services 12,515.0 $575K 0.17% -380.0 -3.0% $45.97 +9.8%
43 IGF ISHARES TR 8,353.0 $560K 0.17% -240.0 -2.8% $67.00 +0.6%
44 INTU INTUIT Technology 1,205.0 $521K 0.16% -59.0 -4.7% $432.48 -38.1%
45 KMI KINDER MORGAN INC DEL Energy 15,236.0 $511K 0.15% -112.0 -0.7% $33.53 -1.0%
46 IWM ISHARES TR 2,052.0 $509K 0.15% -108.0 -5.0% $247.97 +20.2%
47 ABBV ABBVIE INC Healthcare 2,053.0 $447K 0.13% -62.0 -2.9% $217.49 +15.6%
48 QCOM QUALCOMM INC Technology 3,449.0 $444K 0.13% -124.0 -3.5% $128.78 +47.1%
49 XLK SELECT SECTOR SPDR TR 3,182.0 $423K 0.13% -306.0 -8.8% $132.90 +36.1%
50 BNDX VANGUARD CHARLOTTE FDS 8,701.0 $418K 0.12% -2K -20.9% $48.05 +1.0%
51 COF CAPITAL ONE FINL CORP Financial Services 2,209.0 $403K 0.12% -26.0 -1.2% $182.43 +11.8%
52 KO COCA COLA CO Consumer Defensive 4,920.0 $374K 0.11% -26.0 -0.5% $76.05 +8.7%
53 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 952.0 $373K 0.11% -24.0 -2.5% $391.76 +129.7%
54 VHT VANGUARD WORLD FD 1,365.0 $372K 0.11% -301.0 -18.1% $272.33 +10.7%
55 AXP AMERICAN EXPRESS CO Financial Services 1,218.0 $368K 0.11% -27.0 -2.2% $302.48 +12.5%
56 ASML ASML HLDG NV Technology 277.0 $366K 0.11% -38.0 -12.1% $1320.83 +35.9%
57 MRK MERCK & CO INC Healthcare 2,980.0 $358K 0.11% -45.0 -1.5% $120.29 +6.7%
58 USB US BANCORP Financial Services 6,869.0 $357K 0.11% -65.0 -0.9% $52.01 +17.1%
59 BAC BANK AMERICA CORP Financial Services 7,252.0 $354K 0.11% -67.0 -0.9% $48.75 +18.7%
60 O REALTY INCOME CORP Real Estate 5,518.0 $338K 0.10% -38.0 -0.7% $61.18 +3.2%
Page 3 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%