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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIS VANGUARD WORLD FD 1,058.0 $330K 0.10% -234.0 -18.1% $312.22 +12.9%
62 SLQD ISHARES TR 6,505.0 $328K 0.10% -412.0 -6.0% $50.49 -0.2%
63 VBK VANGUARD INDEX FDS 1,085.0 $328K 0.10% -98.0 -8.3% $302.25 +18.3%
64 GNMA ISHARES TR 7,236.0 $321K 0.10% -2K -20.5% $44.33 +0.2%
65 CAT CATERPILLAR INC Industrials 451.0 $320K 0.10% -5.0 -1.1% $709.15 +40.7%
66 GEV GE VERNOVA INC Utilities 349.0 $305K 0.09% -2.0 -0.6% $872.90 +19.7%
67 GRMN GARMIN LTD Technology 1,275.0 $296K 0.09% -27.0 -2.1% $232.01 +0.2%
68 MCD MCDONALDS CORP Consumer Cyclical 941.0 $293K 0.09% -20.0 -2.1% $310.89 -13.2%
69 SAN BANCO SANTANDER SA Financial Services 24,210.0 $273K 0.08% -2K -6.4% $11.28 +18.7%
70 CALM CAL MAINE FOODS INC Consumer Defensive 3,422.0 $271K 0.08% -144.0 -4.0% $79.15 +1.4%
71 EMGF ISHARES INC 4,474.0 $270K 0.08% -412.0 -8.4% $60.43 +18.7%
72 VOX VANGUARD WORLD FD 1,448.0 $260K 0.08% -327.0 -18.4% $179.84 +0.5%
73 CVS CVS HEALTH CORP Healthcare 3,624.0 $260K 0.08% -135.0 -3.6% $71.82 +45.3%
74 WFC WELLS FARGO & CO Financial Services 3,249.0 $259K 0.08% -60.0 -1.8% $79.61 +5.4%
75 ETN EATON CORP PLC Industrials 704.0 $252K 0.08% -15.0 -2.1% $357.67 +12.6%
76 ISRG INTUITIVE SURGICAL INC Healthcare 545.0 $251K 0.07% -16.0 -2.9% $460.99 -12.3%
77 CB CHUBB LTD SWITZ Financial Services 721.0 $235K 0.07% -25.0 -3.4% $325.93 +4.8%
78 BBY BEST BUY INC Consumer Cyclical 3,474.0 $223K 0.07% -99.0 -2.8% $64.20 +21.0%
79 PEP PEPSICO INC Consumer Defensive 1,430.0 $222K 0.07% -454.0 -24.1% $155.29 -9.0%
80 IJT ISHARES TR 1,505.0 $218K 0.07% -24.0 -1.6% $144.69 +21.9%
Page 4 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%