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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VFH VANGUARD WORLD FD 1,782.0 $215K 0.07% -444.0 -19.9% $120.81 +8.8%
82 FMC FMC CORP Basic Materials 12,387.0 $213K 0.06% -3K -17.4% $17.22 -31.8%
83 PK PARK HOTELS & RESORTS INC Real Estate 19,985.0 $210K 0.06% -503.0 -2.5% $10.53 +40.4%
84 UNH UNITEDHEALTH GROUP INC Healthcare 777.0 $210K 0.06% -175.0 -18.4% $270.59 +58.1%
85 C CITIGROUP INC Financial Services 1,837.0 $208K 0.06% -47.0 -2.5% $113.41 +24.9%
Page 5 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%