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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 10 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SUSA ISHARES TR 1,975.0 $261K 0.08% +363.0 +22.5% $132.07 +14.4%
182 VOX VANGUARD WORLD FD 1,448.0 $260K 0.08% -327.0 -18.4% $179.84 +0.5%
183 CVS CVS HEALTH CORP Healthcare 3,624.0 $260K 0.08% -135.0 -3.6% $71.82 +45.3%
184 WFC WELLS FARGO & CO Financial Services 3,249.0 $259K 0.08% -60.0 -1.8% $79.61 +5.4%
185 DVY ISHARES TR 1,695.0 $257K 0.08% $151.41 +4.5%
186 DMXF ISHARES TR 3,388.0 $256K 0.08% NEW $75.45 +10.1%
187 JNK SPDR SERIES TRUST 2,659.0 $255K 0.08% +214.0 +8.8% $95.72 +0.5%
188 ETN EATON CORP PLC Industrials 704.0 $252K 0.08% -15.0 -2.1% $357.67 +12.6%
189 KLAC KLA CORP Technology 171.0 $252K 0.08% $1472.41 -83.1%
190 ISRG INTUITIVE SURGICAL INC Healthcare 545.0 $251K 0.07% -16.0 -2.9% $460.99 -12.3%
191 SPTL SPDR SERIES TRUST 9,437.0 $248K 0.07% NEW $26.30 +0.7%
192 TJX TJX COS INC NEW Consumer Cyclical 1,547.0 $247K 0.07% +92.0 +6.3% $159.70 -2.8%
193 EIX EDISON INTL Utilities 3,325.0 $243K 0.07% NEW $73.18 +3.4%
194 CB CHUBB LTD SWITZ Financial Services 721.0 $235K 0.07% -25.0 -3.4% $325.93 +4.8%
195 JHMM JOHN HANCOCK EXCHANGE TRADED 3,433.0 $230K 0.07% $67.12 +10.5%
196 IPAC ISHARES TR 2,980.0 $228K 0.07% +62.0 +2.1% $76.51 +6.7%
197 BX BLACKSTONE INC Financial Services 1,951.0 $224K 0.07% +271.0 +16.1% $114.99 +0.3%
198 BBY BEST BUY INC Consumer Cyclical 3,474.0 $223K 0.07% -99.0 -2.8% $64.20 +21.0%
199 PEP PEPSICO INC Consumer Defensive 1,430.0 $222K 0.07% -454.0 -24.1% $155.29 -9.0%
200 PH PARKER-HANNIFIN CORP Industrials 247.0 $221K 0.07% $895.24 +8.2%
Page 10 of 11  ·  216 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%