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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 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 11,284.0 $4.2M 1.25% -176.0 -1.5% $370.17 +0.4%
22 GOVT ISHARES TR 176,815.0 $4.1M 1.22% +126K +248.2% $22.91 -0.2%
23 EFV ISHARES TR 54,413.0 $4.0M 1.21% +2K +3.6% $74.35 +2.4%
24 DGRW WISDOMTREE TR 39,373.0 $3.5M 1.04% +2K +5.8% $87.84 +8.1%
25 MBB ISHARES TR 34,393.0 $3.3M 0.98% +4K +12.8% $94.95 +0.1%
26 TLH ISHARES TR 31,305.0 $3.2M 0.95% +4K +13.7% $100.72 +0.5%
27 AGG ISHARES TR 28,730.0 $2.9M 0.86% +1K +4.5% $99.27 +0.1%
28 QUAL ISHARES TR 14,165.0 $2.7M 0.81% +476.0 +3.5% $191.81 +11.8%
29 GOOGL ALPHABET INC Communication Services 9,253.0 $2.7M 0.80% -132.0 -1.4% $287.56 +18.8%
30 BAI BLACKROCK ETF TRUST 73,113.0 $2.4M 0.72% +8K +12.4% $32.95 +50.2%
31 AMZN AMAZON COM INC Consumer Cyclical 11,528.0 $2.4M 0.72% -128.0 -1.1% $208.27 +10.8%
32 THRO BLACKROCK ETF TRUST 64,472.0 $2.3M 0.70% +5K +9.1% $36.22 +16.6%
33 AVGO BROADCOM INC Technology 7,416.0 $2.3M 0.69% -95.0 -1.3% $309.51 +19.7%
34 MTUM ISHARES TR 9,503.0 $2.3M 0.68% +480.0 +5.3% $239.99 +36.7%
35 INVESCO QQQ TR 3,927.0 $2.3M 0.68% NEW $577.11
36 IAGG ISHARES TR 44,054.0 $2.2M 0.66% +7K +18.8% $50.04 +1.2%
37 BLCR BLACKROCK ETF TRUST 44,776.0 $1.8M 0.55% NEW $41.06 +20.1%
38 META META PLATFORMS INC Communication Services 3,200.0 $1.8M 0.55% -28.0 -0.9% $572.13 -2.9%
39 BINC BLACKROCK ETF TRUST II 34,608.0 $1.8M 0.54% -8K -19.1% $51.93 +0.9%
40 TLT ISHARES TR 20,014.0 $1.7M 0.52% -496.0 -2.4% $86.69 +0.7%
Page 2 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%