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Portfolio (Quarterly) Guide ↗

Hoxton Planning & Management, LLC

· CIK 0001954782
13F Portfolio $334M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 217 New
Page 4 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC Communication Services 10,921.0 $1.0M 0.31% NEW $93.76 -21.3%
62 BBUS J P MORGAN EXCHANGE TRADED F 7,932.0 $978K 0.29% NEW $123.31 +6.8%
63 MA MASTERCARD INCORPORATED Financial Services 1,667.0 $952K 0.28% NEW $570.88 -12.6%
64 BLK BLACKROCK INC Financial Services 837.0 $896K 0.27% NEW $1070.34 -9.9%
65 EMB ISHARES TR 9,299.0 $895K 0.27% NEW $96.28 +0.3%
66 FBND FIDELITY MERRIMACK STR TR 18,903.0 $870K 0.26% NEW $46.04 -0.5%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 21,128.0 $861K 0.26% NEW $40.73 +14.3%
68 XOM EXXON MOBIL CORP Energy 7,073.0 $851K 0.25% NEW $120.34 +13.5%
69 INTU INTUIT Technology 1,264.0 $837K 0.25% NEW $662.54 -59.6%
70 DFIC DIMENSIONAL ETF TRUST 23,770.0 $819K 0.24% NEW $34.46 +7.5%
71 IUSG ISHARES TR 4,793.0 $805K 0.24% NEW $167.94 +8.3%
72 SPGI S&P GLOBAL INC Financial Services 1,508.0 $788K 0.24% NEW $522.59 -21.9%
73 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,057.0 $786K 0.23% NEW $257.23 -13.1%
74 PHYL PGIM ETF TR 22,084.0 $784K 0.23% NEW $35.48 -1.2%
75 IYW ISHARES TR 3,861.0 $771K 0.23% NEW $199.68 +20.0%
76 IJH ISHARES TR 11,593.0 $765K 0.23% NEW $66.00 +15.4%
77 LRCX LAM RESEARCH CORP Technology 4,452.0 $762K 0.23% NEW $171.18 +121.5%
78 BLACKROCK ETF TRUST 10,051.0 $745K 0.22% NEW $74.09
79 IUSV ISHARES TR 7,174.0 $736K 0.22% NEW $102.54 +7.1%
80 AVEM AMERICAN CENTY ETF TR 9,530.0 $734K 0.22% NEW $77.02 +22.6%
Page 4 of 11  ·  217 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 38.1%
Financial Services 26.7%
Communication Services 8.7%
Consumer Cyclical 6.9%
Healthcare 6.6%
Industrials 5.0%
Consumer Defensive 3.1%
Energy 2.0%
Real Estate 1.2%
Basic Materials 1.1%