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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 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 2,415.0 $1.1M 0.32% -298.0 -11.0% $436.73 -80.9%
62 NFLX NETFLIX INC. Communication Services 10,872.0 $1.0M 0.31% $96.15 -23.1%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 20,717.0 $1.0M 0.31% -411.0 -1.9% $50.20 -8.1%
64 VTI VANGUARD INDEX FDS 3,088.0 $991K 0.30% +25.0 +0.8% $320.85 +13.1%
65 BERKSHIRE HATHAWAY INC DEL 2,012.0 $964K 0.29% -31.0 -1.5% $479.20
66 LRCX LAM RESEARCH CORP Technology 4,321.0 $923K 0.28% -131.0 -2.9% $213.66 +79.9%
67 SUSC ISHARES TR 35,868.0 $830K 0.25% +6K +19.9% $23.14 +0.4%
68 MA MASTERCARD INCORPORATED Financial Services 1,626.0 $812K 0.24% -41.0 -2.5% $499.66 -0.2%
69 FLTB FIDELITY MERRIMACK STR TR 16,121.0 $810K 0.24% NEW $50.27 +0.1%
70 JNJ JOHNSON & JOHNSON Healthcare 3,253.0 $795K 0.24% +356.0 +12.3% $244.44 +4.3%
71 AVEM AMERICAN CENTY ETF TR 9,855.0 $794K 0.24% +325.0 +3.4% $80.58 +17.6%
72 BLACKROCK ETF TRUST 11,089.0 $778K 0.23% +1K +10.3% $70.14
73 VGT VANGUARD WORLD FD 1,113.0 $777K 0.23% -319.0 -22.3% $697.72 -83.6%
74 IAU ISHARES GOLD TR Financial Services 8,786.0 $775K 0.23% -13K -60.2% $88.16 -13.2%
75 BLK BLACKROCK INC Financial Services 801.0 $770K 0.23% -36.0 -4.3% $961.71 +0.4%
76 IUSG ISHARES TR 4,929.0 $765K 0.23% +136.0 +2.8% $155.11 +17.9%
77 IUSV ISHARES TR 7,344.0 $751K 0.23% +170.0 +2.4% $102.25 +7.3%
78 IJH ISHARES TR 10,876.0 $734K 0.22% -717.0 -6.2% $67.53 +12.6%
79 AMAT APPLIED MATLS INC Technology 2,139.0 $731K 0.22% -69.0 -3.1% $341.79 +89.4%
80 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 11,466.0 $716K 0.21% $62.42 +2.4%
Page 4 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%