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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 5 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SUSC ISHARES TR 29,921.0 $700K 0.21% NEW $23.38 -0.7%
82 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 11,466.0 $695K 0.21% NEW $60.61 +6.0%
83 SYK STRYKER CORPORATION Healthcare 1,954.0 $687K 0.20% NEW $351.47 -5.5%
84 NSC NORFOLK SOUTHN CORP Industrials 2,296.0 $663K 0.20% NEW $288.72 +8.3%
85 IGIB ISHARES TR 12,232.0 $659K 0.20% NEW $53.88 -1.1%
86 IJR ISHARES TR 5,346.0 $642K 0.19% NEW $120.18 +22.7%
87 HD HOME DEPOT INC Consumer Cyclical 1,859.0 $640K 0.19% NEW $344.08 +1.4%
88 V VISA INC Financial Services 1,819.0 $638K 0.19% NEW $350.71 -4.1%
89 TFC TRUIST FINL CORP Financial Services 12,895.0 $635K 0.19% NEW $49.21 +2.6%
90 VBR VANGUARD INDEX FDS 2,969.0 $629K 0.19% NEW $211.76 +14.6%
91 ORCL ORACLE CORP Technology 3,224.0 $628K 0.19% NEW $194.91 -23.7%
92 CSCO CISCO SYS INC Technology 8,151.0 $628K 0.19% NEW $77.03 +47.7%
93 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,300.0 $625K 0.19% NEW $480.57 +7.8%
94 IVLU ISHARES TR 16,389.0 $624K 0.19% NEW $38.05 +9.4%
95 QCOM QUALCOMM INC Technology 3,573.0 $611K 0.18% NEW $171.05 +10.7%
96 IWO ISHARES TR 1,887.0 $610K 0.18% NEW $323.07 +20.2%
97 PFE PFIZER INC Healthcare 24,313.0 $605K 0.18% NEW $24.90 -2.5%
98 JNJ JOHNSON & JOHNSON Healthcare 2,897.0 $600K 0.18% NEW $206.95 +23.1%
99 NDAQ NASDAQ INC Financial Services 6,126.0 $595K 0.18% NEW $97.13 -19.1%
100 WMT WALMART INC Consumer Defensive 5,333.0 $594K 0.18% NEW $111.41 +3.8%
Page 5 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%