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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 5 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 25,287.0 $710K 0.21% +974.0 +4.0% $28.08 -14.2%
82 IGIB ISHARES TR 13,066.0 $695K 0.21% +834.0 +6.8% $53.22 +0.2%
83 DFIC DIMENSIONAL ETF TRUST 19,526.0 $694K 0.21% -4K -17.9% $35.53 +4.2%
84 BND VANGUARD BD INDEX FDS 9,240.0 $680K 0.20% +4K +71.7% $73.64 +0.0%
85 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 8,335.0 $671K 0.20% +833.0 +11.1% $80.56 -31.0%
86 EAGG ISHARES TR 14,053.0 $668K 0.20% +3K +22.0% $47.55 +0.1%
87 IJR ISHARES TR 5,343.0 $664K 0.20% $124.31 +17.8%
88 WMT WALMART INC Consumer Defensive 5,327.0 $662K 0.20% $124.28 -6.3%
89 NSC NORFOLK SOUTHN CORP Industrials 2,292.0 $658K 0.20% $287.00 +8.5%
90 IYW ISHARES TR 3,524.0 $639K 0.19% -337.0 -8.7% $181.42 +33.3%
91 SYK STRYKER CORPORATION Healthcare 1,943.0 $638K 0.19% -11.0 -0.6% $328.59 +0.8%
92 CSCO CISCO SYS INC Technology 8,087.0 $627K 0.19% -64.0 -0.8% $77.59 +48.8%
93 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,087.0 $627K 0.19% +30.0 +1.0% $203.21 +9.5%
94 VBR VANGUARD INDEX FDS 2,828.0 $614K 0.18% -141.0 -4.8% $217.22 +11.2%
95 HD HOME DEPOT INC Consumer Cyclical 1,854.0 $610K 0.18% $328.89 +5.7%
96 DIA STATE STR SPDR DOW JONES IND Financial Services 1,300.0 $602K 0.18% $463.19 +11.9%
97 RSG REPUBLIC SVCS INC Industrials 2,743.0 $601K 0.18% $219.02 -1.5%
98 IVLU ISHARES TR 14,920.0 $592K 0.18% -1K -9.0% $39.68 +4.9%
99 IWO ISHARES TR 1,873.0 $588K 0.18% -14.0 -0.7% $313.87 +23.8%
100 SPGI S&P GLOBAL INC Financial Services 1,375.0 $585K 0.18% -133.0 -8.8% $425.34 -3.8%
Page 5 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%