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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 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TFC TRUIST FINL CORP Financial Services 12,515.0 $575K 0.17% -380.0 -3.0% $45.97 +9.8%
102 V VISA INC Financial Services 1,870.0 $565K 0.17% +51.0 +2.8% $302.24 +11.2%
103 IXUS ISHARES TR 6,516.0 $565K 0.17% +141.0 +2.2% $86.64 +8.8%
104 UNP UNION PAC CORP Industrials 2,322.0 $563K 0.17% $242.62 +10.6%
105 IGF ISHARES TR 8,353.0 $560K 0.17% -240.0 -2.8% $67.00 +0.6%
106 INTU INTUIT Technology 1,205.0 $521K 0.16% -59.0 -4.7% $432.48 -38.1%
107 NDAQ NASDAQ INC Financial Services 6,106.0 $518K 0.16% $84.89 -7.5%
108 UPS UNITED PARCEL SVCS INC Industrials 5,226.0 $514K 0.15% +645.0 +14.1% $98.38 +9.8%
109 KMI KINDER MORGAN INC DEL Energy 15,236.0 $511K 0.15% -112.0 -0.7% $33.53 -1.0%
110 IWM ISHARES TR 2,052.0 $509K 0.15% -108.0 -5.0% $247.97 +20.2%
111 AMD ADVANCED MICRO DEVICES INC Technology 2,488.0 $506K 0.15% +61.0 +2.5% $203.43 +156.4%
112 DSI ISHARES TR 4,055.0 $491K 0.15% $121.19 +14.3%
113 OKE ONEOK INC NEW Energy 5,396.0 $488K 0.15% $90.39 -1.3%
114 HYS PIMCO ETF TR 5,221.0 $487K 0.15% $93.27 +0.2%
115 ORCL ORACLE CORP Technology 3,278.0 $482K 0.14% +54.0 +1.7% $147.11 +1.1%
116 IMCB ISHARES TR 5,586.0 $466K 0.14% +389.0 +7.5% $83.43 +15.0%
117 TSCO TRACTOR SUPPLY CO Consumer Cyclical 10,032.0 $454K 0.14% $45.30 -31.1%
118 ABBV ABBVIE INC Healthcare 2,053.0 $447K 0.13% -62.0 -2.9% $217.49 +15.6%
119 QCOM QUALCOMM INC Technology 3,449.0 $444K 0.13% -124.0 -3.5% $128.78 +47.1%
120 GD GENERAL DYNAMICS CORP Industrials 1,285.0 $441K 0.13% $343.23 +1.0%
Page 6 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%