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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 7 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DBEF DBX ETF TR 8,894.0 $439K 0.13% +88.0 +1.0% $49.40 +9.3%
122 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,298.0 $439K 0.13% +13.0 +1.0% $337.95 +27.9%
123 NEE NEXTERA ENERGY INC Utilities 4,622.0 $429K 0.13% $92.89 -4.7%
124 GILD GILEAD SCIENCES INC Healthcare 3,054.0 $426K 0.13% $139.37 -8.2%
125 XLK SELECT SECTOR SPDR TR 3,182.0 $423K 0.13% -306.0 -8.8% $132.90 +36.1%
126 BNDX VANGUARD CHARLOTTE FDS 8,701.0 $418K 0.12% -2K -20.9% $48.05 +1.0%
127 USXF ISHARES TR 7,405.0 $409K 0.12% +1K +19.4% $55.20 +22.0%
128 IEUR ISHARES TR 5,766.0 $405K 0.12% +125.0 +2.2% $70.27 +5.3%
129 COF CAPITAL ONE FINL CORP Financial Services 2,209.0 $403K 0.12% -26.0 -1.2% $182.43 +11.8%
130 ACWI ISHARES TR 2,836.0 $392K 0.12% $138.36 +11.5%
131 KO COCA COLA CO Consumer Defensive 4,920.0 $374K 0.11% -26.0 -0.5% $76.05 +8.7%
132 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 952.0 $373K 0.11% -24.0 -2.5% $391.76 +129.7%
133 GE GE AEROSPACE Industrials 1,310.0 $372K 0.11% +25.0 +1.9% $283.77 +30.0%
134 VHT VANGUARD WORLD FD 1,365.0 $372K 0.11% -301.0 -18.1% $272.33 +10.7%
135 AXP AMERICAN EXPRESS CO Financial Services 1,218.0 $368K 0.11% -27.0 -2.2% $302.48 +12.5%
136 ASML ASML HLDG NV Technology 277.0 $366K 0.11% -38.0 -12.1% $1320.83 +35.9%
137 ESGE ISHARES INC 8,029.0 $365K 0.11% +791.0 +10.9% $45.47 +18.0%
138 MRK MERCK & CO INC Healthcare 2,980.0 $358K 0.11% -45.0 -1.5% $120.29 +6.7%
139 USB US BANCORP Financial Services 6,869.0 $357K 0.11% -65.0 -0.9% $52.01 +17.1%
140 SYSB ISHARES TR 3,986.0 $355K 0.11% +64.0 +1.6% $89.00 -0.0%
Page 7 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%