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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 8 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVX CHEVRON CORPORATION Energy 1,712.0 $354K 0.11% +35.0 +2.1% $206.90 -17.3%
142 BAC BANK AMERICA CORP Financial Services 7,252.0 $354K 0.11% -67.0 -0.9% $48.75 +18.7%
143 CME CME GROUP INC Financial Services 1,193.0 $352K 0.11% $295.35 -25.2%
144 RTX CORPORATION 1,792.0 $346K 0.10% NEW $192.90
145 STE STERIS PLC Healthcare 1,556.0 $344K 0.10% $221.13 -2.5%
146 TROW PRICE T ROWE GROUP INC Financial Services 3,758.0 $339K 0.10% +868.0 +30.0% $90.14 +22.3%
147 O REALTY INCOME CORP Real Estate 5,518.0 $338K 0.10% -38.0 -0.7% $61.18 +3.2%
148 MU MICRON TECHNOLOGY INC Technology 982.0 $332K 0.10% +11.0 +1.1% $337.84 +235.2%
149 VIS VANGUARD WORLD FD 1,058.0 $330K 0.10% -234.0 -18.1% $312.22 +12.9%
150 AMGN AMGEN INC Healthcare 934.0 $329K 0.10% +10.0 +1.1% $351.85 +1.8%
151 SLQD ISHARES TR 6,505.0 $328K 0.10% -412.0 -6.0% $50.49 -0.2%
152 PG PROCTER & GAMBLE CO Consumer Defensive 2,273.0 $328K 0.10% +167.0 +7.9% $144.44 +3.1%
153 VBK VANGUARD INDEX FDS 1,085.0 $328K 0.10% -98.0 -8.3% $302.25 +18.3%
154 SCMB SCHWAB STRATEGIC TR 12,611.0 $321K 0.10% +4K +39.6% $25.48 +1.2%
155 LIN LINDE PLC Basic Materials 648.0 $321K 0.10% +24.0 +3.9% $495.76 +4.8%
156 GNMA ISHARES TR 7,236.0 $321K 0.10% -2K -20.5% $44.33 +0.2%
157 CAT CATERPILLAR INC Industrials 451.0 $320K 0.10% -5.0 -1.1% $709.15 +40.7%
158 IGSB ISHARES TR 5,815.0 $306K 0.09% $52.56 -0.2%
159 GEV GE VERNOVA INC Utilities 349.0 $305K 0.09% -2.0 -0.6% $872.90 +19.7%
160 LOW LOWES COS INC Consumer Cyclical 1,287.0 $304K 0.09% $236.29 -5.9%
Page 8 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%