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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 9 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEM AGNICO EAGLE MINES LTD Basic Materials 1,481.0 $301K 0.09% +42.0 +2.9% $202.98 -22.3%
162 GRMN GARMIN LTD Technology 1,275.0 $296K 0.09% -27.0 -2.1% $232.01 -0.5%
163 VO VANGUARD INDEX FDS 1,020.0 $293K 0.09% $287.18 -72.2%
164 MCD MCDONALDS CORP Consumer Cyclical 941.0 $293K 0.09% -20.0 -2.1% $310.89 -13.5%
165 HSBC HSBC HLDGS PLC Financial Services 3,541.0 $292K 0.09% +197.0 +5.9% $82.49 +13.6%
166 AVUV AMERICAN CENTY ETF TR 2,628.0 $290K 0.09% +236.0 +9.9% $110.47 +12.3%
167 AZN ASTRAZENECA PLC Healthcare 1,464.0 $289K 0.09% NEW $197.22 -4.8%
168 GLW CORNING INC Technology 2,123.0 $289K 0.09% NEW $135.97 +61.6%
169 CFG CITIZENS FINL GROUP INC Financial Services 4,794.0 $287K 0.09% +37.0 +0.8% $59.97 +16.6%
170 VNQ VANGUARD INDEX FDS 3,205.0 $284K 0.09% +193.0 +6.4% $88.70 +10.7%
171 MRVL MARVELL TECHNOLOGY INC Technology 2,823.0 $280K 0.08% +48.0 +1.7% $99.05 +168.9%
172 T AT&T INC Communication Services 9,546.0 $277K 0.08% +73.0 +0.8% $28.99 -22.3%
173 SAN BANCO SANTANDER SA Financial Services 24,210.0 $273K 0.08% -2K -6.4% $11.28 +18.3%
174 CALM CAL MAINE FOODS INC Consumer Defensive 3,422.0 $271K 0.08% -144.0 -4.0% $79.15 +1.5%
175 EMGF ISHARES INC 4,474.0 $270K 0.08% -412.0 -8.4% $60.43 +19.1%
176 MS MORGAN STANLEY Financial Services 1,626.0 $268K 0.08% $164.57 +28.6%
177 VEA VANGUARD TAX-MANAGED FDS 4,173.0 $267K 0.08% +69.0 +1.7% $64.08 +10.2%
178 PLTR PALANTIR TECHNOLOGIES INC Technology 1,823.0 $267K 0.08% +189.0 +11.6% $146.28 -22.8%
179 IWN ISHARES TR 1,404.0 $266K 0.08% $189.59 +15.9%
180 AJG GALLAGHER ARTHUR J & CO Financial Services 1,206.0 $261K 0.08% $216.58 +4.0%
Page 9 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%