Hixon Zuercher, LLC reported 71 positions worth $272.97M for the quarter ended Sep 30, 2026, up 5.3% on the prior quarter. It opened 4 new positions, added to 31, trimmed 32 and exited 3. Its largest holding is Nvidia Corp at 4.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +66.1K | – | $10.75M | 3.94% |
| LLY ELI LILLY & Co | +3,134 | +177.6% | $3.63M | 2.08% |
| APP AppLovin Corp | +8,541 | – | $2.48M | 0.909% |
| CDNS Cadence Design Systems Inc | +5,498 | – | $1.82M | 0.665% |
| MSFT Microsoft Corp | +2,798 | +12.8% | $1.44M | 4.65% |
| APD Air Products & Chemicals, Inc. | +3,488 | +39.3% | $970.44K | 1.26% |
| SCHW Schwab Charles Corp | +7,675 | +15.8% | $750.15K | 2.02% |
| ANET Arista Networks, Inc. | +3,209 | +13.5% | $653.32K | 2.01% |
| ZBRA Zebra Technologies Corp | +600 | – | $223.99K | 0.082% |
| NYT New York Times Co | +1,015 | +3.1% | $64.66K | 0.784% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HCA HCA Healthcare, Inc. | -5,689 | -90.9% | $2.43M | 0.089% |
| NEE Nextera Energy Inc | -29.0K | -30.0% | $2.19M | 1.88% |
| DOX Amdocs Ltd | -41.0K | -100.0% | $2.07M | Exited |
| PFE Pfizer Inc | -84.0K | -100.0% | $2.02M | Exited |
| NFLX Netflix Inc | -17.8K | -100.0% | $1.27M | Exited |
| META Meta Platforms, Inc. | -1,184 | -11.1% | $858.65K | 2.51% |
| PEP Pepsico Inc | -4,731 | -13.3% | $599.51K | 1.44% |
| GOOGL Alphabet Inc. | -1,656 | -6.0% | $569.79K | 3.3% |
| SYK Stryker Corp | -2,058 | -8.9% | $566.76K | 2.12% |
| AMD Advanced Micro Devices Inc | -695 | -4.4% | $425.17K | 3.35% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 57.0K | $13.01M | 4.77% | -138 | -0.2% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 24.7K | $12.69M | 4.65% | +2,798 | +12.8% | Added | 0% |
| 3 | JNJ Johnson & Johnson | Healthcare | 46.3K | $12.27M | 4.49% | -730 | -1.6% | Reduced | 0% |
| 4 | XOM ExxonMobil Holdings Corp | Energy | 66.1K | $10.75M | 3.94% | +66.1K | – | New | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 29.5K | $9.76M | 3.57% | -262 | -0.9% | Reduced | 0% |
| 6 | AAPL Apple Inc. | Technology | 27.8K | $9.27M | 3.4% | -351 | -1.2% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 36.8K | $9.17M | 3.36% | -121 | -0.3% | Reduced | 0% |
| 8 | AMD Advanced Micro Devices Inc | Technology | 15.0K | $9.15M | 3.35% | -695 | -4.4% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 26.1K | $9.00M | 3.3% | -1,656 | -6.0% | Reduced | 0% |
| 10 | GS Goldman Sachs Group Inc | Financial Services | 8,810 | $7.93M | 2.91% | -158 | -1.8% | Reduced | 0% |
| 11 | DELL Dell Technologies Inc. | Technology | 13.6K | $7.32M | 2.68% | -236 | -1.7% | Reduced | 0% |
| 12 | MA Mastercard Inc | Financial Services | 13.1K | $7.21M | 2.64% | -109 | -0.8% | Reduced | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 9,451 | $6.85M | 2.51% | -1,184 | -11.1% | Reduced | 0% |
| 14 | SYK Stryker Corp | Healthcare | 21.0K | $5.79M | 2.12% | -2,058 | -8.9% | Reduced | 0.01% |
| 15 | LLY ELI LILLY & Co | Healthcare | 4,899 | $5.67M | 2.08% | +3,134 | +177.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Hixon Zuercher.
As of its Q3 2026 13F filing, Hixon Zuercher, LLC’s five largest positions were Nvidia Corp (NVDA) at 4.8%, Microsoft Corp (MSFT) at 4.6%, Johnson & Johnson (JNJ) at 4.5%, ExxonMobil Holdings Corp (XOM) at 3.9%, Jpmorgan Chase & Co (JPM) at 3.6% of the reported portfolio.
Hixon Zuercher, LLC reported a 13F portfolio worth $272.97M across 71 positions for Q3 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($10.75M), ELI LILLY & Co ($3.63M), AppLovin Corp ($2.48M). It opened 4 new positions.
Its largest sales by value were HCA Healthcare, Inc. ($2.43M), Nextera Energy Inc ($2.19M), Amdocs Ltd ($2.07M). It exited 3 positions entirely.
From the Form 13F-HR reports Hixon Zuercher, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.