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Hixon Zuercher - Q1 2026 13F Filings

HI

Hixon Zuercher, LLC

CIK: 0001806752
Address: Ohio Findlay 101 West Sandusky Street Suite 301
$321.14 M
Portfolio Value
85
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CPRT Copart
+$1.24 M
2. MANH Manhattan Associates
+$893,634.57
3. ADBE Adobe
+$861,232.47
4. PGR The Progressive Corporation
+$827,663.31
5. GEN Gen Digital
+$793,742.59

Top Sells

Q1 2026
1. IVV Ishares Core S&P 500 Etf
−$8.06 M
2. GSIE Goldman Sachs Activebeta International Equity Etf
−$2.5 M
3. EMGF Ishares Emerging Markets Equity Factor Etf
−$934,186.3
4. ORCL Oracle Corporation
−$598,575
5. VTI Vanguard Total Stock Market Etf
−$519,917

Asset Allocation

Stocks/ETFs
-2.64%
$321.14 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Hixon Zuercher Q1 2026 Filing Summary

Hixon Zuercher, LLC filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 321.14 M reflecting a -2.64% change from the prior quarter, spanning 85 assets. The top 10 holdings comprised 33.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 6 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Hixon Zuercher’s Q1 2026 Filing

Hixon Zuercher submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Hixon Zuercher reported a managed portfolio value of 321.14 M, consisting of 85 individual positions.

This page displays the raw filing documents. To see which stocks Hixon Zuercher bought or sold during Q1 2026, please visit Hixon Zuercher's Portfolio Analysis page.