Fox Hill Wealth Management

Q2 2026 13F-HR Holdings

Location
Dedham, MA
Holdings as of
6/30/2026
Date filed
8/18/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$249,403
Net value change ($000)
+41,499 (20.0%)
New positions
14
Sold out positions
9
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAT 6,835 188.0%
MU 6,797 296.4%
BLLN 5,246 NEW
PANW 4,987 104.9%
INTC 3,173 217.0%
LLY 2,893 33.5%
BE 2,745 NEW
GLW 2,293 101.9%
NVDA 2,235 18.2%
AAPL 2,149 20.1%
Top Reduces (Value $000, Stocks/ETFs)
TEVA -3,306 -100.0%
DG -3,050 -100.0%
VMC -2,266 -100.0%
HOOD -1,878 -100.0%
NOC -1,587 -56.0%
XOM -1,502 -100.0%
PLTR -1,000 -21.2%
RACE -680 -100.0%
GLD -669 -16.2%
NFLX -639 -26.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type