Hixon Zuercher, LLC

Q3 2025 13F-HR Holdings

Location
Findlay, OH
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
87
Total value ($000)
$328,573
Net value change ($000)
+19,095 (6.2%)
New positions
9
Sold out positions
0
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
GEN 3,338 NEW
GOOGL 2,522 51.1%
AAPL 2,180 32.1%
NVDA 1,760 22.5%
GSLC 1,734 16.8%
JNJ 1,540 20.0%
GSIE 1,344 6.1%
IEFA 1,173 NEW
JHMM 1,148 14.0%
PEP 1,066 26.4%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -3,744 -58.6%
CAT -3,169 -38.1%
GSSC -1,619 -61.1%
SYK -675 -7.5%
HON -528 -8.7%
CRM -523 -13.3%
TDG -441 -15.0%
DOX -425 -11.7%
ORCL -350 -11.8%
JPM -318 -3.2%
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