Hixon Zuercher, LLC

Q1 2026 13F-HR Holdings

Location
Findlay, OH
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$321,143
Net value change ($000)
-8,704 (-2.6%)
New positions
3
Sold out positions
6
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 2,639 38.5%
JNJ 1,467 14.3%
DELL 1,419 29.7%
NEE 1,134 14.5%
CAT 1,119 19.9%
BKR 889 33.0%
HON 859 16.3%
CPRT 753 23.6%
PEP 604 12.1%
WMT 583 9.7%
Top Reduces (Value $000, Stocks/ETFs)
IVV -8,471 -94.5%
GSIE -2,395 -9.9%
MSFT -1,623 -20.1%
MA -947 -12.6%
JPM -926 -9.4%
AMZN -807 -10.5%
WFC -792 -14.8%
CRM -717 -18.4%
NVDA -683 -7.4%
META -651 -11.1%
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