Hixon Zuercher, LLC

Q2 2026 13F-HR Holdings

Location
Findlay, OH
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$340,806
Net value change ($000)
+19,663 (6.1%)
New positions
6
Sold out positions
3
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 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)
AMD 5,732 170.6%
UNP 4,292 NEW
ANET 4,043 NEW
GOOGL 3,736 60.3%
NVDA 2,894 33.9%
GSIE 2,169 9.9%
EMGF 2,106 23.6%
AMZN 1,906 27.6%
GSLC 1,879 15.9%
MSFT 1,749 27.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -9,501 -100.0%
HON -6,140 -100.0%
WFC -2,310 -50.9%
BRK-B -1,099 -23.7%
LOW -916 -16.7%
NFLX -838 -39.7%
PEP -757 -13.5%
WMT -713 -10.8%
DOX -702 -25.3%
HCA -557 -18.6%
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