Hixon Zuercher, LLC

Q3 2026 13F-HR Holdings

Location
Findlay, OH
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$346,762
Net value change ($000)
+5,956 (1.7%)
New positions
7
Sold out positions
3
Turnover %
11.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LRGF 18,637 NEW
EXXONMOBIL HOLDINGS CORP 10,750 NEW
MSFT 4,504 55.0%
LLY 3,552 167.8%
APP 2,481 NEW
CDNS 1,815 NEW
SHV 1,609 29.5%
NVDA 1,583 13.9%
ANET 1,456 36.0%
DELL 1,347 22.6%
Top Reduces (Value $000, Stocks/ETFs)
GSLC -12,252 -89.3%
GSIE -7,775 -32.3%
JHMM -5,048 -44.1%
NEE -3,357 -39.6%
HCA -2,197 -90.0%
DOX -2,072 -100.0%
PFE -2,023 -100.0%
CAT -1,536 -23.4%
SYK -1,477 -20.3%
NFLX -1,272 -100.0%
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