Hixon Zuercher, LLC
All 13F Filings
- Location
- Findlay, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 321,143
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 85 | 321,143 | 13F-HR | Hixon Zuercher, LLC |
| Q4 2025 | 1/26/2026 | 88 | 329,847 | 13F-HR | Hixon Zuercher, LLC |
| Q3 2025 | 10/14/2025 | 87 | 328,573 | 13F-HR | Hixon Zuercher, LLC |
| Q2 2025 | 7/31/2025 | 78 | 309,478 | 13F-HR | Hixon Zuercher, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 248.4 K | 77.3% | 0 | 61.96 K | -61.96 K |
| ETFs | 72.77 K | 22.7% | 53.26 K | 0 | 53.26 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
321,143
Holdings
85
QoQ value change ($000)
-8,704
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.