Hixon Zuercher, LLC

All 13F Filings

Location
Findlay, OH
Most recent 13F
Q3 2026
Holdings value ($000)
346,762
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/13/2026 92 346,762 13F-HR Hixon Zuercher, LLC
Q2 2026 7/20/2026 88 340,806 13F-HR Hixon Zuercher, LLC
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 273.5 K 78.9% 13.85 K 0 13.85 K
ETFs 73.24 K 21.1% 0 7.892 K -7.892 K
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
346,762
Holdings
92
QoQ value change ($000)
5,956 (1.7%)
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.