Hixon Zuercher, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Hixon Zuercher, LLC reported 88 stock positions worth $340.8 million. Its top holding was Goldman Sachs Activebeta Int (GSIE) at 7.1% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 4.0%) and Johnson & Johnson (JNJ, 3.5%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 39 and reduced 38. The biggest buy was a new position in Union Pacific (UNP) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- Findlay, OH
- CIK
- 0001806752
- Portfolio Value
- $340.8M (Q2 2026)
- SEC Filing
- 0002085853-26-000772 ↗ filed Jul 20, 2026
Holdings Value
Holdings 88 stocks · $340.8M
| GSIE Goldman Sachs Activebeta Int | 7.06% | 526,508 | $24.1M | Add +3.7% |
| GSLC Goldman Activebeta US LC ETF | 4.03% | 96,746 | $13.7M | Add +2.2% |
| JNJ Johnson & Johnson | 3.51% | 47,061 | $12.0M | Reduce -1.8% |
| JHMM John Hancock Multi Fact Mid | 3.36% | 152,829 | $11.5M | Add +3.5% |
| NVDA Nvidia Corp. | 3.35% | 57,102 | $11.4M | Add +16.7% |
| EMGF iShares Emerging Markets Equ | 3.24% | 150,551 | $11.0M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 2.92% | 27,802 | $9.9M | Add +29.0% |
| JPM JPMorgan Chase & Co. | 2.86% | 29,750 | $9.7M | Reduce -1.4% |
| AMD Advanced Micro Devices | 2.67% | 15,649 | $9.1M | Reduce -5.2% |
| GS Goldman Sachs Group Inc. | 2.66% | 8,968 | $9.1M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 2.58% | 36,944 | $8.8M | Add +11.5% |
| NEE Nextera Energy Inc. | 2.49% | 96,673 | $8.5M | Add +0.2% |
| MSFT Microsoft Corp. | 2.40% | 21,938 | $8.2M | Add +26.2% |
| AAPL Apple Inc. | 2.39% | 28,191 | $8.2M | Reduce -1.4% |
| SYK Stryker Corp. | 2.13% | 23,068 | $7.3M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.99% | 13,186 | $6.8M | Add +0.5% |
| CAT Caterpillar Inc. | 1.93% | 6,162 | $6.6M | Reduce -35.3% |
| META Meta Platforms Inc. Class A | 1.76% | 10,635 | $6.0M | Add +17.2% |
| DELL Dell Technologies -C | 1.75% | 13,837 | $6.0M | Reduce -63.4% |
| WMT Walmart Inc. | 1.73% | 51,921 | $5.9M | Reduce -2.1% |
| SHV iShares 0-1 Year Treasury Bo | 1.60% | 49,394 | $5.5M | Add +3.2% |
| TLT iShares 20+ Year Treasury BD | 1.59% | 62,862 | $5.4M | Add +3.4% |
| PEP Pepsico Inc. | 1.42% | 35,681 | $4.8M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 1.34% | 20,724 | $4.6M | Reduce -10.7% |
| SCHW Schwab (charles) Corp. | 1.32% | 48,603 | $4.5M | Reduce -0.6% |
| UNP Union Pacific Corp. | 1.26% | 15,780 | $4.3M | New |
| APH Amphenol Corp. Class A | 1.23% | 23,720 | $4.2M | Reduce -2.1% |
| BAC Bank of America Corp. | 1.22% | 72,756 | $4.1M | Add +1.9% |
| ANET Arista Networks Inc. | 1.19% | 23,799 | $4.0M | New |
| JPST JPMorgan Ultra-Short Income | 1.17% | 78,706 | $4.0M | Add +1.7% |
| AVGO Broadcom Inc. | 1.13% | 10,195 | $3.9M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 7,053 | $3.5M | Reduce -27.0% |
| BKR Baker Hughes Co. | 1.01% | 61,739 | $3.4M | Add +5.1% |
| CPRT Copart Inc. | 1.00% | 121,102 | $3.4M | Add +2.0% |
| PGR Progressive Corp. | 0.97% | 15,072 | $3.3M | Add +9.4% |
| CCK Crown Holdings Inc. | 0.89% | 27,243 | $3.0M | Add +8.9% |
| GEN Gen Digital Inc. | 0.86% | 118,159 | $2.9M | Reduce -7.0% |
| SBUX Starbucks Corp. | 0.84% | 28,170 | $2.9M | Reduce -2.5% |
| TDG Transdigm Group Inc. | 0.84% | 2,139 | $2.8M | Add +10.3% |
| DLR Digital Realty Trust Inc. | 0.82% | 15,569 | $2.8M | Reduce -2.6% |
| EW Edwards Lifesciences Corp. | 0.81% | 30,496 | $2.8M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.81% | 2,938 | $2.7M | Reduce -0.9% |
| MANH Manhattan Associates Inc. | 0.80% | 19,655 | $2.7M | Reduce -1.5% |
| CRM Salesforce Inc. | 0.78% | 16,995 | $2.7M | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 0.76% | 8,885 | $2.6M | Add +2.9% |
| ADBE Adobe Inc. | 0.75% | 12,436 | $2.5M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.74% | 26,355 | $2.5M | Add +4.9% |
| PLD Prologis Inc. | 0.72% | 18,143 | $2.5M | Reduce -1.3% |
| HCA HCA Healthcare Inc. | 0.72% | 6,259 | $2.4M | Reduce -1.1% |
| DE Deere & Co. | 0.69% | 3,683 | $2.3M | Reduce -0.5% |
| NYT New York Times Co. Class A | 0.67% | 32,584 | $2.3M | Add +15.1% |
| WFC Wells Fargo & Co. | 0.65% | 27,003 | $2.2M | Reduce -52.7% |
| ABT Abbott Laboratories | 0.63% | 23,551 | $2.1M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.62% | 1,765 | $2.1M | Add +0.9% |
| AEP American Electric Power | 0.61% | 15,223 | $2.1M | Reduce -0.7% |
| DOX Amdocs Ltd. | 0.61% | 40,988 | $2.1M | Reduce -3.6% |
| PFE Pfizer Inc. | 0.59% | 84,017 | $2.0M | Add +6.0% |
| OC Owens Corning | 0.57% | 12,320 | $2.0M | Add +8.3% |
| DG Dollar General Corp. | 0.55% | 16,168 | $1.9M | Add +2.8% |
| QCOM Qualcomm Inc. | 0.51% | 9,349 | $1.7M | Reduce -0.5% |
| ICE Intercontinental Exchange Inc. | 0.50% | 13,710 | $1.7M | Add +3.2% |
| MCD McDonald's Corp. | 0.45% | 5,687 | $1.5M | Add +5.6% |
| ZTS Zoetis Inc. | 0.44% | 20,750 | $1.5M | Add +21.3% |
| AMT American Tower Corp. | 0.42% | 8,811 | $1.4M | Add +5.2% |
| TSCO Tractor Supply Company | 0.40% | 43,462 | $1.4M | Add +52.4% |
| HON Honeywell International Inc. | 0.38% | 5,736 | $1.3M | Reduce -57.8% |
| NFLX Netflix Inc. | 0.37% | 17,819 | $1.3M | Reduce -18.8% |
| HONA Honeywell Aerospace Inc. | 0.37% | 5,736 | $1.3M | Reduce -57.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 13,100 | $1.3M | No change |
| GSSC Goldman Sachs Activebeta US | 0.36% | 13,273 | $1.2M | Add +3.3% |
| CDW CDW Corp. | 0.34% | 8,300 | $1.2M | Reduce -18.5% |
| MPC Marathon Petroleum Corp. | 0.24% | 3,163 | $809K | New |
| HSY The Hershey Co. | 0.22% | 4,214 | $739K | Add +3.1% |
| V Visa Inc. Class A | 0.20% | 1,941 | $666K | Add +13.0% |
| ABBV Abbvie Inc. | 0.19% | 2,625 | $661K | Add +9.4% |
| PG The Procter & Gamble Co. | 0.19% | 4,458 | $654K | Add +17.1% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 2,904 | $618K | No change |
| IEMG iShares Core MSCI Emerging | 0.16% | 6,620 | $548K | No change |
| IJR iShares Core S&P Small-Cap E | 0.16% | 3,656 | $542K | No change |
| IVV iShares Core S&P 500 ETF | 0.16% | 724 | $542K | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 0.15% | 1,440 | $509K | No change |
| CCJ Cameco Corp. | 0.12% | 4,000 | $407K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 7,052 | $398K | Reduce -37.5% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.10% | 6,259 | $348K | Reduce -38.2% |
| MMM 3M Co. | 0.09% | 1,900 | $308K | Add +18.8% |
| FYEE Fidelity YLD Enhan Eqty ETF | 0.09% | 10,054 | $290K | Reduce -41.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 1,600 | $236K | No change |
| WELL Welltower Inc. | 0.06% | 954 | $217K | New |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −2.96 |
| HON Honeywell International Inc. | Reduce -57.8% | 0.38% | −1.54 |
| WFC Wells Fargo & Co. | Reduce -52.7% | 0.65% | −0.76 |
| HONA Honeywell Aerospace Inc. | Reduce -57.8% | 0.37% | −0.56 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -27.0% | 1.04% | −0.41 |
| LOW Lowe's Cos Inc. | Reduce -10.7% | 1.34% | −0.37 |
| WMT Walmart Inc. | Reduce -2.1% | 1.73% | −0.33 |
| PEP Pepsico Inc. | Reduce -0.8% | 1.42% | −0.32 |
| NFLX Netflix Inc. | Reduce -18.8% | 0.37% | −0.28 |
| DOX Amdocs Ltd. | Reduce -3.6% | 0.61% | −0.26 |
| SYK Stryker Corp. | Reduce -0.3% | 2.13% | −0.24 |
| HCA HCA Healthcare Inc. | Reduce -1.1% | 0.72% | −0.22 |
| CRM Salesforce Inc. | Reduce -0.3% | 0.78% | −0.21 |
| ADBE Adobe Inc. | Reduce -0.4% | 0.75% | −0.20 |
| DELL Dell Technologies -C | Reduce -63.4% | 1.75% | −0.18 |
| CAT Caterpillar Inc. | Reduce -35.3% | 1.93% | −0.18 |
| JNJ Johnson & Johnson | Reduce -1.8% | 3.51% | −0.14 |
| SCHW Schwab (charles) Corp. | Reduce -0.6% | 1.32% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.81% | −0.11 |
| JEPI JPMorgan Equity Premium Inco | Reduce -37.5% | 0.12% | −0.08 |
| SDEM Global X MSCI Superdividend | Sold out | 0.00% | −0.08 |
| DLR Digital Realty Trust Inc. | Reduce -2.6% | 0.82% | −0.08 |
| FYEE Fidelity YLD Enhan Eqty ETF | Reduce -41.0% | 0.09% | −0.06 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -38.2% | 0.10% | −0.06 |
| CDW CDW Corp. | Reduce -18.5% | 0.34% | −0.04 |
| PLD Prologis Inc. | Reduce -1.3% | 0.72% | −0.04 |
| MANH Manhattan Associates Inc. | Reduce -1.5% | 0.80% | −0.02 |
| AEP American Electric Power | Reduce -0.7% | 0.61% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -4.1% | 0.16% | +0.01 |
| DE Deere & Co. | Reduce -0.5% | 0.69% | +0.04 |
| EW Edwards Lifesciences Corp. | Reduce -1.4% | 0.81% | +0.04 |
| SBUX Starbucks Corp. | Reduce -2.5% | 0.84% | +0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 2.86% | +0.09 |
| GEN Gen Digital Inc. | Reduce -7.0% | 0.86% | +0.12 |
| QCOM Qualcomm Inc. | Reduce -0.5% | 0.51% | +0.13 |
| AAPL Apple Inc. | Reduce -1.4% | 2.39% | +0.13 |
| AVGO Broadcom Inc. | Reduce -1.3% | 1.13% | +0.13 |
| GS Goldman Sachs Group Inc. | Reduce -3.2% | 2.66% | +0.22 |
| APH Amphenol Corp. Class A | Reduce -2.1% | 1.23% | +0.27 |
| AMD Advanced Micro Devices | Reduce -5.2% | 2.67% | +1.62 |
Portfolio Buys Q1 2026 → Q2 2026
| UNP Union Pacific Corp. | New | 1.26% | +1.26 |
| ANET Arista Networks Inc. | New | 1.19% | +1.19 |
| GOOGL Alphabet Inc. Class A | Add +29.0% | 2.92% | +0.99 |
| NVDA Nvidia Corp. | Add +16.7% | 3.35% | +0.70 |
| EMGF iShares Emerging Markets Equ | Add +2.0% | 3.24% | +0.46 |
| AMZN Amazon.com Inc. | Add +11.5% | 2.58% | +0.44 |
| MSFT Microsoft Corp. | Add +26.2% | 2.40% | +0.40 |
| GSLC Goldman Activebeta US LC ETF | Add +2.2% | 4.03% | +0.34 |
| JHMM John Hancock Multi Fact Mid | Add +3.5% | 3.36% | +0.28 |
| GSIE Goldman Sachs Activebeta Int | Add +3.7% | 7.06% | +0.24 |
| MPC Marathon Petroleum Corp. | New | 0.24% | +0.24 |
| OC Owens Corning | Add +8.3% | 0.57% | +0.19 |
| META Meta Platforms Inc. Class A | Add +17.2% | 1.76% | +0.14 |
| TDG Transdigm Group Inc. | Add +10.3% | 0.84% | +0.14 |
| BAC Bank of America Corp. | Add +1.9% | 1.22% | +0.13 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.62% | +0.12 |
| PGR Progressive Corp. | Add +9.4% | 0.97% | +0.12 |
| CCK Crown Holdings Inc. | Add +8.9% | 0.89% | +0.11 |
| WELL Welltower Inc. | New | 0.06% | +0.06 |
| GSSC Goldman Sachs Activebeta US | Add +3.3% | 0.36% | +0.06 |
| V Visa Inc. Class A | Add +13.0% | 0.20% | +0.03 |
| ABBV Abbvie Inc. | Add +9.4% | 0.19% | +0.03 |
| PG The Procter & Gamble Co. | Add +17.1% | 0.19% | +0.02 |
| MMM 3M Co. | Add +18.8% | 0.09% | +0.02 |
| TSCO Tractor Supply Company | Add +52.4% | 0.40% | +0.00 |
| DIS The Walt Disney Co. | Add +4.9% | 0.74% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +2.9% | 0.76% | −0.02 |
| AMT American Tower Corp. | Add +5.2% | 0.42% | −0.03 |
| DG Dollar General Corp. | Add +2.8% | 0.55% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Add +3.2% | 1.60% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Add +3.4% | 1.59% | −0.05 |
| HSY The Hershey Co. | Add +3.1% | 0.22% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Add +1.7% | 1.17% | −0.05 |
| MA Mastercard Inc. Class A | Add +0.5% | 1.99% | −0.05 |
| NYT New York Times Co. Class A | Add +15.1% | 0.67% | −0.07 |
| MCD McDonald's Corp. | Add +5.6% | 0.45% | −0.07 |
| PFE Pfizer Inc. | Add +6.0% | 0.59% | −0.10 |
| BKR Baker Hughes Co. | Add +5.1% | 1.01% | −0.11 |
| ABT Abbott Laboratories | Add +0.1% | 0.63% | −0.13 |
| ICE Intercontinental Exchange Inc. | Add +3.2% | 0.50% | −0.16 |
| ZTS Zoetis Inc. | Add +21.3% | 0.44% | −0.19 |
| CPRT Copart Inc. | Add +2.0% | 1.00% | −0.23 |
| NEE Nextera Energy Inc. | Add +0.2% | 2.49% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $340.8M | GSIE, GSLC, JNJ, JHMM, NVDA |
| Q1 2026 | 85 | $321.1M | GSIE, GSLC, JNJ, JHMM, XOM |
| Q4 2025 | 88 | $329.8M | GSIE, GSLC, JNJ, JPM, JHMM |
| Q3 2025 | 87 | $328.6M | GSIE, GSLC, MSFT, NVDA, JPM |
| Q2 2025 | 78 | $309.5M | GSIE, GSLC, JPM, MSFT, SYK |
| Q1 2025 | 80 | $283.6M | GSIE, GSLC, JPM, SYK, JNJ |
| Q4 2024 | 79 | $259.9M | AAPL, JPM, GSLC, CAT, SYK |
| Q3 2024 | 76 | $255.3M | AAPL, JNJ, CAT, GSLC, JPM |
| Q2 2024 | 64 | $237.3M | AAPL, JNJ, GSLC, JPM, COST |
| Q1 2024 | 61 | $236.5M | JPM, CAT, MSFT, MA, GSLC |