Hixon Zuercher, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Hixon Zuercher, LLC reported 78 stock positions worth $309.5 million. Its top holding was Goldman Sachs Activebeta Int (GSIE) at 7.1% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 3.3%) and JPMorgan Chase (JPM, 3.2%). Compared with Q1 2025, it sold out of 2, added to 51 and reduced 23. The biggest buy was Microsoft (MSFT, shares +13%) and the biggest sale an exit from Marketaxess (MKTX).
- Most Recent 13F
- Q2 2026
- Location
- Findlay, OH
- CIK
- 0001806752
- Portfolio Value
- $309.5M (Q2 2025)
- SEC Filing
- 0001667731-25-001033 ↗ filed Jul 31, 2025
Holdings Value
Holdings 78 stocks · $309.5M
| GSIE Goldman Sachs Activebeta Int | 7.11% | 554,790 | $22.0M | Add +1.0% |
| GSLC Goldman Activebeta US LC ETF | 3.34% | 85,039 | $10.3M | Reduce -5.6% |
| JPM JPMorgan Chase & Co. | 3.19% | 34,030 | $9.9M | Reduce -12.8% |
| MSFT Microsoft Corp. | 2.96% | 18,409 | $9.2M | Add +13.0% |
| SYK Stryker Corp. | 2.91% | 22,732 | $9.0M | Add +0.5% |
| EMGF iShares Emerging Markets Equ | 2.81% | 167,224 | $8.7M | Add +1.5% |
| CAT Caterpillar Inc. | 2.69% | 21,407 | $8.3M | Reduce -8.7% |
| JHMM John Hancock Multi Fact Mid | 2.65% | 134,085 | $8.2M | Add +9.3% |
| NVDA Nvidia Corp. | 2.53% | 49,527 | $7.8M | Reduce -1.8% |
| JNJ Johnson & Johnson | 2.49% | 50,350 | $7.7M | Add +1.0% |
| MA Mastercard Inc. Class A | 2.39% | 13,140 | $7.4M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 2.36% | 33,352 | $7.3M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 2.25% | 9,830 | $7.0M | Add +0.8% |
| AAPL Apple Inc. | 2.20% | 33,149 | $6.8M | Add +1.0% |
| NEE Nextera Energy Inc. | 2.15% | 96,019 | $6.7M | Add +1.5% |
| NFLX Netflix Inc. | 2.06% | 4,771 | $6.4M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 1.96% | 56,308 | $6.1M | Add +1.3% |
| HON Honeywell International Inc. | 1.95% | 25,931 | $6.0M | Add +3.0% |
| META Meta Platforms Inc. Class A | 1.95% | 8,179 | $6.0M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 1.88% | 5,873 | $5.8M | Add +0.9% |
| WMT Walmart Inc. | 1.74% | 55,083 | $5.4M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 1.68% | 23,491 | $5.2M | Reduce -9.3% |
| GOOGL Alphabet Inc. Class A | 1.60% | 28,014 | $4.9M | Reduce -2.0% |
| TLT iShares 20+ Year Treasury BD | 1.57% | 54,914 | $4.8M | Add +4.9% |
| SHV iShares 0-1 Year Treasury Bo | 1.56% | 43,783 | $4.8M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.56% | 9,941 | $4.8M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 1.49% | 50,707 | $4.6M | Reduce -0.0% |
| DELL Dell Technologies -C | 1.47% | 37,012 | $4.5M | Add +29.4% |
| CPRT Copart Inc. | 1.41% | 88,768 | $4.4M | Add +21.2% |
| PEP Pepsico Inc. | 1.30% | 30,583 | $4.0M | Add +2.0% |
| CRM Salesforce Inc. | 1.27% | 14,369 | $3.9M | Add +0.6% |
| DOX Amdocs Ltd. | 1.17% | 39,792 | $3.6M | Reduce -0.1% |
| AMD Advanced Micro Devices | 1.11% | 24,122 | $3.4M | Add +2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.06% | 69,647 | $3.3M | Add +1.7% |
| ADBE Adobe Inc. | 1.04% | 8,318 | $3.2M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 1.02% | 62,340 | $3.2M | Add +5.5% |
| MANH Manhattan Associates Inc. | 1.02% | 15,926 | $3.1M | Add +90.8% |
| ABT Abbott Laboratories | 1.02% | 23,113 | $3.1M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.97% | 24,267 | $3.0M | Add +1.2% |
| ORCL Oracle Corp. | 0.96% | 13,564 | $3.0M | Add +0.1% |
| TDG Transdigm Group Inc. | 0.95% | 1,928 | $2.9M | Add +0.1% |
| PGR Progressive Corp. | 0.94% | 10,905 | $2.9M | Add +34.6% |
| DLR Digital Realty Trust Inc. | 0.90% | 15,922 | $2.8M | Reduce -0.2% |
| GSSC Goldman Sachs Activebeta US | 0.86% | 38,609 | $2.6M | Reduce -17.7% |
| SBUX Starbucks Corp. | 0.83% | 28,167 | $2.6M | Add +0.9% |
| AVGO Broadcom Inc. | 0.80% | 8,928 | $2.5M | Reduce -2.2% |
| HCA HCA Healthcare Inc. | 0.79% | 6,411 | $2.5M | Reduce -0.4% |
| EW Edwards Lifesciences Corp. | 0.78% | 30,731 | $2.4M | Add +0.7% |
| APD Air Products & Chemicals Inc. | 0.76% | 8,342 | $2.4M | Add +2.2% |
| APH Amphenol Corp. Class A | 0.76% | 23,679 | $2.3M | Reduce -1.4% |
| ICE Intercontinental Exchange Inc. | 0.75% | 12,734 | $2.3M | Add +0.3% |
| BKR Baker Hughes Co. | 0.75% | 60,749 | $2.3M | Add +2.5% |
| ZTS Zoetis Inc. | 0.75% | 14,844 | $2.3M | Add +65.3% |
| PPG PPG Industries Inc. | 0.73% | 19,798 | $2.3M | Add +1.3% |
| PLD Prologis Inc. | 0.68% | 19,916 | $2.1M | Add +2.8% |
| PFE Pfizer Inc. | 0.66% | 83,649 | $2.0M | Add +3.5% |
| DE Deere & Co. | 0.62% | 3,780 | $1.9M | Add +0.0% |
| AMT American Tower Corp. | 0.58% | 8,136 | $1.8M | Add +1.0% |
| DG Dollar General Corp. | 0.57% | 15,299 | $1.7M | Reduce -2.3% |
| AEP American Electric Power | 0.52% | 15,387 | $1.6M | Add +1.4% |
| NYT New York Times Co. Class A | 0.51% | 28,330 | $1.6M | Add +106.5% |
| MCD McDonald's Corp. | 0.48% | 5,087 | $1.5M | Reduce -36.7% |
| TSCO Tractor Supply Company | 0.48% | 28,013 | $1.5M | Add +2.4% |
| QCOM Qualcomm Inc. | 0.46% | 8,848 | $1.4M | Add +4.7% |
| LLY Eli Lilly & Co. | 0.45% | 1,789 | $1.4M | No change |
| CDW CDW Corp. | 0.43% | 7,504 | $1.3M | Add +4.8% |
| OC Owens Corning | 0.40% | 8,917 | $1.2M | Add +4.1% |
| MPC Marathon Petroleum Corp. | 0.24% | 4,515 | $750K | Add +0.0% |
| V Visa Inc. Class A | 0.23% | 1,991 | $707K | No change |
| HSY The Hershey Co. | 0.22% | 4,093 | $679K | Add +2.4% |
| TSLA Tesla Inc. | 0.22% | 2,108 | $670K | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 11,040 | $628K | Add +10.2% |
| PG The Procter & Gamble Co. | 0.19% | 3,780 | $602K | Reduce -23.7% |
| ABBV Abbvie Inc. | 0.17% | 2,884 | $535K | Add +0.1% |
| HDV iShares Core High Dividend E | 0.15% | 3,969 | $465K | Add +4.1% |
| DVY iShares Select Dividend ETF | 0.15% | 3,489 | $463K | Add +5.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.15% | 2,497 | $450K | No change |
| MMM 3M Co. | 0.09% | 1,800 | $274K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.81 |
| LOW Lowe's Cos Inc. | Reduce -9.3% | 1.68% | −0.44 |
| MCD McDonald's Corp. | Reduce -36.7% | 0.48% | −0.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.56% | −0.31 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.26 |
| GSSC Goldman Sachs Activebeta US | Reduce -17.7% | 0.86% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -12.8% | 3.19% | −0.19 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 2.39% | −0.17 |
| GSLC Goldman Activebeta US LC ETF | Reduce -5.6% | 3.34% | −0.16 |
| DOX Amdocs Ltd. | Reduce -0.1% | 1.17% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -23.7% | 0.19% | −0.10 |
| ABT Abbott Laboratories | Reduce -0.1% | 1.02% | −0.07 |
| CAT Caterpillar Inc. | Reduce -8.7% | 2.69% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -0.4% | 0.79% | +0.01 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.22% | +0.02 |
| WMT Walmart Inc. | Reduce -0.2% | 1.74% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 1.60% | +0.04 |
| DG Dollar General Corp. | Reduce -2.3% | 0.57% | +0.08 |
| DLR Digital Realty Trust Inc. | Reduce -0.2% | 0.90% | +0.09 |
| SCHW Schwab (charles) Corp. | Reduce -0.0% | 1.49% | +0.10 |
| APH Amphenol Corp. Class A | Reduce -1.4% | 0.76% | +0.20 |
| AVGO Broadcom Inc. | Reduce -2.2% | 0.80% | +0.26 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 1.95% | +0.28 |
| NFLX Netflix Inc. | Reduce -1.0% | 2.06% | +0.48 |
| NVDA Nvidia Corp. | Reduce -1.8% | 2.53% | +0.60 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +13.0% | 2.96% | +0.80 |
| DELL Dell Technologies -C | Add +29.4% | 1.47% | +0.55 |
| MANH Manhattan Associates Inc. | Add +90.8% | 1.02% | +0.51 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 2.25% | +0.37 |
| ORCL Oracle Corp. | Add +0.1% | 0.96% | +0.29 |
| NYT New York Times Co. Class A | Add +106.5% | 0.51% | +0.27 |
| AMD Advanced Micro Devices | Add +2.0% | 1.11% | +0.25 |
| ZTS Zoetis Inc. | Add +65.3% | 0.75% | +0.23 |
| GSIE Goldman Sachs Activebeta Int | Add +1.0% | 7.11% | +0.21 |
| JHMM John Hancock Multi Fact Mid | Add +9.3% | 2.65% | +0.17 |
| DIS The Walt Disney Co. | Add +1.2% | 0.97% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.2% | 2.36% | +0.13 |
| PGR Progressive Corp. | Add +34.6% | 0.94% | +0.13 |
| EMGF iShares Emerging Markets Equ | Add +1.5% | 2.81% | +0.10 |
| HON Honeywell International Inc. | Add +3.0% | 1.95% | +0.07 |
| BAC Bank of America Corp. | Add +1.7% | 1.06% | +0.06 |
| CDW CDW Corp. | Add +4.8% | 0.43% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +0.0% | 0.24% | +0.01 |
| TDG Transdigm Group Inc. | Add +0.1% | 0.95% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +10.2% | 0.20% | +0.00 |
| QCOM Qualcomm Inc. | Add +4.7% | 0.46% | −0.00 |
| EW Edwards Lifesciences Corp. | Add +0.7% | 0.78% | −0.00 |
| DE Deere & Co. | Add +0.0% | 0.62% | −0.00 |
| DVY iShares Select Dividend ETF | Add +5.3% | 0.15% | −0.01 |
| HDV iShares Core High Dividend E | Add +4.1% | 0.15% | −0.01 |
| ICE Intercontinental Exchange Inc. | Add +0.3% | 0.75% | −0.02 |
| HSY The Hershey Co. | Add +2.4% | 0.22% | −0.02 |
| PPG PPG Industries Inc. | Add +1.3% | 0.73% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Add +5.5% | 1.02% | −0.03 |
| OC Owens Corning | Add +4.1% | 0.40% | −0.04 |
| AMT American Tower Corp. | Add +1.0% | 0.58% | −0.04 |
| ABBV Abbvie Inc. | Add +0.1% | 0.17% | −0.04 |
| CPRT Copart Inc. | Add +21.2% | 1.41% | −0.05 |
| TSCO Tractor Supply Company | Add +2.4% | 0.48% | −0.05 |
| COST Costco Wholesale Corp. | Add +0.9% | 1.88% | −0.06 |
| SYK Stryker Corp. | Add +0.5% | 2.91% | −0.06 |
| ADBE Adobe Inc. | Add +1.9% | 1.04% | −0.06 |
| PFE Pfizer Inc. | Add +3.5% | 0.66% | −0.07 |
| AEP American Electric Power | Add +1.4% | 0.52% | −0.07 |
| CRM Salesforce Inc. | Add +0.6% | 1.27% | −0.09 |
| PLD Prologis Inc. | Add +2.8% | 0.68% | −0.09 |
| APD Air Products & Chemicals Inc. | Add +2.2% | 0.76% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Add +1.9% | 1.56% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Add +4.9% | 1.57% | −0.11 |
| SBUX Starbucks Corp. | Add +0.9% | 0.83% | −0.13 |
| BKR Baker Hughes Co. | Add +2.5% | 0.75% | −0.17 |
| NEE Nextera Energy Inc. | Add +1.5% | 2.15% | −0.21 |
| PEP Pepsico Inc. | Add +2.0% | 1.30% | −0.28 |
| XOM Exxon Mobil Corp. | Add +1.3% | 1.96% | −0.37 |
| AAPL Apple Inc. | Add +1.0% | 2.20% | −0.37 |
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 |