Hixon Zuercher, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Hixon Zuercher, LLC reported 87 stock positions worth $328.6 million. Its top holding was Goldman Sachs Activebeta Int (GSIE) at 7.1% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 3.7%) and Microsoft (MSFT, 3.0%). Compared with Q2 2025, it opened 9 new positions, added to 44 and reduced 31. The biggest buy was a new position in Gen Digital (GEN) and the biggest sale Netflix (NFLX, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- Findlay, OH
- CIK
- 0001806752
- Portfolio Value
- $328.6M (Q3 2025)
- SEC Filing
- 0002085853-25-000070 ↗ filed Oct 14, 2025
Holdings Value
Holdings 87 stocks · $328.6M
| GSIE Goldman Sachs Activebeta Int | 7.11% | 567,922 | $23.3M | Add +2.4% |
| GSLC Goldman Activebeta US LC ETF | 3.67% | 92,543 | $12.1M | Add +8.8% |
| MSFT Microsoft Corp. | 3.02% | 19,151 | $9.9M | Add +4.0% |
| NVDA Nvidia Corp. | 2.92% | 51,372 | $9.6M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 2.91% | 30,270 | $9.5M | Reduce -11.1% |
| JHMM John Hancock Multi Fact Mid | 2.84% | 144,459 | $9.3M | Add +7.7% |
| EMGF iShares Emerging Markets Equ | 2.82% | 163,581 | $9.3M | Reduce -2.2% |
| JNJ Johnson & Johnson | 2.81% | 49,783 | $9.2M | Reduce -1.1% |
| AAPL Apple Inc. | 2.73% | 35,269 | $9.0M | Add +6.4% |
| SYK Stryker Corp. | 2.53% | 22,501 | $8.3M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 2.32% | 9,581 | $7.6M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 2.31% | 34,546 | $7.6M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 2.27% | 30,683 | $7.5M | Add +9.5% |
| MA Mastercard Inc. Class A | 2.26% | 13,063 | $7.4M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 2.23% | 96,984 | $7.3M | Add +1.0% |
| XOM Exxon Mobil Corp. | 1.96% | 57,047 | $6.4M | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.90% | 8,500 | $6.2M | Add +3.9% |
| LOW Lowe's Cos Inc. | 1.78% | 23,261 | $5.8M | Reduce -1.0% |
| WMT Walmart Inc. | 1.70% | 54,124 | $5.6M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 1.69% | 6,014 | $5.6M | Add +2.4% |
| HON Honeywell International Inc. | 1.68% | 26,183 | $5.5M | Add +1.0% |
| TLT iShares 20+ Year Treasury BD | 1.60% | 58,903 | $5.3M | Add +7.3% |
| SHV iShares 0-1 Year Treasury Bo | 1.60% | 47,515 | $5.2M | Add +8.5% |
| CAT Caterpillar Inc. | 1.56% | 10,776 | $5.1M | Reduce -49.7% |
| PEP Pepsico Inc. | 1.55% | 36,346 | $5.1M | Add +18.8% |
| DELL Dell Technologies -C | 1.53% | 35,459 | $5.0M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.50% | 9,805 | $4.9M | Reduce -1.4% |
| SCHW Schwab (charles) Corp. | 1.43% | 49,044 | $4.7M | Reduce -3.3% |
| CPRT Copart Inc. | 1.28% | 93,704 | $4.2M | Add +5.6% |
| JPST JPMorgan Ultra-Short Income | 1.19% | 77,394 | $3.9M | Add +24.1% |
| AMD Advanced Micro Devices | 1.14% | 23,170 | $3.7M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.14% | 72,601 | $3.7M | Add +4.2% |
| ADBE Adobe Inc. | 1.14% | 10,604 | $3.7M | Add +27.5% |
| AVGO Broadcom Inc. | 1.05% | 10,459 | $3.5M | Add +17.1% |
| CRM Salesforce Inc. | 1.03% | 14,326 | $3.4M | Reduce -0.3% |
| GEN Gen Digital Inc. | 1.02% | 117,579 | $3.3M | New |
| MANH Manhattan Associates Inc. | 0.98% | 15,689 | $3.2M | Reduce -1.5% |
| DOX Amdocs Ltd. | 0.98% | 39,074 | $3.2M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.96% | 23,455 | $3.1M | Add +1.5% |
| APH Amphenol Corp. Class A | 0.93% | 24,739 | $3.1M | Add +4.5% |
| BKR Baker Hughes Co. | 0.90% | 60,673 | $3.0M | Reduce -0.1% |
| PGR Progressive Corp. | 0.87% | 11,641 | $2.9M | Add +6.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.87% | 24,892 | $2.9M | Add +2.6% |
| DLR Digital Realty Trust Inc. | 0.83% | 15,717 | $2.7M | Reduce -1.3% |
| HCA HCA Healthcare Inc. | 0.81% | 6,230 | $2.7M | Reduce -2.8% |
| NFLX Netflix Inc. | 0.80% | 2,206 | $2.6M | Reduce -53.8% |
| ORCL Oracle Corp. | 0.80% | 9,298 | $2.6M | Reduce -31.4% |
| TDG Transdigm Group Inc. | 0.76% | 1,890 | $2.5M | Reduce -2.0% |
| SBUX Starbucks Corp. | 0.72% | 28,059 | $2.4M | Reduce -0.4% |
| EW Edwards Lifesciences Corp. | 0.72% | 30,328 | $2.4M | Reduce -1.3% |
| APD Air Products & Chemicals Inc. | 0.70% | 8,491 | $2.3M | Add +1.8% |
| ZTS Zoetis Inc. | 0.69% | 15,412 | $2.3M | Add +3.8% |
| PLD Prologis Inc. | 0.68% | 19,574 | $2.2M | Reduce -1.7% |
| ICE Intercontinental Exchange Inc. | 0.68% | 13,229 | $2.2M | Add +3.9% |
| PPG PPG Industries Inc. | 0.64% | 20,134 | $2.1M | Add +1.7% |
| PFE Pfizer Inc. | 0.64% | 82,519 | $2.1M | Reduce -1.4% |
| AEP American Electric Power | 0.53% | 15,572 | $1.8M | Add +1.2% |
| DE Deere & Co. | 0.52% | 3,755 | $1.7M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.50% | 5,430 | $1.7M | Add +6.7% |
| NYT New York Times Co. Class A | 0.50% | 28,686 | $1.6M | Add +1.3% |
| TSCO Tractor Supply Company | 0.49% | 28,395 | $1.6M | Add +1.4% |
| DG Dollar General Corp. | 0.49% | 15,545 | $1.6M | Add +1.6% |
| AMT American Tower Corp. | 0.49% | 8,341 | $1.6M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.47% | 9,360 | $1.6M | Add +5.8% |
| LLY Eli Lilly & Co. | 0.42% | 1,789 | $1.4M | No change |
| OC Owens Corning | 0.40% | 9,352 | $1.3M | Add +4.9% |
| CDW CDW Corp. | 0.39% | 8,078 | $1.3M | Add +7.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 13,430 | $1.2M | New |
| GSSC Goldman Sachs Activebeta US | 0.31% | 13,748 | $1.0M | Reduce -64.4% |
| TSLA Tesla Inc. | 0.29% | 2,109 | $938K | Add +0.1% |
| HSY The Hershey Co. | 0.23% | 4,119 | $770K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.21% | 4,458 | $685K | Add +17.9% |
| V Visa Inc. Class A | 0.21% | 1,991 | $680K | No change |
| ABBV Abbvie Inc. | 0.20% | 2,846 | $659K | Reduce -1.3% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 11,536 | $659K | Add +4.5% |
| MPC Marathon Petroleum Corp. | 0.19% | 3,317 | $639K | Reduce -26.5% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 2,982 | $566K | New |
| GOOG Alphabet Inc. Class C | 0.16% | 2,115 | $515K | New |
| IVV iShares Core S&P 500 ETF | 0.15% | 757 | $507K | New |
| DVY iShares Select Dividend ETF | 0.15% | 3,482 | $495K | Reduce -0.2% |
| HDV iShares Core High Dividend E | 0.15% | 3,993 | $489K | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.13% | 6,620 | $436K | New |
| IJR iShares Core S&P Small-Cap E | 0.13% | 3,656 | $434K | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.11% | 2,497 | $372K | No change |
| CCJ Cameco Corp. | 0.10% | 4,000 | $335K | New |
| MMM 3M Co. | 0.09% | 1,900 | $295K | Add +5.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 1,600 | $208K | New |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -53.8% | 0.80% | −1.26 |
| CAT Caterpillar Inc. | Reduce -49.7% | 1.56% | −1.12 |
| GSSC Goldman Sachs Activebeta US | Reduce -64.4% | 0.31% | −0.54 |
| SYK Stryker Corp. | Reduce -1.0% | 2.53% | −0.37 |
| JPM JPMorgan Chase & Co. | Reduce -11.1% | 2.91% | −0.28 |
| CRM Salesforce Inc. | Reduce -0.3% | 1.03% | −0.23 |
| DOX Amdocs Ltd. | Reduce -1.8% | 0.98% | −0.20 |
| TDG Transdigm Group Inc. | Reduce -2.0% | 0.76% | −0.19 |
| ORCL Oracle Corp. | Reduce -31.4% | 0.80% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 2.26% | −0.12 |
| SBUX Starbucks Corp. | Reduce -0.4% | 0.72% | −0.11 |
| DE Deere & Co. | Reduce -0.7% | 0.52% | −0.10 |
| DLR Digital Realty Trust Inc. | Reduce -1.3% | 0.83% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -3.3% | 1.43% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 1.50% | −0.06 |
| EW Edwards Lifesciences Corp. | Reduce -1.3% | 0.72% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -26.5% | 0.19% | −0.05 |
| WMT Walmart Inc. | Reduce -1.7% | 1.70% | −0.04 |
| MANH Manhattan Associates Inc. | Reduce -1.5% | 0.98% | −0.04 |
| PFE Pfizer Inc. | Reduce -1.4% | 0.64% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -0.2% | 0.15% | +0.00 |
| EMGF iShares Emerging Markets Equ | Reduce -2.2% | 2.82% | +0.00 |
| PLD Prologis Inc. | Reduce -1.7% | 0.68% | +0.01 |
| HCA HCA Healthcare Inc. | Reduce -2.8% | 0.81% | +0.01 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.20% | +0.03 |
| AMD Advanced Micro Devices | Reduce -4.0% | 1.14% | +0.03 |
| DELL Dell Technologies -C | Reduce -4.2% | 1.53% | +0.06 |
| GS Goldman Sachs Group Inc. | Reduce -2.5% | 2.32% | +0.07 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 1.78% | +0.10 |
| BKR Baker Hughes Co. | Reduce -0.1% | 0.90% | +0.15 |
| JNJ Johnson & Johnson | Reduce -1.1% | 2.81% | +0.32 |
Portfolio Buys Q2 2025 → Q3 2025
| GEN Gen Digital Inc. | New | 1.02% | +1.02 |
| GOOGL Alphabet Inc. Class A | Add +9.5% | 2.27% | +0.67 |
| AAPL Apple Inc. | Add +6.4% | 2.73% | +0.54 |
| NVDA Nvidia Corp. | Add +3.7% | 2.92% | +0.39 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.36% | +0.36 |
| GSLC Goldman Activebeta US LC ETF | Add +8.8% | 3.67% | +0.33 |
| AVGO Broadcom Inc. | Add +17.1% | 1.05% | +0.26 |
| PEP Pepsico Inc. | Add +18.8% | 1.55% | +0.25 |
| JHMM John Hancock Multi Fact Mid | Add +7.7% | 2.84% | +0.20 |
| APH Amphenol Corp. Class A | Add +4.5% | 0.93% | +0.18 |
| JPST JPMorgan Ultra-Short Income | Add +24.1% | 1.19% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | New | 0.17% | +0.17 |
| GOOG Alphabet Inc. Class C | New | 0.16% | +0.16 |
| IVV iShares Core S&P 500 ETF | New | 0.15% | +0.15 |
| IEMG iShares Core MSCI Emerging | New | 0.13% | +0.13 |
| IJR iShares Core S&P Small-Cap E | New | 0.13% | +0.13 |
| CCJ Cameco Corp. | New | 0.10% | +0.10 |
| ADBE Adobe Inc. | Add +27.5% | 1.14% | +0.10 |
| BAC Bank of America Corp. | Add +4.2% | 1.14% | +0.07 |
| NEE Nextera Energy Inc. | Add +1.0% | 2.23% | +0.07 |
| TSLA Tesla Inc. | Add +0.1% | 0.29% | +0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.06% | +0.06 |
| MSFT Microsoft Corp. | Add +4.0% | 3.02% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +7.3% | 1.60% | +0.04 |
| SHV iShares 0-1 Year Treasury Bo | Add +8.5% | 1.60% | +0.04 |
| MCD McDonald's Corp. | Add +6.7% | 0.50% | +0.02 |
| QCOM Qualcomm Inc. | Add +5.8% | 0.47% | +0.02 |
| AEP American Electric Power | Add +1.2% | 0.53% | +0.02 |
| HSY The Hershey Co. | Add +0.6% | 0.23% | +0.01 |
| PG The Procter & Gamble Co. | Add +17.9% | 0.21% | +0.01 |
| TSCO Tractor Supply Company | Add +1.4% | 0.49% | +0.01 |
| OC Owens Corning | Add +4.9% | 0.40% | +0.01 |
| MMM 3M Co. | Add +5.6% | 0.09% | +0.00 |
| HDV iShares Core High Dividend E | Add +0.6% | 0.15% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +4.5% | 0.20% | −0.00 |
| XOM Exxon Mobil Corp. | Add +1.3% | 1.96% | −0.00 |
| GSIE Goldman Sachs Activebeta Int | Add +2.4% | 7.11% | −0.00 |
| NYT New York Times Co. Class A | Add +1.3% | 0.50% | −0.01 |
| CDW CDW Corp. | Add +7.7% | 0.39% | −0.04 |
| META Meta Platforms Inc. Class A | Add +3.9% | 1.90% | −0.05 |
| APD Air Products & Chemicals Inc. | Add +1.8% | 0.70% | −0.06 |
| AMZN Amazon.com Inc. | Add +3.6% | 2.31% | −0.06 |
| ABT Abbott Laboratories | Add +1.5% | 0.96% | −0.06 |
| ZTS Zoetis Inc. | Add +3.8% | 0.69% | −0.06 |
| PGR Progressive Corp. | Add +6.8% | 0.87% | −0.07 |
| DG Dollar General Corp. | Add +1.6% | 0.49% | −0.08 |
| ICE Intercontinental Exchange Inc. | Add +3.9% | 0.68% | −0.08 |
| PPG PPG Industries Inc. | Add +1.7% | 0.64% | −0.08 |
| AMT American Tower Corp. | Add +2.5% | 0.49% | −0.09 |
| DIS The Walt Disney Co. | Add +2.6% | 0.87% | −0.10 |
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 |