Hixon Zuercher, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Hixon Zuercher, LLC reported 88 stock positions worth $329.8 million. Its top holding was Goldman Sachs Activebeta Int (GSIE) at 7.4% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 3.7%) and Johnson & Johnson (JNJ, 3.1%). Compared with Q3 2025, it opened 5 new positions, sold out of 4, added to 21 and reduced 58. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1629%) and the biggest sale Costco Wholesale (COST, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- Findlay, OH
- CIK
- 0001806752
- Portfolio Value
- $329.8M (Q4 2025)
- SEC Filing
- 0002085853-26-000082 ↗ filed Jan 26, 2026
Holdings Value
Holdings 88 stocks · $329.8M
| GSIE Goldman Sachs Activebeta Int | 7.36% | 565,608 | $24.3M | Reduce -0.4% |
| GSLC Goldman Activebeta US LC ETF | 3.73% | 92,941 | $12.3M | Add +0.4% |
| JNJ Johnson & Johnson | 3.11% | 49,536 | $10.3M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 2.97% | 30,431 | $9.8M | Add +0.5% |
| JHMM John Hancock Multi Fact Mid | 2.88% | 144,855 | $9.5M | Add +0.3% |
| EMGF iShares Emerging Markets Equ | 2.86% | 163,120 | $9.4M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.79% | 49,409 | $9.2M | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 2.72% | 13,087 | $9.0M | Add +1628.8% |
| GS Goldman Sachs Group Inc. | 2.52% | 9,460 | $8.3M | Reduce -1.3% |
| MSFT Microsoft Corp. | 2.44% | 16,659 | $8.1M | Reduce -13.0% |
| SYK Stryker Corp. | 2.43% | 22,782 | $8.0M | Add +1.3% |
| AAPL Apple Inc. | 2.38% | 28,899 | $7.9M | Reduce -18.1% |
| NEE Nextera Energy Inc. | 2.37% | 97,537 | $7.8M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.34% | 33,384 | $7.7M | Reduce -3.4% |
| MA Mastercard Inc. Class A | 2.27% | 13,139 | $7.5M | Add +0.6% |
| XOM Exxon Mobil Corp. | 2.08% | 57,019 | $6.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.07% | 21,817 | $6.8M | Reduce -28.9% |
| WMT Walmart Inc. | 1.82% | 53,953 | $6.0M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 1.77% | 8,848 | $5.8M | Add +4.1% |
| LOW Lowe's Cos Inc. | 1.72% | 23,496 | $5.7M | Add +1.0% |
| CAT Caterpillar Inc. | 1.71% | 9,825 | $5.6M | Reduce -8.8% |
| WFC Wells Fargo & Co. | 1.62% | 57,232 | $5.3M | New |
| HON Honeywell International Inc. | 1.60% | 27,070 | $5.3M | Add +3.4% |
| SHV iShares 0-1 Year Treasury Bo | 1.59% | 47,517 | $5.2M | Add +0.0% |
| TLT iShares 20+ Year Treasury BD | 1.52% | 57,570 | $5.0M | Reduce -2.3% |
| PEP Pepsico Inc. | 1.51% | 34,725 | $5.0M | Reduce -4.5% |
| SCHW Schwab (charles) Corp. | 1.50% | 49,396 | $4.9M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.48% | 9,688 | $4.9M | Reduce -1.2% |
| DELL Dell Technologies -C | 1.45% | 37,969 | $4.8M | Add +7.1% |
| CRM Salesforce Inc. | 1.18% | 14,722 | $3.9M | Add +2.8% |
| JPST JPMorgan Ultra-Short Income | 1.18% | 77,072 | $3.9M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.18% | 70,664 | $3.9M | Reduce -2.7% |
| AVGO Broadcom Inc. | 1.08% | 10,269 | $3.6M | Reduce -1.8% |
| AMD Advanced Micro Devices | 1.05% | 16,111 | $3.5M | Reduce -30.5% |
| APH Amphenol Corp. Class A | 0.99% | 24,277 | $3.3M | Reduce -1.9% |
| CPRT Copart Inc. | 0.97% | 81,417 | $3.2M | Reduce -13.1% |
| ADBE Adobe Inc. | 0.95% | 8,943 | $3.1M | Reduce -15.7% |
| HCA HCA Healthcare Inc. | 0.92% | 6,518 | $3.0M | Add +4.6% |
| ABT Abbott Laboratories | 0.88% | 23,259 | $2.9M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.85% | 24,724 | $2.8M | Reduce -0.7% |
| BKR Baker Hughes Co. | 0.82% | 59,247 | $2.7M | Reduce -2.4% |
| EW Edwards Lifesciences Corp. | 0.81% | 31,316 | $2.7M | Add +3.3% |
| DOX Amdocs Ltd. | 0.79% | 32,373 | $2.6M | Reduce -17.1% |
| TDG Transdigm Group Inc. | 0.79% | 1,954 | $2.6M | Add +3.4% |
| COST Costco Wholesale Corp. | 0.78% | 2,987 | $2.6M | Reduce -50.3% |
| DLR Digital Realty Trust Inc. | 0.76% | 16,188 | $2.5M | Add +3.0% |
| CCK Crown Holdings Inc. | 0.73% | 23,478 | $2.4M | New |
| PLD Prologis Inc. | 0.72% | 18,491 | $2.4M | Reduce -5.5% |
| GEN Gen Digital Inc. | 0.70% | 84,940 | $2.3M | Reduce -27.8% |
| MANH Manhattan Associates Inc. | 0.70% | 13,245 | $2.3M | Reduce -15.6% |
| PGR Progressive Corp. | 0.66% | 9,607 | $2.2M | Reduce -17.5% |
| ICE Intercontinental Exchange Inc. | 0.65% | 13,186 | $2.1M | Reduce -0.3% |
| DG Dollar General Corp. | 0.63% | 15,634 | $2.1M | Add +0.6% |
| APD Air Products & Chemicals Inc. | 0.62% | 8,274 | $2.0M | Reduce -2.6% |
| SBUX Starbucks Corp. | 0.61% | 24,002 | $2.0M | Reduce -14.5% |
| NFLX Netflix Inc. | 0.61% | 21,372 | $2.0M | Reduce -3.1% |
| NYT New York Times Co. Class A | 0.59% | 28,248 | $2.0M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.57% | 1,750 | $1.9M | Reduce -2.2% |
| PFE Pfizer Inc. | 0.55% | 72,581 | $1.8M | Reduce -12.0% |
| AEP American Electric Power | 0.53% | 15,301 | $1.8M | Reduce -1.7% |
| DE Deere & Co. | 0.53% | 3,725 | $1.7M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.50% | 5,364 | $1.6M | Reduce -1.2% |
| QCOM Qualcomm Inc. | 0.48% | 9,207 | $1.6M | Reduce -1.6% |
| ZTS Zoetis Inc. | 0.45% | 11,828 | $1.5M | Reduce -23.3% |
| TSCO Tractor Supply Company | 0.43% | 28,155 | $1.4M | Reduce -0.8% |
| AMT American Tower Corp. | 0.37% | 6,974 | $1.2M | Reduce -16.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 13,100 | $1.2M | Reduce -2.5% |
| GSSC Goldman Sachs Activebeta US | 0.31% | 13,420 | $1.0M | Reduce -2.4% |
| CDW CDW Corp. | 0.28% | 6,878 | $937K | Reduce -14.9% |
| OC Owens Corning | 0.27% | 7,881 | $882K | Reduce -15.7% |
| HSY The Hershey Co. | 0.21% | 3,882 | $706K | Reduce -5.8% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 10,570 | $605K | Reduce -8.4% |
| V Visa Inc. Class A | 0.18% | 1,718 | $603K | Reduce -13.7% |
| ORCL Oracle Corp. | 0.18% | 3,071 | $599K | Reduce -67.0% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 2,904 | $556K | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.17% | 2,400 | $548K | Reduce -15.7% |
| PG The Procter & Gamble Co. | 0.17% | 3,808 | $546K | Reduce -14.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,551 | $520K | New |
| DVY iShares Select Dividend ETF | 0.15% | 3,499 | $494K | Add +0.5% |
| HDV iShares Core High Dividend E | 0.15% | 4,011 | $488K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.14% | 1,440 | $452K | Reduce -31.9% |
| IEMG iShares Core MSCI Emerging | 0.13% | 6,620 | $445K | No change |
| IJR iShares Core S&P Small-Cap E | 0.13% | 3,656 | $439K | No change |
| AGG iShares Core U.S. Aggregate | 0.11% | 3,790 | $379K | New |
| CCJ Cameco Corp. | 0.11% | 4,000 | $366K | No change |
| VXUS Vanguard Total Intl Stock | 0.09% | 3,908 | $295K | New |
| MMM 3M Co. | 0.08% | 1,600 | $256K | Reduce -15.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 1,600 | $211K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| COST Costco Wholesale Corp. | Reduce -50.3% | 0.78% | −0.91 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.64 |
| ORCL Oracle Corp. | Reduce -67.0% | 0.18% | −0.61 |
| MSFT Microsoft Corp. | Reduce -13.0% | 2.44% | −0.58 |
| AAPL Apple Inc. | Reduce -18.1% | 2.38% | −0.35 |
| CPRT Copart Inc. | Reduce -13.1% | 0.97% | −0.32 |
| GEN Gen Digital Inc. | Reduce -27.8% | 0.70% | −0.32 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.29 |
| MANH Manhattan Associates Inc. | Reduce -15.6% | 0.70% | −0.28 |
| ZTS Zoetis Inc. | Reduce -23.3% | 0.45% | −0.24 |
| PGR Progressive Corp. | Reduce -17.5% | 0.66% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -28.9% | 2.07% | −0.20 |
| NFLX Netflix Inc. | Reduce -3.1% | 0.61% | −0.20 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.19 |
| ADBE Adobe Inc. | Reduce -15.7% | 0.95% | −0.19 |
| DOX Amdocs Ltd. | Reduce -17.1% | 0.79% | −0.19 |
| OC Owens Corning | Reduce -15.7% | 0.27% | −0.14 |
| NVDA Nvidia Corp. | Reduce -3.8% | 2.79% | −0.12 |
| AMT American Tower Corp. | Reduce -16.4% | 0.37% | −0.12 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.11 |
| SBUX Starbucks Corp. | Reduce -14.5% | 0.61% | −0.11 |
| CDW CDW Corp. | Reduce -14.9% | 0.28% | −0.11 |
| AMD Advanced Micro Devices | Reduce -30.5% | 1.05% | −0.09 |
| PFE Pfizer Inc. | Reduce -12.0% | 0.55% | −0.09 |
| APD Air Products & Chemicals Inc. | Reduce -2.6% | 0.62% | −0.09 |
| BKR Baker Hughes Co. | Reduce -2.4% | 0.82% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.3% | 1.52% | −0.08 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.88% | −0.07 |
| TSCO Tractor Supply Company | Reduce -0.8% | 0.43% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -14.6% | 0.17% | −0.04 |
| PEP Pepsico Inc. | Reduce -4.5% | 1.51% | −0.04 |
| ABBV Abbvie Inc. | Reduce -15.7% | 0.17% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -0.3% | 0.65% | −0.03 |
| V Visa Inc. Class A | Reduce -13.7% | 0.18% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 1.48% | −0.02 |
| HSY The Hershey Co. | Reduce -5.8% | 0.21% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -31.9% | 0.14% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -8.4% | 0.18% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.85% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.4% | 1.18% | −0.01 |
| MMM 3M Co. | Reduce -15.8% | 0.08% | −0.01 |
| GSSC Goldman Sachs Activebeta US | Reduce -2.4% | 0.31% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.50% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.6% | 0.17% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.5% | 0.36% | −0.00 |
| AEP American Electric Power | Reduce -1.7% | 0.53% | +0.00 |
| DE Deere & Co. | Reduce -0.8% | 0.53% | +0.00 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 0.48% | +0.00 |
| AVGO Broadcom Inc. | Reduce -1.8% | 1.08% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 2.34% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +1628.8% | 2.72% | +2.56 |
| WFC Wells Fargo & Co. | New | 1.62% | +1.62 |
| CCK Crown Holdings Inc. | New | 0.73% | +0.73 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.16% | +0.16 |
| CRM Salesforce Inc. | Add +2.8% | 1.18% | +0.15 |
| NEE Nextera Energy Inc. | Add +0.6% | 2.37% | +0.15 |
| DG Dollar General Corp. | Add +0.6% | 0.63% | +0.14 |
| AGG iShares Core U.S. Aggregate | New | 0.11% | +0.11 |
| HCA HCA Healthcare Inc. | Add +4.6% | 0.92% | +0.11 |
| EW Edwards Lifesciences Corp. | Add +3.3% | 0.81% | +0.09 |
| VXUS Vanguard Total Intl Stock | New | 0.09% | +0.09 |
| SCHW Schwab (charles) Corp. | Add +0.7% | 1.50% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.97% | +0.07 |
| GSLC Goldman Activebeta US LC ETF | Add +0.4% | 3.73% | +0.06 |
| JHMM John Hancock Multi Fact Mid | Add +0.3% | 2.88% | +0.03 |
| TDG Transdigm Group Inc. | Add +3.4% | 0.79% | +0.03 |
| MA Mastercard Inc. Class A | Add +0.6% | 2.27% | +0.01 |
| DVY iShares Select Dividend ETF | Add +0.5% | 0.15% | −0.00 |
| HDV iShares Core High Dividend E | Add +0.5% | 0.15% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +0.0% | 1.59% | −0.01 |
| LOW Lowe's Cos Inc. | Add +1.0% | 1.72% | −0.06 |
| DLR Digital Realty Trust Inc. | Add +3.0% | 0.76% | −0.07 |
| HON Honeywell International Inc. | Add +3.4% | 1.60% | −0.08 |
| DELL Dell Technologies -C | Add +7.1% | 1.45% | −0.08 |
| SYK Stryker Corp. | Add +1.3% | 2.43% | −0.10 |
| META Meta Platforms Inc. Class A | Add +4.1% | 1.77% | −0.13 |
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 |