Hixon Zuercher, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Hixon Zuercher, LLC reported 85 stock positions worth $321.1 million. Its top holding was Goldman Sachs Activebeta Int (GSIE) at 6.8% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 3.7%) and Johnson & Johnson (JNJ, 3.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 6, added to 40 and reduced 30. The biggest buy was Honeywell International (HON, shares +0%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- Findlay, OH
- CIK
- 0001806752
- Portfolio Value
- $321.1M (Q1 2026)
- SEC Filing
- 0002085853-26-000411 ↗ filed Apr 20, 2026
Holdings Value
Holdings 85 stocks · $321.1M
| GSIE Goldman Sachs Activebeta Int | 6.82% | 507,579 | $21.9M | Reduce -10.3% |
| GSLC Goldman Activebeta US LC ETF | 3.69% | 94,684 | $11.8M | Add +1.9% |
| JNJ Johnson & Johnson | 3.65% | 47,938 | $11.7M | Reduce -3.2% |
| JHMM John Hancock Multi Fact Mid | 3.08% | 147,589 | $9.9M | Add +1.9% |
| XOM Exxon Mobil Corp. | 2.96% | 56,000 | $9.5M | Reduce -1.8% |
| NEE Nextera Energy Inc. | 2.79% | 96,516 | $9.0M | Reduce -1.1% |
| EMGF iShares Emerging Markets Equ | 2.78% | 147,661 | $8.9M | Reduce -9.5% |
| JPM JPMorgan Chase & Co. | 2.76% | 30,185 | $8.9M | Reduce -0.8% |
| NVDA Nvidia Corp. | 2.66% | 48,922 | $8.5M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 2.44% | 9,265 | $7.8M | Reduce -2.1% |
| SYK Stryker Corp. | 2.37% | 23,135 | $7.6M | Add +1.6% |
| AAPL Apple Inc. | 2.26% | 28,603 | $7.3M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 2.15% | 33,123 | $6.9M | Reduce -0.8% |
| CAT Caterpillar Inc. | 2.10% | 9,524 | $6.7M | Reduce -3.1% |
| WMT Walmart Inc. | 2.05% | 53,061 | $6.6M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 2.04% | 13,116 | $6.6M | Reduce -0.2% |
| MSFT Microsoft Corp. | 2.00% | 17,380 | $6.4M | Add +4.3% |
| DELL Dell Technologies -C | 1.93% | 37,767 | $6.2M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 1.93% | 21,556 | $6.2M | Reduce -1.2% |
| HON Honeywell International Inc. | 1.91% | 27,166 | $6.1M | Add +0.3% |
| PEP Pepsico Inc. | 1.74% | 35,985 | $5.6M | Add +3.6% |
| LOW Lowe's Cos Inc. | 1.71% | 23,216 | $5.5M | Reduce -1.2% |
| SHV iShares 0-1 Year Treasury Bo | 1.64% | 47,842 | $5.3M | Add +0.7% |
| TLT iShares 20+ Year Treasury BD | 1.64% | 60,811 | $5.3M | Add +5.6% |
| META Meta Platforms Inc. Class A | 1.62% | 9,072 | $5.2M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.44% | 9,658 | $4.6M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 1.43% | 48,885 | $4.6M | Reduce -1.0% |
| WFC Wells Fargo & Co. | 1.41% | 57,054 | $4.5M | Reduce -0.3% |
| CPRT Copart Inc. | 1.23% | 118,672 | $3.9M | Add +45.8% |
| JPST JPMorgan Ultra-Short Income | 1.22% | 77,411 | $3.9M | Add +0.4% |
| BKR Baker Hughes Co. | 1.12% | 58,752 | $3.6M | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.08% | 71,392 | $3.5M | Add +1.0% |
| AMD Advanced Micro Devices | 1.05% | 16,511 | $3.4M | Add +2.5% |
| AVGO Broadcom Inc. | 1.00% | 10,331 | $3.2M | Add +0.6% |
| CRM Salesforce Inc. | 0.99% | 17,054 | $3.2M | Add +15.8% |
| APH Amphenol Corp. Class A | 0.95% | 24,232 | $3.1M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.95% | 12,486 | $3.0M | Add +39.6% |
| HCA HCA Healthcare Inc. | 0.93% | 6,332 | $3.0M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.92% | 2,965 | $3.0M | Reduce -0.7% |
| DLR Digital Realty Trust Inc. | 0.90% | 15,987 | $2.9M | Reduce -1.2% |
| DOX Amdocs Ltd. | 0.86% | 42,507 | $2.8M | Add +31.3% |
| PGR Progressive Corp. | 0.85% | 13,782 | $2.7M | Add +43.5% |
| MANH Manhattan Associates Inc. | 0.83% | 19,958 | $2.7M | Add +50.7% |
| SBUX Starbucks Corp. | 0.81% | 28,895 | $2.6M | Add +20.4% |
| CCK Crown Holdings Inc. | 0.78% | 25,026 | $2.5M | Add +6.6% |
| APD Air Products & Chemicals Inc. | 0.78% | 8,632 | $2.5M | Add +4.3% |
| EW Edwards Lifesciences Corp. | 0.77% | 30,917 | $2.5M | Reduce -1.3% |
| PLD Prologis Inc. | 0.76% | 18,385 | $2.4M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.75% | 25,126 | $2.4M | Add +1.6% |
| ABT Abbott Laboratories | 0.75% | 23,537 | $2.4M | Add +1.2% |
| GEN Gen Digital Inc. | 0.75% | 127,093 | $2.4M | Add +49.6% |
| NYT New York Times Co. Class A | 0.74% | 28,302 | $2.4M | Add +0.2% |
| TDG Transdigm Group Inc. | 0.70% | 1,939 | $2.2M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.69% | 79,261 | $2.2M | Add +9.2% |
| NFLX Netflix Inc. | 0.66% | 21,948 | $2.1M | Add +2.7% |
| ICE Intercontinental Exchange Inc. | 0.65% | 13,284 | $2.1M | Add +0.7% |
| DE Deere & Co. | 0.65% | 3,700 | $2.1M | Reduce -0.7% |
| ZTS Zoetis Inc. | 0.63% | 17,111 | $2.0M | Add +44.7% |
| AEP American Electric Power | 0.63% | 15,330 | $2.0M | Add +0.2% |
| DG Dollar General Corp. | 0.58% | 15,727 | $1.9M | Add +0.6% |
| MCD McDonald's Corp. | 0.52% | 5,386 | $1.7M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.50% | 1,750 | $1.6M | No change |
| AMT American Tower Corp. | 0.45% | 8,372 | $1.4M | Add +20.1% |
| TSCO Tractor Supply Company | 0.40% | 28,526 | $1.3M | Add +1.3% |
| CDW CDW Corp. | 0.38% | 10,188 | $1.2M | Add +48.1% |
| OC Owens Corning | 0.38% | 11,372 | $1.2M | Add +44.3% |
| QCOM Qualcomm Inc. | 0.38% | 9,393 | $1.2M | Add +2.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 13,100 | $1.2M | No change |
| GSSC Goldman Sachs Activebeta US | 0.30% | 12,849 | $958K | Reduce -4.3% |
| HSY The Hershey Co. | 0.26% | 4,087 | $850K | Add +5.3% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 11,278 | $639K | Add +6.7% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 2,904 | $557K | No change |
| PG The Procter & Gamble Co. | 0.17% | 3,808 | $550K | No change |
| ABBV Abbvie Inc. | 0.16% | 2,400 | $522K | No change |
| V Visa Inc. Class A | 0.16% | 1,718 | $519K | No change |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.16% | 10,133 | $507K | New |
| IVV iShares Core S&P 500 ETF | 0.15% | 755 | $493K | Reduce -94.2% |
| FYEE Fidelity YLD Enhan Eqty ETF | 0.14% | 17,050 | $463K | New |
| IEMG iShares Core MSCI Emerging | 0.14% | 6,620 | $462K | No change |
| IJR iShares Core S&P Small-Cap E | 0.14% | 3,656 | $454K | No change |
| CCJ Cameco Corp. | 0.14% | 4,000 | $434K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 1,440 | $413K | No change |
| SDEM Global X MSCI Superdividend | 0.08% | 8,116 | $263K | New |
| MMM 3M Co. | 0.07% | 1,600 | $232K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 1,600 | $212K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -94.2% | 0.15% | −2.56 |
| GSIE Goldman Sachs Activebeta Int | Reduce -10.3% | 6.82% | −0.55 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 2.04% | −0.23 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 2.76% | −0.21 |
| WFC Wells Fargo & Co. | Reduce -0.3% | 1.41% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 2.15% | −0.19 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.18 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.16 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.15 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 1.93% | −0.14 |
| NVDA Nvidia Corp. | Reduce -1.0% | 2.66% | −0.14 |
| AAPL Apple Inc. | Reduce -1.0% | 2.26% | −0.12 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.11 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.09 |
| TDG Transdigm Group Inc. | Reduce -0.8% | 0.70% | −0.09 |
| EMGF iShares Emerging Markets Equ | Reduce -9.5% | 2.78% | −0.08 |
| GS Goldman Sachs Group Inc. | Reduce -2.1% | 2.44% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -1.0% | 1.43% | −0.07 |
| APH Amphenol Corp. Class A | Reduce -0.2% | 0.95% | −0.04 |
| EW Edwards Lifesciences Corp. | Reduce -1.3% | 0.77% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 1.44% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 1.71% | −0.01 |
| GSSC Goldman Sachs Activebeta US | Reduce -4.3% | 0.30% | −0.01 |
| HCA HCA Healthcare Inc. | Reduce -2.9% | 0.93% | +0.01 |
| PLD Prologis Inc. | Reduce -0.6% | 0.76% | +0.04 |
| DE Deere & Co. | Reduce -0.7% | 0.65% | +0.12 |
| DLR Digital Realty Trust Inc. | Reduce -1.2% | 0.90% | +0.14 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.92% | +0.14 |
| WMT Walmart Inc. | Reduce -1.6% | 2.05% | +0.23 |
| BKR Baker Hughes Co. | Reduce -0.8% | 1.12% | +0.30 |
| CAT Caterpillar Inc. | Reduce -3.1% | 2.10% | +0.39 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 2.79% | +0.42 |
| DELL Dell Technologies -C | Reduce -0.5% | 1.93% | +0.48 |
| JNJ Johnson & Johnson | Reduce -3.2% | 3.65% | +0.54 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 2.96% | +0.88 |
Portfolio Buys Q4 2025 → Q1 2026
| HON Honeywell International Inc. | Add +0.3% | 1.91% | +0.31 |
| CPRT Copart Inc. | Add +45.8% | 1.23% | +0.26 |
| PEP Pepsico Inc. | Add +3.6% | 1.74% | +0.23 |
| JHMM John Hancock Multi Fact Mid | Add +1.9% | 3.08% | +0.21 |
| SBUX Starbucks Corp. | Add +20.4% | 0.81% | +0.19 |
| PGR Progressive Corp. | Add +43.5% | 0.85% | +0.19 |
| ZTS Zoetis Inc. | Add +44.7% | 0.63% | +0.18 |
| APD Air Products & Chemicals Inc. | Add +4.3% | 0.78% | +0.16 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.16% | +0.16 |
| PFE Pfizer Inc. | Add +9.2% | 0.69% | +0.15 |
| FYEE Fidelity YLD Enhan Eqty ETF | New | 0.14% | +0.14 |
| NYT New York Times Co. Class A | Add +0.2% | 0.74% | +0.14 |
| MANH Manhattan Associates Inc. | Add +50.7% | 0.83% | +0.13 |
| TLT iShares 20+ Year Treasury BD | Add +5.6% | 1.64% | +0.12 |
| OC Owens Corning | Add +44.3% | 0.38% | +0.12 |
| CDW CDW Corp. | Add +48.1% | 0.38% | +0.10 |
| AEP American Electric Power | Add +0.2% | 0.63% | +0.09 |
| SDEM Global X MSCI Superdividend | New | 0.08% | +0.08 |
| AMT American Tower Corp. | Add +20.1% | 0.45% | +0.08 |
| DOX Amdocs Ltd. | Add +31.3% | 0.86% | +0.07 |
| SHV iShares 0-1 Year Treasury Bo | Add +0.7% | 1.64% | +0.06 |
| HSY The Hershey Co. | Add +5.3% | 0.26% | +0.05 |
| NFLX Netflix Inc. | Add +2.7% | 0.66% | +0.05 |
| CCK Crown Holdings Inc. | Add +6.6% | 0.78% | +0.05 |
| GEN Gen Digital Inc. | Add +49.6% | 0.75% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +0.4% | 1.22% | +0.04 |
| MCD McDonald's Corp. | Add +0.4% | 0.52% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +6.7% | 0.20% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +0.7% | 0.65% | +0.00 |
| AMD Advanced Micro Devices | Add +2.5% | 1.05% | −0.00 |
| ADBE Adobe Inc. | Add +39.6% | 0.95% | −0.00 |
| TSCO Tractor Supply Company | Add +1.3% | 0.40% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Add +1.9% | 3.69% | −0.04 |
| DG Dollar General Corp. | Add +0.6% | 0.58% | −0.05 |
| SYK Stryker Corp. | Add +1.6% | 2.37% | −0.06 |
| AVGO Broadcom Inc. | Add +0.6% | 1.00% | −0.08 |
| BAC Bank of America Corp. | Add +1.0% | 1.08% | −0.09 |
| DIS The Walt Disney Co. | Add +1.6% | 0.75% | −0.10 |
| QCOM Qualcomm Inc. | Add +2.0% | 0.38% | −0.10 |
| ABT Abbott Laboratories | Add +1.2% | 0.75% | −0.13 |
| META Meta Platforms Inc. Class A | Add +2.5% | 1.62% | −0.15 |
| CRM Salesforce Inc. | Add +15.8% | 0.99% | −0.19 |
| MSFT Microsoft Corp. | Add +4.3% | 2.00% | −0.44 |
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 |