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Hixon Zuercher, LLC - Portfolio Stock Holdings

Hixon Zuercher, LLC disclosed 90 stock positions in a recent SEC 13F filing. $340,805,436 of stock holdings were filed, with the largest holdings including GSIE, GSLC, and JNJ. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $487,710,760 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

90

Est. Stock Holding Value:

$340,805,436

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hixon Zuercher, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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