Hixon Zuercher, LLC
•CIK: 1806752•Filing: Q4 2025
**Hixon Zuercher, LLC** manages $330M across a diversified portfolio of 88 positions. The fund exhibits significant concentration in technology and healthcare, with top holdings including GSIE at $24.3M and GSLC at $12.3M. Notable allocations also include JNJ ($10.3M), JPM ($9.8M), and NVDA ($9.2M), suggesting a focus on established market leaders and cyclical value plays. This positioning reflects a tactical approach across sectors, balancing large-cap stability with targeted growth exposure.
Total AUM
$329.8M
QoQ Performance
+0.4%
Positions
75
Top 10 Concentration
33.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GSIE
GSIE7.4%
GSLC3.7%
JNJ3.1%
JPM3.0%
JHMM2.9%
EMGF2.9%
NVDA2.8%
IVV2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.4%
Technology16.5%
Financial12.2%
Consumer7.8%
Healthcare5.3%
Industrial3.9%
ETF2.7%
Utilities2.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑22 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022