Hixon Zuercher, LLC

CIK 0001806752 · Q1 2026

13F Equity AUM

$321.1M

-2.6% QoQ

Positions

-3 QoQ

AUM Rank

#5,665

Top 46%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,243 · Top 52%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 20.2%Top 10: 33.6%Top 20: 54.4%

GSIE6.8%

GSLC3.7%

JNJ3.6%

JHMM3.1%

XOM3.0%

NEE2.8%

EMGF2.8%

JPM2.8%

NVDA2.7%

GS2.4%

Others (75)66.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services36.9%

Technology17.0%

Healthcare10.5%

Consumer Cyclical6.4%

Industrials6.3%

Communication Services5.8%

Consumer Defensive5.7%

Energy4.2%

Other7.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 85Median: 0.83%Avg: 1.18%

0–0.5%

23(5.0%)

0.5–1%

29(22.3%)

1–3%

29(55.5%)

3–5%

3(10.4%)

5%+

1(6.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 85Unique: 0vs 20 funds

1.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.8%

1.6%

1.7%

2.8%

1.9%

2.1%

VANGUARD CAPITAL MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

1.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New3Increased40Decreased30Exited6

New Positions

GPIX0.2%

+10K

FYEE0.1%

+17K

SDEM0.1%

+8K

Increased

GEN0.8%

+42K(+50%)

CPRT1.2%

+37K(+46%)

DOX0.9%

+10K(+31%)

MANH0.8%

+7K(+51%)

PFE0.7%

+7K(+9%)

ZTS0.6%

+5K(+45%)

SBUX0.8%

+5K(+20%)

PGR0.8%

+4K(+43%)

ADBE0.9%

+4K(+40%)

OC0.4%

+3K(+44%)

Decreased

GSIE6.8%

-58,029(-10%)

EMGF2.8%

-15,459(-9%)

IVV0.1%

-12,332(-94%)

JNJ3.6%

-1,598(-3%)

NEE2.8%

-1,021(-1%)

XOM3.0%

-1,019(-2%)

WMT2.0%

-892(-2%)

GSSC0.3%

-571(-4%)

SCHW1.4%

-511(-1%)

BKR1.1%

-495(-1%)

Exited

-3,071

-1,551

-4,011

-3,499

-3,790

-3,908

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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