Institutional Fund
Hixon Zuercher, LLC
Findlay, OHCIK 18067525 filings on record
Portfolio Value
$321.14M
Q1 2026
Holdings
85
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.6%
from $329.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Goldman Sachs ETF Tr6.8%
- Goldman Sachs ETF Tr3.7%
- Johnson & Johnson3.6%
- John Hancock Exchange Traded3.1%
- Exxon Mobil Corp3.0%
- Nextera Energy Inc2.8%
- Other77.0%
Portfolio Holdings
85 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 507.6K | $21.89M | 6.8% | −58.0K | Reduced |
| 2 | Goldman Sachs ETF Tr | 94.7K | $11.85M | 3.7% | +1.7K | Added |
| 3 | Johnson & Johnson | 47.9K | $11.72M | 3.6% | −1.6K | Reduced |
| 4 | John Hancock Exchange Traded | 147.6K | $9.91M | 3.1% | +2.7K | Added |
| 5 | Exxon Mobil Corp | 56.0K | $9.50M | 3.0% | −1.0K | Reduced |
| 6 | Nextera Energy Inc | 96.5K | $8.96M | 2.8% | −1.0K | Reduced |
| 7 | Ishares Inc | 147.7K | $8.92M | 2.8% | −15.5K | Reduced |
| 8 | Jpmorgan Chase & Co. | 30.2K | $8.88M | 2.8% | −246 | Reduced |
| 9 | Nvidia Corporation | 48.9K | $8.53M | 2.7% | −487 | Reduced |
| 10 | Goldman Sachs Group Inc | 9.3K | $7.84M | 2.4% | −195 | Reduced |
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