Institutional Fund
Fox Hill Wealth Management
Dedham, MACIK 20161105 filings on record
Portfolio Value
$207.90M
Q1 2026
Holdings
117
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-3.4%
from $215.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp7.8%
- Nvidia Corporation5.9%
- Apple Inc5.1%
- Eli Lilly & Co4.2%
- Amazon Com Inc2.9%
- Palo Alto Networks Inc2.3%
- Other71.9%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 43.6K | $16.13M | 7.8% | +1.5K | Added |
| 2 | Nvidia Corporation | 70.3K | $12.26M | 5.9% | +2.4K | Added |
| 3 | Apple Inc | 42.1K | $10.68M | 5.1% | −49 | Reduced |
| 4 | Eli Lilly & Co | 9.4K | $8.63M | 4.2% | −19 | Reduced |
| 5 | Amazon Com Inc | 28.8K | $6.00M | 2.9% | +1.4K | Added |
| 6 | Palo Alto Networks Inc | 29.7K | $4.76M | 2.3% | +3.4K | Added |
| 7 | Palantir Technologies Inc | 32.2K | $4.71M | 2.3% | +358 | Added |
| 8 | Goldman Sachs Group Inc | 5.1K | $4.30M | 2.1% | −77 | Reduced |
| 9 | Tjx Cos Inc New | 26.9K | $4.29M | 2.1% | −361 | Reduced |
| 10 | Spdr Gold Tr | 9.6K | $4.14M | 2.0% | −8.6K | Reduced |
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