Hixon-Zuercher

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "CAT",
  "AVGO",
  "LOW",
  "HON",
  "MCD",
  "QCOM",
  "GSIE",
  "ICE",
  "META",
  null,
  "MPC",
  "MA",
  "MSFT",
  null,
  "ILMN",
  "HSY",
  "DG",
  "ORCL",
  "PEP",
  "PGR",
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "NYT",
  "PPG",
  "AMT",
  "SYK",
  "SBUX",
  "TDG",
  "SCHW",
  null,
  "TSCO",
  "EW",
  "APH",
  "AMD",
  "GSLC",
  "AEP",
  "BKR",
  "AMZN",
  "HCA",
  "DOX",
  null,
  "V",
  "WMT",
  null,
  "OC",
  "DVY",
  "JKHY",
  null,
  "CRM",
  "MANH",
  null,
  "MKTX",
  "BAC",
  "BRK-B",
  "CDW",
  "CPRT",
  "COST",
  "DELL",
  "DE",
  "DLR",
  "NEE",
  "DIS",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 80
Total Value: 283635305
Accession Number: 0001667731-25-000533
Form Type: 13F-HR
CIK: hixon-zuercher
Manager Name: Hixon-Zuercher

Data Enrichment

90% identified

72 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $283.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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381430107

GSIE|381430107

Shares:549.1K

Value:$19.6M

% of Portfolio:6.9% ($19.6M/$283.6M)

381430503

GSLC|381430503

Shares:90.1K

Value:$9.9M

% of Portfolio:3.5% ($9.9M/$283.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:39.0K

Value:$9.6M

% of Portfolio:3.4% ($9.6M/$283.6M)

STRYKER CORP

SYK|863667101

Shares:22.6K

Value:$8.4M

% of Portfolio:3.0% ($8.4M/$283.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:49.8K

Value:$8.3M

% of Portfolio:2.9% ($8.3M/$283.6M)

CATERPILLAR INC

CAT|149123101

Shares:23.4K

Value:$7.7M

% of Portfolio:2.7% ($7.7M/$283.6M)

46434G889

Shares:164.8K

Value:$7.7M

% of Portfolio:2.7% ($7.7M/$283.6M)

Apple Inc.

AAPL|037833100

Shares:32.8K

Value:$7.3M

% of Portfolio:2.6% ($7.3M/$283.6M)

Mastercard Inc

MA|57636Q104

Shares:13.2K

Value:$7.3M

% of Portfolio:2.6% ($7.3M/$283.6M)

47804J206

Shares:122.6K

Value:$7.0M

% of Portfolio:2.5% ($7.0M/$283.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:94.6K

Value:$6.7M

% of Portfolio:2.4% ($6.7M/$283.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:55.6K

Value:$6.6M

% of Portfolio:2.3% ($6.6M/$283.6M)

AMAZON COM INC

AMZN|023135106

Shares:33.3K

Value:$6.3M

% of Portfolio:2.2% ($6.3M/$283.6M)

MICROSOFT CORP

MSFT|594918104

Shares:16.3K

Value:$6.1M

% of Portfolio:2.2% ($6.1M/$283.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:25.9K

Value:$6.0M

% of Portfolio:2.1% ($6.0M/$283.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.8K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$283.6M)

NVIDIA CORP

NVDA|67066G104

Shares:50.4K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$283.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:25.2K

Value:$5.3M

% of Portfolio:1.9% ($5.3M/$283.6M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:9.8K

Value:$5.3M

% of Portfolio:1.9% ($5.3M/$283.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.0K

Value:$5.3M

% of Portfolio:1.9% ($5.3M/$283.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(GSIEcusip381430107)	549.1K	QoQ +230.59% (+383.0K) YoY +185.32% (+356.7K)	All Managers (Combined)	$19.6M	6.9% ($19.6M/$283.6M)	QoQ +253.49% (+$14.0M) YoY +196.63% (+$13.0M)
(GSLCcusip381430503)	90.1K	QoQ +17.35% (+13.3K) YoY +11.99% (+9.6K)	All Managers (Combined)	$9.9M	3.5% ($9.9M/$283.6M)	QoQ +12.16% (+$1.1M) YoY +18.77% (+$1.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	39.0K	QoQ -0.04% (-18) YoY -15.04% (-6.9K)	All Managers (Combined)	$9.6M	3.4% ($9.6M/$283.6M)	QoQ +2.28% (-$213.7K) YoY +4.04% (-$372.0K)
STRYKER CORP(SYKcusip863667101)	22.6K	QoQ +1.81% (+404) YoY -2.03% (-469)	All Managers (Combined)	$8.4M	3.0% ($8.4M/$283.6M)	QoQ +5.27% (+$421.7K) YoY +1.90% (-$157.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	49.8K	QoQ +3.57% (+1.7K) YoY +3.87% (+1.9K)	All Managers (Combined)	$8.3M	2.9% ($8.3M/$283.6M)	QoQ +18.77% (+$1.3M) YoY +8.89% (+$675.2K)
CATERPILLAR INC(CATcusip149123101)	23.4K	QoQ +2.47% (-567) YoY -6.25% (-1.6K)	All Managers (Combined)	$7.7M	2.7% ($7.7M/$283.6M)	QoQ -6.82% (-$566.4K) YoY -15.62% (-$1.4M)
(cusip46434G889)✕	164.8K	QoQ NEW(+164.8K) YoY NEW(+164.8K)	All Managers (Combined)	$7.7M	2.7% ($7.7M/$283.6M)	QoQ NEW(+$7.7M) YoY NEW(+$7.7M)
Apple Inc.(AAPLcusip037833100)	32.8K	QoQ -15.92% (-6.2K) YoY -26.32% (-11.7K)	All Managers (Combined)	$7.3M	2.6% ($7.3M/$283.6M)	QoQ -25.42% (-$2.5M) YoY -4.56% (-$348.4K)
Mastercard Inc(MAcusip57636Q104)	13.2K	QoQ +0.71% (+94) YoY -25.01% (-4.4K)	All Managers (Combined)	$7.3M	2.6% ($7.3M/$283.6M)	QoQ +4.83% (+$334.8K) YoY -14.65% (-$1.2M)
(cusip47804J206)✕	122.6K	QoQ NEW(+122.6K) YoY NEW(+122.6K)	All Managers (Combined)	$7.0M	2.5% ($7.0M/$283.6M)	QoQ NEW(+$7.0M) YoY NEW(+$7.0M)
NEXTERA ENERGY INC(NEEcusip65339F101)	94.6K	QoQ +4.15% (+3.8K) YoY -10.95% (-11.6K)	All Managers (Combined)	$6.7M	2.4% ($6.7M/$283.6M)	QoQ +2.99% (+$195.0K) YoY -1.23% (-$83.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	55.6K	QoQ +4.69% (+2.5K) YoY +9.19% (+4.7K)	All Managers (Combined)	$6.6M	2.3% ($6.6M/$283.6M)	QoQ +15.75% (+$899.8K) YoY +11.72% (+$694.0K)
AMAZON COM INC(AMZNcusip023135106)	33.3K	QoQ +0.12% (-43) YoY -11.60% (-4.4K)	All Managers (Combined)	$6.3M	2.2% ($6.3M/$283.6M)	QoQ -13.16% (-$959.9K) YoY -6.76% (-$459.5K)
MICROSOFT CORP(MSFTcusip594918104)	16.3K	QoQ +7.03% (-1.1K) YoY -22.28% (-4.7K)	All Managers (Combined)	$6.1M	2.2% ($6.1M/$283.6M)	QoQ -4.67% (-$300.0K) YoY -30.65% (-$2.7M)
LOWES COMPANIES INC(LOWcusip548661107)	25.9K	QoQ +2.92% (-736) YoY -10.11% (-2.9K)	All Managers (Combined)	$6.0M	2.1% ($6.0M/$283.6M)	QoQ -2.72% (-$169.4K) YoY -17.69% (-$1.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.8K	QoQ -26.65% (-2.1K) YoY -48.72% (-5.5K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$283.6M)	QoQ -24.28% (-$1.8M) YoY -33.80% (-$2.8M)
NVIDIA CORP(NVDAcusip67066G104)	50.4K	QoQ -5.52% (-3.0K) YoY +545.90% (-42.6K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$283.6M)	QoQ -23.75% (-$1.7M) YoY -22.52% (-$1.6M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	25.2K	QoQ +3.79% (-920) YoY +7.53% (+1.8K)	All Managers (Combined)	$5.3M	1.9% ($5.3M/$283.6M)	QoQ -2.70% (-$148.2K) YoY +10.94% (+$525.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	9.8K	QoQ +4.86% (+452) YoY -9.55% (-1.0K)	All Managers (Combined)	$5.3M	1.9% ($5.3M/$283.6M)	QoQ +0.04% (+$2.3K) YoY +18.28% (-$823.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.0K	QoQ +0.08% (+8) YoY -5.21% (-549)	All Managers (Combined)	$5.3M	1.9% ($5.3M/$283.6M)	QoQ +17.58% (+$795.3K) YoY +20.03% (-$887.7K)