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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Walmart Inc.

WMT|931142103

Shares:55.2K

Value:$4.8M

% of Portfolio:1.7% ($4.8M/$283.6M)

464287432

Shares:52.4K

Value:$4.8M

% of Portfolio:1.7% ($4.8M/$283.6M)

464288679

Shares:43.0K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$283.6M)

Meta Platforms, Inc.

META|30303M102

Shares:8.2K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$283.6M)

NETFLIX INC

NFLX|64110L106

Shares:4.8K

Value:$4.5M

% of Portfolio:1.6% ($4.5M/$283.6M)

PEPSICO INC

PEP|713448108

Shares:30.0K

Value:$4.5M

% of Portfolio:1.6% ($4.5M/$283.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:28.6K

Value:$4.4M

% of Portfolio:1.6% ($4.4M/$283.6M)

COPART INC

CPRT|217204106

Shares:73.2K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$283.6M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:50.7K

Value:$4.0M

% of Portfolio:1.4% ($4.0M/$283.6M)

Salesforce, Inc.

CRM|79466L302

Shares:14.3K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$283.6M)

AMDOCS LTD

DOX|G02602103

Shares:39.9K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$283.6M)

ADOBE INC.

ADBE|00724F101

Shares:8.2K

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$283.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:23.1K

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$283.6M)

46641Q837

Shares:59.1K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$283.6M)

381430602

Shares:46.9K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$283.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:68.5K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$283.6M)

STARBUCKS CORP

SBUX|855244109

Shares:27.9K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$283.6M)

TransDigm Group INC

TDG|893641100

Shares:1.9K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$283.6M)

Dell Technologies Inc.

DELL|24703L202

Shares:28.6K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$283.6M)

Baker Hughes Co

BKR|05722G100

Shares:59.3K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$283.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	55.2K	QoQ -26.87% (-20.3K) YoY -34.96% (-29.7K)	All Managers (Combined)	$4.8M	1.7% ($4.8M/$283.6M)	QoQ -28.95% (-$2.0M) YoY -5.10% (-$260.6K)
(cusip464287432)✕	52.4K	QoQ +23.04% (+9.8K) YoY NEW(+52.4K)	All Managers (Combined)	$4.8M	1.7% ($4.8M/$283.6M)	QoQ +28.26% (+$1.1M) YoY NEW(+$4.8M)
(cusip464288679)✕	43.0K	QoQ +7.11% (+2.9K) YoY NEW(+43.0K)	All Managers (Combined)	$4.7M	1.7% ($4.7M/$283.6M)	QoQ +7.45% (+$329.4K) YoY NEW(+$4.7M)
Meta Platforms, Inc.(METAcusip30303M102)	8.2K	QoQ +0.23% (-19) YoY -21.27% (-2.2K)	All Managers (Combined)	$4.7M	1.7% ($4.7M/$283.6M)	QoQ -1.34% (-$64.6K) YoY -6.56% (-$333.5K)
NETFLIX INC(NFLXcusip64110L106)	4.8K	QoQ -0.70% (-34) YoY -23.30% (-1.5K)	All Managers (Combined)	$4.5M	1.6% ($4.5M/$283.6M)	QoQ +3.89% (-$168.3K) YoY +17.75% (-$677.7K)
PEPSICO INC(PEPcusip713448108)	30.0K	QoQ +16.39% (+4.2K) YoY +1.58% (-467)	All Managers (Combined)	$4.5M	1.6% ($4.5M/$283.6M)	QoQ +14.76% (+$578.2K) YoY -12.96% (-$669.6K)
Alphabet Inc.(GOOGLcusip02079K305)	28.6K	QoQ +1.31% (-371) YoY -7.22% (-2.2K)	All Managers (Combined)	$4.4M	1.6% ($4.4M/$283.6M)	QoQ -17.23% (-$920.5K) YoY -4.94% (-$229.8K)
COPART INC(CPRTcusip217204106)	73.2K	QoQ +2.61% (+1.9K) YoY +35.34% (+19.1K)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$283.6M)	QoQ +1.18% (+$48.7K) YoY +32.23% (+$1.0M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	50.7K	QoQ +1.44% (+723) YoY -8.33% (-4.6K)	All Managers (Combined)	$4.0M	1.4% ($4.0M/$283.6M)	QoQ +7.29% (+$270.1K) YoY -0.81% (-$32.5K)
Salesforce, Inc.(CRMcusip79466L302)	14.3K	QoQ +1.67% (-235) YoY +1.83% (-257)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$283.6M)	QoQ -18.39% (-$864.3K) YoY -9.26% (-$391.6K)
AMDOCS LTD(DOXcusipG02602103)	39.9K	QoQ +2.85% (+1.1K) YoY NEW(+39.9K)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$283.6M)	QoQ +10.53% (+$347.6K) YoY NEW(+$3.6M)
ADOBE INC.(ADBEcusip00724F101)	8.2K	QoQ +18.38% (+1.3K) YoY +16.05% (-1.1K)	All Managers (Combined)	$3.1M	1.1% ($3.1M/$283.6M)	QoQ +2.11% (+$64.7K) YoY -11.78% (-$418.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	23.1K	QoQ +0.25% (+58) YoY +14.95% (+3.0K)	All Managers (Combined)	$3.1M	1.1% ($3.1M/$283.6M)	QoQ +17.57% (+$458.5K) YoY +34.15% (+$781.0K)
(cusip46641Q837)✕	59.1K	QoQ -2.70% (-1.6K) YoY +629.85% (+51.0K)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$283.6M)	QoQ -2.20% (-$67.4K) YoY +632.45% (+$2.6M)
(cusip381430602)✕	46.9K	QoQ NEW(+46.9K) YoY NEW(+46.9K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$283.6M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	68.5K	QoQ +27.46% (+14.8K) YoY NEW(+68.5K)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$283.6M)	QoQ +21.03% (+$496.5K) YoY NEW(+$2.9M)
STARBUCKS CORP(SBUXcusip855244109)	27.9K	QoQ +10.72% (+2.7K) YoY -54.79% (-33.8K)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$283.6M)	QoQ +19.02% (+$437.7K) YoY -51.47% (-$2.9M)
TransDigm Group INC(TDGcusip893641100)	1.9K	QoQ +3.37% (+63) YoY -16.29% (-375)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$283.6M)	QoQ +12.84% (+$303.4K) YoY -5.98% (-$169.5K)
Dell Technologies Inc.(DELLcusip24703L202)	28.6K	QoQ NEW(+28.6K) YoY NEW(+28.6K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$283.6M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Baker Hughes Co(BKRcusip05722G100)	59.3K	QoQ +1.56% (+913) YoY NEW(+59.3K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$283.6M)	QoQ +8.81% (+$211.1K) YoY NEW(+$2.6M)