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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MCDONALDS CORP

MCD|580135101

Shares:8.0K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$283.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:23.6K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$283.6M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:8.2K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$283.6M)

Walt Disney Co

DIS|254687106

Shares:24.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$283.6M)

MARKETAXESS HOLDINGS INC

MKTX|57060D108

Shares:10.7K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$283.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:8.1K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$283.6M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:15.9K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$283.6M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:6.4K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$283.6M)

Edwards Lifesciences Corp

EW|28176E108

Shares:30.5K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$283.6M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:12.7K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$283.6M)

Prologis, Inc.

PLD|74340W103

Shares:19.4K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$283.6M)

PPG INDUSTRIES INC

PPG|693506107

Shares:19.5K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$283.6M)

PFIZER INC

PFE|717081103

Shares:80.8K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$283.6M)

ORACLE CORP

ORCL|68389X105

Shares:13.5K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$283.6M)

DEERE & CO

DE|244199105

Shares:3.8K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$283.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:8.1K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$283.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:15.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$283.6M)

AMPHENOL CORP /DE/

APH|032095101

Shares:24.0K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$283.6M)

Broadcom Inc.

AVGO|11135F101

Shares:9.1K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$283.6M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:27.4K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$283.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	8.0K	QoQ +0.18% (+15) YoY -30.85% (-3.6K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$283.6M)	QoQ +7.95% (+$185.1K) YoY -23.39% (-$767.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	23.6K	QoQ +14.96% (-3.1K) YoY +14.37% (-3.0K)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$283.6M)	QoQ -2.21% (-$55.0K) YoY -34.89% (-$1.3M)
Air Products & Chemicals, Inc.(APDcusip009158106)	8.2K	QoQ +3.47% (+274) YoY +24.80% (+1.6K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$283.6M)	QoQ +5.21% (+$119.2K) YoY +51.92% (+$822.6K)
Walt Disney Co(DIScusip254687106)	24.0K	QoQ +3.60% (-833) YoY +3.99% (-920)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$283.6M)	QoQ -8.16% (-$210.4K) YoY -16.11% (-$454.5K)
MARKETAXESS HOLDINGS INC(MKTXcusip57060D108)	10.7K	QoQ +19.44% (+1.7K) YoY +23.05% (+2.0K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$283.6M)	QoQ +14.33% (+$289.6K) YoY +21.43% (+$407.8K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$283.6M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	15.9K	QoQ +2.33% (-364) YoY -8.17% (-1.4K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$283.6M)	QoQ -17.31% (-$478.4K) YoY -8.65% (-$216.5K)
HCA Healthcare, Inc.(HCAcusip40412C101)	6.4K	QoQ +31.03% (+1.5K) YoY NEW(+6.4K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$283.6M)	QoQ +50.86% (+$749.5K) YoY NEW(+$2.2M)
Edwards Lifesciences Corp(EWcusip28176E108)	30.5K	QoQ +21.61% (+5.4K) YoY +14.55% (-3.9K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$283.6M)	QoQ +19.06% (+$354.0K) YoY -13.11% (-$333.7K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	12.7K	QoQ +0.27% (+35) YoY -68.72% (-27.9K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$283.6M)	QoQ +16.08% (+$303.5K) YoY -60.74% (-$3.4M)
Prologis, Inc.(PLDcusip74340W103)	19.4K	QoQ +26.76% (+4.1K) YoY +25.67% (+4.0K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$283.6M)	QoQ +34.06% (+$550.2K) YoY +7.88% (+$158.3K)
PPG INDUSTRIES INC(PPGcusip693506107)	19.5K	QoQ +26.21% (+4.1K) YoY NEW(+19.5K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$283.6M)	QoQ +15.54% (+$287.5K) YoY NEW(+$2.1M)
PFIZER INC(PFEcusip717081103)	80.8K	QoQ +22.34% (+14.8K) YoY NEW(+80.8K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$283.6M)	QoQ +16.85% (+$295.3K) YoY NEW(+$2.0M)
ORACLE CORP(ORCLcusip68389X105)	13.5K	QoQ +2.01% (-268) YoY -44.69% (-10.9K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$283.6M)	QoQ -14.40% (-$318.8K) YoY -38.44% (-$1.2M)
DEERE & CO(DEcusip244199105)	3.8K	QoQ +1.31% (+49) YoY -14.77% (-655)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$283.6M)	QoQ +12.23% (+$193.4K) YoY -2.60% (-$47.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	8.1K	QoQ -50.89% (-8.4K) YoY -53.31% (-9.2K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$283.6M)	QoQ -41.73% (-$1.3M) YoY -48.58% (-$1.7M)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	15.2K	QoQ +2.29% (+341) YoY NEW(+15.2K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$283.6M)	QoQ +21.20% (+$290.1K) YoY NEW(+$1.7M)
AMPHENOL CORP /DE/(APHcusip032095101)	24.0K	QoQ +3.35% (-780) YoY +9.70% (-2.1K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$283.6M)	QoQ -2.38% (-$38.5K) YoY -37.61% (-$949.7K)
Broadcom Inc.(AVGOcusip11135F101)	9.1K	QoQ -0.55% (-51) YoY +630.24% (-7.9K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$283.6M)	QoQ -28.17% (-$599.6K) YoY -7.75% (-$128.5K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	27.4K	QoQ +4.06% (+1.1K) YoY +383.54% (+21.7K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$283.6M)	QoQ +8.07% (+$112.6K) YoY +1.80% (+$26.7K)