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Home > Institutional Investor > Hixon Zuercher, Llc > Profile

Instuitional Investor - Hixon Zuercher, Llc

Fund Profile
Filing Period:
Fund Name: Hixon Zuercher, Llc
Portfolio Value $309,478,408
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 554,790 $22,002,973 7.11%
2.
Goldman Sachs Etf Tr
 85,039 $10,322,021 3.34%
3.
Jpmorgan Chase & Co
 JPM 34,030 $9,865,511 3.19%
4.
Microsoft Corp
 MSFT 18,409 $9,156,646 2.96%
5.
Stryker Corp
 SYK 22,732 $8,993,392 2.91%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)