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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 $215,430,747
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 105,551 $9,901,739 4.59%
2.
Apple Inc.
 AAPL 48,155 $9,271,330 4.3%
3.
Microsoft Corp
 MSFT 23,617 $8,881,091 4.12%
4.
Jpmorgan Chase & Co
 JPM 45,474 $7,735,127 3.59%
5.
Caterpillar Inc
 CAT 25,147 $7,435,213 3.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)