Hixon Zuercher 13F annual report
Hixon Zuercher is an investment fund managing more than $237 billion ran by Joshua Robb. There are currently 61 companies in Mr. Robb’s portfolio. The largest investments include Apple Inc and Johnson & Johnson, together worth $17.6 billion.
$237 billion Assets Under Management (AUM)
As of 23rd July 2024, Hixon Zuercher’s top holding is 43,828 shares of Apple Inc currently worth over $9.23 billion and making up 3.9% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Hixon Zuercher owns more than approximately 0.1% of the company.
In addition, the fund holds 57,549 shares of Johnson & Johnson worth $8.41 billion, whose value fell 2.9% in the past six months.
The third-largest holding is Goldman Sachs Etf Tr worth $14.1 billion and the next is JPMorgan Chase & Co worth $8.23 billion, with 40,695 shares owned.
Currently, Hixon Zuercher's portfolio is worth at least $237 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Hixon Zuercher
The Hixon Zuercher office and employees reside in Findlay, Ohio. According to the last 13-F report filed with the SEC, Joshua Robb serves as the Partner, CCO, Director of Wealth Management at Hixon Zuercher.
Recent trades
In the most recent 13F filing, Hixon Zuercher revealed that it had opened a new position in
Ishares Tr and bought 69,900 shares worth $7.72 billion.
The investment fund also strengthened its position in Johnson & Johnson by buying
9,558 additional shares.
This makes their stake in Johnson & Johnson total 57,549 shares worth $8.41 billion.
Johnson & Johnson dropped approximately 0.1% in the past year.
On the other hand, Joshua Robb disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $9.23 billion and 43,828 shares.
One of the smallest hedge funds
The two most similar investment funds to Hixon Zuercher are Mount Capital Ltd and Van Strum & Towne Inc. They manage $237 billion and $237 billion respectively.
Joshua Robb investment strategy
Hixon Zuercher’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 19.3% of
the total portfolio value.
The fund focuses on investments in the United States as
67.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
64% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $296 billion.
The complete list of Hixon Zuercher trades based on 13F SEC filings
These positions were updated on July 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
1.62%
43,828
|
$9,231,138,000 | 3.89% |
| Johnson & Johnson |
19.92%
57,549
|
$8,411,408,000 | 3.55% |
| Goldman Sachs Etf Tr |
9.30%
247,532
|
$14,078,938,000 | 5.93% |
| JPMorgan Chase & Co. |
11.37%
40,695
|
$8,230,971,000 | 3.47% |
| Costco Whsl Corp New |
15.42%
9,597
|
$8,157,358,000 | 3.44% |
| Caterpillar Inc. |
5.35%
23,661
|
$7,881,479,000 | 3.32% |
| Ishares Tr |
Opened
69,900
|
$7,723,950,000 | 3.26% |
| Mastercard Incorporated |
2.39%
17,224
|
$7,598,410,000 | 3.20% |
| Microsoft Corporation |
19.13%
16,957
|
$7,578,757,000 | 3.19% |
| Stryker Corp. |
3.65%
22,247
|
$7,569,542,000 | 3.19% |
| NVIDIA Corp |
660.34%
59,367
|
$7,334,247,000 | 3.09% |
| Lowes Cos Inc |
10.11%
31,712
|
$6,991,228,000 | 2.95% |
| Amazon.com Inc. |
9.16%
34,197
|
$6,608,570,000 | 2.79% |
| NextEra Energy Inc |
13.52%
91,907
|
$6,507,935,000 | 2.74% |
| Exxon Mobil Corp. |
5.07%
53,494
|
$6,158,229,000 | 2.60% |
| Starbucks Corp. |
13.97%
70,376
|
$5,478,772,000 | 2.31% |
| Walmart Inc |
6.19%
79,581
|
$5,388,416,000 | 2.27% |
| Alphabet Inc |
6.75%
28,728
|
$5,232,845,000 | 2.21% |
| Honeywell International Inc |
2.98%
24,109
|
$5,148,236,000 | 2.17% |
| Pepsico Inc |
2.60%
28,736
|
$4,739,494,000 | 2.00% |
| Meta Platforms Inc |
16.41%
8,744
|
$4,408,950,000 | 1.86% |
| Goldman Sachs Group, Inc. |
9.63%
9,742
|
$4,406,501,000 | 1.86% |
| Pacer Fds Tr |
10.09%
99,212
|
$4,321,684,000 | 1.82% |
| Adobe Inc |
8.88%
7,654
|
$4,252,103,000 | 1.79% |
| Berkshire Hathaway Inc. |
1.91%
10,334
|
$4,203,990,000 | 1.77% |
| Salesforce Inc |
8.29%
15,198
|
$3,907,429,000 | 1.65% |
| American Tower Corp. |
9.63%
18,924
|
$3,678,447,000 | 1.55% |
| Schwab Charles Corp |
11.80%
48,808
|
$3,596,662,000 | 1.52% |
| Netflix Inc. |
15.85%
5,289
|
$3,569,440,000 | 1.50% |
| Mcdonalds Corp |
16.30%
13,526
|
$3,447,068,000 | 1.45% |
| Advanced Micro Devices Inc. |
0.75%
20,826
|
$3,378,185,000 | 1.42% |
| Oracle Corp. |
4.25%
23,457
|
$3,312,128,000 | 1.40% |
| Copart, Inc. |
7.97%
58,423
|
$3,164,190,000 | 1.33% |
| Edwards Lifesciences Corp |
2.54%
27,305
|
$2,522,163,000 | 1.06% |
| Digital Rlty Tr Inc |
4.96%
16,507
|
$2,509,889,000 | 1.06% |
| Transdigm Group Incorporated |
16.38%
1,925
|
$2,459,399,000 | 1.04% |
| Abbott Labs |
12.26%
22,585
|
$2,346,807,000 | 0.99% |
| MarketAxess Holdings Inc. |
29.70%
11,257
|
$2,257,405,000 | 0.95% |
| Disney Walt Co |
2.91%
22,379
|
$2,222,011,000 | 0.94% |
| Amphenol Corp. |
50.25%
32,884
|
$2,215,395,000 | 0.93% |
| Prologis Inc |
23.04%
18,964
|
$2,129,847,000 | 0.90% |
| Air Prods & Chems Inc |
20.87%
7,904
|
$2,039,627,000 | 0.86% |
| Intercontinental Exchange In |
65.87%
13,860
|
$1,897,295,000 | 0.80% |
| Tesla Inc |
13.65%
9,432
|
$1,866,305,000 | 0.79% |
| Deere & Co. |
8.59%
4,815
|
$1,798,889,000 | 0.76% |
| Eli Lilly & Co |
0.68%
1,774
|
$1,605,875,000 | 0.68% |
| Broadcom Inc |
22.32%
971
|
$1,558,970,000 | 0.66% |
| Dollar Gen Corp New |
13.75%
10,524
|
$1,391,589,000 | 0.59% |
| Tractor Supply Co. |
9.54%
5,119
|
$1,382,130,000 | 0.58% |
| CDW Corp |
7.71%
6,120
|
$1,369,901,000 | 0.58% |
| Qualcomm, Inc. |
6.54%
6,776
|
$1,349,644,000 | 0.57% |
| Illumina Inc |
13.89%
9,529
|
$994,637,000 | 0.42% |
| Procter And Gamble Co |
No change
5,056
|
$833,870,000 | 0.35% |
| J P Morgan Exchange Traded F |
46.08%
19,348
|
$1,009,633,000 | 0.43% |
| Marathon Pete Corp |
30.79%
3,802
|
$659,588,000 | 0.28% |
| New York Times Co. |
Opened
12,142
|
$621,792,000 | 0.26% |
| Hershey Company |
Opened
3,370
|
$619,507,000 | 0.26% |
| Visa Inc |
No change
1,921
|
$504,205,000 | 0.21% |
| Abbvie Inc |
No change
2,850
|
$488,832,000 | 0.21% |
| Henry Jack & Assoc Inc |
No change
2,497
|
$414,552,000 | 0.17% |
| Ishares Tr |
No change
4,350
|
$498,093,000 | 0.21% |
| No transactions found | |||
| Showing first 500 out of 61 holdings | |||
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