$130 Million is the total value of Hixon Zuercher, LLC's 56 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PYPL | Sell | PAYPAL HLDGS INC | $3,911,000 | -9.8% | 19,850 | -20.2% | 3.00% | -19.4% |
| CRM | Sell | SALESFORCE COM INC | $3,753,000 | +14.3% | 14,933 | -14.8% | 2.88% | +2.1% |
| NVDA | Sell | NVIDIA CORPORATION | $3,682,000 | +42.3% | 6,803 | -0.1% | 2.83% | +27.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,602,000 | +11.7% | 7,344 | -0.9% | 2.77% | -0.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $937,000 | +14.3% | 4,398 | -4.2% | 0.72% | +2.1% |
| CASH | Exit | META FINL GROUP INC | $0 | – | -217,905 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 7.0% |
| MICROSOFT CORP | 16 | Q3 2023 | 6.4% |
| COSTCO WHSL CORP NEW | 16 | Q3 2023 | 6.2% |
| MASTERCARD INCORPORATED | 16 | Q3 2023 | 5.4% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 6.2% |
| AMAZON COM INC | 16 | Q3 2023 | 4.7% |
| WALMART INC | 16 | Q3 2023 | 5.9% |
| ALPHABET INC | 16 | Q3 2023 | 3.6% |
| PEPSICO INC | 16 | Q3 2023 | 4.9% |
| NEXTERA ENERGY INC | 16 | Q3 2023 | 2.9% |
View Hixon Zuercher, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-24 |
View Hixon Zuercher, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.