$186 Million is the total value of Hixon Zuercher, LLC's 58 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $496,000 | +21.0% | 1,195 | 0.0% | 0.27% | +29.1% | |
| ABBV | ABBVIE INC | $421,000 | +19.6% | 2,600 | 0.0% | 0.23% | +27.7% | |
| INTU | INTUIT | $409,000 | -25.2% | 850 | 0.0% | 0.22% | -20.0% | |
| V | VISA INC | $358,000 | +2.3% | 1,616 | 0.0% | 0.19% | +9.1% | |
| NKE | NIKE INCcl b | $273,000 | -19.2% | 2,026 | 0.0% | 0.15% | -13.5% | |
| MMM | 3M CO | $268,000 | -16.2% | 1,800 | 0.0% | 0.14% | -10.6% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $248,000 | -30.5% | 600 | 0.0% | 0.13% | -25.7% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $236,000 | 0.0% | 1,100 | 0.0% | 0.13% | +6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
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 | 2024-01-12 |
| 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 |
| 13F-HR | 2021-10-13 |
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.