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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 $259,890,656
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 39,039 $9,776,106 3.76%
2.
Jpmorgan Chase & Co
 JPM 39,028 $9,355,402 3.59%
3.
Goldman Sachs Etf Tr
 76,763 $8,841,546 3.4%
4.
Caterpillar Inc
 CAT 22,868 $8,295,414 3.19%
5.
Stryker Corp
 SYK 22,216 $7,998,691 3.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)