Hixon Zuercher, LLC, a registered investment adviser, filed a Form 13F-HR with the Securities and Exchange Commission on October 13, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 92 distinct equity positions held by the firm.
The largest position disclosed in the portfolio is in ExxonMobil Holdings Corp. Shs, with 10,750,172 shares valued at $66,053. Other significant holdings include shares in NVIDIA Corporation (13,009,427 shares), Amazon.com Inc. (9,174,524 shares), and Apple Inc. (9,271,309 shares). The filing also lists substantial positions in Berkshire Hathaway Inc. Class B New (3,495,609 shares), JPMorgan Chase & Co. (9,755,378 shares), and Visa Inc. Class A (697,460 shares).
The portfolio is diversified across various sectors, including technology, healthcare, consumer staples, and financial services. Key holdings in the healthcare sector include Johnson & Johnson (12,265,642 shares) and Eli Lilly & Co. (5,668,535 shares). In the consumer sector, the firm holds Walmart Inc. (5,402,418 shares) and Costco Wholesale Corporation (2,680,268 shares).
The filing indicates that all positions are held in a discretionary capacity and are managed by Joshua W. Robb, a Partner and Director of Wealth Management at the firm. The firm’s principal office is located at 101 West Sandusky Street Suite 301 in Findlay, Ohio.
