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Portfolio (Quarterly) Guide ↗

Fox Hill Wealth Management

· CIK 0002016110
13F Portfolio $208M AUM 117 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 39 Added 31 Reduced 7 Exited
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 12,343.0 $1.8M 0.87% $147.11 +28.2%
42 PCG PG&E CORP Utilities 100,968.0 $1.8M 0.85% $17.57 -5.5%
43 GEV GE VERNOVA INC Utilities 2,023.0 $1.8M 0.85% +26.0 +1.3% $873.03 +19.9%
44 SLV ISHARES SILVER TR Financial Services 24,271.0 $1.7M 0.80% -44K -64.5% $68.14 -1.1%
45 MCD MCDONALDS CORP Consumer Cyclical 5,301.0 $1.6M 0.79% $310.77 -9.0%
46 DVY ISHARES TR 10,611.0 $1.6M 0.77% $151.41 +2.8%
47 SMH VANECK ETF TRUST 4,156.0 $1.6M 0.77% $383.38 +53.6%
48 AVGO BROADCOM INC Technology 5,000.0 $1.5M 0.74% +291.0 +6.2% $309.49 +35.0%
49 XOM EXXON MOBIL CORP Energy 8,855.0 $1.5M 0.72% -68.0 -0.8% $169.67 -12.8%
50 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,429.0 $1.5M 0.72% +24.0 +0.5% $337.95 +23.5%
51 INTC INTEL CORP Technology 33,136.0 $1.5M 0.70% -285.0 -0.8% $44.13 +168.9%
52 META META PLATFORMS INC Communication Services 2,421.0 $1.4M 0.67% -7K -74.3% $572.12 +6.9%
53 ASTS AST SPACEMOBILE INC Technology 16,354.0 $1.4M 0.65% +149.0 +0.9% $82.87 +53.2%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 5,461.0 $1.3M 0.64% +76.0 +1.4% $242.40 +5.0%
55 FORTINET INC 15,250.0 $1.2M 0.60% -220.0 -1.4% $81.72
56 SMR NUSCALE PWR CORP Utilities 112,607.0 $1.2M 0.59% $10.84 +9.7%
57 DVA DAVITA INC Healthcare 7,267.0 $1.1M 0.54% $153.69 +27.4%
58 XME SPDR SERIES TRUST 10,072.0 $1.1M 0.52% $108.01 +13.2%
59 PHO INVESCO EXCHANGE TRADED FD T 16,230.0 $1.1M 0.52% -130.0 -0.8% $66.86 -1.1%
60 GE GE AEROSPACE Industrials 3,659.0 $1.0M 0.50% +87.0 +2.4% $283.73 +11.1%
Page 3 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Utilities 13.7%
Industrials 13.4%
Healthcare 8.1%
Consumer Cyclical 7.0%
Financial Services 6.8%
Communication Services 5.2%
Consumer Defensive 5.2%
Energy 2.0%
Basic Materials 1.5%