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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IGF ISHARES TR 14,783.0 $990K 0.48% $67.00 +0.4%
62 MCK MCKESSON CORP Healthcare 1,088.0 $942K 0.45% $865.49 -12.5%
63 TIP ISHARES TR 8,045.0 $888K 0.43% -207.0 -2.5% $110.36 +0.5%
64 CVX CHEVRON CORPORATION Energy 3,690.0 $763K 0.37% +247.0 +7.2% $206.88 -11.5%
65 KO COCA COLA CO Consumer Defensive 9,636.0 $733K 0.35% -130.0 -1.3% $76.05 +7.9%
66 CEG CONSTELLATION ENERGY CORP Utilities 2,605.0 $727K 0.35% +140.0 +5.7% $279.27 +3.4%
67 PRIM PRIMORIS SVCS CORP Industrials 4,866.0 $696K 0.34% NEW $143.04 -7.9%
68 RACE FERRARI N V Consumer Cyclical 2,008.0 $680K 0.33% -31.0 -1.5% $338.45 -2.4%
69 OKLO OKLO INC Utilities 13,126.0 $651K 0.31% +264.0 +2.0% $49.59 +35.8%
70 ITA ISHARES TR 2,714.0 $594K 0.29% +1K +61.0% $218.75 +5.3%
71 NTR NUTRIEN LTD Basic Materials 7,536.0 $569K 0.27% NEW $75.46 -8.0%
72 LRCX LAM RESEARCH CORP Technology 2,651.0 $566K 0.27% NEW $213.67 +48.9%
73 OXY OCCIDENTAL PETE CORP Energy 8,467.0 $550K 0.27% $65.00 -11.3%
74 PG PROCTER & GAMBLE CO Consumer Defensive 3,625.0 $524K 0.25% +46.0 +1.3% $144.44 +2.2%
75 AVIV AMERICAN CENTY ETF TR 6,797.0 $509K 0.24% -97.0 -1.4% $74.83 +6.4%
76 QCOM QUALCOMM INC Technology 3,731.0 $480K 0.23% $128.79 +76.6%
77 CCJ CAMECO CORP Energy 4,419.0 $480K 0.23% NEW $108.60 -0.3%
78 EMBJ EMBRAER S.A. Industrials 7,493.0 $445K 0.21% +404.0 +5.7% $59.34 -2.9%
79 ASML ASML HLDG NV Technology 336.0 $444K 0.21% +90.0 +36.6% $1320.83 +21.1%
80 SHLD GLOBAL X FDS 5,854.0 $415K 0.20% +140.0 +2.5% $70.85 -7.6%
Page 4 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%