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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 6,381.0 $391K 0.19% -61.0 -0.9% $61.26 -6.4%
82 IHI ISHARES TR 7,303.0 $390K 0.19% -206.0 -2.7% $53.35 -7.9%
83 DOG PROSHARES TR 15,853.0 $387K 0.19% +5K +44.0% $24.42 -8.0%
84 SU SUNCOR ENERGY INC NEW Energy 5,616.0 $371K 0.18% $66.11 -2.6%
85 CSCO CISCO SYS INC Technology 4,759.0 $369K 0.18% $77.58 +54.0%
86 PSQ PROSHARES TR 10,859.0 $350K 0.17% +795.0 +7.9% $32.19 -20.3%
87 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,292.0 $343K 0.17% $265.42 +17.5%
88 HD HOME DEPOT INC Consumer Cyclical 1,010.0 $332K 0.16% -40.0 -3.8% $328.90 -3.5%
89 XOVR ENTREPRENEURSHARES SERIES TR 19,223.0 $325K 0.16% +127.0 +0.7% $16.89 +17.3%
90 XLK SELECT SECTOR SPDR TR 2,433.0 $323K 0.16% +86.0 +3.7% $132.90 +38.1%
91 DHR DANAHER CORP DEL Healthcare 1,553.0 $295K 0.14% $189.64 -9.2%
92 SPY STATE STR SPDR S&P 500 ETF T Financial Services 444.0 $289K 0.14% +33.0 +8.0% $650.76 +15.2%
93 VRTX VERTEX PHARMACEUTICALS INC Healthcare 625.0 $279K 0.13% $446.54 -1.1%
94 RGTI RIGETTI COMPUTING INC Technology 18,781.0 $264K 0.13% -2K -7.6% $14.04 +76.0%
95 URI UNITED RENTALS INC Industrials 355.0 $259K 0.12% $728.56 +35.3%
96 VRT VERTIV HOLDINGS CO Industrials 966.0 $242K 0.12% NEW $250.48 +27.5%
97 JPM JPMORGAN CHASE & CO Financial Services 795.0 $234K 0.11% +26.0 +3.4% $294.18 +1.2%
98 THNQ EXCHANGE TRADED CONCEPTS TRU 3,900.0 $230K 0.11% -93.0 -2.3% $59.01 +44.6%
99 NOW SERVICENOW INC Technology 2,188.0 $229K 0.11% NEW $104.57 -2.0%
100 RSG REPUBLIC SVCS INC Industrials 994.0 $218K 0.10% -673.0 -40.4% $218.97 -5.9%
Page 5 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%