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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISRG INTUITIVE SURGICAL INC Healthcare 467.0 $215K 0.10% $460.99 -8.3%
102 LH LABCORP HOLDINGS INC Healthcare 804.0 $215K 0.10% $266.81 -2.8%
103 WDC WESTERN DIGITAL CORP Technology 767.0 $207K 0.10% NEW $270.33 +94.9%
104 QBTS D-WAVE QUANTUM INC Technology 11,762.0 $170K 0.08% -670.0 -5.4% $14.43 +85.1%
105 LUMENTUM HLDGS INC 18,000.0 $127K 0.06% $7.08
106 CHEGG INC 103,000.0 $99K 0.05% $0.96
107 ACHR ARCHER AVIATION INC Industrials 17,003.0 $88K 0.04% -27K -61.7% $5.17 +25.0%
108 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 10,633.0 $80K 0.04% $7.54 +4.8%
109 DISH NETWORK CORPORATION 79,000.0 $78K 0.04% $0.99
110 PENN ENTERTAINMENT INC 71,000.0 $72K 0.04% $1.01
111 BLOCK INC 64,000.0 $64K 0.03% $1.00
112 EURONET WORLDWIDE INC 53,000.0 $45K 0.02% $0.85
113 ENPHASE ENERGY INC 30,000.0 $27K 0.01% $0.90
114 TELADOC HEALTH INC 21,000.0 $20K 0.01% $0.95
115 SHAKE SHACK INC 17,000.0 $16K 0.01% $0.94
116 WAYFAIR INC 13,000.0 $13K 0.01% $0.97
117 AEYE INC 10,000.0 $384.0 $0.04
Page 6 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%