MondegarAI
Fox Hill Wealth Management

Q3 2025 · 13F-HR

Fox Hill Wealth Managementholdings as filed

Filed 2025-11-12 · accession 0001754960-25-000767

$213.7M
Reported value
123
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Fox Hill Wealth Management · Q3 2025

AI · grounded in 13F

Fox Hill Wealth Management established a new position in MSFT valued at $21.77M. The fund also initiated new stakes in NVDA for $12.53M and AAPL for $10.99M. Additional new positions include PLTR at $7.43M and LLY at $7.21M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$21.8M10.2%42,030CommonNONE
67066G104NVDANVIDIA CORPORATION$12.5M5.86%67,162CommonNONE
037833100AAPLAPPLE INC$11.0M5.14%43,161CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.4M3.48%40,716CommonNONE
532457108LLYELI LILLY & CO$7.2M3.37%9,448CommonNONE
64110L106NFLXNETFLIX INC$7.0M3.28%5,849CommonNONE
30303M102METAMETA PLATFORMS INC$6.1M2.86%8,315CommonNONE
78463V107GLDSPDR GOLD TR$6.0M2.79%16,764CommonNONE
023135106AMZNAMAZON COM INC$5.7M2.67%25,984CommonNONE
040413205ANETARISTA NETWORKS INC$4.5M2.10%30,747CommonNONE
67079K100SMRNUSCALE PWR CORP$4.3M2.04%120,826CommonNONE
68389X105ORCLORACLE CORP$4.2M1.98%15,013CommonNONE
032095101APHAMPHENOL CORP NEW$4.1M1.91%33,056CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.87%7,934CommonNONE
872540109TJXTJX COS INC NEW$3.7M1.73%25,542CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.6M1.67%36,394CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.5M1.64%28,386CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.2M1.49%3,444CommonNONE
770700102HOODROBINHOOD MKTS INC$3.0M1.41%21,030CommonNONE
92840M102VSTVISTRA CORP$3.0M1.41%15,348CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2.9M1.38%9,794CommonNONE
G29183103ETNEATON CORP PLC$2.9M1.37%7,799CommonNONE
872590104TMUST-MOBILE US INC$2.8M1.31%11,670CommonNONE
46428Q109SLVISHARES SILVER TR$2.7M1.28%64,453CommonNONE
743315103PGRPROGRESSIVE CORP$2.6M1.23%10,677CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.5M1.15%12,089CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.4M1.13%4,848CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.4M1.10%116,347CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.3M1.08%3,774CommonNONE
65473P105NINISOURCE INC$2.3M1.08%53,102CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.3M1.07%26,161CommonNONE
29364G103ETRENTERGY CORP NEW$2.2M1.04%23,957CommonNONE
023608102AEEAMEREN CORP$2.0M0.93%19,113CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.91%5,903CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.9M0.91%16,980CommonNONE
65339F101NEENEXTERA ENERGY INC$1.8M0.85%23,957CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.8M0.83%21,305CommonNONE
736508847PORPORTLAND GEN ELEC CO$1.7M0.81%39,136CommonNONE
149123101CATCATERPILLAR INC$1.7M0.79%3,529CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.76%5,317CommonNONE
75513E101RTXRTX CORPORATION$1.6M0.76%9,642CommonNONE
02079K305GOOGLALPHABET INC$1.5M0.72%6,371CommonNONE
931142103WMTWALMART INC$1.5M0.71%14,764CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.71%5,381CommonNONE
464287168DVYISHARES TR$1.5M0.70%10,507CommonNONE
69331C108PCGPG&E CORP$1.4M0.66%93,646CommonNONE
92189F676SMHVANECK ETF TRUST$1.4M0.64%4,160CommonNONE
34959E109FTNTFORTINET INC$1.3M0.63%15,948CommonNONE
02156V109OKLOOKLO INC$1.3M0.62%11,913CommonNONE
N3167Y103RACEFERRARI N V$1.3M0.59%2,598CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.57%1,997CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.2M0.56%16,567CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.54%7,516CommonNONE
23918K108DVADAVITA INC$1.1M0.51%8,172CommonNONE
369604301GEGE AEROSPACE$1.1M0.50%3,544CommonNONE
464287176TIPISHARES TR$977,9450.46%8,793CommonNONE
78464A755XMESPDR SERIES TRUST$940,1700.44%10,089CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$930,7930.44%2,829CommonNONE
464288372IGFISHARES TR$898,9290.42%14,708CommonNONE
58155Q103MCKMCKESSON CORP$859,1330.40%1,112CommonNONE
191216100KOCOCA COLA CO$750,7970.35%11,321CommonNONE
458140100INTCINTEL CORP$693,9150.32%20,683CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$638,5780.30%21,436CommonNONE
747525103QCOMQUALCOMM INC$624,8480.29%3,756CommonNONE
46436E338TLTWISHARES TR$552,8430.26%23,646CommonNONE
219350105GLWCORNING INC$549,2730.26%6,696CommonNONE
166764100CVXCHEVRON CORP NEW$525,8740.25%3,386CommonNONE
437076102HDHOME DEPOT INC$471,2230.22%1,163CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$468,8130.22%6,952CommonNONE
00217D100ASTSAST SPACEMOBILE INC$460,2220.22%9,377CommonNONE
464288810IHIISHARES TR$455,1240.21%7,575CommonNONE
97717Y543WTAIWISDOMTREE TR$444,3080.21%15,557CommonNONE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$432,7430.20%435,000CommonNONE
29082A107EMBJEMBRAER S.A.$431,4320.20%7,137CommonNONE
74347B235DOGPROSHARES TR$411,8730.19%16,922CommonNONE
30231G102XOMEXXON MOBIL CORP$411,5850.19%3,650CommonNONE
37960A529SHLDGLOBAL X FDS$408,0970.19%5,810CommonNONE
674599105OXYOCCIDENTAL PETE CORP$399,5930.19%8,457CommonNONE
74349Y837PSQPROSHARES TR$399,4220.19%12,868CommonNONE
464288760ITAISHARES TR$356,1610.17%1,702CommonNONE
02079K107GOOGALPHABET INC$342,3590.16%1,406CommonNONE
03945R102ACHRARCHER AVIATION INC$340,3970.16%35,532CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$339,1680.16%1,299CommonNONE
911363109URIUNITED RENTALS INC$338,9040.16%355CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$336,2780.16%13,609CommonNONE
00724F101ADBEADOBE INC$332,2910.16%942CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$318,0020.15%477CommonNONE
19260Q107COINCOINBASE GLOBAL INC$317,9160.15%942CommonNONE
760759100RSGREPUBLIC SVCS INC$315,5680.15%1,375CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$314,3830.15%1,115CommonNONE
17275R102CSCOCISCO SYS INC$313,3820.15%4,580CommonNONE
235851102DHRDANAHER CORPORATION$309,8360.14%1,563CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$286,0770.13%3,202CommonNONE
15101Q207CLSCELESTICA INC$277,9170.13%1,128CommonNONE
74349Y753SHPROSHARES TR$268,9060.13%7,276CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$266,9620.12%6,812CommonNONE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$259,8100.12%4,057CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$254,1740.12%649CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$249,4700.12%3,838CommonNONE
94419LAM3W 0.625 10/01/25WAYFAIR INC$241,3740.11%243,000CommonNONE
867224107SUSUNCOR ENERGY INC NEW$240,5750.11%5,754CommonNONE
N07059210ASMLASML HOLDING N V$233,3100.11%241CommonNONE
548661107LOWLOWES COS INC$230,9540.11%919CommonNONE
504922105LHLABCORP HOLDINGS INC$230,7960.11%804CommonNONE
82509L107SHOPSHOPIFY INC$230,0480.11%1,548CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$218,5870.10%489CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$217,1150.10%688CommonNONE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$142,0910.07%136,000CommonNONE
163092AF6CHGG 0 09/01/26CHEGG INC$82,9890.04%103,000CommonNONE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$76,9410.04%79,000CommonNONE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$73,8350.03%72,000CommonNONE
852234AJ2XYZ 0 05/01/26BLOCK INC$62,1270.03%64,000CommonNONE
552737108MMTMFS MULTIMARKET INCOME TR$59,1330.03%12,371CommonNONE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$47,0220.02%53,000CommonNONE
009066AB7ABNB 0 03/15/26AIRBNB INC$39,1590.02%40,000CommonNONE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$34,0330.02%28,000CommonNONE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$30,1390.01%18,000CommonNONE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$26,0770.01%30,000CommonNONE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$23,1790.01%23,000CommonNONE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$19,4130.01%21,000CommonNONE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$16,0120.01%17,000CommonNONE
94419LAF8W 1 08/15/26WAYFAIR INC$12,9250.01%13,000CommonNONE
090043AB6BILL 0 12/01/25BILL HOLDINGS INC$9,8310.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.