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Fox Hill Wealth Management

Q4 2025 · 13F-HR

Fox Hill Wealth Managementholdings as filed

Filed 2026-02-12 · accession 0001754960-26-000169

$215.2M
Reported value
114
Positions
2025-12-31
Period end
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The Brief · Fox Hill Wealth Management · Q4 2025

AI · grounded in 13F

Fox Hill Wealth Management closed its position in UBER for a reduction of $3.57M. The fund established new positions in GS for $4.54M, HWM for $3.2M, and CNM for $2.8M. Other notable exits included closing positions in TMUS and PGR.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$20.4M9.47%42,129CommonSOLE
67066G104NVDANVIDIA CORPORATION$12.7M5.88%67,877CommonSOLE
037833100AAPLAPPLE INC$11.5M5.32%42,128CommonSOLE
532457108LLYELI LILLY & CO$10.1M4.70%9,404CommonSOLE
78463V107GLDSPDR GOLD TR$7.2M3.35%18,164CommonSOLE
023135106AMZNAMAZON COM INC$6.3M2.95%27,475CommonSOLE
30303M102METAMETA PLATFORMS INC$6.2M2.89%9,406CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.7M2.63%31,858CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.8M2.25%26,265CommonSOLE
032095101APHAMPHENOL CORP NEW$4.6M2.12%33,745CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.5M2.11%5,160CommonSOLE
46428Q109SLVISHARES SILVER TR$4.4M2.05%68,413CommonSOLE
040413205ANETARISTA NETWORKS INC$4.4M2.04%33,494CommonSOLE
02079K107GOOGALPHABET INC$4.3M2.00%13,695CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.2M1.97%8,414CommonSOLE
872540109TJXTJX COS INC NEW$4.2M1.94%27,238CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.7M1.73%119,198CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.4M1.59%29,102CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.2M1.49%15,606CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.8M1.31%9,791CommonSOLE
21874C102CNMCORE & MAIN INC$2.8M1.30%53,848CommonSOLE
92840M102VSTVISTRA CORP$2.5M1.18%15,790CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$2.5M1.14%57,526CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.4M1.14%21,656CommonSOLE
64110L106NFLXNETFLIX INC$2.4M1.12%25,718CommonSOLE
68389X105ORCLORACLE CORP$2.4M1.12%12,330CommonSOLE
931142103WMTWALMART INC$2.4M1.10%21,340CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.3M1.09%4,845CommonSOLE
149123101CATCATERPILLAR INC$2.3M1.07%4,032CommonSOLE
29364G103ETRENTERGY CORP NEW$2.3M1.07%24,942CommonSOLE
65473P105NINISOURCE INC$2.3M1.06%54,746CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M1.05%2,630CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.2M1.02%3,832CommonSOLE
023608102AEEAMEREN CORP$2.0M0.94%20,237CommonSOLE
02079K305GOOGLALPHABET INC$2.0M0.94%6,437CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.0M0.92%24,580CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.9M0.88%18,022CommonSOLE
736508847PORPORTLAND GEN ELEC CO$1.9M0.88%39,373CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.8M0.86%23,005CommonSOLE
75513E101RTXRTX CORPORATION$1.8M0.81%9,560CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.76%4,709CommonSOLE
69331C108PCGPG&E CORP$1.6M0.75%100,693CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.75%5,289CommonSOLE
67079K100SMRNUSCALE PWR CORP$1.6M0.74%112,712CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.74%5,385CommonSOLE
464287168DVYISHARES TR$1.5M0.70%10,626CommonSOLE
92189F676SMHVANECK ETF TRUST$1.5M0.70%4,164CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.62%4,405CommonSOLE
36828A101GEVGE VERNOVA INC$1.3M0.61%1,997CommonSOLE
458140100INTCINTEL CORP$1.2M0.57%33,421CommonSOLE
34959E109FTNTFORTINET INC$1.2M0.57%15,470CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$1.2M0.55%16,205CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.2M0.54%16,360CommonSOLE
369604301GEGE AEROSPACE$1.1M0.51%3,572CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.50%8,923CommonSOLE
78464A755XMESPDR SERIES TRUST$1.0M0.48%10,067CommonSOLE
02156V109OKLOOKLO INC$922,9420.43%12,862CommonSOLE
464287176TIPISHARES TR$906,9690.42%8,252CommonSOLE
464288372IGFISHARES TR$906,2510.42%14,769CommonSOLE
58155Q103MCKMCKESSON CORP$895,0410.42%1,091CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$870,9530.40%2,465CommonSOLE
23918K108DVADAVITA INC$824,5810.38%7,258CommonSOLE
N3167Y103RACEFERRARI N V$753,5330.35%2,039CommonSOLE
191216100KOCOCA COLA CO$682,7680.32%9,766CommonSOLE
747525103QCOMQUALCOMM INC$639,6080.30%3,739CommonSOLE
219350105GLWCORNING INC$600,8380.28%6,862CommonSOLE
166764100CVXCHEVRON CORP NEW$524,6900.24%3,443CommonSOLE
742718109PGPROCTER AND GAMBLE CO$512,9710.24%3,579CommonSOLE
025072364AVIVAMERICAN CENTY ETF TR$491,0810.23%6,894CommonSOLE
464288810IHIISHARES TR$466,6560.22%7,509CommonSOLE
29082A107EMBJEMBRAER S.A.$456,3190.21%7,089CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$450,1770.21%20,324CommonSOLE
97717Y543WTAIWISDOMTREE TR$426,8370.20%14,648CommonSOLE
293828877XOVRENTREPRENEURSHARES SERIES TR$384,5930.18%19,096CommonSOLE
37960A529SHLDGLOBAL X FDS$370,2110.17%5,714CommonSOLE
17275R102CSCOCISCO SYS INC$366,3930.17%4,756CommonSOLE
464288760ITAISHARES TR$361,9670.17%1,686CommonSOLE
437076102HDHOME DEPOT INC$361,1440.17%1,050CommonSOLE
235851102DHRDANAHER CORPORATION$355,4100.17%1,553CommonSOLE
760759100RSGREPUBLIC SVCS INC$353,2550.16%1,667CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$347,7520.16%8,457CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$337,8510.16%2,347CommonSOLE
03945R102ACHRARCHER AVIATION INC$333,6170.16%44,364CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$330,8120.15%1,288CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$325,0970.15%12,432CommonSOLE
00724F101ADBEADOBE INC$308,3410.14%881CommonSOLE
74349Y837PSQPROSHARES TR$303,9440.14%10,064CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$288,0320.13%6,442CommonSOLE
911363109URIUNITED RENTALS INC$287,3090.13%355CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$283,3500.13%625CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$280,5280.13%411CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$263,7860.12%466CommonSOLE
N07059210ASMLASML HOLDING N V$263,1860.12%246CommonSOLE
74347B235DOGPROSHARES TR$258,5230.12%11,006CommonSOLE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$253,5160.12%3,993CommonSOLE
82509L107SHOPSHOPIFY INC$250,4690.12%1,556CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$249,7910.12%5,631CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$247,8460.12%769CommonSOLE
G29183103ETNEATON CORP PLC$216,5570.10%680CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$209,5390.10%2,733CommonSOLE
504922105LHLABCORP HOLDINGS INC$201,7080.09%804CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$92,6180.04%103,000CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$86,2370.04%10,633CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$77,6210.04%79,000CommonSOLE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$70,5230.03%71,000CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$66,8290.03%18,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$62,9250.03%64,000CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$47,7410.02%53,000CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$26,1410.01%30,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$25,8890.01%23,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$19,9290.01%21,000CommonSOLE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$16,0090.01%17,000CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$12,8920.01%13,000CommonSOLE
008183113LIDRWAEYE INC$9010.00%10,000CommonSOLE

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.