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Fox Hill Wealth Management

Q1 2026 · 13F-HR

Fox Hill Wealth Managementholdings as filed

Filed 2026-05-13 · accession 0001754960-26-000377

$207.9M
Reported value
117
Positions
2026-03-31
Period end
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The Brief · Fox Hill Wealth Management · Q1 2026

AI · grounded in 13F

Fox Hill Wealth Management closed its position in Amphenol Corp New APH, reducing its exposure by $4.56M. The fund established new positions in Dollar Gen Corp DG for $3.05M, Micron Technology Inc MU for $2.29M, and Vulcan Matls Co VMC for $2.27M. Additionally, the fund trimmed its holdings in Meta Platforms Inc META by 74.26% and iShares Silver Tr SLV by 64.52%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$16.1M7.76%43,588CommonNONE
67066G104NVDANVIDIA CORPORATION$12.3M5.89%70,271CommonNONE
037833100AAPLAPPLE INC$10.7M5.14%42,079CommonNONE
532457108LLYELI LILLY & CO$8.6M4.15%9,385CommonNONE
023135106AMZNAMAZON COM INC$6.0M2.89%28,828CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.8M2.29%29,668CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.7M2.27%32,216CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.3M2.07%5,083CommonNONE
872540109TJXTJX COS INC NEW$4.3M2.06%26,877CommonNONE
78463V107GLDSPDR GOLD TR$4.1M1.99%9,613CommonNONE
040413205ANETARISTA NETWORKS INC$4.1M1.98%33,520CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.9M1.89%8,194CommonNONE
02079K107GOOGALPHABET INC$3.9M1.88%13,608CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.9M1.86%29,563CommonNONE
149123101CATCATERPILLAR INC$3.6M1.75%5,131CommonNONE
443201108HWMHOWMET AEROSPACE INC$3.6M1.71%15,441CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.3M1.59%109,772CommonNONE
256677105DGDOLLAR GEN CORP$3.0M1.47%25,685CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.0M1.45%4,995CommonNONE
75513E101RTXRTX CORPORATION$3.0M1.43%15,407CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.9M1.39%63,060CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.8M1.36%4,157CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2.8M1.35%9,785CommonNONE
29364G103ETRENTERGY CORP NEW$2.7M1.29%23,959CommonNONE
21874C102CNMCORE & MAIN INC$2.7M1.29%54,252CommonNONE
931142103WMTWALMART INC$2.7M1.29%21,517CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.6M1.24%2,581CommonNONE
65473P105NINISOURCE INC$2.5M1.22%54,332CommonNONE
64110L106NFLXNETFLIX INC.$2.5M1.18%25,572CommonNONE
92840M102VSTVISTRA CORP$2.4M1.15%15,940CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.3M1.10%6,786CommonNONE
929160109VMCVULCAN MATLS CO$2.3M1.09%8,322CommonNONE
219350105GLWCORNING INC$2.3M1.08%16,553CommonNONE
65339F101NEENEXTERA ENERGY INC$2.2M1.08%24,132CommonNONE
023608102AEEAMEREN CORP$2.2M1.06%20,118CommonNONE
92939U106WECWEC ENERGY GROUP INC$2.1M1.01%18,212CommonNONE
736508847PORPORTLAND GEN ELEC CO$2.1M1.00%39,447CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$1.9M0.91%23,252CommonNONE
770700102HOODROBINHOOD MKTS INC$1.9M0.90%27,096CommonNONE
02079K305GOOGLALPHABET INC$1.9M0.90%6,471CommonNONE
68389X105ORCLORACLE CORP$1.8M0.87%12,343CommonNONE
69331C108PCGPG&E CORP$1.8M0.85%100,968CommonNONE
36828A101GEVGE VERNOVA INC$1.8M0.85%2,023CommonNONE
46428Q109SLVISHARES SILVER TR$1.7M0.80%24,271CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.79%5,301CommonNONE
464287168DVYISHARES TR$1.6M0.77%10,611CommonNONE
92189F676SMHVANECK ETF TRUST$1.6M0.77%4,156CommonNONE
11135F101AVGOBROADCOM INC$1.5M0.74%5,000CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.72%8,855CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.5M0.72%4,429CommonNONE
458140100INTCINTEL CORP$1.5M0.70%33,136CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.67%2,421CommonNONE
00217D100ASTSAST SPACEMOBILE INC$1.4M0.65%16,354CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.64%5,461CommonNONE
34959E109FTNTFORTINET INC$1.2M0.60%15,250CommonNONE
67079K100SMRNUSCALE PWR CORP$1.2M0.59%112,607CommonNONE
23918K108DVADAVITA INC$1.1M0.54%7,267CommonNONE
78464A755XMESPDR SERIES TRUST$1.1M0.52%10,072CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.1M0.52%16,230CommonNONE
369604301GEGE AEROSPACE$1.0M0.50%3,659CommonNONE
464288372IGFISHARES TR$990,4890.48%14,783CommonNONE
58155Q103MCKMCKESSON CORP$941,6540.45%1,088CommonNONE
464287176TIPISHARES TR$887,8380.43%8,045CommonNONE
166764100CVXCHEVRON CORPORATION$763,3880.37%3,690CommonNONE
191216100KOCOCA COLA CO$732,8220.35%9,636CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$727,4890.35%2,605CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$696,0350.33%4,866CommonNONE
N3167Y103RACEFERRARI N V$679,6080.33%2,008CommonNONE
02156V109OKLOOKLO INC$650,8940.31%13,126CommonNONE
464288760ITAISHARES TR$593,7000.29%2,714CommonNONE
67077M108NTRNUTRIEN LTD$568,6670.27%7,536CommonNONE
512807306LRCXLAM RESEARCH CORP$566,4460.27%2,651CommonNONE
674599105OXYOCCIDENTAL PETE CORP$550,3560.26%8,467CommonNONE
742718109PGPROCTER & GAMBLE CO$523,5960.25%3,625CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$508,5930.24%6,797CommonNONE
747525103QCOMQUALCOMM INC$480,4980.23%3,731CommonNONE
13321L108CCJCAMECO CORP$479,9070.23%4,419CommonNONE
29082A107EMBJEMBRAER S.A.$444,6350.21%7,493CommonNONE
N07059210ASMLASML HLDG NV$443,7990.21%336CommonNONE
37960A529SHLDGLOBAL X FDS$414,7270.20%5,854CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$390,8920.19%6,381CommonNONE
464288810IHIISHARES TR$389,6000.19%7,303CommonNONE
74347B235DOGPROSHARES TR$387,1270.19%15,853CommonNONE
867224107SUSUNCOR ENERGY INC NEW$371,2740.18%5,616CommonNONE
17275R102CSCOCISCO SYS INC$369,2260.18%4,759CommonNONE
74349Y837PSQPROSHARES TR$349,5440.17%10,859CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$342,9210.16%1,292CommonNONE
437076102HDHOME DEPOT INC$332,1880.16%1,010CommonNONE
293828877XOVRENTREPRENEURSHARES SERIES TR$324,6760.16%19,223CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$323,3380.16%2,433CommonNONE
235851102DHRDANAHER CORP DEL$294,5100.14%1,553CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$288,9390.14%444CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$279,0880.13%625CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$263,6850.13%18,781CommonNONE
911363109URIUNITED RENTALS INC$258,6390.12%355CommonNONE
92537N108VRTVERTIV HOLDINGS CO$241,9600.12%966CommonNONE
46625H100JPMJPMORGAN CHASE & CO$233,8760.11%795CommonNONE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$230,1450.11%3,900CommonNONE
81762P102NOWSERVICENOW INC$228,7930.11%2,188CommonNONE
760759100RSGREPUBLIC SVCS INC$217,6550.10%994CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$215,2830.10%467CommonNONE
504922105LHLABCORP HOLDINGS INC$214,5150.10%804CommonNONE
958102105WDCWESTERN DIGITAL CORP$207,3420.10%767CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$169,7260.08%11,762CommonNONE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$127,3680.06%18,000CommonNONE
163092AF6CHGG 0 09/01/26CHEGG INC$98,5120.05%103,000CommonNONE
03945R102ACHRARCHER AVIATION INC$87,9060.04%17,003CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$80,1760.04%10,633CommonNONE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$77,9450.04%79,000CommonNONE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$71,8500.03%71,000CommonNONE
852234AJ2XYZ 0 05/01/26BLOCK INC$63,7910.03%64,000CommonNONE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$44,9090.02%53,000CommonNONE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$26,8660.01%30,000CommonNONE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$19,9350.01%21,000CommonNONE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$15,9940.01%17,000CommonNONE
94419LAF8W 1 08/15/26WAYFAIR INC$12,6160.01%13,000CommonNONE
008183113LIDRWAEYE INC$3840.00%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.