Fox Hill Wealth Management
CIK: 0002016110SEC EDGAR →
Portfolio Value
$215.2M
Holdings
114
As of
Q4 2025
New Positions
15
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 42,129 | $20.4M | 9.47% |
| 2 | NVIDIA CORPORATION | 67,877 | $12.7M | 5.88% |
| 3 | APPLE INC | 42,128 | $11.5M | 5.32% |
| 4 | ELI LILLY & CO | 9,404 | $10.1M | 4.70% |
| 5 | SPDR GOLD TR | 18,164 | $7.2M | 3.35% |
| 6 | AMAZON COM INC | 27,475 | $6.3M | 2.95% |
| 7 | META PLATFORMS INC | 9,406 | $6.2M | 2.89% |
| 8 | PALANTIR TECHNOLOGIES INC | 31,858 | $5.7M | 2.63% |
| 9 | PALO ALTO NETWORKS INC | 26,265 | $4.8M | 2.25% |
| 10 | AMPHENOL CORP NEW | 33,745 | $4.6M | 2.12% |
Quarterly Changes
New Positions (8)
Closed Positions (17)
$3.6M · 36K shares
$2.8M · 12K shares
$2.6M · 11K shares
$553K · 24K shares
$433K · 435K shares
$318K · 942 shares
$278K · 1K shares
$269K · 7K shares
$267K · 7K shares
$249K · 4K shares
$241K · 243K shares
$231K · 919 shares
$142K · 136K shares
$59K · 12K shares
$39K · 40K shares
$34K · 28K shares
$10K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $82.1M | 38.2% |
| Utilities | 14 | $26.5M | 12.3% |
| Industrials | 14 | $20.5M | 9.5% |
| Financial Services | 21 | $19.1M | 8.9% |
| Healthcare | 8 | $16.6M | 7.7% |
| Communication Services | 4 | $14.9M | 6.9% |
| Unknown | 15 | $13.8M | 6.4% |
| Consumer Cyclical | 5 | $13.3M | 6.2% |
| Consumer Defensive | 5 | $6.0M | 2.8% |
| Energy | 4 | $2.2M | 1.0% |