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TEXXHorizon Kinetics Texas ETF

Grow my moneyNewRanked #2,859 of 2,999 in this goal

Seeks long-term growth of capital.

By Horizon Kinetics · Launched 2026

Annual Cost

0.85%

#4,514 of 5,861 · expensive

Fund Size

$3M

#5,399 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

7 months

#5,104 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,593+15.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 50.3% of fundmoderately concentrated

US BANK MMDA - USBGFS 7USBGFS7
8.3%
Landbridge Co LLC
6.4%
Permian Basin Royalty Trust
6.1%
Texas Pacific Land Corp
5.8%
Diamondback Energy Inc
4.7%
Occidental Petroleum Corp
4.1%
SLB Ltd
3.9%
ConocoPhillips
3.7%
Exxon Mobil Corp
3.6%
EOG Resources Inc
3.6%

Asset allocation

Stocks
92.8%
Cash
7.2%
Other
0.0%

By sector

Energy
67.1%
Industrials
10.5%
Utilities
8.7%
Consumer Cyclical
8.4%
Consumer Defensive
3.0%
Financial Services
1.8%
Real Estate
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-5.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively manages a portfolio primarily invested in equity securities of Texas companies, focusing on small- to large-cap companies across various sectors, particularly in the Energy Sector. The Adviser identifies companies positioned to benefit from Texas's economic expansion.
Inception date
January 21, 2026
Fund family
Horizon Kinetics

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Data updated on 2026-08-04