StockDriftsStockDriftsTop 50 Saxon Interests INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 8.59% | 575.4K | $31.1M | +14.24%(+71.73K) | $35.06(+61.10%) | 2026-06-30 | |
| GARP | ISHARES TR | 4.44% | 194.6K | $16.1M | new | $72.07(+17.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.52% | 44.0K | $12.7M | +0.15%(+65) | $178.55(+71.04%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.46% | 130.0K | $12.5M | new | $87.13(+7.49%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.16% | 91.8K | $11.5M | new | $116.51(+9.99%) | 2026-06-30 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 2.83% | 79.4K | $10.2M | new | $120.93(+11.76%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.51% | 24.5K | $9.1M | -1.01%(-250) | $231.56(+65.56%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.4% | 70.0K | $8.7M | +5.21%(+3.46K) | $84.19(+46.56%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.39% | 43.3K | $8.7M | +14.42%(+5.46K) | $84.38(+167.91%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.25% | 34.1K | $8.1M | +3.53%(+1.16K) | $179.07(+46.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.10% | +56.48% | — | — | +42.43% |
| Top 20 Holdings Unweighted | +16.50% | +58.12% | — | — | +42.42% |
Saxon Interests INC reports $362.01M in US-listed equity holdings across 238 positions in its most recent 13F filing. Its largest disclosed positions are PRF (8.6%), GARP (4.4%) and AAPL (3.5%). The top 20 holdings account for 49.61% of reported assets. Its disclosed equity book has returned +56.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Saxon Interests INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905867). View Saxon Interests INC’s 13F filings on SEC