StockDrifts LogoStockDrifts

Saxon Interests, Inc.

Portfolio Manager
Saxon Interests, Inc.
Performance
-3.68% (2026 Q1)
AUM (13F)
$290.17M
# of Holdings
222
Performance Rank
Allocation (Top 20)
44.87%

Saxon Interests, Inc. Holdings Map

Top 50 Saxon Interests, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PRF
INVESCO EXCHANGE TRADED FD T
8.27%503.6K$23.9M
-2.34%(-12.09K)
2025-Q1: 525.2K shares2025-Q2: 525.2K shares2025-Q3: 540.7K shares2025-Q4: 515.7K shares2026-Q1: 503.6K shares
$33.41(+57.54%)
2026-03-31
AAPL
APPLE INC
3.85%44.0K$11.2M
+0.57%(+249)
2025-Q1: 44.3K shares2025-Q2: 44.3K shares2025-Q3: 43.9K shares2025-Q4: 43.7K shares2026-Q1: 44.0K shares
$178.41(+67.52%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.75%24.8K$7.9M
-0.73%(-182)
2025-Q1: 26.5K shares2025-Q2: 26.5K shares2025-Q3: 25.5K shares2025-Q4: 25.0K shares2026-Q1: 24.8K shares
$231.56(+57.50%)
2026-03-31
DSTL
ETF SER SOLUTIONS
2.69%134.7K$7.8M
-6.20%(-8.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 4.0K shares2025-Q4: 143.6K shares2026-Q1: 134.7K shares
$58.38(-0.99%)
2026-03-31
IWF
ISHARES TR
2.45%16.6K$7.1M
-17.82%(-3.60K)
2025-Q1: 12.6K shares2025-Q2: 12.6K shares2025-Q3: 23.4K shares2025-Q4: 20.2K shares2026-Q1: 16.6K shares
$330.68(-62.41%)
2026-03-31
AMZN
AMAZON COM INC
2.37%33.0K$6.9M
+8.84%(+2.68K)
2025-Q1: 26.5K shares2025-Q2: 26.5K shares2025-Q3: 30.5K shares2025-Q4: 30.3K shares2026-Q1: 33.0K shares
$177.64(+52.07%)
2026-03-31
MUNI
PIMCO ETF TR
2.32%128.6K$6.7M
+9.12%(+10.74K)
2025-Q1: 17.7K shares2025-Q2: 17.7K shares2025-Q3: 22.5K shares2025-Q4: 117.8K shares2026-Q1: 128.6K shares
$52.19(+0.11%)
2026-03-31
MSFT
MICROSOFT CORP
2.3%18.0K$6.7M
+11.70%(+1.88K)
2025-Q1: 16.2K shares2025-Q2: 16.2K shares2025-Q3: 15.8K shares2025-Q4: 16.1K shares2026-Q1: 18.0K shares
$347.90(+16.47%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.28%37.9K$6.6M
-2.97%(-1.16K)
2025-Q1: 27.6K shares2025-Q2: 27.6K shares2025-Q3: 37.9K shares2025-Q4: 39.0K shares2026-Q1: 37.9K shares
$70.21(+221.63%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.96%9.5K$5.7M
-2.16%(-209)
2025-Q1: 10.4K shares2025-Q2: 10.4K shares2025-Q3: 10.0K shares2025-Q4: 9.7K shares2026-Q1: 9.5K shares
$417.77(+63.35%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Saxon Interests, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all