Top 50 Saxon Interests, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 8.27% | 503.6K | $23.9M | -2.34%(-12.09K) | $33.41(+57.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.85% | 44.0K | $11.2M | +0.57%(+249) | $178.41(+67.52%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.75% | 24.8K | $7.9M | -0.73%(-182) | $231.56(+57.50%) | 2026-03-31 | |
| DSTL | ETF SER SOLUTIONS | 2.69% | 134.7K | $7.8M | -6.20%(-8.91K) | $58.38(-0.99%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.45% | 16.6K | $7.1M | -17.82%(-3.60K) | $330.68(-62.41%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.37% | 33.0K | $6.9M | +8.84%(+2.68K) | $177.64(+52.07%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 2.32% | 128.6K | $6.7M | +9.12%(+10.74K) | $52.19(+0.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.3% | 18.0K | $6.7M | +11.70%(+1.88K) | $347.90(+16.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.28% | 37.9K | $6.6M | -2.97%(-1.16K) | $70.21(+221.63%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.96% | 9.5K | $5.7M | -2.16%(-209) | $417.77(+63.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.24% | +49.09% |
| Top 20 Holdings Unweighted | +15.08% | +52.40% |
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