Saxon Interests, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $24.4M, Apple Inc. with a value of $11.2M, Ishares Russell 1000 Gr ETF with a value of $11M, Vanguard Total Stock Market Et with a value of $8.37M, and Microsoft Corp with a value of $8.21M.
Examining the 13F form we can see an increase of $30.4M in the current position value, from $224M to 254M.
Below you can find more details about Saxon Interests, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
ETFs: $137 Million
Technology: $39.1 Million
Financial Services: $16 Million
Consumer Cyclical: $13 Million
Energy: $12.1 Million
Industrials: $11 Million
Communication Services: $9.65 Million
Healthcare: $8.71 Million
Other: $7.05 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
