Saxon Interests, Inc. Portfolio Holdings

Saxon Interests, Inc.

  • $254 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.5B
$1.26 Million 0.5% of portfolio
4,613
Q3 2025 Added 1.47%
$0
$1.24 Million 0.49% of portfolio
13,248
Q3 2025 Added 18.0%
$128B
$1.26 Million 0.49% of portfolio
13,185
Q3 2025 Added 1.64%
$0
$1.17 Million 0.46% of portfolio
22,469
Q3 2025 Added 26.75%
$300B
$1.15 Million 0.45% of portfolio
3,330
Q3 2025 Reduced 6.62%
$81.8B
$1.06 Million 0.42% of portfolio
9,676
Q3 2025 Added 0.1%
$0
$1.07 Million 0.42% of portfolio
7,655
Q3 2025 Added 1.63%
$0
$1.03 Million 0.41% of portfolio
5,453
Q3 2025 Reduced 27.96%
$0
$1.03 Million 0.4% of portfolio
13,669
Q3 2025 Reduced 1.16%
$0
$1.02 Million 0.4% of portfolio
11,283
Q4 2023 New
$235B
$993,000 0.39% of portfolio
11,832
Q3 2025 Reduced 42.57%
$0
$990,000 0.39% of portfolio
18,079
Q3 2025 Added 7.65%
$172B
$913,000 0.36% of portfolio
20,774
Q3 2025 Added 1.22%
$0
$914,000 0.36% of portfolio
3,087
Q3 2025 Reduced 9.42%
$21.3B
$922,000 0.36% of portfolio
4,847
Q3 2025 Added 2.24%
$0
$894,000 0.35% of portfolio
4,766
Q3 2025 Reduced 14.13%
$0
$895,000 0.35% of portfolio
36,834
Q3 2025 Added 18.84%
$533B
$868,000 0.34% of portfolio
2,544
Q3 2025 Added 14.34%
$0
$871,000 0.34% of portfolio
6,185
Q3 2025 Added 0.05%
$1.74T
$760,000 0.3% of portfolio
3,123
Q3 2025 Reduced 0.06%
$0
$760,000 0.3% of portfolio
5,428
Q3 2025 Reduced 1.93%
$0
$765,000 0.3% of portfolio
3,750
Q3 2025 Reduced 0.74%
$0
$758,000 0.3% of portfolio
14,961
Q3 2025 Added 51.97%
$0
$768,000 0.3% of portfolio
8,211
Q3 2025 Reduced 20.0%
$136B
$723,000 0.28% of portfolio
3,059
Q3 2025 Added 2.1%
$258B
$717,000 0.28% of portfolio
4,285
Q3 2025 Added 10.61%
$1.65T
$686,000 0.27% of portfolio
2,825
Q3 2025 Reduced 16.02%
$0
$673,000 0.26% of portfolio
5,189
Q3 2025 Reduced 0.12%
$593B
$657,000 0.26% of portfolio
2,339
Q3 2025 Added 9.5%
$6.09B
$663,000 0.26% of portfolio
10,000
Q3 2025 Reduced 0.15%
$70.2B
$658,000 0.26% of portfolio
21,066
Q3 2025 Added 17.94%
$35.1B
$664,000 0.26% of portfolio
10,930
Q3 2025 Added 2.1%
$0
$626,000 0.25% of portfolio
4,973
Q3 2025 Reduced 0.3%
$0
$639,000 0.25% of portfolio
12,224
Q3 2025 Reduced 15.22%
$130B
$643,000 0.25% of portfolio
1,811
Q3 2025 Added 7.99%
$34.9B
$632,000 0.25% of portfolio
1,831
Q4 2023 New
$0
$622,000 0.24% of portfolio
3,284
Q3 2025 Added 6.31%
$0
$602,000 0.24% of portfolio
6,987
Q3 2025 Added 16.84%
$0
$604,000 0.24% of portfolio
12,332
Q3 2025 Added 7.91%
$0
$593,000 0.23% of portfolio
5,320
Q3 2025 Added 22.47%
$0
$584,000 0.23% of portfolio
23,448
Q3 2025 Added 17.5%
$0
$587,000 0.23% of portfolio
7,322
Q3 2025 Reduced 24.26%
$0
$579,000 0.23% of portfolio
9,238
Q3 2025 Reduced 3.85%
$0
$555,000 0.22% of portfolio
7,750
Q1 2024 Added 299.9%
$0
$530,000 0.21% of portfolio
1,805
Q3 2025 Reduced 0.93%
$0
$538,000 0.21% of portfolio
3,808
Q3 2025 Added 31.81%
$39.1B
$530,000 0.21% of portfolio
8,046
Q3 2025 Added 1.89%
$0
$522,000 0.21% of portfolio
3,253
Q4 2023 New
$144B
$524,000 0.21% of portfolio
1,146
Q3 2025 Added 1.15%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $254 Million
  • Prior Value $224 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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