account_balance

Investment manager · 13F filer · SEC CIK 1905867

Saxon Interests, Inc.

Reported value$288Mas of Sep 30, 2026
Positions196 19 new, 61 sold out
Top 10 weight38.9%PRF alone is 10%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PRF Invesco Exchange Traded Fd T 9.7% Trimmed −10%
GARP iShares Tr 5.8% Held
AVEM American Centy ETF Tr 4.3% Held
EQWL Invesco Exchange Traded Fd T 3.6% Held
AVUV American Centy ETF Tr 3.3% Trimmed −12%
MUB iShares Tr 3.2% New
IWF iShares Tr 2.6% Trimmed −13%
VTI Vanguard Index FDS 2.3% Trimmed −27%
IMCG iShares Tr 2.1% New
AAPL Apple Inc. 1.9% Trimmed −63%MSFT Microsoft Corp 1.8% Trimmed −44%
DCRE Doubleline ETF Trust 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • MUB $9.36M
  • IMCG $6.05M
  • HYD $1.24M
  • TBIL $686K
arrow_upwardAdded
  • BIL +451%
  • XLV +123%
  • GLD +63%
  • VBK +44%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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