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Portfolio (Quarterly) Guide ↗

Saxony Capital Management, LLC

· CIK 0001561330
13F Portfolio $218M AUM 186 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 186 New
Page 3 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RPV INVESCO EXCHANGE TRADED FD T 13,055.0 $1.5M 0.68% NEW $113.82 +7.3%
42 RFV INVESCO EXCHANGE TRADED FD T 10,237.0 $1.5M 0.67% NEW $142.93 +4.9%
43 XLK SELECT SECTOR SPDR TR 7,280.0 $1.4M 0.64% NEW $190.52 -3.6%
44 ACWI ISHARES TR 8,754.0 $1.4M 0.63% NEW $156.97 +2.4%
45 THY NORTHERN LIGHTS FD TR 62,498.0 $1.4M 0.63% NEW $21.87 -0.9%
46 GOOG ALPHABET INC Communication Services 3,591.0 $1.3M 0.58% NEW $353.34 -3.3%
47 NORTHERN LIGHTS FD TR 46,310.0 $1.2M 0.54% NEW $25.36
48 IWM ISHARES TR 3,902.0 $1.2M 0.54% NEW $300.47 +0.4%
49 MRSK NORTHERN LIGHTS FD TR 30,290.0 $1.2M 0.54% NEW $38.61 +2.9%
50 MBB ISHARES TR 11,959.0 $1.1M 0.52% NEW $94.52 -1.0%
51 VYM VANGUARD WHITEHALL FDS 7,091.0 $1.1M 0.51% NEW $158.02 +4.6%
52 GOOGL ALPHABET INC Communication Services 3,133.0 $1.1M 0.51% NEW $357.42 -3.6%
53 CINF CINCINNATI FINL CORP Financial Services 5,482.0 $1.0M 0.47% NEW $185.13 -9.0%
54 PANW PALO ALTO NETWORKS INC Technology 2,936.0 $1.0M 0.46% NEW $341.02 +5.5%
55 AMD ADVANCED MICRO DEVICES INC Technology 1,698.0 $986K 0.45% NEW $580.91 -19.7%
56 GOVT ISHARES TR 42,495.0 $968K 0.44% NEW $22.78 -1.1%
57 VOOG VANGUARD ADMIRAL FDS INC 11,530.0 $953K 0.44% NEW $82.62 +1.4%
58 PG PROCTER & GAMBLE CO Consumer Defensive 6,286.0 $922K 0.42% NEW $146.63 -1.5%
59 MU MICRON TECHNOLOGY INC Technology 786.0 $907K 0.42% NEW $1154.29 -18.8%
60 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,440.0 $847K 0.39% NEW $131.57 +5.4%
Page 3 of 10  ·  186 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 24.1%
Communication Services 17.9%
Healthcare 7.9%
Consumer Cyclical 6.3%
Energy 4.3%
Utilities 3.6%
Consumer Defensive 3.2%
Industrials 3.0%
Real Estate 1.4%