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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 9 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IETC ISHARES U S ETF TR 2,102.0 $226K 0.10% NEW $107.35 +0.6%
162 IJK ISHARES TR 1,903.0 $224K 0.10% NEW $117.50 -1.5%
163 VOE VANGUARD INDEX FDS 1,130.0 $223K 0.10% NEW $197.60 +5.9%
164 TFC TRUIST FINL CORP Financial Services 4,464.0 $222K 0.10% NEW $49.83 +2.0%
165 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 695.0 $221K 0.10% NEW $317.53 -7.6%
166 DVN DEVON ENERGY CORP NEW Energy 5,335.0 $220K 0.10% NEW $41.32 +19.7%
167 GILD GILEAD SCIENCES INC Healthcare 1,735.0 $219K 0.10% NEW $126.33 +14.2%
168 VZ VERIZON COMMUNICATIONS INC Communication Services 5,158.0 $218K 0.10% NEW $42.34 +16.7%
169 SCHG SCHWAB STRATEGIC TR 6,449.0 $218K 0.10% NEW $33.84 +4.3%
170 AMAT APPLIED MATLS INC Technology 300.0 $217K 0.10% NEW $722.78 -31.4%
171 XSD SPDR SERIES TRUST 333.0 $208K 0.10% NEW $624.13 -20.3%
172 EFA ISHARES TR 1,998.0 $208K 0.10% NEW $103.88 +3.3%
173 IVV ISHARES TR 276.0 $206K 0.10% NEW $747.83 +2.9%
174 ITW ILLINOIS TOOL WKS INC Industrials 761.0 $206K 0.09% NEW $270.42 +5.1%
175 O REALTY INCOME CORP Real Estate 3,320.0 $206K 0.09% NEW $61.96 +1.8%
176 PEBO PEOPLES BANCORP INC Financial Services 5,347.0 $205K 0.09% NEW $38.41 +3.2%
177 NUE NUCOR CORP Basic Materials 922.0 $205K 0.09% NEW $222.68 +9.3%
178 XLI SELECT SECTOR SPDR TR 1,106.0 $205K 0.09% NEW $185.22 -1.9%
179 SYSB ISHARES TR 2,306.0 $205K 0.09% NEW $88.72 -1.6%
180 SOXX ISHARES TR 319.0 $204K 0.09% NEW $640.82 -18.7%
Page 9 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%