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Portfolio (Quarterly) Guide ↗

SAXON INTERESTS, INC.

· CIK 0001905867
13F Portfolio $362M AUM 238 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 238 New
Page 10 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHEL SHELL PLC Energy 4,816.0 $373K 0.10% NEW $77.54 +17.2%
182 NOBL PROSHARES TR 6,560.0 $368K 0.10% NEW $56.16 +3.9%
183 IWB ISHARES TR 895.0 $367K 0.10% NEW $409.50 +2.8%
184 CMCSA COMCAST CORP NEW Communication Services 14,849.0 $365K 0.10% NEW $24.55 +10.2%
185 ADEA ADEIA INC Technology 10,816.0 $356K 0.10% NEW $32.93 -21.9%
186 IJS ISHARES TR 2,589.0 $354K 0.10% NEW $136.68 +0.6%
187 BIL SPDR SERIES TRUST 3,837.0 $352K 0.10% NEW $91.64 +0.0%
188 DRAM ROUNDHILL ETF TRUST 4,750.0 $351K 0.10% NEW $73.85 -24.4%
189 LMT LOCKHEED MARTIN CORP Industrials 658.0 $335K 0.09% NEW $509.15 +10.7%
190 BAC BANK OF AMER CORP Financial Services 5,578.0 $318K 0.09% NEW $56.98 +9.4%
191 JMBS JANUS DETROIT STR TR 6,916.0 $311K 0.09% NEW $44.99 -1.2%
192 F FORD MTR CO Consumer Cyclical 22,127.0 $308K 0.09% NEW $13.90 -0.2%
193 IAU ISHARES GOLD TR Financial Services 4,056.0 $306K 0.09% NEW $75.51 +11.0%
194 SCHG SCHWAB STRATEGIC TR 8,984.0 $304K 0.08% NEW $33.84 +5.7%
195 DIS DISNEY WALT CO Communication Services 3,129.0 $301K 0.08% NEW $96.25 +12.3%
196 PG PROCTER & GAMBLE CO Consumer Defensive 2,043.0 $300K 0.08% NEW $146.64 -2.0%
197 ORCL ORACLE CORP Technology 2,008.0 $294K 0.08% NEW $146.57 +2.8%
198 FCX FREEPORT MCMORAN INC Basic Materials 4,639.0 $292K 0.08% NEW $62.89 +21.6%
199 JGRO J P MORGAN EXCHANGE TRADED F 2,917.0 $288K 0.08% NEW $98.59 -4.4%
200 EZPW EZCORP INC Financial Services 8,249.0 $285K 0.08% NEW $34.57 -4.5%
Page 10 of 12  ·  238 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 32.2%
Financial Services 18.4%
Consumer Cyclical 12.7%
Industrials 8.8%
Energy 6.8%
Healthcare 6.5%
Consumer Defensive 6.2%
Communication Services 4.9%
Basic Materials 1.3%
Utilities 1.2%