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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 2 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWD ISHARES TR 13,784.0 $3.3M 0.92% NEW $242.43 +6.6%
22 XLK SELECT SECTOR SPDR TR 17,387.0 $3.3M 0.92% NEW $190.52 -2.5%
23 PWR QUANTA SVCS INC Industrials 4,362.0 $3.1M 0.87% NEW $720.04 -16.3%
24 AGG ISHARES TR 30,999.0 $3.1M 0.85% NEW $98.98 -1.5%
25 QQQ INVESCO QQQ TR Financial Services 4,140.0 $3.0M 0.84% NEW $736.46 -2.7%
26 VLUE ISHARES TR 13,828.0 $2.8M 0.76% NEW $199.81 +0.7%
27 WMT WALMART INC Consumer Defensive 23,696.0 $2.7M 0.74% NEW $113.26 -9.0%
28 IWR ISHARES TR 22,465.0 $2.5M 0.69% NEW $110.32 +1.8%
29 IDV ISHARES TR 59,752.0 $2.5M 0.68% NEW $41.43 +7.8%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,255.0 $2.4M 0.67% NEW $746.81 +3.0%
31 IVLU ISHARES TR 57,287.0 $2.4M 0.66% NEW $41.82 +5.8%
32 XOM EXXON MOBIL CORP Energy 16,938.0 $2.3M 0.64% NEW $136.72 +14.6%
33 DIA STATE STR SPDR DOW JONES IND Financial Services 4,306.0 $2.2M 0.62% NEW $522.38 +2.4%
34 VIG VANGUARD SPECIALIZED FUNDS 9,493.0 $2.2M 0.62% NEW $236.62 +2.7%
35 ADI ANALOG DEVICES INC Technology 5,490.0 $2.2M 0.60% NEW $397.18 -8.9%
36 ABBV ABBVIE INC Healthcare 8,628.0 $2.2M 0.60% NEW $251.65 +1.5%
37 ETN EATON CORP PLC Industrials 4,761.0 $2.0M 0.56% NEW $426.14 -5.5%
38 CVX CHEVRON CORPORATION Energy 12,061.0 $2.0M 0.55% NEW $165.76 +21.8%
39 IVV ISHARES TR 2,550.0 $1.9M 0.53% NEW $748.87 +3.2%
40 VEU VANGUARD INTL EQUITY INDEX F 22,647.0 $1.9M 0.52% NEW $83.75 +2.0%
Page 2 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%