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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 6 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRSP CRISPR THERAPEUTICS AG Healthcare 14,596.0 $796K 0.22% NEW $54.54 +5.8%
102 RSP INVESCO EXCHANGE TRADED FD T 3,710.0 $789K 0.22% NEW $212.78 +3.7%
103 VIS VANGUARD WORLD FD 2,165.0 $780K 0.22% NEW $360.38 -5.9%
104 TEAM ATLASSIAN CORPORATION Technology 9,888.0 $769K 0.21% NEW $77.79 +144.8%
105 IJJ ISHARES TR 5,174.0 $764K 0.21% NEW $147.72 -0.2%
106 FMB FIRST TR EXCH TRADED FD III 14,803.0 $760K 0.21% NEW $51.37 -2.6%
107 DE DEERE & CO Industrials 1,177.0 $747K 0.21% NEW $634.33 -0.6%
108 STZ CONSTELLATION BRANDS INC Consumer Defensive 5,351.0 $744K 0.21% NEW $139.10 -6.0%
109 FISV FISERV INC Technology 15,169.0 $744K 0.21% NEW $49.05 +8.4%
110 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 39,590.0 $735K 0.20% NEW $18.57 -27.3%
111 PB PROSPERITY BANCSHARES INC Financial Services 10,058.0 $735K 0.20% NEW $73.03 -1.0%
112 VZ VERIZON COMMUNICATIONS INC Communication Services 17,279.0 $732K 0.20% NEW $42.34 +18.3%
113 AXP AMERICAN EXPRESS CO Financial Services 2,158.0 $730K 0.20% NEW $338.25 -1.5%
114 UNP UNION PAC CORP Industrials 2,677.0 $728K 0.20% NEW $272.02 +13.0%
115 LW LAMB WESTON HLDGS INC Consumer Defensive 16,715.0 $722K 0.20% NEW $43.18 +27.3%
116 UNH UNITEDHEALTH GROUP INC Healthcare 1,728.0 $718K 0.20% NEW $415.56 -5.4%
117 GLD SPDR GOLD TR Financial Services 1,945.0 $716K 0.20% NEW $368.38 +11.0%
118 FMC FMC CORP Basic Materials 61,948.0 $712K 0.20% NEW $11.50 -1.5%
119 VPU VANGUARD WORLD FD 3,622.0 $709K 0.20% NEW $195.72 -5.6%
120 ILF ISHARES TR 20,920.0 $706K 0.20% NEW $33.75 +2.7%
Page 6 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%