Saxon Interests, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $20.9M, Apple Inc. with a value of $10.9M, Vanguard Total Stock Market Et with a value of $7.7M, Ishares Russell 1000 Gr ETF with a value of $6.86M, and Microsoft Corp with a value of $6.7M.
Examining the 13F form we can see an increase of $8.3M in the current position value, from $213M to 222M.
Below you can find more details about Saxon Interests, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $124 Million
Technology: $31.6 Million
Energy: $12.2 Million
Financial Services: $11.9 Million
Consumer Cyclical: $11.6 Million
Industrials: $8.51 Million
Healthcare: $8.34 Million
Communication Services: $6.86 Million
Other: $6.41 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
