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Home > Institutional Investor > Saxon Interests, Inc. > Profile

Instuitional Investor - Saxon Interests, Inc.

Fund Profile
Filing Period:
Fund Name: Saxon Interests, Inc.
Portfolio Value $290,174,928
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 503,630 $23,937,537 8.25%
2.
Apple Inc.
 AAPL 43,958 $11,156,200 3.84%
3.
Vanguard Index Fds
 24,779 $7,949,323 2.74%
4.
Etf Ser Solutions
 134,729 $7,798,143 2.69%
5.
Ishares Trust
 IEF 16,625 $7,088,991 2.44%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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