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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 $199,767,169
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 485,396 $17,085,926 8.55%
2.
Spdr Ser Tr
 87,279 $7,976,468 3.99%
3.
Apple Inc.
 AAPL 38,015 $7,318,954 3.66%
4.
Ishares Trust
 IEF 22,011 $6,673,125 3.34%
5.
Vanguard Index Fds
 27,589 $6,544,766 3.27%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)