Saxon Interests, Inc. Top Holdings and 13F Report (2025)

About Saxon Interests, Inc.

Investment Activity

Saxon Interests, Inc. has $213.75 million in total holdings as of June 30, 2025.
Saxon Interests, Inc. owns shares of 186 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
This quarter, Saxon Interests, Inc. has purchased 186 new stocks and bought additional shares in 0 stocks.
Saxon Interests, Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Invesco RAFI US 1000 ETF: $21,224,833
Apple: $9,837,281
Vanguard Total Stock Market ETF: $7,288,074
Microsoft: $6,093,832
SPDR S&P 500 ETF Trust: $5,765,015

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
PRF Invesco RAFI US 1000 ETF	$21,224,833	0.0%	525,237	9.9%	ETF
AAPL Apple	$9,837,281	0.0%	44,286	4.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$7,288,074	0.0%	26,518	3.4%	ETF
MSFT Microsoft	$6,093,832	0.0%	16,233	2.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,765,015	0.0%	10,306	2.7%	Finance
VOO Vanguard S&P 500 ETF	$5,359,053	0.0%	10,428	2.5%	ETF
AMZN Amazon.com	$5,037,816	0.0%	26,479	2.4%	Retail/Wholesale
DCMB Doubleline Commercial Real Estate ETF	$4,851,254	0.0%	93,527	2.3%	ETF
IWD iShares Russell 1000 Value ETF	$4,764,594	0.0%	25,322	2.2%	ETF
IWF iShares Russell 1000 Growth ETF	$4,562,322	0.0%	12,635	2.1%	ETF
META Meta Platforms	$3,594,277	0.0%	6,236	1.7%	Computer and Technology
XOM Exxon Mobil	$3,574,917	0.0%	30,059	1.7%	Energy
USMV iShares MSCI USA Min Vol Factor ETF	$3,525,459	0.0%	37,641	1.6%	ETF
JPM JPMorgan Chase & Co.	$3,385,378	0.0%	13,801	1.6%	Finance
IWR iShares Russell Mid-Cap ETF	$3,349,569	0.0%	39,374	1.6%	ETF
CVX Chevron	$3,145,988	0.0%	18,806	1.5%	Energy
NVDA NVIDIA	$2,994,204	0.0%	27,627	1.4%	Computer and Technology
QQQ Invesco QQQ	$2,904,108	0.0%	6,193	1.4%	Finance
IVLU iShares MSCI Intl Value Factor ETF	$2,826,286	0.0%	93,246	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,813,680	0.0%	28,444	1.3%	Finance
VIOV Vanguard S&P Small-Cap 600 Value ETF	$2,513,500	0.0%	29,953	1.2%	ETF
AVGO Broadcom	$2,484,172	0.0%	14,837	1.2%	Computer and Technology
WMT Walmart	$2,070,569	0.0%	23,585	1.0%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$2,002,753	0.0%	10,324	0.9%	ETF
IWM iShares Russell 2000 ETF	$1,971,813	0.0%	9,884	0.9%	Finance
XLK Technology Select Sector SPDR Fund	$1,914,218	0.0%	9,271	0.9%	ETF
UNH UnitedHealth Group	$1,867,552	0.0%	3,566	0.9%	Medical
MSI Motorola Solutions	$1,866,418	0.0%	4,263	0.9%	Computer and Technology
MRK Merck & Co., Inc.	$1,849,201	0.0%	20,602	0.9%	Medical
CME CME Group	$1,756,249	0.0%	6,620	0.8%	Finance
IBM International Business Machines	$1,732,414	0.0%	6,967	0.8%	Computer and Technology
HD Home Depot	$1,582,455	0.0%	4,318	0.7%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$1,538,813	0.0%	2,739	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,488,394	0.0%	25,508	0.7%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,478,345	0.0%	24,371	0.7%	ETF
CB Chubb	$1,470,052	0.0%	4,868	0.7%	Finance
APD Air Products and Chemicals	$1,340,700	0.0%	4,546	0.6%	Basic Materials
IEFA iShares Core MSCI EAFE ETF	$1,319,487	0.0%	17,442	0.6%	ETF
JNJ Johnson & Johnson	$1,308,530	0.0%	7,890	0.6%	Medical
VPU Vanguard Utilities ETF	$1,292,788	0.0%	7,569	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,240,908	0.0%	11,867	0.6%	ETF
AXP American Express	$1,238,061	0.0%	4,602	0.6%	Finance
ETN Eaton	$1,233,934	0.0%	4,539	0.6%	Industrials
PWR Quanta Services	$1,178,887	0.0%	4,638	0.6%	Construction
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,177,490	0.0%	2,804	0.6%	Finance
MDT Medtronic	$1,165,675	0.0%	12,972	0.5%	Medical
DHS WisdomTree U.S. High Dividend Fund	$1,083,067	0.0%	10,922	0.5%	Finance
MPC Marathon Petroleum	$1,079,914	0.0%	7,412	0.5%	Energy
ADI Analog Devices	$1,059,839	0.0%	5,255	0.5%	Computer and Technology
IYW iShares U.S. Technology ETF	$1,059,479	0.0%	7,544	0.5%	Manufacturing
GS The Goldman Sachs Group	$1,027,539	0.0%	1,881	0.5%	Finance
DRI Darden Restaurants	$984,902	0.0%	4,741	0.5%	Retail/Wholesale
IWS iShares Russell Mid-Cap Value ETF	$948,835	0.0%	7,532	0.4%	ETF
VZ Verizon Communications	$930,931	0.0%	20,523	0.4%	Computer and Technology
FTCS First Trust Capital Strength ETF	$920,107	0.0%	10,264	0.4%	ETF
ILCV iShares Morningstar Value ETF	$918,983	0.0%	11,283	0.4%	ETF
EFA iShares MSCI EAFE ETF	$917,583	0.0%	11,227	0.4%	Finance
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$913,827	0.0%	17,727	0.4%	ETF
CAT Caterpillar	$907,474	0.0%	2,752	0.4%	Industrials
JIG JPMorgan International Growth ETF	$876,931	0.0%	13,830	0.4%	ETF
PTLC Pacer Trendpilot US Large Cap ETF	$864,051	0.0%	16,794	0.4%	ETF
VFH Vanguard Financials ETF	$859,011	0.0%	7,190	0.4%	ETF
VIS Vanguard Industrials ETF	$843,667	0.0%	3,408	0.4%	ETF
VOX Vanguard Communication Services ETF	$823,562	0.0%	5,550	0.4%	ETF
VYM Vanguard High Dividend Yield ETF	$797,201	0.0%	6,182	0.4%	ETF
V Visa	$779,832	0.0%	2,225	0.4%	Business Services
JCI Johnson Controls International	$774,304	0.0%	9,666	0.4%	Construction
SDY SPDR S&P Dividend ETF	$750,989	0.0%	5,535	0.4%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$742,950	0.0%	30,995	0.3%	ETF
ABBV AbbVie	$730,177	0.0%	3,485	0.3%	Medical
PB Prosperity Bancshares	$714,771	0.0%	10,015	0.3%	Finance
DON WisdomTree U.S. MidCap Dividend Fund	$713,992	0.0%	14,418	0.3%	Finance
UNP Union Pacific	$707,681	0.0%	2,996	0.3%	Transportation
VLU SPDR S&P 1500 Value Tilt ETF	$694,468	0.0%	3,778	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$674,022	0.0%	1,263	0.3%	ETF
EWJ iShares MSCI Japan ETF	$662,752	0.0%	9,667	0.3%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$622,049	0.0%	5,195	0.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$621,773	0.0%	5,292	0.3%	ETF
O Realty Income	$621,014	0.0%	10,705	0.3%	Finance
WTW Willis Towers Watson Public	$618,786	0.0%	1,831	0.3%	Finance
MLPX Global X MLP & Energy Infrastructure ETF	$613,077	0.0%	9,608	0.3%	ETF
EPD Enterprise Products Partners	$609,766	0.0%	17,861	0.3%	Energy
FIS Fidelity National Information Services	$589,727	0.0%	7,897	0.3%	Business Services
AMLP Alerian MLP ETF	$578,049	0.0%	11,129	0.3%	ETF
HAL Halliburton	$574,967	0.0%	22,663	0.3%	Energy
AMGN Amgen	$557,986	0.0%	1,791	0.3%	Medical
KMI Kinder Morgan	$552,420	0.0%	19,363	0.3%	Energy
JPIB JPMorgan International Bond Opportunities ETF	$547,284	0.0%	11,428	0.3%	ETF
OKE ONEOK	$540,749	0.0%	5,450	0.3%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$535,116	0.0%	3,089	0.3%	ETF
COST Costco Wholesale	$532,988	0.0%	564	0.2%	Retail/Wholesale
DE Deere & Company	$531,774	0.0%	1,133	0.2%	Industrials
GOOGL Alphabet	$520,238	0.0%	3,364	0.2%	Computer and Technology
RTX RTX	$513,150	0.0%	3,874	0.2%	Aerospace
CMCSA Comcast	$505,329	0.0%	13,695	0.2%	Consumer Discretionary
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$503,290	0.0%	19,956	0.2%	ETF
FMB First Trust Managed Municipal ETF	$496,407	0.0%	9,845	0.2%	Manufacturing
IYT iShares U.S. Transportation ETF	$496,237	0.0%	7,750	0.2%	ETF
BP BP	$494,095	0.0%	14,623	0.2%	Energy
GOOG Alphabet	$488,219	0.0%	3,125	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Saxon Interests, Inc. Top Holdings and 13F Report (2025)

About Saxon Interests, Inc.

Investment Activity

Largest Holdings

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Saxon Interests, Inc. Top Holdings and 13F Report (2025)

About Saxon Interests, Inc.

Investment Activity

Largest Holdings

Sector Allocation Over Time

Map of 500 Largest Holdings ofSaxon Interests, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools