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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 $227,187,870
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 517,847 $20,889,946 9.19%
2.
Apple Inc.
 AAPL 43,404 $10,869,112 4.78%
3.
Vanguard Index Fds
 26,559 $7,696,970 3.38%
4.
Ishares Trust
 IEF 17,088 $6,862,388 3.02%
5.
Microsoft Corp
 MSFT 15,899 $6,701,255 2.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)