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Home > Institutional Investor > Saxony Capital Management, Llc > Profile

Instuitional Investor - Saxony Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Saxony Capital Management, Llc
Portfolio Value $163,125,605
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 12,883 $8,079,099 4.95%
2.
Vanguard Bond Index Funds
 BND 81,009 $6,000,317 3.68%
3.
Invesco Qqq Tr
 9,542 $5,861,871 3.59%
4.
Nvidia Corp
 NVDA 30,886 $5,760,154 3.53%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 98,384 $4,977,247 3.05%
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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