Arkolith/Funds/Saxon Interests, Inc.

Saxon Interests, Inc.

CIK 1905867
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Saxon Interests, Inc. holds a diversified book of 238 stocks worth $362.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ishares Msci USA Quality Gar and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Invesco Rafi US 1000 ETF at 9% of the equity book.

Opened
88
bought for the first time
Added to
72
already held, bought more
Trimmed
109
sold some, still holds it
Sold out
16
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
36%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

39% mapped to company sectors

ETF / fund or unclassified
61%
Information Technology
14%
Consumer Discretionary
6%
Financials
5%
Industrials
3%
Health Care
3%
Energy
2%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Saxon Interests, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$610.1B
UBS Group AG80 / 80$163.3B
LPL Financial LLC80 / 80$95.5B
OSAIC HOLDINGS, INC.80 / 80$19.1B
Integrated Wealth Concepts LLC80 / 80$4.1B
JPMORGAN CHASE & CO79 / 80$538.3B
BANK OF AMERICA CORP /DE/79 / 80$468.6B
ROYAL BANK OF CANADA79 / 80$166.1B

Ranked by how many of Saxon Interests, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

238 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
RAFI US 1000 ETF
$31.1M575.4K
8.6%
+14%
Added · +72K sh
2Ishares TR
MSCI US GARP ETF
$16.1M194.6K
4.4%
New
New position
3Apple Inc
COM
$12.7M44.0K
3.5%
+0.1%
Added · +65 sh
4American Centy ETF TR
AVANTIS EMGMKT
$12.5M130.0K
3.5%
New
New position
5American Centy ETF TR
US SML CP VALU
$11.5M91.8K
3.2%
New
New position
6Invesco Exchange Traded FD T
S&P 100 EQL WIGH
$10.2M79.4K
2.8%
New
New position
7Vanguard Index FDS
TOTAL STK MKT
$9.1M24.5K
2.5%
−1.0%
Reduced · −250 sh
8Ishares TR
RUS 1000 GRW ETF
$8.7M70.0K
2.4%
+321%
Added · +53K sh
9Nvidia Corporation
COM
$8.7M43.3K
2.4%
+14%
Added · +5K sh
10Amazon Com Inc
COM
$8.1M34.1K
2.2%
+3.5%
Added · +1K sh
11Pimco ETF TR
INTER MUN BD ACT
$7.2M136.9K
2.0%
+6.5%
Added · +8K sh
12Microsoft Corp
COM
$6.6M17.7K
1.8%
−1.6%
Reduced · −281 sh
13Vanguard Index FDS
S&P 500 ETF SHS
$6.3M9.2K
1.8%
−2.6%
Reduced · −249 sh
14Doubleline ETF Trust
COMMERCIAL REAL
$5.1M98.0K
1.4%
+6.5%
Added · +6K sh
15JPMorgan Chase & Co
COM
$5.1M15.5K
1.4%
−1.8%
Reduced · −285 sh
16Ishares Inc
CORE MSCI EMKT
$5.0M60.5K
1.4%
+35%
Added · +16K sh
17Meta Platforms Inc
CL A
$4.4M7.8K
1.2%
−0.8%
Reduced · −63 sh
18Broadcom Inc
COM
$4.0M10.5K
1.1%
−14%
Reduced · −2K sh
19Vanguard Admiral FDS Inc
SMLCP 600 VAL
$3.8M32.5K
1.1%
+0.2%
Added · +63 sh
20Tema ETF Trust
ELECTRIFICATION
$3.4M81.7K
0.9%
+151%
Added · +49K sh
21Ishares TR
RUS 1000 VAL ETF
$3.3M13.8K
0.9%
+7.5%
Added · +965 sh
22Select Sector SPDR TR
ST STR TECHN ETF
$3.3M17.4K
0.9%
+1.4%
Added · +244 sh
23Quanta Svcs Inc
COM
$3.1M4.4K
0.9%
−7.8%
Reduced · −368 sh
24Ishares TR
CORE US AGGBD ET
$3.1M31.0K
0.8%
−0.2%
Reduced · −51 sh
25Invesco QQQ TR
UNIT SER 1
$3.0M4.1K
0.8%
−4.0%
Reduced · −173 sh
26Ishares TR
MSCI USA VALUE
$2.8M13.8K
0.8%
−3.1%
Reduced · −450 sh
27Walmart Inc
COM
$2.7M23.7K
0.7%
−4.6%
Reduced · −1K sh
28Ishares TR
RUS MID CAP ETF
$2.5M22.5K
0.7%
−3.8%
Reduced · −884 sh
29Ishares TR
INTL SEL DIV ETF
$2.5M59.8K
0.7%
−17%
Reduced · −13K sh
30State STR SPDR S&P 500 ETF T
TR UNIT
$2.4M3.3K
0.7%
−33%
Reduced · −2K sh
31Ishares TR
MSCI INTL VLU FT
$2.4M57.3K
0.7%
−47%
Reduced · −50K sh
32Exxon Mobil Corp
COM
$2.3M16.9K
0.6%
−40%
Reduced · −11K sh
33State STR SPDR Dow Jones Ind
UT SER 1
$2.2M4.3K
0.6%
+15%
Added · +565 sh
34Vanguard Specialized Funds
DIV APP ETF
$2.2M9.5K
0.6%
−7.4%
Reduced · −757 sh
35Analog Devices Inc
COM
$2.2M5.5K
0.6%
−7.6%
Reduced · −451 sh
36Abbvie Inc
COM
$2.2M8.6K
0.6%
−1.6%
Reduced · −136 sh
37Eaton Corp PLC
SHS
$2.0M4.8K
0.6%
−5.7%
Reduced · −287 sh
38Chevron Corporation
COM
$2.0M12.1K
0.6%
−8.0%
Reduced · −1K sh
39Ishares TR
CORE S&P500 ETF
$1.9M2.5K
0.5%
−5.5%
Reduced · −149 sh
40Vanguard Intl Equity Index F
ALLWRLD EX US
$1.9M22.6K
0.5%
−7.8%
Reduced · −2K sh
41Ishares TR
RUSSELL 2000 ETF
$1.9M6.3K
0.5%
−42%
Reduced · −5K sh
42Cisco Sys Inc
COM
$1.9M16.0K
0.5%
−4.7%
Reduced · −793 sh
43The Campbells Company
COM
$1.8M81.7K
0.5%
+148%
Added · +49K sh
44Motorola Solutions Inc
COM NEW
$1.8M4.3K
0.5%
−4.6%
Reduced · −211 sh
45Ishares TR
U.S. TECH ETF
$1.7M6.9K
0.5%
−3.7%
Reduced · −266 sh
46Ishares TR
CORE S&P MCP ETF
$1.7M22.1K
0.5%
−1.3%
Reduced · −283 sh
47Visa Inc
COM CL A
$1.7M4.9K
0.5%
−1.7%
Reduced · −85 sh
48Marathon Pete Corp
COM
$1.7M6.5K
0.5%
−3.8%
Reduced · −257 sh
49State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$1.6M2.3K
0.5%
+25%
Added · +469 sh
50Johnson & Johnson
COM
$1.6M6.4K
0.4%
−7.2%
Reduced · −491 sh
Showing 50 of 238 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026238$362.0M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026224$290.2M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026215$285.4M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025209$255.6M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025186$213.7M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025186$213.7M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025188$227.2M13F-HR
Q3 2024Sep 30, 2024Oct 8, 2024187$219.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.