SAXON INTERESTS, INC.
•CIK: 1905867•Filing: Q4 2025
**SAXON INTERESTS, INC.** manages $285M across a diversified portfolio of 209 positions. The fund exhibits significant concentration in technology and market infrastructure, highlighted by top holdings including PRF at $24.2M and AAPL at $11.9M. Further substantial allocations are directed toward growth names like IWF ($9.6M), DSTL ($8.5M), and core indices such as VTI ($8.4M) and VOO ($6.1M). This positioning suggests a tactical, large-cap growth mandate with deep conviction in established market leaders.
Total AUM
$282.8M
QoQ Performance
+10.6%
Positions
152
Top 10 Concentration
34.3%
Latest Filing
Q4 2025
Top Holdings Allocation
PRF
PRF8.6%
AAPL4.2%
IWF3.4%
DSTL3.0%
VTI3.0%
MSFT2.8%
NVDA2.6%
AMZN2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.9%
Technology15.2%
ETF4.6%
Financial4.6%
Consumer4.4%
Healthcare3.1%
Industrial2.0%
Energy1.7%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW17 new positions
↑72 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023