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SAXON INTERESTS, INC. - Portfolio Stock Holdings

SAXON INTERESTS, INC. disclosed 257 stock positions in a recent SEC 13F filing. $288,368,697 of stock holdings were filed, with the largest holdings including PRF, GARP, and AVEM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $679,123,679 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

257

Est. Stock Holding Value:

$288,368,697

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SAXON INTERESTS, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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