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Filers›Hedge Fund›SAXON INTERESTS, INC.
DOSSIER · 13F-HR · Q1 2026

SAXON INTERESTS, INC.

SAXON INTERESTS's hedge fund based in Omaha, NE — $290M in tracked AUM across 224 positions as of Q1 2026.

SI
SAXON INTERESTS·Omaha, NE·Hedge Fund
CIK 0001905867 · last filed Mar 31, 2026
Total AUM
$290M
▼ 10.7%
vs prior
Holdings
224
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SAXON INTERESTS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PRF
INVESCO EXCHANGE TRADED FD T
$24M504K8.2%
02
AAPL
APPLE INC
$11M44K3.8%
03
VTI
VANGUARD INDEX FDS
$8M25K2.7%
04
DSTL
ETF SER SOLUTIONS
$8M135K2.7%
05
IWF
ISHARES TR
$7M17K2.4%
06
AMZN
AMAZON COM INC
$7M33K2.4%
07
MUNI
PIMCO ETF TR
$7M129K2.3%
08
MSFT
MICROSOFT CORP
$7M18K2.3%
09
NVDA
NVIDIA CORPORATION
$7M38K2.3%
10
VOO
VANGUARD INDEX FDS
$6M9K2.0%

Filing history

Filing history loading…
AI Agent · grounded in SAXON
haiku-4-5 · 224 positions indexed
Sector mix
  • Financials13%
  • Health Care22%
  • Cons. Disc.40%
  • Industrials6%
  • Energy6%
  • Other13%
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