| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 11 | Q2 2024 | 4.2% |
| VANGUARD S&P 500 ETF | 11 | Q2 2024 | 3.6% |
| MICROSOFT CORPORATION | 11 | Q2 2024 | 3.1% |
| SPDR S&P 500 ETF TRUST | 11 | Q2 2024 | 14.8% |
| HOME DEPOT INCORPORATED | 11 | Q2 2024 | 1.5% |
| UNITEDHEALTH GROUP INCORPORATED | 11 | Q2 2024 | 1.7% |
| WALMART INCORPORATED | 11 | Q2 2024 | 1.6% |
| AMERICAN EXPRESS COMPANY | 11 | Q2 2024 | 1.3% |
| VANGUARD MID-CAP INDEX FUND | 11 | Q2 2024 | 3.6% |
| INVESCO FTSE RAFI US 1000 ETF | 10 | Q2 2024 | 9.1% |
View SAXON INTERESTS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-25 |
View SAXON INTERESTS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.