SAXON INTERESTS, INC.

All 13F Filings

Location
Houston, TX
Most recent 13F
Q2 2026
Holdings value ($000)
362,007
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 238 362,007 13F-HR SAXON INTERESTS, INC.
Q1 2026 4/29/2026 224 290,175 13F-HR SAXON INTERESTS, INC.
Q4 2025 2/13/2026 209 285,379 13F-HR SAXON INTERESTS, INC.
Q3 2025 11/3/2025 209 255,612 13F-HR SAXON INTERESTS, INC.
Q2 2025 7/17/2025 186 213,745 13F-HR SAXON INTERESTS, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 147.8 K 40.8% 10.7 K 0 10.7 K
ETFs 213.8 K 59.1% 61.59 K 0 61.59 K
Debt 275 0.1% 2 0 2
Other 142 0.0% 142 0 142
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
362,007
Holdings
238
QoQ value change ($000)
71,832 (24.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.