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Portfolio (Quarterly) Guide ↗

Saxony Capital Management, LLC

· CIK 0001561330
13F Portfolio $218M AUM 186 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 186 New
Page 10 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FALN ISHARES TR 7,453.0 $203K 0.09% NEW $27.24 -0.6%
182 DE DEERE & CO Industrials 320.0 $203K 0.09% NEW $633.77 -8.4%
183 DIA STATE STR SPDR DOW JONES IND Financial Services 388.0 $203K 0.09% NEW $522.33 +2.3%
184 NUV NUVEEN MUN VALUE FD INC Financial Services 13,750.0 $127K 0.06% NEW $9.22 -2.1%
185 FSK FS KKR CAP CORP Financial Services 10,853.0 $114K 0.05% NEW $10.50 +14.9%
186 ADCT ADC THERAPEUTICS SA Healthcare 23,768.0 $25K 0.01% NEW $1.07 -2.8%
Page 10 of 10  ·  186 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 24.1%
Communication Services 17.9%
Healthcare 7.9%
Consumer Cyclical 6.3%
Energy 4.3%
Utilities 3.6%
Consumer Defensive 3.2%
Industrials 3.0%
Real Estate 1.4%