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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 2 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 2,303.0 $2.8M 1.27% NEW $1199.17 +6.8%
22 SPMD SPDR SERIES TRUST 40,302.0 $2.7M 1.25% NEW $67.56 -0.1%
23 CGGO CAPITAL GROUP GBL GROWTH EQT 63,294.0 $2.7M 1.23% NEW $42.33 -4.2%
24 CGGR CAPITAL GROUP GROWTH ETF 55,568.0 $2.6M 1.20% NEW $47.20 -0.6%
25 VYMI VANGUARD WHITEHALL FDS 26,051.0 $2.6M 1.17% NEW $98.20 +6.3%
26 CGDV CAPITAL GROUP DIVIDEND VALUE 47,237.0 $2.3M 1.07% NEW $49.28 +2.2%
27 AMZN AMAZON COM INC Consumer Cyclical 9,158.0 $2.2M 1.00% NEW $238.34 +11.5%
28 MUB ISHARES TR 19,702.0 $2.1M 0.97% NEW $107.62 -1.8%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,763.0 $2.1M 0.95% NEW $746.89 +3.0%
30 AVGO BROADCOM INC Technology 5,416.0 $2.0M 0.94% NEW $377.75 -4.0%
31 TLH ISHARES TR 19,667.0 $2.0M 0.90% NEW $100.35 -2.7%
32 TCHP T ROWE PRICE EXCHANGE-TRADED 35,201.0 $1.8M 0.81% NEW $50.09 +0.7%
33 TSLA TESLA INC Consumer Cyclical 4,015.0 $1.7M 0.77% NEW $420.60 -16.5%
34 DFIP DIMENSIONAL ETF TRUST 40,339.0 $1.7M 0.76% NEW $41.26 -1.9%
35 VIG VANGUARD SPECIALIZED FUNDS 6,997.0 $1.7M 0.76% NEW $236.62 +3.5%
36 JIRE J P MORGAN EXCHANGE TRADED F 19,376.0 $1.6M 0.73% NEW $82.49 +2.9%
37 GLD SPDR GOLD TR Financial Services 4,337.0 $1.6M 0.73% NEW $368.38 +12.3%
38 IVW ISHARES TR 11,488.0 $1.6M 0.72% NEW $137.53 +1.3%
39 VBR VANGUARD INDEX FDS 6,413.0 $1.6M 0.71% NEW $242.99 +2.9%
40 MSFT MICROSOFT CORP Technology 4,065.0 $1.5M 0.69% NEW $373.03 +29.8%
Page 2 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%