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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 4 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AOA ISHARES TR 8,622.0 $842K 0.39% NEW $97.60 +1.7%
62 NFLX NETFLIX INC. Communication Services 11,372.0 $812K 0.37% NEW $71.40 +12.4%
63 BERKSHIRE HATHAWAY INC DEL 1,596.0 $799K 0.37% NEW $500.39
64 IDU ISHARES TR 6,898.0 $791K 0.36% NEW $114.61 -2.4%
65 CHW CALAMOS GBL DYN INCOME FUND Financial Services 88,250.0 $786K 0.36% NEW $8.91 -4.9%
66 CVX CHEVRON CORPORATION Energy 4,741.0 $786K 0.36% NEW $165.74 +24.1%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 832.0 $778K 0.36% NEW $935.69 +2.3%
68 JEMA J P MORGAN EXCHANGE TRADED F 12,141.0 $776K 0.35% NEW $63.88 -3.9%
69 SCHD SCHWAB STRATEGIC TR 24,184.0 $767K 0.35% NEW $31.71 +10.7%
70 CGNG CAPITAL GROUP NEW GEOGRAPHY 20,178.0 $756K 0.35% NEW $37.46 -2.8%
71 XOM EXXON MOBIL CORP Energy 5,105.0 $698K 0.32% NEW $136.71 +20.5%
72 TDVG T ROWE PRICE EXCHANGE-TRADED 14,214.0 $697K 0.32% NEW $49.03 +2.6%
73 GARP ISHARES TR 8,355.0 $690K 0.32% NEW $82.55 +0.6%
74 LQD ISHARES TR 6,314.0 $689K 0.32% NEW $109.07 -2.3%
75 HELO J P MORGAN EXCHANGE TRADED F 10,162.0 $687K 0.32% NEW $67.58 +3.0%
76 ABBV ABBVIE INC Healthcare 2,538.0 $639K 0.29% NEW $251.61 +5.7%
77 SNDK SANDISK CORP Technology 278.0 $632K 0.29% NEW $2273.73 -31.0%
78 VTV VANGUARD INDEX FDS 2,892.0 $630K 0.29% NEW $217.92 +4.1%
79 FFBC 1ST FINL BANCORP Financial Services 18,433.0 $624K 0.29% NEW $33.83 -2.7%
80 GS GOLDMAN SACHS GROUP INC Financial Services 600.0 $607K 0.28% NEW $1011.37 +1.0%
Page 4 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%