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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 5 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EHLS TIDAL TRUST II 21,752.0 $583K 0.27% NEW $26.80 -4.8%
82 AVUS AMERICAN CENTY ETF TR 4,500.0 $576K 0.26% NEW $128.08 +2.3%
83 MPC MARATHON PETE CORP Energy 2,250.0 $575K 0.26% NEW $255.68 +41.1%
84 VGT VANGUARD WORLD FD 4,734.0 $566K 0.26% NEW $119.51 -0.6%
85 NEBIUS GROUP N.V. 1,925.0 $532K 0.24% NEW $276.17
86 DUK DUKE ENERGY CORP NEW Utilities 4,171.0 $528K 0.24% NEW $126.57 -2.3%
87 TMFC RBB FD INC 6,891.0 $525K 0.24% NEW $76.17 +3.8%
88 JPM JPMORGAN CHASE & CO Financial Services 1,568.0 $513K 0.23% NEW $327.33 +9.1%
89 JNJ JOHNSON & JOHNSON Healthcare 1,989.0 $505K 0.23% NEW $253.99 +7.6%
90 FPF FIRST TR INTER DURATN PFD & Financial Services 27,700.0 $503K 0.23% NEW $18.17 -2.5%
91 COP CONOCOPHILLIPS Energy 4,818.0 $501K 0.23% NEW $103.97 +25.6%
92 AEE AMEREN CORP Utilities 4,419.0 $500K 0.23% NEW $113.05 -3.3%
93 ET ENERGY TRANSFER L P Energy 26,068.0 $498K 0.23% NEW $19.12 +10.8%
94 CAT CATERPILLAR INC Industrials 466.0 $496K 0.23% NEW $1064.65 -23.3%
95 QQQM INVESCO EXCH TRADED FD TR II 1,560.0 $473K 0.22% NEW $302.98 -2.7%
96 CGUS CAPITAL GROUP CORE EQUITY ET 10,586.0 $471K 0.22% NEW $44.48 +1.9%
97 IBM INTERNATIONAL BUSINESS MACHS Technology 1,674.0 $471K 0.22% NEW $281.24 -15.7%
98 UBER UBER TECHNOLOGIES INC Technology 6,495.0 $469K 0.21% NEW $72.16 +8.1%
99 HD HOME DEPOT INC Consumer Cyclical 1,320.0 $466K 0.21% NEW $352.80 -2.4%
100 BA BOEING CO Industrials 2,030.0 $439K 0.20% NEW $216.47 +2.6%
Page 5 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%