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Jaclyn Gilbert

@Saxon Interests, Inc.

Latest period2024 - Q4ReportedManaged Assets$227.188MTotal holdings188
Assets growth rate3.46%Assets growth rate (2-Q avg)3.96%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Saxon Interests, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Saxon Interests, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 227.188M in assets, with a quarterly growth rate of 3.46% and a 2-quarter average growth rate of 3.96%. The portfolio is managed by Jaclyn Gilbert, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Inc
Recent Activity
New Position
0.1%
$211,208
523 shares@ $403.84 avg price
COPConocophillips
Recent Activity
New Position
0.1%
$209,050
2,108 shares@ $99.17 avg price