Stock Taper 
SAXONY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 120 | $238.73K |
 GE Vernova Inc. | GEV | 249 | $292.54K |
 Sandisk Corporation | SNDK | 278 | $632.1K |
 Applied Materials, Inc. | AMAT | 300 | $216.84K |
 Deere & Company | DE | 320 | $202.81K |
 Seagate Technology Holdings plc | STX | 446 | $430.39K |
 Vertex Pharmaceuticals Incorporated | VRTX | 457 | $227.01K |
 Caterpillar Inc. | CAT | 466 | $496.13K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 515 | $245.95K |
 Lockheed Martin Corporation | LMT | 555 | $282.82K |
 CrowdStrike Holdings, Inc. | CRWD | 575 | $438.81K |
 The Goldman Sachs Group, Inc. | GS | 600 | $606.82K |
 Lam Research Corporation | LRCX | 613 | $265.63K |
 UnitedHealth Group Incorporated | UNH | 620 | $257.84K |
 Amgen Inc. | AMGN | 625 | $226.44K |
 Royal Caribbean Cruises Ltd. | RCL | 695 | $220.68K |
 Trane Technologies plc | TT | 725 | $356.09K |
 Illinois Tool Works Inc. | ITW | 761 | $205.79K |
 GE Aerospace | GE | 782 | $292.26K |
 Micron Technology, Inc. | MU | 786 | $907.27K |