Stock Taper

SAXONY CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Express CompanyAXP872$294.89K
Costco Wholesale CorporationCOST832$778.49K
Micron Technology, Inc.MU786$907.27K
GE AerospaceGE782$292.26K
Illinois Tool Works Inc.ITW761$205.79K
Trane Technologies plcTT725$356.09K
Royal Caribbean Cruises Ltd.RCL695$220.68K
Amgen Inc.AMGN625$226.44K
UnitedHealth Group IncorporatedUNH620$257.84K
Lam Research CorporationLRCX613$265.63K
The Goldman Sachs Group, Inc.GS600$606.82K
CrowdStrike Holdings, Inc.CRWD575$438.81K
Lockheed Martin CorporationLMT555$282.82K
Taiwan Semiconductor Manufacturing Company LimitedTSM515$245.95K
Caterpillar Inc.CAT466$496.13K
Vertex Pharmaceuticals IncorporatedVRTX457$227.01K
Seagate Technology Holdings plcSTX446$430.39K
Deere & CompanyDE320$202.81K
Applied Materials, Inc.AMAT300$216.84K
Sandisk CorporationSNDK278$632.1K