PBS
P. Brian Saxton Portfolio
Invests via Saiph Capital LLC | Managed by P. Brian Saxton
Invests via Saiph Capital LLC
Managed by P. Brian Saxton
Automatically Tracked
Veteran corporate executive and investor with experience in middle-market M&A, operational turnarounds and board governance. P. Brian Saxton leverages cross-industry deal execution, capital raising and portfolio management skills to support growth-stage companies and restructuring situations. Regularly engaged as operating partner and director, focuses on value creation through revenue expansion and cost optimization. Holds an advanced business degree and has led multi-stakeholder transactions.
Veteran corporate executive and investor with experience in middle-market M&A, operational turnarounds and board governance. P. Brian Saxton leverages cross-industry deal execution, capital raising and portfolio management skills to support growth-stage companies and restructuring situations. Regularly engaged as operating partner and director, focuses on value creation through revenue expansion and cost optimization. Holds an advanced business degree and has led multi-stakeholder transactions.
Investment Philosophy & Strategy
Combines operationally focused private-market investing with event-driven value creation, prioritizing middle‑market growth and distressed carve‑outs. Targets control or meaningful influence positions where capital plus hands‑on governance can expand revenue, optimize cost structure and de‑risk execution. Allocates patient, capital‑efficient tranches with a 3–7 year horizon, disciplined downside protection via covenanted structures and staged milestones, favoring business services, industrials and software-enabled B2B models where proven operating playbooks accelerate returns.
Combines operationally focused private-market investing with event-driven value creation, prioritizing middle‑market growth and distressed carve‑outs. Targets control or meaningful influence positions where capital plus hands‑on governance can expand revenue, optimize cost structure and de‑risk execution. Allocates patient, capital‑efficient tranches with a 3–7 year horizon, disciplined downside protection via covenanted structures and staged milestones, favoring business services, industrials and software-enabled B2B models where proven operating playbooks accelerate returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
90.96%
Gain +0.02%
Monthly
0.88%
Yearly
11.11%
Drawdown
24.11%
$346.38M
Equity
Holdings
$346.38M
Investment
$264.92M
$94.31M
Profit +$130,823.23
Realized
$12.85M
Unrealized
$81.47M
Dividends
$18.7M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$130,823.23
Win %
67%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$3.07M
Win %
67%
This Month
Compared to last month
Gain
0.76%
Profit
$2.6M
Win %
67%
This Year
Compared to last year
Gain
2.05%
Profit
$6.96M
Win %
66%
CHRD Chord Energy Corp
+2.16%
+$9,778.76 
JPM JPMorgan Chase & Co.
+2.1%
+$57,090.9 
PHM PulteGroup Inc.
+2.06%
+$3,585.15 
DXC Dxc Technology Co.
+2.03%
+$3,187.52 
GS The Goldman Sachs Group, Inc.
+1.94%
+$77,454.91 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,375.36 
KBH KB Home
+1.85%
+$2,612.58 
COF Capital One Financial Corporation
+1.8%
+$9,447.62 
RTX RTX Corporation
+1.73%
+$3,625.56 
TSLA Tesla, Inc.
+1.73%
+$34,960.76 
INGR Ingredion Inc.
+1.67%
+$3,939.84 
GEF Greif Inc.
+1.56%
+$3,858.75 
ALL Allstate Corporation
+1.4%
+$4,045.43 
MRK Merck & Co., Inc.
+1.37%
+$8,783.62 
JLL Jones Lang LaSalle Inc.
+1.34%
+$2,716.47 
PSX Phillips 66
+1.33%
+$5,322.93 
XYL Xylem Inc.
+1.33%
+$5,882.94 
MS Morgan Stanley
+1.26%
+$17,026.08 
AXP American Express Company
+1.24%
+$2,952.75 
IQDG WisdomTree International Quality Dividend Growth Fund
+1.16%
+$2,617.58 
CL Colgate-Palmolive Company
+1.16%
+$2,611.87 
AEP American Electric Power Company, Inc.
+1.15%
+$2,476.76 
JNJ Johnson & Johnson
+1.13%
+$4,637.92 
TROW T. Rowe Price Group, Inc.
+1.12%
+$2,236.68 
FANG Diamondback Energy Inc
+1.09%
+$3,391.9 
WMT Walmart Inc.
+1.06%
+$6,888.75 
KHC The Kraft Heinz Company
+1.05%
+$2,338.28 
IBM International Business Machines Corporation
+1.05%
+$2,092.3 
OGE Oge Energy Corp.
+1.01%
+$3,617.61 
BAC Bank of America Corporation
+1%
+$69,034.72 
EVRG Evergy Inc.
+0.97%
+$3,456.66 
ADP Automatic Data Processing Inc.
+0.97%
+$4,873.36 
VZ Verizon Communications Inc.
+0.96%
+$6,423.02 
BX Blackstone Inc.
+0.92%
+$19,279 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$70,901.6 
EXC Exelon Corporation
+0.87%
+$2,188.92 
HD The Home Depot, Inc.
+0.86%
+$11,106.52 
KIM Kimco Realty Corporation
+0.84%
+$2,318 
GPN Global Payments Inc.
+0.8%
+$61,689.6 
NJR New Jersey Resources Corporation
+0.8%
+$3,099.54 
AEE Ameren Corporation
+0.77%
+$2,487.2 
HIG The Hartford Insurance Group, Inc.
+0.74%
+$4,994.08 
BRX Brixmor Property Group Inc.
+0.73%
+$1,418.8 
AIG American International Group Inc.
+0.72%
+$4,482.48 
COST Costco Wholesale Corporation
+0.65%
+$8,361.35 
ED Consolidated Edison, Inc.
+0.65%
+$3,526.57 
PNFP Pinnacle Financial Partners Inc.
+0.64%
+$1,336.2 
AFL Aflac Inc.
+0.61%
+$11,442.1 
PEG Public Service Enterprise Group Incorporated
+0.6%
+$1,128.54 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$112,460.73 
MTG MGIC Investment Corporation
+0.58%
+$1,736.8 
LLY Eli Lilly and Company
+0.58%
+$3,867.25 
BDX Becton, Dickinson and Company
+0.57%
+$4,648.64 
XOM Exxon Mobil Corporation
+0.56%
+$3,991.58 
AAPL Apple Inc.
+0.5%
+$53,119.9 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$4,220.39 
IRT Independence Realty Trust Inc.
+0.48%
+$725.83 
FHI Federated Hermes Inc.
+0.47%
+$1,226.15 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$4,574.37 
AMT American Tower Corporation
+0.46%
+$4,182.36 
EOG EOG Resources, Inc.
+0.41%
+$2,505.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$2,133.17 
MA Mastercard Incorporated
+0.3%
+$3,431.43 
RITM Rithm Capital Corp.
+0.29%
+$376.57 
V Visa Inc. Class A
+0.27%
+$7,008.12 
RRR Red Rock Resorts Inc.
+0.26%
+$944.06 
IWM iShares Russell 2000 ETF
+0.24%
+$1,352.68 
NOW ServiceNow, Inc.
+0.21%
+$1,968.9 
ITT Itt Inc.
+0.2%
+$910.2 
DGX Quest Diagnostics Inc.
+0.17%
+$1,362.05 
RKT Rocket Companies, Inc. Class A
+0.14%
+$693 
IWP iShares Russell Mid-Cap Growth ETF
+0.13%
+$6,550.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.1%
+$1,479.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$137.99 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$10,897.1 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$468.32 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$4,812.94 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$3,592.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$178.89 
VOO Vanguard S&P 500 ETF
+0.03%
+$3,854.59 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$761.71 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.02%
+$1,491.32 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$2,284.26 
GLD SPDR Gold Shares
+0.01%
+$34.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-4.42%
-$36,165.39 
PANW Palo Alto Networks, Inc.
-3.93%
-$8,773.64 
COHR Coherent Corp.
-3.38%
-$7,191.04 
MU Micron Technology, Inc.
-3.01%
-$14,921.33 
AMD Advanced Micro Devices, Inc.
-2.63%
-$15,414.64 
VRT Vertiv Holdings Co
-2.44%
-$14,113.56 
SPCX Space Exploration Technologies Corp. Class A
-2%
-$6,556 
UNH UnitedHealth Group Incorporated
-1.9%
-$4,253.73 
KLAC KLA Corporation
-1.79%
-$2,464.81 
INTC Intel Corporation
-1.72%
-$4,231.2 
PLTR Palantir Technologies Inc.
-1.63%
-$22,265.8 
AVGO Broadcom Inc.
-1.6%
-$113,061.48 
CSCO Cisco Systems, Inc.
-1.27%
-$2,735.6 
LRCX Lam Research Corporation
-1.19%
-$2,276.67 
XLK State Street Technology Select Sector SPDR ETF
-1.01%
-$2,037.56 
ORCL Oracle Corporation
-0.95%
-$10,537.87 
AMAT Applied Materials, Inc.
-0.85%
-$2,379.01 
META Meta Platforms Inc Class A
-0.69%
-$21,604.95 
GOOGL Alphabet Inc
-0.64%
-$22,946.56 
QQQ Invesco QQQ Trust, Series 1
-0.63%
-$15,828.48 
MGK Vanguard Mega Cap Growth ETF
-0.52%
-$1,572 
AMZN Amazon.com Inc
-0.48%
-$26,111.46 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$161,894.4 
GILD Gilead Sciences Inc.
-0.47%
-$4,970.58 
VUG Vanguard Growth ETF
-0.43%
-$10,109.58 
WCC Wesco International Inc.
-0.41%
-$1,710.52 
MSFT Microsoft Corp.
-0.4%
-$27,220.12 
NVDA NVIDIA Corporation
-0.38%
-$27,386.68 
TMO Thermo Fisher Scientific Inc.
-0.34%
-$1,102.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.31%
-$98,510.28 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.11%
-$2,721.24 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.11%
-$353.93 
WELL Welltower Inc.
-0.1%
-$1,007.28 
ELV Elevance Health, Inc.
-0.09%
-$214.05 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$544.59 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.06%
-$605.73 
CGCB Capital Group Core Bond ETF
-0.06%
-$1,383.29 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.05%
-$256.88 
IVV iShares Core S&P 500 ETF
-0.04%
-$12,538.73 
JPLD JPMorgan Limited Duration ETF
-0.04%
-$493.36 
JHG Janus Henderson Group plc
-0.04%
-$109.94 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$1,510.71 
CI The Cigna Group
-0.02%
-$49.79 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$40 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$182.7 Events
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Dividends
Dividend Analysis
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| Trades 922 | Longs Won 529/922 57% | Profit Factor 5.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $681,220.95 |
| Average Win $218,372.01 | Best Trade (Oct 14) $9.46M | Sharpe Ratio -10.44 |
| Average Loss -$53,961.27 | Worst Trade (Mar 31) -$3.81M | Z-Score 0.64 (47.92%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 1d | Expectancy $102,290.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,247 | $7.05M | $10.74M | - | $3.69M | 52.37% | +0.497% |
| ADP Automatic Data Processing Inc. | 1,753 | $414,090.69 | $505,617.79 | - | $91,527.1 | 22.1% | +0.973% |
| AEE Ameren Corporation | 3,109 | $351,441 | $325,077.04 | - | -$26,363.96 | -7.5% | +0.771% |
| AEP American Electric Power Company, Inc. | 1,732 | $236,955 | $217,747.04 | - | -$19,207.96 | -8.11% | +1.151% |
| AFL Aflac Inc. | 16,003 | $1.69M | $1.9M | - | $212,920.29 | 12.62% | +0.606% |
| AIG American International Group Inc. | 7,864 | $640,106.18 | $626,682.16 | - | -$13,424.02 | -2.1% | +0.72% |
| ALL Allstate Corporation | 1,204 | $286,480 | $292,523.84 | - | $6,043.84 | 2.11% | +1.402% |
| AMAT Applied Materials, Inc. | 650 | $469,950 | $277,127.5 | - | -$192,822.5 | -41.03% | -0.851% |
| AMD Advanced Micro Devices, Inc. | 1,044 | $606,470 | $571,553.46 | - | -$34,916.54 | -5.76% | -2.626% |
| AMT American Tower Corporation | 4,979 | $853,482.51 | $907,173.8 | - | $53,691.29 | 6.29% | +0.463% |
| AMZN Amazon.com Inc | 21,229 | $4.53M | $5.38M | - | $847,629.84 | 18.69% | -0.483% |
| AVGO Broadcom Inc. | 20,538 | $5.41M | $6.96M | - | $1.55M | 28.67% | -1.599% |
| AXP American Express Company | 762 | $257,747 | $242,121.69 | - | -$15,625.31 | -6.06% | +1.235% |
| BAC Bank of America Corporation | 134,048 | $5.73M | $7M | - | $1.27M | 22.11% | +0.996% |
| BDX Becton, Dickinson and Company | 4,226 | $643,423.63 | $823,478.36 | - | $180,054.73 | 27.98% | +0.568% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 5,963 | $546,961.05 | $545,972.28 | - | -$988.77 | -0.18% | +0.033% |
| BRX Brixmor Property Group Inc. | 7,094 | $223,674 | $196,007.22 | - | -$27,666.78 | -12.37% | +0.729% |
| BSV Vanguard Short-Term Bond ETF | 11,708 | $917,645.37 | $896,832.8 | - | -$20,812.57 | -2.27% | +0.052% |
| BX Blackstone Inc. | 19,279 | $2.37M | $2.12M | - | -$241,063.46 | -10.19% | +0.916% |
| CGCB Capital Group Core Bond ETF | 92,219 | $2.45M | $2.33M | - | -$119,837.68 | -4.89% | -0.059% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for P. Brian Saxton?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $7.27M, iShares Core S&P 500 ETF - $6.55M, iShares Russell 1000 Growth ETF - $4.32M, Amazon.com Inc - $4.01M, and ISHARES S&P 500 VALUE ETF - $2.66M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Invesco QQQ Trust, Series 1 - $4.2M, ISHARES S&P 500 GROWTH ETF (3IS8) - $1.99M, iShares Russell Mid-Cap Growth ETF - $989,097.53, PayPal Holdings Inc - $252,337.86, and Verisk Analytics Inc - $169,852.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does P. Brian Saxton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.7M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $2.63M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.68M, SPDR S&P 500 ETF Trust - $1.43M, iShares Core S&P 500 ETF - $1.35M, and iShares Broad USD Investment Grade Corporate Bond ETF - $1.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are P. Brian Saxton's monthly returns?
P. Brian Saxton's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can P. Brian Saxton's strategy be considered aggressive or moderate?
P. Brian Saxton's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow P. Brian Saxton's strategy?
P. Brian Saxton's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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