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:
16.56%
Gain
Monthly
0.09%
Yearly
1.13%
Drawdown
36.47%
$298.56M
Equity
Holdings
$298.56M
Investment
$222.73M
$88.58M
Profit -$1.71M
Realized
$12.74M
Unrealized
$75.83M
Dividends
$17.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.71M
Win %
74%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$1.05M
Win %
74%
This Month
Compared to last month
Gain
0.51%
Profit
$1.53M
Win %
74%
This Year
Compared to last year
Gain
11.08%
Profit
$29.75M
Win %
74%
HIG The Hartford Insurance Group, Inc.
+3.26%
+$22,728.21 
AIG American International Group Inc.
+2.67%
+$10,169.12 
AFL Aflac Inc.
+2.17%
+$42,808.03 
XOM Exxon Mobil Corporation
+1.91%
+$3,399.94 
WELL Welltower Inc.
+1.8%
+$17,217.6 
LHX L3Harris Technologies, Inc.
+1.56%
+$6,194.41 
GILD Gilead Sciences Inc.
+1.2%
+$2,687.96 
AMT American Tower Corporation
+0.99%
+$7,284.48 
BAC Bank of America Corporation
+0.65%
+$52,639.2 
XYL Xylem Inc.
+0.52%
+$2,770.95 
XLV Health Care Select Sector SPDR Fund
+0.49%
+$4,769.23 
HD The Home Depot, Inc.
+0.34%
+$3,837.6 
VRSK Verisk Analytics Inc.
+0.33%
+$2,035.43 
CGCB Capital Group Core Bond ETF
+0.25%
+$5,700.98 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$41,254.2 
JPM JPMorgan Chase & Co.
+0.22%
+$5,741.77 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.15%
+$1,558.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.14%
+$883.65 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
+0.14%
+$862.68 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.14%
+$407.66 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.13%
+$2,893.34 
JPLD JPMorgan Limited Duration ETF
+0.11%
+$1,354.76 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.1%
+$5,043.81 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$894.08 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$944 
COST Costco Wholesale Corporation
+0.09%
+$480.93 
BDX Becton, Dickinson and Company
+0.08%
+$424.61 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$7,830.95 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$4,483.47 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.05%
+$3,670.55 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$112.5 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$330.41 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$522.26 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.04%
+$189.51 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$6,775.81 
PAAA PGIM AAA CLO ETF
+0.03%
+$67.58 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$63.34 
ISRG Intuitive Surgical, Inc.
-11.12%
-$72,238.95 
META Meta Platforms Inc Class A
-4.52%
-$72,156.1 
VRT Vertiv Holdings Co
-2.89%
-$7,420.49 
GOOGL Alphabet Inc
-2.57%
-$43,589 
TSLA Tesla, Inc.
-2.5%
-$20,198.18 
RRR Red Rock Resorts Inc.
-2.32%
-$11,256.1 
MSFT Microsoft Corp.
-1.96%
-$63,956.77 
PLTR Palantir Technologies Inc.
-1.79%
-$13,237.58 
NVDA NVIDIA Corporation
-1.74%
-$64,961.77 
COF Capital One Financial Corporation
-1.63%
-$4,498 
V Visa Inc. Class A
-1.59%
-$32,385 
MGK Vanguard Mega Cap Growth ETF
-1.55%
-$4,486.75 
GS The Goldman Sachs Group, Inc.
-1.55%
-$58,087.83 
VUG Vanguard Growth ETF
-1.49%
-$33,119.46 
RKT Rocket Companies, Inc. Class A
-1.41%
-$9,692.76 
MA Mastercard Incorporated
-1.32%
-$10,606.83 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$30,201.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.23%
-$374,364.48 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$386,705.76 
AVGO Broadcom Inc.
-1.04%
-$75,135.35 
MS Morgan Stanley
-1.03%
-$10,381.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.95%
-$13,967.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.95%
-$5,560.23 
GPN Global Payments Inc.
-0.93%
-$68,109.75 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.9%
-$2,079.64 
IEFA iShares Core MSCI EAFE ETF
-0.75%
-$57,982.6 
VOO Vanguard S&P 500 ETF
-0.6%
-$81,922.28 
IVV iShares Core S&P 500 ETF
-0.59%
-$160,091.31 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$118,161.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$2,919.99 
AMZN Amazon.com Inc
-0.53%
-$15,675.71 
AAPL Apple Inc.
-0.44%
-$31,925.3 
IWP iShares Russell Mid-Cap Growth ETF
-0.33%
-$17,048.98 
BX Blackstone Inc.
-0.29%
-$5,873.28 
ITT Itt Inc.
-0.28%
-$1,209.9 
WCC Wesco International Inc.
-0.23%
-$866.53 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$1,255.71 
IWM iShares Russell 2000 ETF
-0.06%
-$389.31 
ADP Automatic Data Processing Inc.
-0.04%
-$175.3 Events
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Dividends
Dividend Analysis
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| Trades 802 | Longs Won 475/802 59% | Profit Factor 6.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $686,744.21 |
| Average Win $223,498.13 | Best Trade (Jul 13) $8.96M | Sharpe Ratio -9.8 |
| Average Loss -$53,780.16 | Worst Trade (Mar 31) -$3.81M | Z-Score 4.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $110,443.27 |
| 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 | 5,556 | 5,000 | 4,444 | 3,889 | 3,333 | 2,778 | 2,222 | 1,667 | 1,111 | 556 |
Hover over the desired column for a detailed explanation.
Returns
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