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:
86.05%
Gain -0.21%
Monthly
0.92%
Yearly
11.65%
Drawdown
24.11%
$348.74M
Equity
Holdings
$348.74M
Investment
$264.92M
$96.67M
Profit -$475,680.09
Realized
$12.85M
Unrealized
$83.82M
Dividends
$17.76M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$475,680.09
Win %
71%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$475,680.09
Win %
71%
This Month
Compared to last month
Gain
2.37%
Profit
$8.06M
Win %
71%
This Year
Compared to last year
Gain
2.74%
Profit
$9.31M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$765,942.11 
GOOGL Alphabet Inc
+6.73%
+$230,182.68 
VRT Vertiv Holdings Co
+6.18%
+$37,932.75 
COHR Coherent Corp.
+5.55%
+$11,741.68 
META Meta Platforms Inc Class A
+3.28%
+$74,751 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$18,860.16 
MSFT Microsoft Corp.
+3.02%
+$170,454.17 
NVDA NVIDIA Corporation
+2.93%
+$188,407.39 
EOG EOG Resources, Inc.
+2.19%
+$12,850.42 
CSCO Cisco Systems, Inc.
+2.14%
+$4,748.22 
LHX L3Harris Technologies, Inc.
+1.9%
+$7,182.73 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,708.45 
ORCL Oracle Corporation
+1.81%
+$19,092.15 
FANG Diamondback Energy Inc
+1.59%
+$5,040.3 
ITT Itt Inc.
+1.54%
+$6,615.6 
CHRD Chord Energy Corp
+1.54%
+$6,502.89 
VZ Verizon Communications Inc.
+1.52%
+$10,579.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$429,863.04 
KLAC KLA Corporation
+1.38%
+$1,967.11 
AMAT Applied Materials, Inc.
+1.18%
+$3,835.01 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,111.25 
VUG Vanguard Growth ETF
+1.1%
+$24,107.46 
NOW ServiceNow, Inc.
+1.05%
+$7,137.48 
ADP Automatic Data Processing Inc.
+0.98%
+$4,540.25 
IBM International Business Machines Corporation
+0.86%
+$1,631.12 
FHI Federated Hermes Inc.
+0.82%
+$2,267.23 
AEE Ameren Corporation
+0.79%
+$2,673.74 
TSLA Tesla, Inc.
+0.76%
+$13,138.01 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$240,143.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$141,921.95 
VOO Vanguard S&P 500 ETF
+0.71%
+$93,662.69 
IVV iShares Core S&P 500 ETF
+0.69%
+$183,439.36 
PLTR Palantir Technologies Inc.
+0.65%
+$5,463.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,344.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,164 
EXC Exelon Corporation
+0.53%
+$1,419.84 
PSX Phillips 66
+0.51%
+$1,489.29 
RTX RTX Corporation
+0.39%
+$939.96 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$868.53 
AVGO Broadcom Inc.
+0.37%
+$29,574.72 
BAC Bank of America Corporation
+0.36%
+$29,490.56 
MRK Merck & Co., Inc.
+0.32%
+$1,814.29 
JPM JPMorgan Chase & Co.
+0.27%
+$7,612.12 
WCC Wesco International Inc.
+0.24%
+$977.42 
JNJ Johnson & Johnson
+0.21%
+$856.48 
OGE Oge Energy Corp.
+0.19%
+$685.44 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,753.27 
MS Morgan Stanley
+0.17%
+$2,676.61 
XYL Xylem Inc.
+0.13%
+$639.45 
BDX Becton, Dickinson and Company
+0.1%
+$718.42 
RITM Rithm Capital Corp.
+0.1%
+$150.63 
AFL Aflac Inc.
+0.09%
+$1,920.36 
WMT Walmart Inc.
+0.09%
+$551.11 
AEP American Electric Power Company, Inc.
+0.06%
+$121.24 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$493.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$178.89 
BRX Brixmor Property Group Inc.
+0.03%
+$70.94 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$128.44 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$680.1 
DXC Dxc Technology Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$766,176.44 
TROW T. Rowe Price Group, Inc.
-6.31%
-$14,773.86 
MU Micron Technology, Inc.
-5.9%
-$27,518.76 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$8,426 
GPN Global Payments Inc.
-3.18%
-$252,241.74 
CI The Cigna Group
-2.99%
-$6,595.27 
RKT Rocket Companies, Inc. Class A
-2.71%
-$16,632 
KBH KB Home
-2.45%
-$4,453.26 
KHC The Kraft Heinz Company
-2.01%
-$5,058.32 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,646.58 
JLL Jones Lang LaSalle Inc.
-1.85%
-$4,368.57 
PHM PulteGroup Inc.
-1.76%
-$3,500.36 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,895.58 
LRCX Lam Research Corporation
-1.58%
-$3,252.41 
GLD SPDR Gold Shares
-1.49%
-$9,553.98 
MTG MGIC Investment Corporation
-1.35%
-$4,450.54 
NJR New Jersey Resources Corporation
-1.18%
-$5,215.02 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,337.69 
INTC Intel Corporation
-1.02%
-$2,399.4 
XOM Exxon Mobil Corporation
-0.97%
-$6,231.69 
GEF Greif Inc.
-0.87%
-$2,346.12 
INGR Ingredion Inc.
-0.87%
-$2,115.84 
GILD Gilead Sciences Inc.
-0.81%
-$7,187.12 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$5,809.46 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$1,869.69 
RRR Red Rock Resorts Inc.
-0.76%
-$3,558.38 
ED Consolidated Edison, Inc.
-0.74%
-$4,023.27 
MA Mastercard Incorporated
-0.74%
-$7,798.76 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$17,234.52 
CGCB Capital Group Core Bond ETF
-0.66%
-$15,677.23 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$50,759.1 
GS The Goldman Sachs Group, Inc.
-0.63%
-$28,978.52 
AMT American Tower Corporation
-0.63%
-$5,476.95 
DGX Quest Diagnostics Inc.
-0.55%
-$4,285.4 
COF Capital One Financial Corporation
-0.54%
-$2,982.08 
LLY Eli Lilly and Company
-0.53%
-$3,285.68 
WELL Welltower Inc.
-0.51%
-$4,994.43 
ALL Allstate Corporation
-0.49%
-$1,565.22 
IWM iShares Russell 2000 ETF
-0.47%
-$2,892.57 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,163.38 
HD The Home Depot, Inc.
-0.42%
-$5,847.81 
AIG American International Group Inc.
-0.39%
-$2,437.84 
AXP American Express Company
-0.38%
-$967.73 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,130.12 
IRT Independence Realty Trust Inc.
-0.36%
-$622.14 
CL Colgate-Palmolive Company
-0.33%
-$732.3 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$16,191.38 
EVRG Evergy Inc.
-0.29%
-$1,043.51 
BX Blackstone Inc.
-0.25%
-$6,169.41 
COST Costco Wholesale Corporation
-0.24%
-$3,016.4 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$404.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,258.92 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$674.16 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
-0.2%
-$1,299.15 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$36,407.34 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$968.16 
ELV Elevance Health, Inc.
-0.15%
-$311.35 
KIM Kimco Realty Corporation
-0.12%
-$366 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,076.32 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$1,009.55 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$4,532.13 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$702.48 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$6,417.26 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$2,873.8 
JHG Janus Henderson Group plc
-0.04%
-$109.94 
V Visa Inc. Class A
-0.04%
-$908.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$372.86 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.02%
-$1,491.32 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$40 Events
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Dividends
Dividend Analysis
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| Trades 922 | Longs Won 543/922 58% | Profit Factor 5.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $673,559.18 |
| Average Win $214,610.13 | Best Trade (Aug 14) $9.58M | Sharpe Ratio -10.1 |
| Average Loss -$52,416.81 | Worst Trade (Mar 31) -$3.81M | Z-Score 3 (99.73%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $104,845.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,667 | 6,000 | 5,333 | 4,667 | 4,000 | 3,333 | 2,667 | 2,000 | 1,333 | 667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,247 | $7.05M | $9.65M | - | $2.6M | 36.95% | -7.354% |
| ADP Automatic Data Processing Inc. | 1,753 | $414,090.69 | $467,104.36 | - | $53,013.67 | 12.8% | +0.982% |
| AEE Ameren Corporation | 3,109 | $351,441 | $340,777.49 | - | -$10,663.51 | -3.03% | +0.791% |
| AEP American Electric Power Company, Inc. | 1,732 | $236,955 | $221,436.2 | - | -$15,518.8 | -6.55% | +0.055% |
| AFL Aflac Inc. | 16,003 | $1.69M | $2.04M | - | $352,386.44 | 20.88% | +0.094% |
| AIG American International Group Inc. | 7,864 | $640,106.18 | $617,953.12 | - | -$22,153.06 | -3.46% | -0.393% |
| ALL Allstate Corporation | 1,204 | $286,480 | $317,952.3 | - | $31,472.3 | 10.99% | -0.49% |
| AMAT Applied Materials, Inc. | 650 | $469,950 | $329,985.51 | - | -$139,964.49 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,044 | $606,470 | $497,100.59 | - | -$109,369.41 | -18.03% | -1.904% |
| AMT American Tower Corporation | 4,979 | $853,482.51 | $863,159.44 | - | $9,676.93 | 1.13% | -0.631% |
| AMZN Amazon.com Inc | 21,229 | $4.53M | $5.77M | - | $1.23M | 27.14% | +15.321% |
| AVGO Broadcom Inc. | 20,538 | $5.41M | $8M | - | $2.59M | 47.83% | +0.371% |
| AXP American Express Company | 762 | $257,747 | $256,222.5 | - | -$1,524.5 | -0.59% | -0.376% |
| BAC Bank of America Corporation | 134,048 | $5.73M | $8.3M | - | $2.57M | 44.88% | +0.356% |
| BDX Becton, Dickinson and Company | 4,226 | $643,423.63 | $699,910.12 | - | $56,486.49 | 8.78% | +0.103% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 5,963 | $546,961.05 | $546,687.84 | - | -$273.21 | -0.05% | +0.033% |
| BRX Brixmor Property Group Inc. | 7,094 | $223,674 | $223,531.94 | - | -$142.06 | -0.06% | +0.032% |
| BSV Vanguard Short-Term Bond ETF | 11,708 | $917,645.37 | $908,306.64 | - | -$9,338.73 | -1.02% | -0.077% |
| BX Blackstone Inc. | 19,279 | $2.37M | $2.46M | - | $97,282.99 | 4.11% | -0.25% |
| CGCB Capital Group Core Bond ETF | 92,219 | $2.45M | $2.37M | - | -$74,189.27 | -3.03% | -0.656% |
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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 - $6.48M, iShares Russell 1000 Growth ETF - $4.29M, Amazon.com Inc - $4.01M, and ISHARES S&P 500 VALUE ETF - $2.58M. 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) - $2.02M, iShares Russell Mid-Cap Growth ETF - $994,792.02, 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 $17.76M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $2.55M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.68M, SPDR S&P 500 ETF Trust - $1.38M, iShares Core S&P 500 ETF - $1.27M, and iShares Broad USD Investment Grade Corporate Bond ETF - $1.21M. 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.
