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Portfolio (Quarterly) Guide ↗

Sawyer & Company, Inc

· CIK 0001722436
13F Portfolio $298M AUM 202 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 24 New 21 Added 85 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BUG GLOBAL X FDS 100 $3K 0.00% SOLD
22 VANGUARD WORLD FD MEGA CAP GRO 7 $3K 0.00% SOLD
23 XLP SELECT SECTOR SPDR TR 37 $3K 0.00% SOLD
24 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 20 $2K 0.00% SOLD
25 WAB WABTEC CORP Industrials 4 $854.0 SOLD
26 SFM SPROUTS FRMS MKT INC Consumer Defensive 7 $558.0 SOLD
27 OGN ORGANON & CO Healthcare 74 $531.0 SOLD
28 VTRS VIATRIS INC Healthcare 14 $174.0 SOLD
Page 2 of 2  ·  28 positions
Sector Allocation
Technology 34.6%
Healthcare 13.4%
Industrials 12.0%
Financial Services 11.5%
Communication Services 9.9%
Consumer Cyclical 8.7%
Energy 3.7%
Consumer Defensive 2.2%
Basic Materials 1.7%
Real Estate 1.2%