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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FICO FAIR ISAAC CORP Technology 2,539.0 $3.0M 1.02% -95.0 -3.6% $1194.78 -6.3%
22 ECL ECOLAB INC Basic Materials 10,437.0 $2.9M 0.98% -269.0 -2.5% $278.61 +0.1%
23 ALL ALLSTATE CORP Financial Services 12,211.0 $2.9M 0.97% -170.0 -1.4% $237.94 +10.6%
24 CDW CDW CORP Technology 19,754.0 $2.8M 0.93% -1K -6.0% $140.64 +9.4%
25 EMR EMERSON ELEC CO Industrials 19,018.0 $2.7M 0.91% -229.0 -1.2% $143.15 +4.9%
26 ABBV ABBVIE INC Healthcare 10,757.0 $2.7M 0.91% -700.0 -6.1% $251.64 +3.4%
27 QCOM QUALCOMM INC Technology 13,358.0 $2.5M 0.83% -524.0 -3.8% $184.79 -8.8%
28 COP CONOCOPHILLIPS Energy 22,906.0 $2.4M 0.80% -3K -12.5% $103.96 +30.6%
29 NVO NOVO NORDISK A/S Healthcare 45,062.0 $2.2M 0.72% -3K -5.3% $47.94 -0.9%
30 CVX CHEVRON CORP NEW Energy 12,688.0 $2.1M 0.71% -572.0 -4.3% $165.76 +27.5%
31 HON HONEYWELL INTL INC Industrials 8,968.0 $2.0M 0.67% -11K -55.8% $223.90 -7.3%
32 ACN ACCENTURE PLC IRELAND Technology 15,115.0 $1.9M 0.63% -115.0 -0.8% $124.44 +55.2%
33 MRK MERCK & CO INC Healthcare 14,322.0 $1.8M 0.62% -3K -17.7% $128.59 +18.5%
34 AFL AFLAC INC Financial Services 15,209.0 $1.8M 0.60% -2K -9.4% $117.25 +0.9%
35 PSA PUBLIC STORAGE Real Estate 5,563.0 $1.8M 0.59% -929.0 -14.3% $318.31 -4.0%
36 MDT MEDTRONIC PLC Healthcare 22,195.0 $1.7M 0.58% -189.0 -0.8% $78.23 +19.0%
37 UPS UNITED PARCEL SERVICE INC Industrials 14,919.0 $1.6M 0.54% -1K -8.0% $107.50 -3.7%
38 NKE NIKE INC Consumer Cyclical 37,776.0 $1.6M 0.52% -2K -6.0% $41.05 -5.6%
39 LOW LOWES COS INC Consumer Cyclical 6,771.0 $1.5M 0.50% -36.0 -0.5% $220.49 -8.4%
40 GOOG ALPHABET INC C 4,210.0 $1.5M 0.50% -3K -39.4% $353.33
Page 2 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%