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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GPC GENUINE PARTS CO Consumer Cyclical 10,468.0 $1.2M 0.41% -111.0 -1.1% $117.98 +14.3%
42 ABT ABBOTT LABS Healthcare 13,541.0 $1.2M 0.41% -1K -7.2% $90.74 +20.1%
43 WFC WELLS FARGO CO NEW Financial Services 14,755.0 $1.2M 0.41% -255.0 -1.7% $82.64 +5.3%
44 FDX FEDEX CORP Industrials 3,725.0 $1.2M 0.39% -494.0 -11.7% $313.13 +3.8%
45 VTI VANGUARD INDEX FDS 2,645.0 $979K 0.33% -510.0 -16.2% $370.08 +1.4%
46 DUK DUKE ENERGY CORP NEW Utilities 7,667.0 $970K 0.33% -457.0 -5.6% $126.58 -4.9%
47 EMN EASTMAN CHEMICAL CO Basic Materials 12,659.0 $848K 0.28% -801.0 -6.0% $66.98 +4.7%
48 G GENPACT LIMITED Technology 30,066.0 $827K 0.28% -2K -6.3% $27.50 +37.1%
49 DGX QUEST DIAGNOSTICS INC Healthcare 3,796.0 $805K 0.27% -295.0 -7.2% $211.94 +11.5%
50 LABCORP HOLDINGS INC. 2,764.0 $774K 0.26% -55.0 -1.9% $279.97
51 FAST FASTENAL CO Industrials 15,695.0 $754K 0.25% -4K -18.5% $48.03 +1.5%
52 CL COLGATE PALMOLIVE CO Consumer Defensive 8,143.0 $747K 0.25% -828.0 -9.2% $91.68 -2.2%
53 GWW GRAINGER W W INC Industrials 537.0 $731K 0.24% -139.0 -20.6% $1360.40 -3.8%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 2,500.0 $703K 0.24% -112.0 -4.3% $281.21 -17.7%
55 CPT CAMDEN PPTY TR Real Estate 5,815.0 $666K 0.22% -515.0 -8.1% $114.49 -7.5%
56 CCI CROWN CASTLE INC Real Estate 7,860.0 $595K 0.20% -7K -47.5% $75.73 +0.2%
57 BAC BANK AMER CORP Financial Services 8,626.0 $492K 0.17% -379.0 -4.2% $56.98 +8.8%
58 CMCSA COMCAST CORP NEW Communication Services 19,571.0 $480K 0.16% -3K -14.8% $24.55 +7.1%
59 SOLS SOLSTICE ADVANCED MATERIALS Basic Materials 4,967.0 $440K 0.15% -35.0 -0.7% $88.60 -30.3%
60 CI CIGNA CORP NEW Healthcare 1,559.0 $430K 0.14% -116.0 -6.9% $275.68 +2.7%
Page 3 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%