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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AG FIRST MAJESTIC SILVER CORP Basic Materials 1,365.0 $23K 0.01% -1K -49.9% $16.96 +17.1%
82 ED CONSOLIDATED EDISON INC Utilities 175.0 $19K 0.01% -70.0 -28.6% $110.63 -2.6%
83 BHP BHP GROUP LTD Basic Materials 190.0 $16K 0.01% -260.0 -57.8% $83.31 +11.4%
84 GLW CORNING INC Technology 30.0 $8K 0.00% -30.0 -50.0% $255.43 -43.0%
85 XLV SELECT SECTOR SPDR TR 7.0 $1K -11.0 -61.1% $158.71 +8.2%
Page 5 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%