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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 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMER CORP Financial Services 8,626.0 $492K 0.17% -379.0 -4.2% $56.98 +8.8%
82 CMCSA COMCAST CORP NEW Communication Services 19,571.0 $480K 0.16% -3K -14.8% $24.55 +7.1%
83 SOLS SOLSTICE ADVANCED MATERIALS Basic Materials 4,967.0 $440K 0.15% -35.0 -0.7% $88.60 -30.3%
84 CI CIGNA CORP NEW Healthcare 1,559.0 $430K 0.14% -116.0 -6.9% $275.68 +2.7%
85 VCIT VANGUARD SCOTTSDALE FDS 5,192.0 $429K 0.14% +102.0 +2.0% $82.65 -2.7%
86 KMB KIMBERLY CLARK CORP Consumer Defensive 3,292.0 $361K 0.12% -245.0 -6.9% $109.77 -2.5%
87 PFE PFIZER INC Healthcare 14,250.0 $343K 0.12% -675.0 -4.5% $24.08 +18.6%
88 FEDEX FGHT HLDG CO INC 1,849.0 $279K 0.09% NEW $151.00
89 SCCO SOUTHERN COPPER CORPORATION Basic Materials 1,595.0 $278K 0.09% +26.0 +1.7% $174.26 +15.7%
90 SLB SCHLUMBERGER LTD Energy 5,512.0 $256K 0.09% -2K -27.3% $46.49 +22.9%
91 PG PROCTER & GAMBLE CO Consumer Defensive 1,680.0 $246K 0.08% $146.64 -0.3%
92 COST COSTCO WHSL CORP NEW Consumer Defensive 260.0 $243K 0.08% -110.0 -29.7% $935.62 +0.5%
93 WPC W P CAREY INC Real Estate 3,170.0 $227K 0.08% -425.0 -11.8% $71.50 -1.9%
94 VXUS VANGUARD STAR FDS 2,628.0 $225K 0.07% +2K +168.2% $85.48 +1.4%
95 MDLZ MONDELEZ INTL INC Consumer Defensive 3,812.0 $220K 0.07% $57.84 +6.5%
96 EPD ENTERPRISE PRODUCTS PARTNERS L 5,900.0 $217K 0.07% $36.76
97 BROWN FORMAN CORP 7,952.0 $212K 0.07% -472.0 -5.6% $26.65
98 OXY OCCIDENTAL PETE CORP Energy 4,180.0 $203K 0.07% -1K -19.8% $48.57 +25.5%
99 MCK MCKESSON CORP Healthcare 267.0 $202K 0.07% $755.60 +20.0%
100 PEP PEPSICO INC Consumer Defensive 1,487.0 $201K 0.07% -110.0 -6.9% $135.40 +3.2%
Page 5 of 11  ·  202 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%