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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 6 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TTE TOTAL ENERGIES SE Energy 2,213.0 $172K 0.06% -192.0 -8.0% $77.76 +16.2%
102 MSM MSC INDL DIRECT INC Industrials 1,385.0 $165K 0.06% $118.95 +0.1%
103 RTX RAYTHEON TECH CORP COM Industrials 790.0 $150K 0.05% -750.0 -48.7% $189.73 +6.6%
104 BIP BROOKFIELD INFRASTRUCTURE PART Utilities 3,750.0 $137K 0.05% $36.49 +2.1%
105 DFAS DIMENSIONAL ETF TR 1,565.0 $129K 0.04% $82.34 -0.9%
106 IFF INTERNATIONAL FLAVORS&FRAGRANC Basic Materials 1,507.0 $119K 0.04% -1K -44.1% $79.22 +10.6%
107 LMT LOCKHEED MARTIN CORP Industrials 228.0 $116K 0.04% $509.46 +4.6%
108 CARR CARRIER GLOBAL CORPORATION COM Industrials 1,500.0 $110K 0.04% $73.35 -21.6%
109 OKE ONEOK INC Energy 1,200.0 $104K 0.04% $86.94 +10.1%
110 KO COCA COLA CO Consumer Defensive 1,209.0 $98K 0.03% $81.27 +8.7%
111 BA BOEING CO Industrials 427.0 $92K 0.03% $216.47 -3.1%
112 JBHT J B HUNT TRANSPORT SERVICES IN Industrials 300.0 $87K 0.03% $289.43 -9.1%
113 VB VANGUARD INDEX FDS 281.0 $85K 0.03% +2.0 +0.7% $303.07 -1.8%
114 NEE NEXTERA ENERGY INC Utilities 942.0 $83K 0.03% -390.0 -29.3% $87.77 -6.0%
115 VO VANGUARD INDEX FDS 990.0 $80K 0.03% +744.0 +302.4% $80.56 +1.3%
116 SO SOUTHERN CO Utilities 742.0 $71K 0.02% -77.0 -9.4% $95.71 -8.2%
117 SHEL SHELL PLC Energy 891.0 $69K 0.02% $77.54 +20.4%
118 NESTLE SA-SPONSORED ADR 650.0 $67K 0.02% $102.69
119 MO ALTRIA GROUP INC Consumer Defensive 800.0 $58K 0.02% -100.0 -11.1% $71.95 -3.6%
120 SU SUNCOR ENERGY INC NEW Energy 1,040.0 $56K 0.02% -1K -49.5% $53.68 +28.0%
Page 6 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%