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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 7 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VGT VANGUARD WORLD FDS 464.0 $55K 0.02% +406.0 +700.0% $119.52 -0.5%
122 OTIS OTIS WORLDWIDE CORP Industrials 750.0 $54K 0.02% $71.60 -1.4%
123 MPC MARATHON PETE CORP Energy 200.0 $51K 0.02% NEW $255.67 +49.8%
124 IWF ISHARES TR 364.0 $45K 0.01% +223.0 +158.2% $124.17 -2.4%
125 PAAS PAN AMERICAN SILVER CORP Basic Materials 1,000.0 $45K 0.01% $44.79 +11.6%
126 VTV VANGUARD INDEX FDS 204.0 $44K 0.01% $217.93 +2.8%
127 NSC NORFOLK SOUTHERN CORP Industrials 130.0 $41K 0.01% -95.0 -42.2% $314.59 +5.8%
128 BP BP PLC Energy 1,104.0 $41K 0.01% $36.95 +20.4%
129 SPY SPDR S&P 500 ETF TR Financial Services 52.0 $39K 0.01% +14.0 +36.8% $746.77 +2.0%
130 AMD ADVANCED MICRO DEVICES, INC. Technology 61.0 $35K 0.01% -4.0 -6.2% $580.92 -20.9%
131 IRM IRON MTN INC NEW Real Estate 240.0 $30K 0.01% -355.0 -59.7% $126.31 -9.6%
132 MRVL MARVELL TECHNOLOGY INC Technology 100.0 $30K 0.01% NEW $297.89 -29.4%
133 AEM AGNICO EAGLE MINES LTD Basic Materials 190.0 $29K 0.01% $155.13 +24.7%
134 ET ENERGY TRANSFER LP Energy 1,500.0 $29K 0.01% $19.12 +12.0%
135 QUAL ISHARES TR 128.0 $28K 0.01% $219.43 +0.7%
136 NFLX NETFLIX INC Communication Services 390.0 $28K 0.01% $71.40 +13.2%
137 IVV ISHARES TR 36.0 $27K 0.01% +4.0 +12.5% $748.89 +2.2%
138 WTS OCCIDENTAL PETROLEUM 1,324.0 $27K 0.01% -113.0 -7.9% $20.11
139 STM STMICROELECTRONICS N V Technology 345.0 $26K 0.01% $74.89 -34.0%
140 IMO IMPERIAL OIL LTD Energy 222.0 $25K 0.01% -140.0 -38.7% $112.02 +20.5%
Page 7 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%