Portfolio (Quarterly)
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Sawyer & Company, Inc
· CIK 0001722436| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | PANW | PALO ALTO NETWORKS INC. | Technology | 78.0 | $16K | 0.01% | NEW | — | $205.13 | +20.8% |
| 142 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 357.0 | $13K | 0.01% | NEW | — | $36.41 | +12.7% |
| 143 | MSI | MOTOROLA SOLUTIONS INC | Technology | 28.0 | $12K | 0.01% | NEW | — | $428.57 | -6.7% |
| 144 | ARM | ARM HOLDINGS | Technology | 70.0 | $11K | 0.00% | NEW | — | $157.14 | +33.6% |
| 145 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 80.0 | $11K | 0.00% | NEW | — | $137.50 | -2.8% |
| 146 | TSLA | TESLA MOTORS INC | Consumer Cyclical | 36.0 | $11K | 0.00% | NEW | — | $305.56 | +34.7% |
| 147 | EFA | ISHARES TR | — | 109.0 | $10K | 0.00% | NEW | — | $91.74 | +11.5% |
| 148 | LULU | LULULEMON ATHLETICA | Consumer Cyclical | 42.0 | $10K | 0.00% | NEW | — | $238.10 | -49.9% |
| 149 | STM | STMICROELECTRONICS N V | Technology | 345.0 | $10K | 0.00% | NEW | — | $28.99 | +108.7% |
| 150 | AMD | ADVANCED MICRO DEVICES, INC. | Technology | 65.0 | $9K | 0.00% | NEW | — | $138.46 | +202.6% |
| 151 | CRWD | CROWDSTRIKE HOLDINGS INC | Technology | 18.0 | $9K | 0.00% | NEW | — | $500.00 | +22.5% |
| 152 | IJJ | ISHARES TR | — | 71.0 | $9K | 0.00% | NEW | — | $126.76 | +9.5% |
| 153 | TSN | TYSON FOODS INC | Consumer Defensive | 125.0 | $7K | 0.00% | NEW | — | $56.00 | +18.5% |
| 154 | IJK | ISHARES TR | — | 71.0 | $6K | 0.00% | NEW | — | $84.51 | +29.8% |
| 155 | IWM | ISHARES TR | — | 30.0 | $6K | 0.00% | NEW | — | $200.00 | +37.8% |
| 156 | GLW | CORNING INC | Technology | 87.0 | $5K | 0.00% | NEW | — | $57.47 | +213.4% |
| 157 | GM | GENERAL MTRS CO | Consumer Cyclical | 100.0 | $5K | 0.00% | NEW | — | $50.00 | +48.5% |
| 158 | SHY | ISHARES TR | — | 65.0 | $5K | 0.00% | NEW | — | $76.92 | +6.7% |
| 159 | SOXX | ISHARES TR | — | 21.0 | $5K | 0.00% | NEW | — | $238.10 | +107.3% |
| 160 | SDGR | SCHRODINGER INC. | Healthcare | 230.0 | $5K | 0.00% | NEW | — | $21.74 | -43.7% |
① 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
32.0%
Industrials
13.7%
Healthcare
12.1%
Financial Services
12.0%
Communication Services
9.6%
Consumer Cyclical
9.1%
Energy
3.8%
Consumer Defensive
3.0%
Basic Materials
2.0%
Real Estate
2.0%