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Portfolio (Quarterly) Guide ↗

Sawyer & Company, Inc

· CIK 0001722436
13F Portfolio $283M AUM 206 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 24 Added 83 Reduced 1 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC 310.0 $156K 0.06% -26.0 -7.7% $502.65
62 MSM MSC INDL DIRECT INC Industrials 1,385.0 $116K 0.04% -95.0 -6.4% $84.10 +25.7%
63 DFAS DIMENSIONAL ETF TRUST 1,565.0 $109K 0.04% -880.0 -36.0% $69.67 +9.6%
64 NEE NEXTERA ENERGY INC Utilities 1,332.0 $107K 0.04% -2K -54.4% $80.28 +10.5%
65 D DOMINION ENERGY INC Utilities 1,677.0 $98K 0.04% -27.0 -1.6% $58.59 +15.6%
66 SU SUNCOR ENERGY INC NEW Energy 2,058.0 $91K 0.03% -202.0 -8.9% $44.36 +53.7%
67 VXUS VANGUARD STAR FDS 980.0 $74K 0.03% -89.0 -8.3% $75.42 +11.3%
68 SO SOUTHERN CO Utilities 819.0 $71K 0.03% -630.0 -43.5% $87.20 +7.6%
69 SHEL SHELL PLC Energy 891.0 $65K 0.02% -174.0 -16.3% $73.48 +18.5%
70 NSC NORFOLK SOUTHERN CORP Industrials 225.0 $65K 0.02% -320.0 -58.7% $288.72 +9.2%
71 NESTLE SA-SPONSORED ADR 650.0 $64K 0.02% -650.0 -50.0% $98.78
72 IVW ISHARES TR 360.0 $44K 0.02% -240.0 -40.0% $123.26 +10.2%
73 IMO IMPERIAL OIL LTD Energy 362.0 $31K 0.01% -98.0 -21.3% $86.31 +57.1%
74 AVGO BROADCOM INC Technology 88.0 $30K 0.01% -6.0 -6.4% $346.10 +20.9%
75 INTC INTEL CORP Technology 800.0 $30K 0.01% -800.0 -50.0% $36.90 +215.2%
76 BHP BHP GROUP LTD Basic Materials 450.0 $27K 0.01% -1K -69.0% $60.37 +38.1%
77 ED CONSOLIDATED EDISON INC Utilities 245.0 $24K 0.01% -500.0 -67.1% $99.32 +7.2%
78 ES EVERSOURCE ENERGY Utilities 280.0 $19K 0.01% -220.0 -44.0% $67.33 +2.5%
79 TSLA TESLA MOTORS INC Consumer Cyclical 30.0 $13K 0.01% -6.0 -16.7% $449.73 -8.2%
80 TROW PRICE T ROWE GROUP INC Financial Services 100.0 $10K 0.00% -400.0 -80.0% $102.38 -0.1%
Page 4 of 5  ·  83 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 32.1%
Healthcare 12.8%
Industrials 12.5%
Financial Services 11.9%
Communication Services 11.6%
Consumer Cyclical 9.2%
Energy 3.9%
Consumer Defensive 2.3%
Basic Materials 1.7%
Real Estate 1.5%