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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 6 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 228.0 $110K 0.04% $483.67 +9.2%
102 DFAS DIMENSIONAL ETF TRUST 1,565.0 $109K 0.04% -880.0 -36.0% $69.67 +7.9%
103 NEE NEXTERA ENERGY INC Utilities 1,332.0 $107K 0.04% -2K -54.4% $80.28 +16.3%
104 D DOMINION ENERGY INC Utilities 1,677.0 $98K 0.04% -27.0 -1.6% $58.59 +15.3%
105 BA BOEING CO Industrials 427.0 $93K 0.03% $217.12 -1.0%
106 SU SUNCOR ENERGY INC NEW Energy 2,058.0 $91K 0.03% -202.0 -8.9% $44.36 +57.2%
107 OKE ONEOK INC Energy 1,200.0 $88K 0.03% $73.50 +27.6%
108 KO COCA COLA CO Consumer Defensive 1,209.0 $85K 0.03% $69.91 +16.1%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 1,968.0 $80K 0.03% $40.73 +14.8%
110 CARR CARRIER GLOBAL CORPORATION COM Industrials 1,500.0 $79K 0.03% $52.84 +16.3%
111 VXUS VANGUARD STAR FDS 980.0 $74K 0.03% -89.0 -8.3% $75.42 +9.8%
112 VB VANGUARD INDEX FDS 279.0 $72K 0.03% +18.0 +6.9% $258.02 +8.1%
113 SO SOUTHERN CO Utilities 819.0 $71K 0.03% -630.0 -43.5% $87.20 +7.5%
114 VO VANGUARD INDEX FDS 246.0 $71K 0.03% +10.0 +4.2% $290.02 -73.7%
115 IWF ISHARES TR 141.0 $67K 0.02% $473.30 -74.0%
116 OTIS OTIS WORLDWIDE CORP Industrials 750.0 $66K 0.02% $87.35 -18.6%
117 SHEL SHELL PLC Energy 891.0 $65K 0.02% -174.0 -16.3% $73.48 +20.6%
118 NSC NORFOLK SOUTHERN CORP Industrials 225.0 $65K 0.02% -320.0 -58.7% $288.72 +10.9%
119 NESTLE SA-SPONSORED ADR 650.0 $64K 0.02% -650.0 -50.0% $98.78
120 JBHT J B HUNT TRANSPORT SERVICES IN Industrials 300.0 $58K 0.02% $194.34 +34.5%
Page 6 of 11  ·  206 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%