Sawyer & Company, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Sawyer & Company, Inc reported 173 stock positions worth $270.3 million. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Oracle (ORCL, 4.5%) and Microsoft (MSFT, 4.3%). Compared with Q3 2024, it opened 5 new positions, sold out of 28, added to 35 and reduced 76. The biggest buy was a new position in Novo-Nordisk A/S-Spons ADR (NVO) and the biggest sale Johnson & Johnson (JNJ, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001722436
- Portfolio Value
- $270.3M (Q4 2024)
- SEC Filing
- 0001722436-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 173 stocks · $270.3M
| AAPL Apple Inc. | 5.17% | 55,788 | $14.0M | Reduce -2.4% |
| ORCL Oracle Corp. | 4.47% | 72,515 | $12.1M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.25% | 27,278 | $11.5M | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 4.09% | 58,335 | $11.0M | Reduce -1.3% |
| NVDA Nvidia Corp. | 3.85% | 77,479 | $10.4M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 3.47% | 12,154 | $9.4M | Add +88.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.00% | 67,069 | $8.1M | Reduce -2.2% |
| V Visa Inc. Class A | 2.57% | 22,001 | $7.0M | Add +0.9% |
| CRM Salesforce Inc. | 2.38% | 19,225 | $6.4M | Add +0.3% |
| ADP Automatic Data Processing | 2.27% | 20,976 | $6.1M | Reduce -1.9% |
| PAYX Paychex Inc. | 2.15% | 41,441 | $5.8M | Reduce -3.4% |
| FICO Fair Isaac Corp. | 2.09% | 2,832 | $5.6M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 2.01% | 9,288 | $5.4M | Add +1.5% |
| ACN Accenture PLC Class A | 1.96% | 15,043 | $5.3M | Add +1.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.84% | 57,691 | $5.0M | New |
| ANET Arista Networks Inc. | 1.76% | 43,142 | $4.8M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.71% | 41,502 | $4.6M | Reduce -0.7% |
| TRV The Travelers Cos Inc. | 1.70% | 19,029 | $4.6M | Reduce -11.1% |
| SYY Sysco Corp. | 1.69% | 59,781 | $4.6M | Reduce -9.8% |
| HON Honeywell International Inc. | 1.69% | 20,213 | $4.6M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 1.59% | 7,993 | $4.3M | Add +6.2% |
| ETN Eaton Corp. PLC | 1.59% | 12,973 | $4.3M | Reduce -1.4% |
| AMGN Amgen Inc. | 1.54% | 15,996 | $4.2M | Add +0.4% |
| XOM Exxon Mobil Corp. | 1.52% | 38,090 | $4.1M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.51% | 17,050 | $4.1M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 1.43% | 17,599 | $3.9M | Add +0.5% |
| CDW CDW Corp. | 1.36% | 21,120 | $3.7M | Add +0.2% |
| MA Mastercard Inc. Class A | 1.36% | 6,967 | $3.7M | Add +0.4% |
| AXP American Express Co. | 1.24% | 11,292 | $3.4M | Reduce -9.3% |
| NKE Nike Inc. Class B | 1.23% | 44,089 | $3.3M | Reduce -1.1% |
| HD Home Depot Inc. | 1.18% | 8,224 | $3.2M | Add +0.7% |
| JNJ Johnson & Johnson | 1.18% | 21,997 | $3.2M | Reduce -12.7% |
| CSCO Cisco Systems Inc. | 1.07% | 48,950 | $2.9M | Reduce -0.2% |
| ECL Ecolab Inc. | 1.05% | 12,066 | $2.8M | Reduce -15.3% |
| COP Conocophillips | 1.04% | 28,385 | $2.8M | No change |
| ITW Illinois Tool Works | 1.04% | 11,073 | $2.8M | Add +0.5% |
| UPS United Parcel Service Class B | 1.02% | 21,829 | $2.8M | Reduce -3.5% |
| ALL Allstate Corp. | 0.98% | 13,801 | $2.7M | Reduce -13.4% |
| SBUX Starbucks Corp. | 0.98% | 28,930 | $2.6M | Reduce -3.2% |
| EMR Emerson Electric Co. | 0.98% | 21,274 | $2.6M | Reduce -4.5% |
| FISV Fiserv Inc. | 0.96% | 12,568 | $2.6M | Add +1.4% |
| ABBV Abbvie Inc. | 0.87% | 13,260 | $2.4M | Reduce -19.3% |
| QCOM Qualcomm Inc. | 0.80% | 14,109 | $2.2M | Add +2.3% |
| COR Cencora Inc. | 0.75% | 9,039 | $2.0M | Reduce -25.4% |
| ABT Abbott Laboratories | 0.71% | 16,949 | $1.9M | Reduce -30.7% |
| PSA Public Storage | 0.69% | 6,248 | $1.9M | Reduce -0.2% |
| CVX Chevron Corp. | 0.68% | 12,698 | $1.8M | Add +0.9% |
| AFL Aflac Inc. | 0.67% | 17,498 | $1.8M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 0.66% | 9,405 | $1.8M | No change |
| MRK Merck & Co. Inc. | 0.64% | 17,473 | $1.7M | Reduce -9.8% |
| CCI Crown Castle Inc. | 0.64% | 19,080 | $1.7M | Reduce -10.1% |
| MDT Medtronic PLC | 0.61% | 20,763 | $1.7M | Reduce -3.2% |
| EMN Eastman Chemical Co. | 0.60% | 17,891 | $1.6M | Reduce -3.3% |
| G Genpact Ltd. | 0.59% | 37,213 | $1.6M | Add +2.7% |
| RSG Republic Services Inc. | 0.55% | 7,397 | $1.5M | Reduce -5.0% |
| MU Micron Technology Inc. | 0.54% | 17,278 | $1.5M | Add +1.2% |
| FDX FedEx Corp. | 0.47% | 4,554 | $1.3M | No change |
| GPC Genuine Parts Co. | 0.46% | 10,650 | $1.2M | Add +3.9% |
| LOW Lowe's Cos Inc. | 0.44% | 4,851 | $1.2M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.44% | 16,856 | $1.2M | Reduce -8.6% |
| DUK Duke Energy Corp. | 0.36% | 8,917 | $961K | Reduce -20.3% |
| CMCSA Comcast Corp. Class A | 0.35% | 25,460 | $956K | No change |
| CVS CVS Health Corp. | 0.34% | 20,637 | $926K | Reduce -1.5% |
| CL Colgate-Palmolive Co. | 0.33% | 9,926 | $902K | Reduce -10.4% |
| DGX Quest Diagnostics Inc. | 0.33% | 5,846 | $882K | Reduce -27.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 3,044 | $882K | Add +4.3% |
| LH Laboratory CRP of Amer Hldgs | 0.31% | 3,640 | $835K | Reduce -26.1% |
| CPT Camden Property Trust | 0.29% | 6,820 | $791K | Reduce -5.6% |
| FAST Fastenal Co. | 0.27% | 10,018 | $720K | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 3,244 | $713K | Reduce -9.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.26% | 673 | $709K | Reduce -1.0% |
| KMB Kimberly-Clark Corp. | 0.25% | 5,135 | $673K | Reduce -20.3% |
| COST Costco Wholesale Corp. | 0.22% | 640 | $586K | Reduce -23.8% |
| WM Waste Management Inc. | 0.21% | 2,768 | $559K | No change |
| DOW Dow Inc. | 0.20% | 13,817 | $554K | Reduce -8.9% |
| CI The Cigna Group | 0.19% | 1,884 | $520K | Reduce -22.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 11,607 | $510K | Reduce -3.0% |
| PFE Pfizer Inc. | 0.19% | 19,155 | $508K | Reduce -2.1% |
| CB Chubb Ltd. | 0.17% | 1,639 | $453K | Reduce -2.2% |
| WMT Walmart Inc. | 0.17% | 5,001 | $452K | No change |
| BF.B Brown-Forman Corp. Class B | 0.16% | 11,262 | $428K | Reduce -15.0% |
| VCIT Vanguard Int-Term Corporate | 0.14% | 4,673 | $375K | Add +10.4% |
| MMM 3M Co. | 0.13% | 2,782 | $359K | Reduce -34.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.12% | 8,577 | $329K | No change |
| WPC WP Carey Inc. | 0.12% | 5,920 | $323K | Reduce -11.6% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.12% | 3,807 | $322K | Reduce -26.3% |
| DD Dupont DE Nemours Inc. | 0.11% | 3,986 | $304K | Reduce -29.8% |
| MCK McKesson Corp. | 0.11% | 503 | $287K | Reduce -34.4% |
| PG The Procter & Gamble Co. | 0.10% | 1,680 | $282K | Add +63.1% |
| TTE Totalenergies SE -Spon ADR | 0.10% | 4,977 | $271K | Reduce -16.1% |
| OXY Occidental Petroleum Corp. | 0.10% | 5,310 | $262K | Add +3.9% |
| MDLZ Mondelez International Inc. Class A | 0.09% | 4,139 | $247K | Add +53.9% |
| PEP Pepsico Inc. | 0.09% | 1,597 | $243K | Add +30.7% |
| DFAS Dimensional US Small Cap ETF | 0.08% | 3,370 | $219K | No change |
| NEE Nextera Energy Inc. | 0.08% | 2,882 | $207K | No change |
| SO The Southern Co. | 0.07% | 2,354 | $194K | Reduce -26.4% |
| EPD Enterprise Products Partners | 0.07% | 5,900 | $185K | No change |
| RTX RTX Corp. | 0.07% | 1,530 | $177K | Add +410.0% |
| NSC Norfolk Southern Corp. | 0.07% | 750 | $176K | No change |
| BERKSHIRE HATHAWAY INC | 0.06% | 371 | $168K | Add +32.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $41K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 1,502 | $41K | Add +1.7% |
Total filed on the 13F, all lines: $270.3M.
Portfolio Sells Q3 2024 → Q4 2024
| JNJ Johnson & Johnson | Reduce -12.7% | 1.18% | −0.33 |
| ABBV Abbvie Inc. | Reduce -19.3% | 0.87% | −0.33 |
| ABT Abbott Laboratories | Reduce -30.7% | 0.71% | −0.32 |
| ECL Ecolab Inc. | Reduce -15.3% | 1.05% | −0.30 |
| CCI Crown Castle Inc. | Reduce -10.1% | 0.64% | −0.29 |
| COR Cencora Inc. | Reduce -25.4% | 0.75% | −0.26 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.23 |
| NKE Nike Inc. Class B | Reduce -1.1% | 1.23% | −0.22 |
| SYY Sysco Corp. | Reduce -9.8% | 1.69% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -9.8% | 0.64% | −0.17 |
| EMN Eastman Chemical Co. | Reduce -3.3% | 0.60% | −0.16 |
| TRV The Travelers Cos Inc. | Reduce -11.1% | 1.70% | −0.16 |
| ORCL Oracle Corp. | Reduce -1.1% | 4.47% | −0.15 |
| PSA Public Storage | Reduce -0.2% | 0.69% | −0.15 |
| CVS CVS Health Corp. | Reduce -1.5% | 0.34% | −0.15 |
| ALL Allstate Corp. | Reduce -13.4% | 0.98% | −0.13 |
| DGX Quest Diagnostics Inc. | Reduce -27.1% | 0.33% | −0.13 |
| UPS United Parcel Service Class B | Reduce -3.5% | 1.02% | −0.12 |
| DUK Duke Energy Corp. | Reduce -20.3% | 0.36% | −0.12 |
| TSLA Tesla Inc. | Reduce -97.6% | 0.00% | −0.12 |
| CI The Cigna Group | Reduce -22.0% | 0.19% | −0.12 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.11 |
| DOW Dow Inc. | Reduce -8.9% | 0.20% | −0.10 |
| SBUX Starbucks Corp. | Reduce -3.2% | 0.98% | −0.10 |
| MDT Medtronic PLC | Reduce -3.2% | 0.61% | −0.10 |
| LH Laboratory CRP of Amer Hldgs | Reduce -26.1% | 0.31% | −0.10 |
| CL Colgate-Palmolive Co. | Reduce -10.4% | 0.33% | −0.09 |
| AFL Aflac Inc. | Reduce -4.9% | 0.67% | −0.09 |
| KMB Kimberly-Clark Corp. | Reduce -20.3% | 0.25% | −0.09 |
| BF.B Brown-Forman Corp. Class B | Reduce -15.0% | 0.16% | −0.08 |
| IFF Intl Flavors & Fragrances | Reduce -26.3% | 0.12% | −0.08 |
| MMM 3M Co. | Reduce -34.1% | 0.13% | −0.08 |
| DD Dupont DE Nemours Inc. | Reduce -29.8% | 0.11% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -23.8% | 0.22% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.44% | −0.04 |
| TTE Totalenergies SE -Spon ADR | Reduce -16.1% | 0.10% | −0.04 |
| SU Suncor Energy Inc. | Reduce -55.3% | 0.03% | −0.04 |
| CPT Camden Property Trust | Reduce -5.6% | 0.29% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -44.2% | 0.04% | −0.04 |
| SO The Southern Co. | Reduce -26.4% | 0.07% | −0.04 |
| WPC WP Carey Inc. | Reduce -11.6% | 0.12% | −0.03 |
| MCK McKesson Corp. | Reduce -34.4% | 0.11% | −0.03 |
| IMO Imperial Oil Ltd. | Reduce -70.6% | 0.01% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -9.4% | 0.26% | −0.03 |
| RSG Republic Services Inc. | Reduce -5.0% | 0.55% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.19% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -1.4% | 1.59% | −0.02 |
| EBAY eBay Inc. | Reduce -50.2% | 0.02% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| NVO Novo-Nordisk A/S-Spons ADR | New | 1.84% | +1.84 |
| LLY Eli Lilly & Co. | Add +88.0% | 3.47% | +1.35 |
| CRM Salesforce Inc. | Add +0.3% | 2.38% | +0.44 |
| V Visa Inc. Class A | Add +0.9% | 2.57% | +0.35 |
| ANET Arista Networks Inc. | Add +0.4% | 1.76% | +0.24 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.43% | +0.22 |
| MSFT Microsoft Corp. | Add +6.3% | 4.25% | +0.17 |
| FISV Fiserv Inc. | Add +1.4% | 0.96% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +6.2% | 1.59% | +0.12 |
| MA Mastercard Inc. Class A | Add +0.4% | 1.36% | +0.09 |
| META Meta Platforms Inc. Class A | Add +1.5% | 2.01% | +0.07 |
| G Genpact Ltd. | Add +2.7% | 0.59% | +0.07 |
| RTX RTX Corp. | Add +410.0% | 0.07% | +0.05 |
| PG The Procter & Gamble Co. | Add +63.1% | 0.10% | +0.04 |
| CARR Carrier Global Corp. | Add +2359.0% | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | New | 0.03% | +0.03 |
| OTIS Otis Worldwide Corp. | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 0.33% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +53.9% | 0.09% | +0.02 |
| BERKSHIRE HATHAWAY INC | Add +32.0% | 0.06% | +0.01 |
| PEP Pepsico Inc. | Add +30.7% | 0.09% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| ACN Accenture PLC Class A | Add +1.0% | 1.96% | +0.01 |
| KHC The Kraft Heinz Co. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +61.4% | 0.03% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +10.4% | 0.14% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.7% | 0.02% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.4% | 0.02% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +13.2% | 0.02% | +0.00 |
| OXY Occidental Petroleum Corp. | Add +3.9% | 0.10% | −0.00 |
| CVX Chevron Corp. | Add +0.9% | 0.68% | −0.00 |
| SCCO Southern Copper Corp. | Add +0.5% | 0.05% | −0.01 |
| ITW Illinois Tool Works | Add +0.5% | 1.04% | −0.03 |
| HD Home Depot Inc. | Add +0.7% | 1.18% | −0.04 |
| QCOM Qualcomm Inc. | Add +2.3% | 0.80% | −0.07 |
| GPC Genuine Parts Co. | Add +3.9% | 0.46% | −0.07 |
| XOM Exxon Mobil Corp. | Add +2.4% | 1.52% | −0.10 |
| MU Micron Technology Inc. | Add +1.2% | 0.54% | −0.12 |
| AMGN Amgen Inc. | Add +0.4% | 1.54% | −0.36 |
| CDW CDW Corp. | Add +0.2% | 1.36% | −0.40 |
Notes & Other Activity Q3 2024 → Q4 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +1.7% | 1,502 | $41K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 201 | $297.9M | MU, GOOGL, NVDA, AAPL, LLY |
| Q1 2026 | 196 | $259.6M | GOOGL, AAPL, NVDA, LLY, MSFT |
| Q4 2025 | 205 | $282.6M | GOOGL, AAPL, NVDA, MSFT, LLY |
| Q3 2025 | 187 | $264.8M | ORCL, MSFT, NVDA, AAPL, GOOGL |
| Q2 2025Amended | 201 | $297.9M | MU, GOOGL, NVDA, AAPL, LLY |
| Q1 2025 | 174 | $247.5M | AAPL, LLY, ORCL, MSFT, GOOGL |
| Q4 2024 | 173 | $270.3M | AAPL, ORCL, MSFT, GOOGL, NVDA |
| Q3 2024 | 196 | $270.2M | AAPL, ORCL, MSFT, GOOGL, NVDA |
| Q2 2024 | 178 | $251.6M | AAPL, MSFT, GOOGL, ORCL, NVDA |
| Q1 2024 | 171 | $250.3M | MSFT, AAPL, ORCL, GOOGL, NVDA |