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

0$100.0M$200.0M$300.0M Q1 2024: $250.3M Q1 2024 Q2 2024: $251.6M Q2 2024 Q3 2024: $270.2M Q3 2024 Q4 2024: $270.3M $270.3M Q4 2024 Q1 2025: $247.5M Q1 2025 Q2 2025: $297.9M Q2 2025 Q3 2025: $264.8M Q3 2025 Q4 2025: $282.6M Q4 2025 Q1 2026: $259.6M Q1 2026 Q2 2026: $297.9M Q2 2026

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%
SCCO Southern Copper Corp. 0.05% 1,519 $138K Add +0.5%
OKE Oneok Inc. 0.04% 1,200 $120K No change
BIP Brookfield Infrastructure Pa 0.04% 3,750 $119K No change
MSM MSC Industrial Direct Co. Class A 0.04% 1,480 $111K No change
SHEL Shell PLC-ADR 0.04% 1,761 $110K Reduce -44.2%
LMT Lockheed Martin Corp. 0.04% 220 $107K No change
CARR Carrier Global Corp. 0.04% 1,500 $102K Add +2359.0%
D Dominion Energy Inc. 0.03% 1,704 $92K No change
SU Suncor Energy Inc. 0.03% 2,320 $83K Reduce -55.3%
ED Consolidated Edison Inc. 0.03% 885 $79K Reduce -18.6%
VZ Verizon Communications Inc. 0.03% 1,968 $79K New
BA The Boeing Co. 0.03% 427 $76K No change
KO The Coca-Cola Co. 0.03% 1,209 $75K Add +61.4%
BHP BHP Group Ltd.-Spon ADR 0.03% 1,450 $71K No change
OTIS Otis Worldwide Corp. 0.03% 750 $69K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.02% 595 $63K Reduce -23.2%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 260 $63K Add +5.7%
VXUS Vanguard Total Intl Stock 0.02% 1,058 $62K Add +13.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 235 $62K Add +5.4%
IVW iShares S&P 500 Growth ETF 0.02% 600 $61K No change
IWF iShares Russell 1000 Growth 0.02% 141 $57K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.02% 500 $57K No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.02% 300 $51K No change
EBAY eBay Inc. 0.02% 705 $44K Reduce -50.2%
NFLX Netflix Inc. 0.02% 49 $44K No change
MO Altria Group Inc. 0.02% 800 $42K Reduce -27.3%
PYPL PayPal Holdings Inc. 0.01% 435 $37K Reduce -46.6%
VGT Vanguard Info Tech ETF 0.01% 58 $36K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 204 $35K No change
BP BP PLC-Spons ADR 0.01% 1,104 $33K No change
INTC Intel Corp. 0.01% 1,600 $32K New
IMO Imperial Oil Ltd. 0.01% 500 $31K Reduce -70.6%
SPYG SS SPDR P S&P 500 Growth ETF 0.01% 358 $31K Reduce -35.7%
ET Energy Transfer LP 0.01% 1,500 $29K No change
ES Eversource Energy 0.01% 500 $29K No change
AEM Agnico Eagle Mines Ltd. 0.01% 325 $25K No change
KHC The Kraft Heinz Co. 0.01% 800 $25K New
XLV SS Health Care Select Sector 0.01% 170 $23K Reduce -35.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 38 $22K No change
SDVY First Trust Smid Cap Rising 0.01% 587 $21K Reduce -30.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 281 $21K No change
PAAS Pan American Silver Corp. 0.01% 1,000 $20K No change
XLP SS Consumer Staples Sel Sect 0.01% 259 $20K No change
IVV iShares Core S&P 500 ETF 0.01% 32 $19K No change
AG First Majestic Silver Corp. 0.01% 2,725 $15K No change
AVGO Broadcom Inc. 0.00% 58 $13K No change
LULU Lululemon Athletica Inc. 0.00% 35 $13K No change
TSLA Tesla Inc. 0.00% 30 $12K Reduce -97.6%
QQQ Invesco QQQ Trust Series 1 0.00% 21 $11K Reduce -34.4%
PANW Palo Alto Networks Inc. 0.00% 58 $11K No change
ARM Arm Holdings PLC-ADR 0.00% 70 $9K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.00% 71 $9K No change
STM Stmicroelectronics NV-NY SHS 0.00% 345 $9K No change
EFA iShares MSCI Eafe ETF 0.00% 109 $8K No change
GOVT iShares US Treasury Bond ETF 0.00% 347 $8K No change
IAU iShares Gold Trust 0.00% 135 $7K No change
IWM iShares Russell 2000 ETF 0.00% 30 $7K Reduce -87.0%
TSN Tyson Foods Inc. Class A 0.00% 125 $7K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 18 $6K No change
IJK iShares S&P Mid-Cap 400 Grow 0.00% 1 $6K Reduce -98.6%
GNRC Generac Holdings Inc. 0.00% 30 $5K Reduce -57.1%
GM General Motors Co. 0.00% 100 $5K Reduce -5.7%
SHY iShares 1-3 Year Treasury Bo 0.00% 65 $5K No change
SOXX iShares Semiconductor ETF 0.00% 21 $5K No change
INSP Inspire Medical Systems Inc. 0.00% 24 $4K No change
SDGR Schrodinger Inc. 0.00% 230 $4K No change
ALB Albemarle Corp. 0.00% 40 $3K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 40 $3K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.00% 7 $2K No change
QS Quantumscape Corp. 0.00% 265 $1K No change
RIO Rio Tinto PLC-Spon ADR 0.00% 25 $1K No change
UPST Upstart Holdings Inc. 0.00% 17 $1K No change
DKNG Draftkings Inc. Class A 0.00% 7 $0 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $41K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 1,502$41KAdd +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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 201$297.9MMU, GOOGL, NVDA, AAPL, LLY
Q1 2026 196$259.6MGOOGL, AAPL, NVDA, LLY, MSFT
Q4 2025 205$282.6MGOOGL, AAPL, NVDA, MSFT, LLY
Q3 2025 187$264.8MORCL, MSFT, NVDA, AAPL, GOOGL
Q2 2025Amended 201$297.9MMU, GOOGL, NVDA, AAPL, LLY
Q1 2025 174$247.5MAAPL, LLY, ORCL, MSFT, GOOGL
Q4 2024 173$270.3MAAPL, ORCL, MSFT, GOOGL, NVDA
Q3 2024 196$270.2MAAPL, ORCL, MSFT, GOOGL, NVDA
Q2 2024 178$251.6MAAPL, MSFT, GOOGL, ORCL, NVDA
Q1 2024 171$250.3MMSFT, AAPL, ORCL, GOOGL, NVDA