Sawyer & Company, Inc

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Sawyer & Company, Inc reported 174 stock positions worth $247.5 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Eli Lilly (LLY, 4.0%) and Oracle (ORCL, 3.9%). Compared with Q4 2024, it opened 9 new positions, sold out of 8, added to 12 and reduced 89. The biggest buy was Chevron (CVX, shares +1%) and the biggest sale Alphabet Class A (GOOGL, shares −4%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001722436
Portfolio Value
$247.5M (Q1 2025)
SEC Filing
0001722436-25-000004 ↗ filed Apr 22, 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 Q4 2024 Q1 2025: $247.5M $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 174 stocks · $247.5M
AAPL Apple Inc. 4.66% 51,973 $11.5M Reduce -6.8%
LLY Eli Lilly & Co. 3.98% 11,930 $9.9M Reduce -1.8%
ORCL Oracle Corp. 3.94% 69,663 $9.7M Reduce -3.9%
MSFT Microsoft Corp. 3.82% 25,174 $9.4M Reduce -7.7%
GOOGL Alphabet Inc. Class A 3.51% 56,189 $8.7M Reduce -3.7%
NVDA Nvidia Corp. 3.33% 76,001 $8.2M Reduce -1.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.99% 60,684 $7.4M Reduce -9.5%
V Visa Inc. Class A 2.93% 20,702 $7.3M Reduce -5.9%
PAYX Paychex Inc. 2.51% 40,341 $6.2M Reduce -2.6%
ADP Automatic Data Processing 2.47% 19,982 $6.1M Reduce -4.7%
META Meta Platforms Inc. Class A 2.13% 9,146 $5.3M Reduce -1.5%
CRM Salesforce Inc. 2.07% 19,074 $5.1M Reduce -0.8%
FICO Fair Isaac Corp. 2.03% 2,727 $5.0M Reduce -3.7%
AMGN Amgen Inc. 1.98% 15,753 $4.9M Reduce -1.5%
ACN Accenture PLC Class A 1.90% 15,064 $4.7M Add +0.1%
TRV The Travelers Cos Inc. 1.88% 17,623 $4.7M Reduce -7.4%
XOM Exxon Mobil Corp. 1.77% 36,873 $4.4M Reduce -3.2%
HON Honeywell International Inc. 1.73% 20,206 $4.3M Reduce -0.0%
SYY Sysco Corp. 1.72% 56,726 $4.3M Reduce -5.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.63% 40,926 $4.0M Reduce -1.4%
NVO Novo-Nordisk A/S-Spons ADR 1.60% 56,968 $4.0M Reduce -1.3%
JPM JPMorgan Chase & Co. 1.55% 15,595 $3.8M Reduce -8.5%
MA Mastercard Inc. Class A 1.54% 6,967 $3.8M No change
JNJ Johnson & Johnson 1.37% 20,463 $3.4M Reduce -7.0%
ANET Arista Networks Inc. 1.35% 43,032 $3.3M Reduce -0.3%
AMZN Amazon.com Inc. 1.34% 17,444 $3.3M Reduce -0.9%
VOO Vanguard S&P 500 ETF 1.34% 6,451 $3.3M Reduce -19.3%
CDW CDW Corp. 1.33% 20,605 $3.3M Reduce -2.4%
ETN Eaton Corp. PLC 1.33% 12,078 $3.3M Reduce -6.9%
CSCO Cisco Systems Inc. 1.20% 48,284 $3.0M Reduce -1.4%
COP Conocophillips 1.16% 27,438 $2.9M Reduce -3.3%
HD Home Depot Inc. 1.16% 7,850 $2.9M Reduce -4.5%
NKE Nike Inc. Class B 1.15% 44,833 $2.8M Add +1.7%
AXP American Express Co. 1.12% 10,320 $2.8M Reduce -8.6%
SBUX Starbucks Corp. 1.12% 28,260 $2.8M Reduce -2.3%
ECL Ecolab Inc. 1.11% 10,869 $2.8M Reduce -9.9%
ITW Illinois Tool Works 1.10% 11,023 $2.7M Reduce -0.5%
FISV Fiserv Inc. 1.10% 12,374 $2.7M Reduce -1.5%
ABBV Abbvie Inc. 1.09% 12,895 $2.7M Reduce -2.8%
ALL Allstate Corp. 1.04% 12,416 $2.6M Reduce -10.0%
COR Cencora Inc. 0.95% 8,447 $2.3M Reduce -6.5%
UPS United Parcel Service Class B 0.94% 21,241 $2.3M Reduce -2.7%
CVX Chevron Corp. 0.87% 12,837 $2.1M Add +1.1%
QCOM Qualcomm Inc. 0.86% 13,832 $2.1M Reduce -2.0%
EMR Emerson Electric Co. 0.81% 18,315 $2.0M Reduce -13.9%
ABT Abbott Laboratories 0.81% 15,055 $2.0M Reduce -11.2%
CCI Crown Castle Inc. 0.79% 18,730 $2.0M Reduce -1.8%
AFL Aflac Inc. 0.76% 16,925 $1.9M Reduce -3.3%
PSA Public Storage 0.74% 6,149 $1.8M Reduce -1.6%
G Genpact Ltd. 0.74% 36,513 $1.8M Reduce -1.9%
MDT Medtronic PLC 0.73% 20,191 $1.8M Reduce -2.8%
RSG Republic Services Inc. 0.66% 6,744 $1.6M Reduce -8.8%
MU Micron Technology Inc. 0.62% 17,525 $1.5M Add +1.4%
MRK Merck & Co. Inc. 0.61% 16,864 $1.5M Reduce -3.5%
EMN Eastman Chemical Co. 0.57% 16,032 $1.4M Reduce -10.4%
GPC Genuine Parts Co. 0.51% 10,691 $1.3M Add +0.4%
GOOG Alphabet Inc. Class C 0.47% 7,472 $1.2M Reduce -20.6%
WFC Wells Fargo & Co. 0.46% 16,006 $1.1M Reduce -5.0%
LOW Lowe's Cos Inc. 0.44% 4,684 $1.1M Reduce -3.4%
FDX FedEx Corp. 0.43% 4,346 $1.1M Reduce -4.6%
DUK Duke Energy Corp. 0.41% 8,334 $1.0M Reduce -6.5%
CMCSA Comcast Corp. Class A 0.36% 24,460 $903K Reduce -3.9%
CL Colgate-Palmolive Co. 0.36% 9,610 $900K Reduce -3.2%
CPT Camden Property Trust 0.33% 6,747 $825K Reduce -1.1%
DGX Quest Diagnostics Inc. 0.31% 4,478 $758K Reduce -23.4%
FAST Fastenal Co. 0.30% 9,588 $744K Reduce -4.3%
KMB Kimberly-Clark Corp. 0.29% 5,023 $714K Reduce -2.2%
VTI VG Morningstar TS MKT ETF-US 0.28% 2,558 $703K Reduce -16.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 2,792 $694K Reduce -13.9%
LH Laboratory CRP of Amer Hldgs filed as LABCORP HLDGS INC 0.28% 2,980 $694K Reduce -18.1%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.27% 666 $658K Reduce -1.0%
CI The Cigna Group 0.25% 1,884 $620K No change
WM Waste Management Inc. 0.24% 2,535 $587K Reduce -8.4%
CB Chubb Ltd. 0.19% 1,570 $474K Reduce -4.2%
PFE Pfizer Inc. 0.19% 18,558 $470K Reduce -3.1%
DOW Dow Inc. 0.18% 12,748 $445K Reduce -7.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 10,147 $423K Reduce -12.6%
WMT Walmart Inc. 0.17% 4,706 $413K Reduce -5.9%
VCIT Vanguard Int-Term Corporate 0.16% 4,708 $385K Add +0.8%
WPC WP Carey Inc. 0.15% 5,885 $371K Reduce -0.6%
BF.B Brown-Forman Corp. Class B 0.15% 10,878 $369K Reduce -3.4%
MMM 3M Co. 0.15% 2,467 $362K Reduce -11.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.14% 8,577 $359K No change
COST Costco Wholesale Corp. 0.14% 360 $340K Reduce -43.8%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.12% 3,807 $295K No change
PG The Procter & Gamble Co. 0.12% 1,680 $286K No change
MCK McKesson Corp. 0.11% 402 $271K Reduce -20.1%
MDLZ Mondelez International Inc. Class A 0.11% 3,989 $271K Reduce -3.6%
OXY Occidental Petroleum Corp. 0.11% 5,310 $262K No change
PEP Pepsico Inc. 0.10% 1,597 $239K No change
NEE Nextera Energy Inc. 0.08% 2,882 $204K No change
RTX RTX Corp. 0.08% 1,530 $203K No change
EPD Enterprise Products Partners 0.08% 5,900 $201K No change
TTE Totalenergies SE -Spon ADR 0.08% 3,086 $200K Reduce -38.0%
BERKSHIRE HATHAWAY INC 0.07% 346 $184K Reduce -6.7%
NSC Norfolk Southern Corp. 0.07% 750 $178K No change
SO The Southern Co. 0.07% 1,839 $169K Reduce -21.9%
DFAS Dimensional US Small Cap ETF 0.06% 2,445 $146K Reduce -27.4%
SCCO Southern Copper Corp. 0.06% 1,529 $143K Add +0.7%
NSRGY Nestle SA-Spons ADR 0.05% 1,300 $132K New
OKE Oneok Inc. 0.05% 1,200 $119K No change
MSM MSC Industrial Direct Co. Class A 0.05% 1,480 $115K No change
BIP Brookfield Infrastructure Pa 0.05% 3,750 $112K No change
LMT Lockheed Martin Corp. 0.04% 220 $98K No change
D Dominion Energy Inc. 0.04% 1,704 $96K No change
CARR Carrier Global Corp. 0.04% 1,500 $95K No change
VZ Verizon Communications Inc. 0.04% 1,968 $89K No change
SU Suncor Energy Inc. 0.04% 2,260 $88K Reduce -2.6%
KO The Coca-Cola Co. 0.04% 1,209 $87K No change
ED Consolidated Edison Inc. 0.03% 745 $82K Reduce -15.8%
SHEL Shell PLC-ADR 0.03% 1,065 $78K Reduce -39.5%
OTIS Otis Worldwide Corp. 0.03% 750 $77K No change
BA The Boeing Co. 0.03% 427 $73K No change
BHP BHP Group Ltd.-Spon ADR 0.03% 1,450 $70K No change
VXUS Vanguard Total Intl Stock 0.03% 1,061 $66K Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 236 $61K Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 261 $58K Add +0.4%
IVW iShares S&P 500 Growth ETF 0.02% 600 $56K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.02% 595 $51K No change
IWF iShares Russell 1000 Growth 0.02% 141 $51K No change
MO Altria Group Inc. 0.02% 800 $48K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.02% 500 $46K No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.02% 300 $44K No change
BP BP PLC-Spons ADR 0.01% 1,104 $37K No change
INTC Intel Corp. 0.01% 1,600 $36K No change
NFLX Netflix Inc. 0.01% 39 $36K Reduce -20.4%
AEM Agnico Eagle Mines Ltd. 0.01% 325 $35K No change
IMO Imperial Oil Ltd. 0.01% 460 $33K Reduce -8.0%
ES Eversource Energy 0.01% 500 $31K No change
ET Energy Transfer LP 0.01% 1,500 $28K No change
PYPL PayPal Holdings Inc. 0.01% 435 $28K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.01% 348 $28K Reduce -2.8%
PAAS Pan American Silver Corp. 0.01% 1,000 $26K No change
XLV SS Health Care Select Sector 0.01% 170 $25K No change
KHC The Kraft Heinz Co. 0.01% 800 $24K No change
QUAL iShares MSCI USA Quality Fac 0.01% 128 $22K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 281 $22K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 38 $21K No change
XLP SS Consumer Staples Sel Sect 0.01% 259 $21K No change
SDVY First Trust Smid Cap Rising 0.01% 587 $20K No change
AG First Majestic Silver Corp. 0.01% 2,725 $18K No change
IVV iShares Core S&P 500 ETF 0.01% 32 $18K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 104 $18K Reduce -49.0%
AXON Axon Enterprise Inc. 0.01% 25 $13K New
AVGO Broadcom Inc. 0.00% 58 $10K No change
QQQ Invesco QQQ Trust Series 1 0.00% 21 $10K No change
LULU Lululemon Athletica Inc. 0.00% 35 $10K No change
MSI Motorola Solutions Inc. 0.00% 23 $10K New
PANW Palo Alto Networks Inc. 0.00% 58 $10K No change
EFA iShares MSCI Eafe ETF 0.00% 109 $9K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.00% 71 $9K No change
TSLA Tesla Inc. 0.00% 36 $9K Add +20.0%
IAU iShares Gold Trust 0.00% 135 $8K No change
STM Stmicroelectronics NV-NY SHS 0.00% 345 $8K No change
TSN Tyson Foods Inc. Class A 0.00% 125 $8K No change
AMD Advanced Micro Devices 0.00% 65 $7K New
ARM Arm Holdings PLC-ADR 0.00% 70 $7K No change
PLTR Palantir Technologies Inc. Class A 0.00% 80 $7K New
CRWD CrowdStrike Holdings Inc. Class A 0.00% 18 $6K No change
IJK iShares S&P Mid-Cap 400 Grow 0.00% 71 $6K Add +7000.0%
IWM iShares Russell 2000 ETF 0.00% 30 $6K No change
GM General Motors Co. 0.00% 100 $5K No change
SDGR Schrodinger Inc. 0.00% 230 $5K No change
GNRC Generac Holdings Inc. 0.00% 30 $4K No change
INSP Inspire Medical Systems Inc. 0.00% 24 $4K No change
SOXX iShares Semiconductor ETF 0.00% 21 $4K No change
ALB Albemarle Corp. 0.00% 40 $3K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 40 $3K No change
RIO Rio Tinto PLC-Spon ADR 0.00% 25 $2K No change
NCLH Norwegian Cruise Line Holdin 0.00% 100 $2K New
BROS Dutch Bros Inc. Class A 0.00% 20 $1K New
QS Quantumscape Corp. 0.00% 247 $1K Reduce -6.8%
UPST Upstart Holdings Inc. 0.00% 17 $1K No change
SN Sharkninja Inc. 0.00% 15 $1K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $41K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 1,486$41KReduce -1.1%

Total filed on the 13F, all lines: $247.6M.

Portfolio Sells Q4 2024 → Q1 2025
GOOGL Alphabet Inc. Class A Reduce -3.7% 3.51% −0.58
ORCL Oracle Corp. Reduce -3.9% 3.94% −0.54
NVDA Nvidia Corp. Reduce -1.9% 3.33% −0.52
AAPL Apple Inc. Reduce -6.8% 4.66% −0.50
MSFT Microsoft Corp. Reduce -7.7% 3.82% −0.44
ANET Arista Networks Inc. Reduce -0.3% 1.35% −0.42
CVS CVS Health Corp. Sold out 0.00% −0.34
CRM Salesforce Inc. Reduce -0.8% 2.07% −0.31
ETN Eaton Corp. PLC Reduce -6.9% 1.33% −0.27
VOO Vanguard S&P 500 ETF Reduce -19.3% 1.34% −0.25
NVO Novo-Nordisk A/S-Spons ADR Reduce -1.3% 1.60% −0.24
GOOG Alphabet Inc. Class C Reduce -20.6% 0.47% −0.19
EMR Emerson Electric Co. Reduce -13.9% 0.81% −0.16
AXP American Express Co. Reduce -8.6% 1.12% −0.12
DD Dupont DE Nemours Inc. Sold out 0.00% −0.11
AMZN Amazon.com Inc. Reduce -0.9% 1.34% −0.09
COST Costco Wholesale Corp. Reduce -43.8% 0.14% −0.08
DIS The Walt Disney Co. Reduce -1.4% 1.63% −0.08
UPS United Parcel Service Class B Reduce -2.7% 0.94% −0.07
FICO Fair Isaac Corp. Reduce -3.7% 2.03% −0.05
FDX FedEx Corp. Reduce -4.6% 0.43% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -16.0% 0.28% −0.04
EMN Eastman Chemical Co. Reduce -10.4% 0.57% −0.03
MRK Merck & Co. Inc. Reduce -3.5% 0.61% −0.03
LH Laboratory CRP of Amer Hldgs Reduce -18.1% 0.28% −0.03
CDW CDW Corp. Reduce -2.4% 1.33% −0.03
DOW Dow Inc. Reduce -7.7% 0.18% −0.03
DFAS Dimensional US Small Cap ETF Reduce -27.4% 0.06% −0.02
HD Home Depot Inc. Reduce -4.5% 1.16% −0.02
DGX Quest Diagnostics Inc. Reduce -23.4% 0.31% −0.02
TTE Totalenergies SE -Spon ADR Reduce -38.0% 0.08% −0.02
BAC Bank of America Corp. Reduce -12.6% 0.17% −0.02
EBAY eBay Inc. Sold out 0.00% −0.02
VGT Vanguard Info Tech ETF Sold out 0.00% −0.01
TJX TJX Companies Inc. Reduce -9.5% 2.99% −0.01
BF.B Brown-Forman Corp. Class B Reduce -3.4% 0.15% −0.01
SHEL Shell PLC-ADR Reduce -39.5% 0.03% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -49.0% 0.01% −0.01
SO The Southern Co. Reduce -21.9% 0.07% −0.00
GOVT iShares US Treasury Bond ETF Sold out 0.00% −0.00
SHY iShares 1-3 Year Treasury Bo Sold out 0.00% −0.00
LOW Lowe's Cos Inc. Reduce -3.4% 0.44% −0.00
NFLX Netflix Inc. Reduce -20.4% 0.01% −0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Sold out 0.00% −0.00
WMT Walmart Inc. Reduce -5.9% 0.17% −0.00
SPYG SS SPDR P S&P 500 Growth ETF Reduce -2.8% 0.01% −0.00
DKNG Draftkings Inc. Class A Sold out 0.00% 0.00
QS Quantumscape Corp. Reduce -6.8% 0.00% 0.00
IMO Imperial Oil Ltd. Reduce -8.0% 0.01% +0.00
PFE Pfizer Inc. Reduce -3.1% 0.19% +0.00

Portfolio Buys Q4 2024 → Q1 2025
CVX Chevron Corp. Add +1.1% 0.87% +0.19
MU Micron Technology Inc. Add +1.4% 0.62% +0.08
GPC Genuine Parts Co. Add +0.4% 0.51% +0.05
NSRGY Nestle SA-Spons ADR New 0.05% +0.05
VCIT Vanguard Int-Term Corporate Add +0.8% 0.16% +0.02
QUAL iShares MSCI USA Quality Fac New 0.01% +0.01
SCCO Southern Copper Corp. Add +0.7% 0.06% +0.01
AXON Axon Enterprise Inc. New 0.01% +0.01
MSI Motorola Solutions Inc. New 0.00% +0.00
VXUS Vanguard Total Intl Stock Add +0.3% 0.03% +0.00
AMD Advanced Micro Devices New 0.00% +0.00
PLTR Palantir Technologies Inc. Class A New 0.00% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.4% 0.02% +0.00
NCLH Norwegian Cruise Line Holdin New 0.00% +0.00
BROS Dutch Bros Inc. Class A New 0.00% +0.00
SN Sharkninja Inc. New 0.00% +0.00
IJK iShares S&P Mid-Cap 400 Grow Add +7000.0% 0.00% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.4% 0.02% +0.00
TSLA Tesla Inc. Add +20.0% 0.00% −0.00
ACN Accenture PLC Class A Add +0.1% 1.90% −0.06
NKE Nike Inc. Class B Add +1.7% 1.15% −0.08

Notes & Other Activity Q4 2024 → Q1 2025
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Reduce -1.1% 1,486 $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