Sawyer & Company, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2026), Sawyer & Company, Inc reported 201 stock positions worth $297.9 million. Its top holding was Micron Technology (MU) at 6.2% of the portfolio, followed by Alphabet Class A (GOOGL, 6.0%) and Nvidia (NVDA, 5.1%). Compared with Q1 2025, it opened 43 new positions, sold out of 16, added to 35 and reduced 88. The biggest buy was Broadcom (AVGO, shares +14316%) and the biggest sale Paychex (PAYX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001722436
- Portfolio Value
- $297.9M (Q2 2025)
- SEC Filing
- 0001722436-26-000004 ↗ filed Jul 24, 2026
Holdings Value
Holdings 201 stocks · $297.9M
| MU Micron Technology Inc. | 6.21% | 16,036 | $18.5M | Reduce -8.5% |
| GOOGL Alphabet Inc. Class A | 6.00% | 50,035 | $17.9M | Reduce -10.9% |
| NVDA Nvidia Corp. | 5.07% | 75,435 | $15.1M | Reduce -0.7% |
| AAPL Apple Inc. | 4.90% | 50,402 | $14.6M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 4.69% | 11,647 | $14.0M | Reduce -2.4% |
| MSFT Microsoft Corp. | 4.05% | 32,358 | $12.1M | Add +28.5% |
| ORCL Oracle Corp. | 3.00% | 61,033 | $8.9M | Reduce -12.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.66% | 52,365 | $7.9M | Reduce -13.7% |
| ANET Arista Networks Inc. | 2.38% | 41,786 | $7.1M | Reduce -2.9% |
| V Visa Inc. Class A | 2.33% | 20,218 | $6.9M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 1.98% | 50,307 | $5.9M | Add +4.2% |
| AMGN Amgen Inc. | 1.91% | 15,704 | $5.7M | Reduce -0.3% |
| TRV The Travelers Cos Inc. | 1.82% | 16,460 | $5.4M | Reduce -6.6% |
| VOO Vanguard S&P 500 ETF | 1.73% | 7,492 | $5.1M | Add +16.1% |
| META Meta Platforms Inc. Class A | 1.71% | 9,064 | $5.1M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.64% | 14,882 | $4.9M | Reduce -4.6% |
| XOM Exxon Mobil Corp. | 1.55% | 33,668 | $4.6M | Reduce -8.7% |
| ETN Eaton Corp. PLC | 1.54% | 10,733 | $4.6M | Reduce -11.1% |
| ADP Automatic Data Processing | 1.51% | 20,043 | $4.5M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.40% | 17,452 | $4.2M | Add +0.1% |
| PAYX Paychex Inc. | 1.32% | 39,960 | $3.9M | Reduce -0.9% |
| JNJ Johnson & Johnson | 1.29% | 15,146 | $3.8M | Reduce -26.0% |
| MA Mastercard Inc. Class A | 1.24% | 7,171 | $3.7M | Add +2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.21% | 37,325 | $3.6M | Reduce -8.8% |
| BERKSHIRE HATHAWAY INC | 1.13% | 6,713 | $3.4M | Add +1840.2% |
| AXP American Express Co. | 1.10% | 9,682 | $3.3M | Reduce -6.2% |
| SYY Sysco Corp. | 1.08% | 38,406 | $3.2M | Reduce -32.3% |
| AVGO Broadcom Inc. | 1.06% | 8,361 | $3.2M | Add +14315.5% |
| FICO Fair Isaac Corp. | 1.02% | 2,539 | $3.0M | Reduce -6.9% |
| HD Home Depot Inc. | 1.01% | 8,557 | $3.0M | Add +9.0% |
| CRM Salesforce Inc. | 1.01% | 19,189 | $3.0M | Add +0.6% |
| MCD McDonald's Corp. | 1.00% | 11,058 | $3.0M | New |
| ITW Illinois Tool Works | 0.99% | 10,957 | $3.0M | Reduce -0.6% |
| ECL Ecolab Inc. | 0.98% | 10,437 | $2.9M | Reduce -4.0% |
| ALL Allstate Corp. | 0.98% | 12,211 | $2.9M | Reduce -1.6% |
| CDW CDW Corp. | 0.93% | 19,754 | $2.8M | Reduce -4.1% |
| CTAS Cintas Corp. | 0.93% | 16,308 | $2.8M | New |
| EMR Emerson Electric Co. | 0.91% | 19,018 | $2.7M | Add +3.8% |
| ABBV Abbvie Inc. | 0.91% | 10,757 | $2.7M | Reduce -16.6% |
| QCOM Qualcomm Inc. | 0.83% | 13,358 | $2.5M | Reduce -3.4% |
| COP Conocophillips | 0.80% | 22,906 | $2.4M | Reduce -16.5% |
| COR Cencora Inc. | 0.74% | 7,761 | $2.2M | Reduce -8.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.73% | 45,062 | $2.2M | Reduce -20.9% |
| CVX Chevron Corp. | 0.71% | 12,688 | $2.1M | Reduce -1.2% |
| HON Honeywell International Inc. | 0.67% | 8,968 | $2.0M | Reduce -55.6% |
| HONA Honeywell Aerospace Inc. | 0.67% | 8,969 | $2.0M | New |
| ACN Accenture PLC Class A | 0.63% | 15,115 | $1.9M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.62% | 14,322 | $1.8M | Reduce -15.1% |
| CAT Caterpillar Inc. | 0.60% | 1,692 | $1.8M | New |
| AFL Aflac Inc. | 0.60% | 15,209 | $1.8M | Reduce -10.1% |
| PSA Public Storage | 0.59% | 5,563 | $1.8M | Reduce -9.5% |
| GEV GE Vernova Inc. | 0.59% | 1,489 | $1.7M | New |
| MDT Medtronic PLC | 0.58% | 22,195 | $1.7M | Add +9.9% |
| UPS United Parcel Service Class B | 0.54% | 14,919 | $1.6M | Reduce -29.8% |
| RSG Republic Services Inc. | 0.52% | 7,322 | $1.6M | Add +8.6% |
| SYK Stryker Corp. | 0.52% | 4,953 | $1.6M | New |
| NKE Nike Inc. Class B | 0.52% | 37,776 | $1.6M | Reduce -15.7% |
| LOW Lowe's Cos Inc. | 0.50% | 6,771 | $1.5M | Add +44.6% |
| GOOG Alphabet Inc. Class C | 0.50% | 4,210 | $1.5M | Reduce -43.7% |
| ROL Rollins Inc. | 0.42% | 30,096 | $1.3M | New |
| GPC Genuine Parts Co. | 0.41% | 10,468 | $1.2M | Reduce -2.1% |
| ABT Abbott Laboratories | 0.41% | 13,541 | $1.2M | Reduce -10.1% |
| WFC Wells Fargo & Co. | 0.41% | 14,755 | $1.2M | Reduce -7.8% |
| PANW Palo Alto Networks Inc. | 0.40% | 3,536 | $1.2M | Add +5996.6% |
| FDX FedEx Corp. | 0.39% | 3,725 | $1.2M | Reduce -14.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 2,645 | $979K | Add +3.4% |
| DUK Duke Energy Corp. | 0.33% | 7,667 | $970K | Reduce -8.0% |
| EMN Eastman Chemical Co. | 0.28% | 12,659 | $848K | Reduce -21.0% |
| G Genpact Ltd. | 0.28% | 30,066 | $827K | Reduce -17.7% |
| DGX Quest Diagnostics Inc. | 0.27% | 3,796 | $805K | Reduce -15.2% |
| WM Waste Management Inc. | 0.26% | 3,533 | $787K | Add +39.4% |
| LH Laboratory CRP of Amer Hldgs filed as Labcorp Holdings Inc. | 0.26% | 2,764 | $774K | Reduce -7.3% |
| FAST Fastenal Co. | 0.25% | 15,695 | $754K | Reduce -18.1% |
| CL Colgate-Palmolive Co. | 0.25% | 8,143 | $747K | Reduce -15.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.25% | 537 | $731K | Reduce -19.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 2,500 | $703K | Reduce -10.5% |
| CB Chubb Ltd. | 0.23% | 2,053 | $700K | Add +30.8% |
| CPT Camden Property Trust | 0.22% | 5,815 | $666K | Reduce -13.8% |
| CCI Crown Castle Inc. | 0.20% | 7,860 | $595K | Reduce -58.0% |
| WMT Walmart Inc. | 0.17% | 4,541 | $514K | Reduce -3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 8,626 | $492K | Reduce -15.0% |
| CMCSA Comcast Corp. Class A | 0.16% | 19,571 | $480K | Reduce -20.0% |
| SOLS Solstice Adv Materials Inc. | 0.15% | 4,967 | $440K | New |
| CI The Cigna Group | 0.14% | 1,559 | $430K | Reduce -17.3% |
| VCIT Vanguard Int-Term Corporate | 0.14% | 5,192 | $429K | Add +10.3% |
| KMB Kimberly-Clark Corp. | 0.12% | 3,292 | $361K | Reduce -34.5% |
| PFE Pfizer Inc. | 0.12% | 14,250 | $343K | Reduce -23.2% |
| FDXF FedEx Freight Holding Co. | 0.09% | 1,849 | $279K | New |
| SCCO Southern Copper Corp. | 0.09% | 1,595 | $278K | Add +4.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.09% | 5,512 | $256K | Reduce -35.7% |
| PG The Procter & Gamble Co. | 0.08% | 1,680 | $246K | No change |
| COST Costco Wholesale Corp. | 0.08% | 260 | $243K | Reduce -27.8% |
| WPC WP Carey Inc. | 0.08% | 3,170 | $227K | Reduce -46.1% |
| VXUS Vanguard Total Intl Stock | 0.08% | 2,628 | $225K | Add +147.7% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 3,812 | $220K | Reduce -4.4% |
| EPD Enterprise Products Partners | 0.07% | 5,900 | $217K | No change |
| BF.B Brown-Forman Corp. Class B | 0.07% | 7,952 | $212K | Reduce -26.9% |
| OXY Occidental Petroleum Corp. | 0.07% | 4,180 | $203K | Reduce -21.3% |
| MCK McKesson Corp. | 0.07% | 267 | $202K | Reduce -33.6% |
| PEP Pepsico Inc. | 0.07% | 1,487 | $201K | Reduce -6.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $35K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 1,324 | $35K | Reduce -10.9% |
Total filed on the 13F, all lines: $297.9M.
Portfolio Sells Q1 2025 → Q2 2025
| PAYX Paychex Inc. | Reduce -0.9% | 1.32% | −1.20 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −1.12 |
| FISV Fiserv Inc. | Sold out | 0.00% | −1.10 |
| HON Honeywell International Inc. | Reduce -55.6% | 0.67% | −1.05 |
| FICO Fair Isaac Corp. | Reduce -6.9% | 1.02% | −1.01 |
| ORCL Oracle Corp. | Reduce -12.4% | 3.00% | −0.93 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -20.9% | 0.73% | −0.87 |
| SYY Sysco Corp. | Reduce -32.3% | 1.08% | −0.64 |
| NKE Nike Inc. Class B | Reduce -15.7% | 0.52% | −0.63 |
| V Visa Inc. Class A | Reduce -2.3% | 2.33% | −0.60 |
| CCI Crown Castle Inc. | Reduce -58.0% | 0.20% | −0.59 |
| G Genpact Ltd. | Reduce -17.7% | 0.28% | −0.47 |
| DIS The Walt Disney Co. | Reduce -8.8% | 1.21% | −0.43 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 1.71% | −0.42 |
| UPS United Parcel Service Class B | Reduce -29.8% | 0.54% | −0.41 |
| CDW CDW Corp. | Reduce -4.1% | 0.93% | −0.40 |
| ABT Abbott Laboratories | Reduce -10.1% | 0.41% | −0.39 |
| COP Conocophillips | Reduce -16.5% | 0.80% | −0.36 |
| TJX TJX Companies Inc. | Reduce -13.7% | 2.66% | −0.32 |
| EMN Eastman Chemical Co. | Reduce -21.0% | 0.28% | −0.29 |
| XOM Exxon Mobil Corp. | Reduce -8.7% | 1.55% | −0.23 |
| COR Cencora Inc. | Reduce -8.1% | 0.74% | −0.21 |
| CMCSA Comcast Corp. Class A | Reduce -20.0% | 0.16% | −0.20 |
| ABBV Abbvie Inc. | Reduce -16.6% | 0.91% | −0.18 |
| DOW Dow Inc. | Sold out | 0.00% | −0.18 |
| KMB Kimberly-Clark Corp. | Reduce -34.5% | 0.12% | −0.17 |
| CVX Chevron Corp. | Reduce -1.2% | 0.71% | −0.16 |
| AFL Aflac Inc. | Reduce -10.1% | 0.60% | −0.16 |
| PSA Public Storage | Reduce -9.5% | 0.59% | −0.15 |
| MMM 3M Co. | Sold out | 0.00% | −0.15 |
| ECL Ecolab Inc. | Reduce -4.0% | 0.98% | −0.14 |
| CL Colgate-Palmolive Co. | Reduce -15.3% | 0.25% | −0.11 |
| CPT Camden Property Trust | Reduce -13.8% | 0.22% | −0.11 |
| ITW Illinois Tool Works | Reduce -0.6% | 0.99% | −0.11 |
| CI The Cigna Group | Reduce -17.3% | 0.14% | −0.11 |
| GPC Genuine Parts Co. | Reduce -2.1% | 0.41% | −0.10 |
| DUK Duke Energy Corp. | Reduce -8.0% | 0.33% | −0.08 |
| JNJ Johnson & Johnson | Reduce -26.0% | 1.29% | −0.08 |
| IFF Intl Flavors & Fragrances | Reduce -60.4% | 0.04% | −0.08 |
| BF.B Brown-Forman Corp. Class B | Reduce -26.9% | 0.07% | −0.08 |
| PFE Pfizer Inc. | Reduce -23.2% | 0.12% | −0.07 |
| WPC WP Carey Inc. | Reduce -46.1% | 0.08% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.91% | −0.07 |
| ALL Allstate Corp. | Reduce -1.6% | 0.98% | −0.06 |
| SLB SLB Ltd. | Reduce -35.7% | 0.09% | −0.06 |
| TRV The Travelers Cos Inc. | Reduce -6.6% | 1.82% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -82.7% | 0.01% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -27.8% | 0.08% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -7.8% | 0.41% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -67.3% | 0.03% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +14315.5% | 1.06% | +1.06 |
| BERKSHIRE HATHAWAY INC | Add +1840.2% | 1.13% | +1.05 |
| MCD McDonald's Corp. | New | 1.00% | +1.00 |
| CTAS Cintas Corp. | New | 0.93% | +0.93 |
| CSCO Cisco Systems Inc. | Add +4.2% | 1.98% | +0.78 |
| HONA Honeywell Aerospace Inc. | New | 0.67% | +0.67 |
| CAT Caterpillar Inc. | New | 0.60% | +0.60 |
| GEV GE Vernova Inc. | New | 0.59% | +0.59 |
| SYK Stryker Corp. | New | 0.52% | +0.52 |
| ROL Rollins Inc. | New | 0.42% | +0.42 |
| PANW Palo Alto Networks Inc. | Add +5996.6% | 0.40% | +0.40 |
| VOO Vanguard S&P 500 ETF | Add +16.1% | 1.73% | +0.39 |
| MSFT Microsoft Corp. | Add +28.5% | 4.05% | +0.23 |
| SOLS Solstice Adv Materials Inc. | New | 0.15% | +0.15 |
| EMR Emerson Electric Co. | Add +3.8% | 0.91% | +0.10 |
| FDXF FedEx Freight Holding Co. | New | 0.09% | +0.09 |
| LOW Lowe's Cos Inc. | Add +44.6% | 0.50% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.40% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +147.7% | 0.08% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.4% | 0.33% | +0.04 |
| CB Chubb Ltd. | Add +30.8% | 0.23% | +0.04 |
| SCCO Southern Copper Corp. | Add +4.3% | 0.09% | +0.04 |
| WM Waste Management Inc. | Add +39.4% | 0.26% | +0.03 |
| VGT Vanguard Info Tech ETF | New | 0.02% | +0.02 |
| MPC Marathon Petroleum Corp. | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +96.2% | 0.01% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | New | 0.01% | +0.01 |
| VYM Vanguard High DVD Yield ETF | New | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.7% | 0.03% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +36.8% | 0.01% | +0.00 |
| COHR Coherent Corp. | New | 0.00% | +0.00 |
| GLW Corning Inc. | New | 0.00% | +0.00 |
| DGRO iShares Core Dividend Growth | New | 0.00% | +0.00 |
| JBL Jabil Inc. | New | 0.00% | +0.00 |
| CEG Constellation Energy Group | New | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +319.5% | 0.03% | +0.00 |
| POWL Powell Industries Inc. | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +12.5% | 0.01% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.00% | +0.00 |
| ROK Rockwell Automation Inc. | New | 0.00% | +0.00 |
| BLK BlackRock Finance Inc. | New | 0.00% | +0.00 |
| EOG EOG Resources Inc. | New | 0.00% | +0.00 |
| APD Air Products & Chemicals Inc. | New | 0.00% | +0.00 |
| AZO AutoZone Inc. | New | 0.00% | +0.00 |
| NNE Nano Nuclear Energy Inc. | New | 0.00% | +0.00 |
| GD General Dynamics Corp. | New | 0.00% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.00% | +0.00 |
| BROS Dutch Bros Inc. Class A | Add +175.0% | 0.00% | +0.00 |
| SN Sharkninja Inc. | Add +66.7% | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -10.9% | 1,324 | $35K |
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 |