Sawyer & Company, Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), Sawyer & Company, Inc reported 187 stock positions worth $264.8 million. Its top holding was Oracle (ORCL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Nvidia (NVDA, 4.5%). Compared with Q2 2025, it opened 16 new positions, sold out of 30, added to 92 and reduced 28. The biggest buy was Oracle (ORCL, shares +6%) and the biggest sale Berkshire Hathaway (shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001722436
- Portfolio Value
- $264.8M (Q3 2025)
- SEC Filing
- 0001722436-25-000006 ↗ filed Oct 7, 2025
Holdings Value
Holdings 187 stocks · $264.8M
| ORCL Oracle Corp. | 5.36% | 64,862 | $14.2M | Add +6.3% |
| MSFT Microsoft Corp. | 4.70% | 25,040 | $12.5M | Reduce -22.6% |
| NVDA Nvidia Corp. | 4.53% | 75,851 | $12.0M | Add +0.6% |
| AAPL Apple Inc. | 4.06% | 52,362 | $10.7M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 3.74% | 56,146 | $9.9M | Add +12.2% |
| LLY Eli Lilly & Co. | 3.48% | 11,826 | $9.2M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.83% | 60,726 | $7.5M | Add +16.0% |
| V Visa Inc. Class A | 2.76% | 20,606 | $7.3M | Add +1.9% |
| META Meta Platforms Inc. Class A | 2.56% | 9,188 | $6.8M | Add +1.4% |
| ADP Automatic Data Processing | 2.35% | 20,156 | $6.2M | Add +0.6% |
| PAYX Paychex Inc. | 2.22% | 40,412 | $5.9M | Add +1.1% |
| CRM Salesforce Inc. | 2.00% | 19,397 | $5.3M | Add +1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.93% | 41,271 | $5.1M | Add +10.6% |
| FICO Fair Isaac Corp. | 1.86% | 2,694 | $4.9M | Add +6.1% |
| HON Honeywell International Inc. | 1.80% | 20,429 | $4.8M | Add +127.8% |
| TRV The Travelers Cos Inc. | 1.77% | 17,556 | $4.7M | Add +6.7% |
| ACN Accenture PLC Class A | 1.75% | 15,459 | $4.6M | Add +2.3% |
| AMGN Amgen Inc. | 1.70% | 16,154 | $4.5M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.69% | 15,465 | $4.5M | Add +3.9% |
| ANET Arista Networks Inc. | 1.66% | 43,037 | $4.4M | Add +3.0% |
| ETN Eaton Corp. PLC | 1.66% | 12,334 | $4.4M | Add +14.9% |
| SYY Sysco Corp. | 1.61% | 56,162 | $4.3M | Add +46.2% |
| XOM Exxon Mobil Corp. | 1.53% | 37,482 | $4.0M | Add +11.3% |
| MA Mastercard Inc. Class A | 1.51% | 7,124 | $4.0M | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.48% | 56,693 | $3.9M | Add +25.8% |
| CDW CDW Corp. | 1.46% | 21,630 | $3.9M | Add +9.5% |
| AMZN Amazon.com Inc. | 1.45% | 17,473 | $3.8M | Add +0.1% |
| CSCO Cisco Systems Inc. | 1.29% | 49,110 | $3.4M | Reduce -2.4% |
| NKE Nike Inc. Class B | 1.25% | 46,475 | $3.3M | Add +23.0% |
| AXP American Express Co. | 1.22% | 10,095 | $3.2M | Add +4.3% |
| JNJ Johnson & Johnson | 1.21% | 20,948 | $3.2M | Add +38.3% |
| VOO Vanguard S&P 500 ETF | 1.21% | 5,619 | $3.2M | Reduce -25.0% |
| HD Home Depot Inc. | 1.17% | 8,468 | $3.1M | Reduce -1.0% |
| ECL Ecolab Inc. | 1.11% | 10,859 | $2.9M | Add +4.0% |
| ITW Illinois Tool Works | 1.02% | 10,920 | $2.7M | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.98% | 28,260 | $2.6M | New |
| EMR Emerson Electric Co. | 0.96% | 19,035 | $2.5M | Add +0.1% |
| ALL Allstate Corp. | 0.94% | 12,381 | $2.5M | Add +1.4% |
| COR Cencora Inc. | 0.92% | 8,160 | $2.4M | Add +5.1% |
| COP Conocophillips | 0.92% | 27,183 | $2.4M | Add +18.7% |
| ABBV Abbvie Inc. | 0.90% | 12,883 | $2.4M | Add +19.8% |
| MU Micron Technology Inc. | 0.83% | 17,874 | $2.2M | Add +11.5% |
| QCOM Qualcomm Inc. | 0.82% | 13,672 | $2.2M | Add +2.4% |
| FISV Fiserv Inc. | 0.82% | 12,573 | $2.2M | New |
| UPS United Parcel Service Class B | 0.79% | 20,778 | $2.1M | Add +39.3% |
| ABT Abbott Laboratories | 0.77% | 14,950 | $2.0M | Add +10.4% |
| CVX Chevron Corp. | 0.73% | 13,591 | $1.9M | Add +7.1% |
| PSA Public Storage | 0.73% | 6,544 | $1.9M | Add +17.6% |
| CCI Crown Castle Inc. | 0.71% | 18,326 | $1.9M | Add +133.2% |
| MDT Medtronic PLC | 0.71% | 21,415 | $1.9M | Reduce -3.5% |
| AFL Aflac Inc. | 0.67% | 16,864 | $1.8M | Add +10.9% |
| RSG Republic Services Inc. | 0.63% | 6,734 | $1.7M | Reduce -8.0% |
| G Genpact Ltd. | 0.61% | 36,513 | $1.6M | Add +21.4% |
| MRK Merck & Co. Inc. | 0.50% | 16,784 | $1.3M | Add +17.2% |
| GOOG Alphabet Inc. Class C | 0.49% | 7,352 | $1.3M | Add +74.6% |
| GPC Genuine Parts Co. | 0.49% | 10,691 | $1.3M | Add +2.1% |
| LOW Lowe's Cos Inc. | 0.48% | 5,773 | $1.3M | Reduce -14.7% |
| WFC Wells Fargo & Co. | 0.46% | 15,317 | $1.2M | Add +3.8% |
| EMN Eastman Chemical Co. | 0.45% | 15,885 | $1.2M | Add +25.5% |
| DUK Duke Energy Corp. | 0.36% | 8,174 | $965K | Add +6.6% |
| FDX FedEx Corp. | 0.36% | 4,246 | $965K | Add +14.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 3,149 | $957K | Add +19.1% |
| CL Colgate-Palmolive Co. | 0.33% | 9,610 | $874K | Add +18.0% |
| CMCSA Comcast Corp. Class A | 0.32% | 23,740 | $847K | Add +21.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 2,772 | $817K | Add +10.9% |
| FAST Fastenal Co. | 0.30% | 19,175 | $805K | Add +22.2% |
| DGX Quest Diagnostics Inc. | 0.30% | 4,388 | $788K | Add +15.6% |
| LH Laboratory CRP of Amer Hldgs filed as LABCORP HLDGS INC | 0.29% | 2,930 | $769K | Add +6.0% |
| CPT Camden Property Trust | 0.28% | 6,616 | $746K | Add +13.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.26% | 666 | $693K | Add +24.0% |
| KMB Kimberly-Clark Corp. | 0.24% | 4,998 | $644K | Add +51.8% |
| CI The Cigna Group | 0.23% | 1,804 | $596K | Add +15.7% |
| WM Waste Management Inc. | 0.22% | 2,545 | $582K | Reduce -28.0% |
| CB Chubb Ltd. | 0.17% | 1,570 | $455K | Reduce -23.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 9,482 | $449K | Add +9.9% |
| WMT Walmart Inc. | 0.17% | 4,541 | $444K | No change |
| PFE Pfizer Inc. | 0.17% | 18,284 | $443K | Add +28.3% |
| MMM 3M Co. | 0.14% | 2,467 | $376K | New |
| WPC WP Carey Inc. | 0.14% | 5,885 | $367K | Add +85.7% |
| COST Costco Wholesale Corp. | 0.14% | 370 | $366K | Add +42.3% |
| DOW Dow Inc. | 0.12% | 11,911 | $315K | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.11% | 3,807 | $280K | Add +152.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.10% | 8,192 | $277K | Add +48.6% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 4,057 | $274K | Add +6.4% |
| PG The Procter & Gamble Co. | 0.10% | 1,680 | $268K | No change |
| BF.B Brown-Forman Corp. Class B | 0.10% | 9,797 | $264K | Add +23.2% |
| MCK McKesson Corp. | 0.09% | 332 | $243K | Add +24.3% |
| RTX RTX Corp. | 0.09% | 1,540 | $225K | Add +94.9% |
| OXY Occidental Petroleum Corp. | 0.08% | 5,310 | $223K | Add +27.0% |
| PEP Pepsico Inc. | 0.08% | 1,597 | $211K | Add +7.4% |
| NEE Nextera Energy Inc. | 0.08% | 2,918 | $203K | Add +209.8% |
| TTE Totalenergies SE -Spon ADR | 0.07% | 3,086 | $189K | Add +39.5% |
| EPD Enterprise Products Partners | 0.07% | 5,900 | $183K | No change |
| BERKSHIRE HATHAWAY INC | 0.06% | 336 | $163K | Reduce -95.0% |
| DFAS Dimensional US Small Cap ETF | 0.06% | 2,445 | $156K | Add +56.2% |
| SCCO Southern Copper Corp. | 0.06% | 1,543 | $156K | Reduce -3.3% |
| NSC Norfolk Southern Corp. | 0.05% | 545 | $140K | Add +319.2% |
| SO The Southern Co. | 0.05% | 1,449 | $133K | Add +95.3% |
| NSRGY Nestle SA-Spons ADR | 0.05% | 1,300 | $129K | Add +100.0% |
| MSM MSC Industrial Direct Co. Class A | 0.05% | 1,480 | $126K | Add +6.9% |
Portfolio Sells Q2 2025 → Q3 2025
| BERKSHIRE HATHAWAY INC | Reduce -95.0% | 0.06% | −1.07 |
| AVGO Broadcom Inc. | Reduce -98.9% | 0.01% | −1.05 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.00 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.93 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 1.29% | −0.70 |
| HONA Honeywell Aerospace Inc. | Sold out | 0.00% | −0.67 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.60 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.59 |
| VOO Vanguard S&P 500 ETF | Reduce -25.0% | 1.21% | −0.52 |
| SYK Stryker Corp. | Reduce -99.7% | 0.00% | −0.52 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.42 |
| PANW Palo Alto Networks Inc. | Reduce -97.8% | 0.01% | −0.40 |
| SOLS Solstice Adv Materials Inc. | Sold out | 0.00% | −0.15 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.14 |
| FDXF FedEx Freight Holding Co. | Sold out | 0.00% | −0.09 |
| CB Chubb Ltd. | Reduce -23.5% | 0.17% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -59.3% | 0.03% | −0.05 |
| WM Waste Management Inc. | Reduce -28.0% | 0.22% | −0.04 |
| SCCO Southern Copper Corp. | Reduce -3.3% | 0.06% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -14.7% | 0.48% | −0.02 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.02 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.1% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.9% | 0.01% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -87.5% | 0.01% | −0.00 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.00 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.00 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.00 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.00 |
| CEG Constellation Energy Group | Sold out | 0.00% | −0.00 |
| POWL Powell Industries Inc. | Sold out | 0.00% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -76.2% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -11.1% | 0.01% | −0.00 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.00 |
| NNE Nano Nuclear Energy Inc. | Sold out | 0.00% | −0.00 |
| MTZ Mastec Inc. | Sold out | 0.00% | −0.00 |
| BROS Dutch Bros Inc. Class A | Reduce -45.5% | 0.00% | −0.00 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.00 |
| AIRJ Airjoule Technologies Corp. | Sold out | 0.00% | −0.00 |
| SN Sharkninja Inc. | Reduce -20.0% | 0.00% | −0.00 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.00 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.00 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.00 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.00 |
| RVMD Revolution Medicines Inc. | Sold out | 0.00% | −0.00 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -80.0% | 0.00% | +0.00 |
| AXON Axon Enterprise Inc. | Reduce -7.1% | 0.01% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ORCL Oracle Corp. | Add +6.3% | 5.36% | +2.35 |
| HON Honeywell International Inc. | Add +127.8% | 1.80% | +1.12 |
| ACN Accenture PLC Class A | Add +2.3% | 1.75% | +1.11 |
| CRM Salesforce Inc. | Add +1.1% | 2.00% | +0.99 |
| SBUX Starbucks Corp. | New | 0.98% | +0.98 |
| PAYX Paychex Inc. | Add +1.1% | 2.22% | +0.90 |
| META Meta Platforms Inc. Class A | Add +1.4% | 2.56% | +0.85 |
| FICO Fair Isaac Corp. | Add +6.1% | 1.86% | +0.84 |
| ADP Automatic Data Processing | Add +0.6% | 2.35% | +0.84 |
| FISV Fiserv Inc. | New | 0.82% | +0.82 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +25.8% | 1.48% | +0.75 |
| DIS The Walt Disney Co. | Add +10.6% | 1.93% | +0.73 |
| NKE Nike Inc. Class B | Add +23.0% | 1.25% | +0.73 |
| SYY Sysco Corp. | Add +46.2% | 1.61% | +0.53 |
| CDW CDW Corp. | Add +9.5% | 1.46% | +0.53 |
| CCI Crown Castle Inc. | Add +133.2% | 0.71% | +0.51 |
| V Visa Inc. Class A | Add +1.9% | 2.76% | +0.43 |
| ABT Abbott Laboratories | Add +10.4% | 0.77% | +0.36 |
| G Genpact Ltd. | Add +21.4% | 0.61% | +0.33 |
| UPS United Parcel Service Class B | Add +39.3% | 0.79% | +0.25 |
| COR Cencora Inc. | Add +5.1% | 0.92% | +0.19 |
| TJX TJX Companies Inc. | Add +16.0% | 2.83% | +0.17 |
| EMN Eastman Chemical Co. | Add +25.5% | 0.45% | +0.16 |
| CMCSA Comcast Corp. Class A | Add +21.3% | 0.32% | +0.16 |
| MMM 3M Co. | New | 0.14% | +0.14 |
| PSA Public Storage | Add +17.6% | 0.73% | +0.13 |
| ECL Ecolab Inc. | Add +4.0% | 1.11% | +0.13 |
| ETN Eaton Corp. PLC | Add +14.9% | 1.66% | +0.13 |
| KMB Kimberly-Clark Corp. | Add +51.8% | 0.24% | +0.12 |
| COP Conocophillips | Add +18.7% | 0.92% | +0.12 |
| DOW Dow Inc. | New | 0.12% | +0.12 |
| AXP American Express Co. | Add +4.3% | 1.22% | +0.12 |
| CI The Cigna Group | Add +15.7% | 0.23% | +0.08 |
| CL Colgate-Palmolive Co. | Add +18.0% | 0.33% | +0.08 |
| GPC Genuine Parts Co. | Add +2.1% | 0.49% | +0.08 |
| AFL Aflac Inc. | Add +10.9% | 0.67% | +0.07 |
| IBM Intl Business Machines Corp. | Add +10.9% | 0.31% | +0.07 |
| IFF Intl Flavors & Fragrances | Add +152.6% | 0.11% | +0.07 |
| WPC WP Carey Inc. | Add +85.7% | 0.14% | +0.06 |
| CPT Camden Property Trust | Add +13.8% | 0.28% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 1.69% | +0.06 |
| COST Costco Wholesale Corp. | Add +42.3% | 0.14% | +0.06 |
| WFC Wells Fargo & Co. | Add +3.8% | 0.46% | +0.05 |
| PFE Pfizer Inc. | Add +28.3% | 0.17% | +0.05 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.45% | +0.05 |
| FAST Fastenal Co. | Add +22.2% | 0.30% | +0.05 |
| NEE Nextera Energy Inc. | Add +209.8% | 0.08% | +0.05 |
| EMR Emerson Electric Co. | Add +0.1% | 0.96% | +0.04 |
| NSC Norfolk Southern Corp. | Add +319.2% | 0.05% | +0.04 |
| DUK Duke Energy Corp. | Add +6.6% | 0.36% | +0.04 |
Notes & Other Activity Q2 2025 → Q3 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 1,324 | $35Kbefore exit |
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 |