Sawyer & Company, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Sawyer & Company, Inc reported 205 stock positions worth $282.6 million. Its top holding was Alphabet Class A (GOOGL) at 6.2% of the portfolio, followed by Apple (AAPL, 5.2%) and Nvidia (NVDA, 5.0%). Compared with Q3 2025, it opened 18 new positions, sold out of 1, added to 26 and reduced 91. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale Oracle (ORCL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001722436
- Portfolio Value
- $282.6M (Q4 2025)
- SEC Filing
- 0001722436-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 205 stocks · $282.6M
| GOOGL Alphabet Inc. Class A | 6.15% | 55,555 | $17.4M | Reduce -1.1% |
| AAPL Apple Inc. | 5.16% | 53,597 | $14.6M | Add +2.4% |
| NVDA Nvidia Corp. | 5.00% | 75,833 | $14.1M | Reduce -0.0% |
| MSFT Microsoft Corp. | 4.82% | 28,150 | $13.6M | Add +12.4% |
| LLY Eli Lilly & Co. | 4.47% | 11,750 | $12.6M | Reduce -0.6% |
| ORCL Oracle Corp. | 4.23% | 61,394 | $12.0M | Reduce -5.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.22% | 59,267 | $9.1M | Reduce -2.4% |
| V Visa Inc. Class A | 2.53% | 20,345 | $7.1M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 2.12% | 9,079 | $6.0M | Reduce -1.2% |
| ANET Arista Networks Inc. | 1.97% | 42,573 | $5.6M | Reduce -1.1% |
| AMGN Amgen Inc. | 1.87% | 16,119 | $5.3M | Reduce -0.2% |
| ADP Automatic Data Processing | 1.83% | 20,152 | $5.2M | Reduce -0.0% |
| CRM Salesforce Inc. | 1.81% | 19,276 | $5.1M | Reduce -0.6% |
| MU Micron Technology Inc. | 1.80% | 17,871 | $5.1M | Reduce -0.0% |
| TRV The Travelers Cos Inc. | 1.78% | 17,296 | $5.0M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 1.73% | 15,210 | $4.9M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 1.65% | 38,699 | $4.7M | Add +3.3% |
| PAYX Paychex Inc. | 1.60% | 40,325 | $4.5M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.60% | 39,679 | $4.5M | Reduce -3.9% |
| FICO Fair Isaac Corp. | 1.58% | 2,634 | $4.5M | Reduce -2.2% |
| ACN Accenture PLC Class A | 1.45% | 15,230 | $4.1M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 1.44% | 7,105 | $4.1M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.43% | 17,509 | $4.0M | Add +0.2% |
| ETN Eaton Corp. PLC | 1.40% | 12,445 | $4.0M | Add +0.9% |
| HON Honeywell International Inc. | 1.40% | 20,286 | $4.0M | Reduce -0.7% |
| HD Home Depot Inc. | 1.40% | 8,581 | $4.0M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 1.32% | 5,968 | $3.7M | Add +6.2% |
| CSCO Cisco Systems Inc. | 1.32% | 48,497 | $3.7M | Reduce -1.3% |
| JNJ Johnson & Johnson | 1.31% | 17,934 | $3.7M | Reduce -14.4% |
| AXP American Express Co. | 1.30% | 9,923 | $3.7M | Reduce -1.7% |
| SYY Sysco Corp. | 1.22% | 46,674 | $3.4M | Reduce -16.9% |
| CTAS Cintas Corp. | 1.09% | 16,363 | $3.1M | New |
| CDW CDW Corp. | 1.01% | 21,020 | $2.9M | Reduce -2.8% |
| ECL Ecolab Inc. | 0.99% | 10,706 | $2.8M | Reduce -1.4% |
| ITW Illinois Tool Works | 0.95% | 10,882 | $2.7M | Reduce -0.3% |
| COR Cencora Inc. | 0.93% | 7,762 | $2.6M | Reduce -4.9% |
| ABBV Abbvie Inc. | 0.93% | 11,457 | $2.6M | Reduce -11.1% |
| ALL Allstate Corp. | 0.91% | 12,381 | $2.6M | No change |
| NKE Nike Inc. Class B | 0.91% | 40,206 | $2.6M | Reduce -13.5% |
| EMR Emerson Electric Co. | 0.90% | 19,247 | $2.6M | Add +1.1% |
| COP Conocophillips | 0.87% | 26,166 | $2.4M | Reduce -3.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.86% | 47,573 | $2.4M | Reduce -16.1% |
| QCOM Qualcomm Inc. | 0.84% | 13,882 | $2.4M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.77% | 6,943 | $2.2M | Reduce -5.6% |
| MDT Medtronic PLC | 0.76% | 22,384 | $2.2M | Add +4.5% |
| CVX Chevron Corp. | 0.72% | 13,260 | $2.0M | Reduce -2.4% |
| SBUX Starbucks Corp. | 0.66% | 22,149 | $1.9M | Reduce -21.6% |
| AFL Aflac Inc. | 0.65% | 16,779 | $1.9M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.65% | 17,402 | $1.8M | Add +3.7% |
| ABT Abbott Laboratories | 0.65% | 14,583 | $1.8M | Reduce -2.5% |
| PSA Public Storage | 0.60% | 6,492 | $1.7M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 0.58% | 6,807 | $1.6M | Add +17.9% |
| UPS United Parcel Service Class B | 0.57% | 16,221 | $1.6M | Reduce -21.9% |
| G Genpact Ltd. | 0.53% | 32,091 | $1.5M | Reduce -12.1% |
| RSG Republic Services Inc. | 0.51% | 6,734 | $1.4M | No change |
| WFC Wells Fargo & Co. | 0.50% | 15,010 | $1.4M | Reduce -2.0% |
| CCI Crown Castle Inc. | 0.47% | 14,961 | $1.3M | Reduce -18.4% |
| GPC Genuine Parts Co. | 0.46% | 10,579 | $1.3M | Reduce -1.1% |
| FDX FedEx Corp. | 0.43% | 4,219 | $1.2M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 3,155 | $1.1M | Add +0.2% |
| DUK Duke Energy Corp. | 0.34% | 8,124 | $952K | Reduce -0.6% |
| EMN Eastman Chemical Co. | 0.30% | 13,460 | $859K | Reduce -15.3% |
| FISV Fiserv Inc. | 0.29% | 12,066 | $810K | Reduce -4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 2,612 | $774K | Reduce -5.8% |
| FAST Fastenal Co. | 0.27% | 19,250 | $773K | Add +0.4% |
| DGX Quest Diagnostics Inc. | 0.25% | 4,091 | $710K | Reduce -6.8% |
| CL Colgate-Palmolive Co. | 0.25% | 8,971 | $709K | Reduce -6.7% |
| LH Laboratory CRP of Amer Hldgs filed as LABCORP HLDGS INC | 0.25% | 2,819 | $707K | Reduce -3.8% |
| CPT Camden Property Trust | 0.25% | 6,330 | $697K | Reduce -4.3% |
| CMCSA Comcast Corp. Class A | 0.24% | 22,976 | $687K | Reduce -3.2% |
| GWW WW Grainger Inc. | 0.24% | 676 | $682K | Add +1.5% |
| PANW Palo Alto Networks Inc. | 0.23% | 3,541 | $652K | Add +4439.7% |
| WM Waste Management Inc. | 0.20% | 2,620 | $576K | Add +3.0% |
| WMT Walmart Inc. | 0.18% | 4,541 | $506K | No change |
| CB Chubb Ltd. | 0.18% | 1,620 | $506K | Add +3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 9,005 | $495K | Reduce -5.0% |
| CI The Cigna Group | 0.16% | 1,675 | $461K | Reduce -7.2% |
| VCIT Vanguard Int-Term Corporate | 0.15% | 5,090 | $426K | New |
| MMM 3M Co. | 0.14% | 2,427 | $389K | Reduce -1.6% |
| PFE Pfizer Inc. | 0.13% | 14,925 | $372K | Reduce -18.4% |
| KMB Kimberly-Clark Corp. | 0.13% | 3,537 | $357K | Reduce -29.2% |
| COST Costco Wholesale Corp. | 0.11% | 370 | $319K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.10% | 7,580 | $291K | Reduce -7.5% |
| RTX RTX Corp. | 0.10% | 1,540 | $282K | No change |
| SOLS Solstice Adv Materials Inc. | 0.09% | 5,002 | $243K | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.09% | 1,680 | $241K | No change |
| WPC WP Carey Inc. | 0.08% | 3,595 | $231K | Reduce -38.9% |
| PEP Pepsico Inc. | 0.08% | 1,597 | $229K | No change |
| SCCO Southern Copper Corp. | 0.08% | 1,569 | $225K | Add +1.7% |
| BF.B Brown-Forman Corp. Class B | 0.08% | 8,424 | $220K | Reduce -14.0% |
| MCK McKesson Corp. | 0.08% | 267 | $219K | Reduce -19.6% |
| OXY Occidental Petroleum Corp. | 0.08% | 5,210 | $214K | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 3,812 | $205K | Reduce -6.0% |
| EPD Enterprise Products Partners | 0.07% | 5,900 | $189K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.06% | 2,697 | $182K | Reduce -29.2% |
| DOW Dow Inc. | 0.06% | 7,278 | $170K | Reduce -38.9% |
| TTE Totalenergies SE -Spon ADR | 0.06% | 2,405 | $157K | Reduce -22.1% |
| BERKSHIRE HATHAWAY INC | 0.06% | 310 | $156K | Reduce -7.7% |
| BIP Brookfield Infrastructure Pa | 0.05% | 3,750 | $130K | No change |
| MSM MSC Industrial Direct Co. Class A | 0.04% | 1,385 | $116K | Reduce -6.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $28K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 1,437 | $28K | New |
Total filed on the 13F, all lines: $282.6M.
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -5.3% | 4.23% | −1.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -16.1% | 0.86% | −0.62 |
| PAYX Paychex Inc. | Reduce -0.2% | 1.60% | −0.62 |
| FISV Fiserv Inc. | Reduce -4.0% | 0.29% | −0.53 |
| ADP Automatic Data Processing | Reduce -0.0% | 1.83% | −0.51 |
| CDW CDW Corp. | Reduce -2.8% | 1.01% | −0.45 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 2.12% | −0.44 |
| HON Honeywell International Inc. | Reduce -0.7% | 1.40% | −0.40 |
| SYY Sysco Corp. | Reduce -16.9% | 1.22% | −0.39 |
| NKE Nike Inc. Class B | Reduce -13.5% | 0.91% | −0.34 |
| DIS The Walt Disney Co. | Reduce -3.9% | 1.60% | −0.34 |
| SBUX Starbucks Corp. | Reduce -21.6% | 0.66% | −0.32 |
| ACN Accenture PLC Class A | Reduce -1.5% | 1.45% | −0.30 |
| FICO Fair Isaac Corp. | Reduce -2.2% | 1.58% | −0.28 |
| CCI Crown Castle Inc. | Reduce -18.4% | 0.47% | −0.24 |
| V Visa Inc. Class A | Reduce -1.3% | 2.53% | −0.24 |
| UPS United Parcel Service Class B | Reduce -21.9% | 0.57% | −0.22 |
| CRM Salesforce Inc. | Reduce -0.6% | 1.81% | −0.19 |
| EMN Eastman Chemical Co. | Reduce -15.3% | 0.30% | −0.14 |
| PSA Public Storage | Reduce -0.8% | 0.60% | −0.13 |
| ABT Abbott Laboratories | Reduce -2.5% | 0.65% | −0.12 |
| KMB Kimberly-Clark Corp. | Reduce -29.2% | 0.13% | −0.12 |
| ECL Ecolab Inc. | Reduce -1.4% | 0.99% | −0.11 |
| CL Colgate-Palmolive Co. | Reduce -6.7% | 0.25% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -3.2% | 0.24% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 1.44% | −0.08 |
| G Genpact Ltd. | Reduce -12.1% | 0.53% | −0.08 |
| ITW Illinois Tool Works | Reduce -0.3% | 0.95% | −0.07 |
| CI The Cigna Group | Reduce -7.2% | 0.16% | −0.06 |
| DOW Dow Inc. | Reduce -38.9% | 0.06% | −0.06 |
| WPC WP Carey Inc. | Reduce -38.9% | 0.08% | −0.06 |
| COP Conocophillips | Reduce -3.7% | 0.87% | −0.05 |
| DGX Quest Diagnostics Inc. | Reduce -6.8% | 0.25% | −0.05 |
| IFF Intl Flavors & Fragrances | Reduce -29.2% | 0.06% | −0.04 |
| LH Laboratory CRP of Amer Hldgs | Reduce -3.8% | 0.25% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -54.4% | 0.04% | −0.04 |
| PFE Pfizer Inc. | Reduce -18.4% | 0.13% | −0.04 |
| CPT Camden Property Trust | Reduce -4.3% | 0.25% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -5.8% | 0.27% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.0% | 0.07% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -58.7% | 0.02% | −0.03 |
| GPC Genuine Parts Co. | Reduce -1.1% | 0.46% | −0.03 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.34% | −0.03 |
| NSRGY Nestle SA-Spons ADR | Reduce -50.0% | 0.02% | −0.03 |
| SO The Southern Co. | Reduce -43.5% | 0.03% | −0.03 |
| BF.B Brown-Forman Corp. Class B | Reduce -14.0% | 0.08% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -36.0% | 0.04% | −0.02 |
| CVX Chevron Corp. | Reduce -2.4% | 0.72% | −0.02 |
| ED Consolidated Edison Inc. | Reduce -67.1% | 0.01% | −0.02 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -69.0% | 0.01% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +2.4% | 5.16% | +1.10 |
| CTAS Cintas Corp. | New | 1.09% | +1.09 |
| HD Home Depot Inc. | Add +1.3% | 1.40% | +0.23 |
| PANW Palo Alto Networks Inc. | Add +4439.7% | 0.23% | +0.22 |
| VCIT Vanguard Int-Term Corporate | New | 0.15% | +0.15 |
| MRK Merck & Co. Inc. | Add +3.7% | 0.65% | +0.15 |
| XOM Exxon Mobil Corp. | Add +3.3% | 1.65% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +6.2% | 1.32% | +0.12 |
| MSFT Microsoft Corp. | Add +12.4% | 4.82% | +0.11 |
| LOW Lowe's Cos Inc. | Add +17.9% | 0.58% | +0.10 |
| MDT Medtronic PLC | Add +4.5% | 0.76% | +0.06 |
| SCCO Southern Copper Corp. | Add +1.7% | 0.08% | +0.02 |
| QCOM Qualcomm Inc. | Add +1.5% | 0.84% | +0.02 |
| GE General Electric Company | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.37% | +0.01 |
| CB Chubb Ltd. | Add +3.2% | 0.18% | +0.01 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | New | 0.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.9% | 0.03% | +0.00 |
| OZK Bank Ozk | New | 0.00% | +0.00 |
| AZO AutoZone Inc. | New | 0.00% | +0.00 |
| ZAP GX US Electrification ETF | New | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | New | 0.00% | +0.00 |
| BUG Global X Cybersecurity ETF | New | 0.00% | +0.00 |
| VANGUARD WORLD FD MEGA CAP GRO | New | 0.00% | +0.00 |
| MO Altria Group Inc. | Add +12.5% | 0.02% | +0.00 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.00% | +0.00 |
| BROS Dutch Bros Inc. Class A | Add +83.3% | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.2% | 0.03% | +0.00 |
| WAB Wabtec Corp. | New | 0.00% | +0.00 |
| CASY Casey's General Stores Inc. | New | 0.00% | +0.00 |
| OGN Organon & Co. | New | 0.00% | +0.00 |
| SN Sharkninja Inc. | Add +25.0% | 0.00% | +0.00 |
| VTRS Viatris Inc. | New | 0.00% | +0.00 |
| KHC The Kraft Heinz Co. | Add +2.9% | 0.01% | −0.00 |
| AXON Axon Enterprise Inc. | Add +7.7% | 0.01% | −0.00 |
| WM Waste Management Inc. | Add +3.0% | 0.20% | −0.02 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.43% | −0.02 |
| GWW WW Grainger Inc. | Add +1.5% | 0.24% | −0.02 |
| FAST Fastenal Co. | Add +0.4% | 0.27% | −0.03 |
| EMR Emerson Electric Co. | Add +1.1% | 0.90% | −0.05 |
| ETN Eaton Corp. PLC | Add +0.9% | 1.40% | −0.26 |
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 1,437 | $28K |
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 |