Sawyer & Company, Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Sawyer & Company, Inc reported 196 stock positions worth $259.6 million. Its top holding was Alphabet Class A (GOOGL) at 5.8% of the portfolio, followed by Apple (AAPL, 5.2%) and Nvidia (NVDA, 5.1%). Compared with Q4 2025, it opened 12 new positions, sold out of 21, added to 15 and reduced 83. The biggest buy was Broadcom (AVGO, shares +9388%) and the biggest sale Oracle (ORCL, shares −0%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001722436
Portfolio Value
$259.6M (Q1 2026)
SEC Filing
0001722436-26-000002 ↗ filed Apr 23, 2026

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 Q1 2025 Q2 2025: $297.9M Q2 2025 Q3 2025: $264.8M Q3 2025 Q4 2025: $282.6M Q4 2025 Q1 2026: $259.6M $259.6M Q1 2026 Q2 2026: $297.9M Q2 2026

Holdings 196 stocks · $259.6M
GOOGL Alphabet Inc. Class A 5.81% 52,455 $15.1M Reduce -5.6%
AAPL Apple Inc. 5.20% 53,146 $13.5M Reduce -0.8%
NVDA Nvidia Corp. 5.08% 75,617 $13.2M Reduce -0.3%
LLY Eli Lilly & Co. 4.12% 11,643 $10.7M Reduce -0.9%
MSFT Microsoft Corp. 4.02% 28,180 $10.4M Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.51% 57,056 $9.1M Reduce -3.7%
ORCL Oracle Corp. 3.47% 61,326 $9.0M Reduce -0.1%
V Visa Inc. Class A 2.36% 20,289 $6.1M Reduce -0.3%
MU Micron Technology Inc. 2.33% 17,920 $6.1M Add +0.3%
XOM Exxon Mobil Corp. 2.30% 35,162 $6.0M Reduce -9.1%
AMGN Amgen Inc. 2.14% 15,813 $5.6M Reduce -1.9%
META Meta Platforms Inc. Class A 2.00% 9,074 $5.2M Reduce -0.1%
ANET Arista Networks Inc. 1.99% 42,122 $5.2M Reduce -1.1%
TRV The Travelers Cos Inc. 1.90% 16,892 $4.9M Reduce -2.3%
HON Honeywell International Inc. 1.74% 19,975 $4.5M Reduce -1.5%
ETN Eaton Corp. PLC 1.71% 12,435 $4.4M Reduce -0.1%
JPM JPMorgan Chase & Co. 1.70% 15,012 $4.4M Reduce -1.3%
JNJ Johnson & Johnson 1.62% 17,237 $4.2M Reduce -3.9%
ADP Automatic Data Processing 1.57% 20,034 $4.1M Reduce -0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.44% 38,918 $3.8M Reduce -1.9%
CSCO Cisco Systems Inc. 1.42% 47,507 $3.7M Reduce -2.0%
PAYX Paychex Inc. 1.42% 39,934 $3.7M Reduce -1.0%
AMZN Amazon.com Inc. 1.40% 17,497 $3.6M Reduce -0.1%
MA Mastercard Inc. Class A 1.38% 7,185 $3.6M Add +1.1%
CRM Salesforce Inc. 1.38% 19,177 $3.6M Reduce -0.5%
VOO Vanguard S&P 500 ETF 1.35% 5,851 $3.5M Reduce -2.0%
COP Conocophillips 1.25% 24,565 $3.2M Reduce -6.1%
SYY Sysco Corp. 1.21% 43,953 $3.1M Reduce -5.8%
ACN Accenture PLC Class A 1.15% 15,103 $3.0M Reduce -0.8%
AXP American Express Co. 1.14% 9,772 $3.0M Reduce -1.5%
ITW Illinois Tool Works 1.10% 10,927 $2.8M Add +0.4%
HD Home Depot Inc. 1.08% 8,542 $2.8M Reduce -0.5%
ECL Ecolab Inc. 1.07% 10,444 $2.8M Reduce -2.5%
CTAS Cintas Corp. 1.06% 16,265 $2.8M Reduce -0.6%
FICO Fair Isaac Corp. 1.06% 2,568 $2.7M Reduce -2.5%
CVX Chevron Corp. 1.03% 12,987 $2.7M Reduce -2.1%
AVGO Broadcom Inc. 1.00% 8,349 $2.6M Add +9387.5%
ALL Allstate Corp. 0.99% 12,388 $2.6M Add +0.1%
EMR Emerson Electric Co. 0.96% 18,967 $2.5M Reduce -1.4%
COR Cencora Inc. 0.94% 7,762 $2.4M No change
CDW CDW Corp. 0.92% 19,774 $2.4M Reduce -5.9%
ABBV Abbvie Inc. 0.91% 10,822 $2.4M Reduce -5.5%
NKE Nike Inc. Class B 0.77% 37,801 $2.0M Reduce -6.0%
MRK Merck & Co. Inc. 0.76% 16,457 $2.0M Reduce -5.4%
MDT Medtronic PLC 0.74% 22,196 $1.9M Reduce -0.8%
SBUX Starbucks Corp. 0.72% 20,853 $1.9M Reduce -5.8%
QCOM Qualcomm Inc. 0.69% 13,983 $1.8M Add +0.7%
AFL Aflac Inc. 0.67% 15,859 $1.7M Reduce -5.5%
PSA Public Storage 0.66% 6,301 $1.7M Reduce -2.9%
NVO Novo-Nordisk A/S-Spons ADR 0.64% 45,062 $1.7M Reduce -5.3%
LOW Lowe's Cos Inc. 0.61% 6,738 $1.6M Reduce -1.0%
RSG Republic Services Inc. 0.61% 7,207 $1.6M Add +7.0%
ABT Abbott Laboratories 0.57% 14,486 $1.5M Reduce -0.7%
UPS United Parcel Service Class B 0.57% 14,919 $1.5M Reduce -8.0%
FDX FedEx Corp. 0.55% 3,999 $1.4M Reduce -5.2%
GOOG Alphabet Inc. Class C 0.55% 4,960 $1.4M Reduce -28.6%
WFC Wells Fargo & Co. 0.45% 14,785 $1.2M Reduce -1.5%
G Genpact Ltd. 0.44% 30,856 $1.1M Reduce -3.9%
GPC Genuine Parts Co. 0.43% 10,543 $1.1M Reduce -0.3%
DUK Duke Energy Corp. 0.40% 7,902 $1.0M Reduce -2.7%
VTI VG Morningstar TS MKT ETF-US 0.39% 3,151 $1.0M Reduce -0.1%
EMN Eastman Chemical Co. 0.38% 12,890 $984K Reduce -4.2%
CCI Crown Castle Inc. 0.35% 11,193 $910K Reduce -25.2%
FAST Fastenal Co. 0.33% 18,502 $858K Reduce -3.9%
DGX Quest Diagnostics Inc. 0.31% 4,091 $802K No change
WM Waste Management Inc. 0.30% 3,345 $769K Add +27.7%
CL Colgate-Palmolive Co. 0.29% 8,856 $755K Reduce -1.3%
LH Laboratory CRP of Amer Hldgs filed as LABCORP HLDGS INC 0.29% 2,819 $752K No change
GWW WW Grainger Inc. 0.28% 672 $733K Reduce -0.6%
FISV Fiserv Inc. 0.26% 11,905 $664K Reduce -1.3%
CB Chubb Ltd. 0.26% 2,031 $662K Add +25.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.24% 2,582 $626K Reduce -1.1%
CMCSA Comcast Corp. Class A 0.23% 20,581 $591K Reduce -10.4%
CPT Camden Property Trust 0.23% 6,020 $588K Reduce -4.9%
PANW Palo Alto Networks Inc. 0.22% 3,523 $565K Reduce -0.5%
WMT Walmart Inc. 0.22% 4,541 $564K No change
CI The Cigna Group 0.17% 1,609 $429K Reduce -3.9%
VCIT Vanguard Int-Term Corporate 0.16% 5,129 $424K Add +0.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.16% 8,626 $421K Reduce -4.2%
PFE Pfizer Inc. 0.15% 14,275 $401K Reduce -4.4%
SOLS Solstice Adv Materials Inc. 0.15% 4,968 $378K Reduce -0.7%
OXY Occidental Petroleum Corp. 0.13% 5,010 $326K Reduce -3.8%
KMB Kimberly-Clark Corp. 0.12% 3,292 $318K Reduce -6.9%
SLB SLB Ltd. filed as SLB LIMITED 0.11% 5,750 $295K Reduce -24.1%
SCCO Southern Copper Corp. 0.10% 1,581 $272K Add +0.8%
COST Costco Wholesale Corp. 0.10% 260 $259K Reduce -29.7%
PEP Pepsico Inc. 0.10% 1,597 $248K No change
PG The Procter & Gamble Co. 0.09% 1,680 $243K No change
WPC WP Carey Inc. 0.09% 3,445 $234K Reduce -4.2%
MCK McKesson Corp. 0.09% 267 $231K No change
EPD Enterprise Products Partners 0.09% 5,900 $223K No change
MDLZ Mondelez International Inc. Class A 0.08% 3,812 $220K No change
BF.B Brown-Forman Corp. Class B 0.08% 7,952 $210K Reduce -5.6%
TTE Totalenergies SE -Spon ADR 0.08% 2,240 $204K Reduce -6.9%
VXUS Vanguard Total Intl Stock 0.08% 2,616 $202K Add +166.9%
RTX RTX Corp. 0.06% 790 $152K Reduce -48.7%
BERKSHIRE HATHAWAY INC 0.05% 291 $139K Reduce -6.1%
LMT Lockheed Martin Corp. 0.05% 228 $138K No change
SU Suncor Energy Inc. 0.05% 2,058 $136K No change
BIP Brookfield Infrastructure Pa 0.05% 3,750 $135K No change

Show all 196 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $62K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 1,437$62KNo change

Total filed on the 13F, all lines: $259.7M.

Portfolio Sells Q4 2025 → Q1 2026
ORCL Oracle Corp. Reduce -0.1% 3.47% −0.76
FICO Fair Isaac Corp. Reduce -2.5% 1.06% −0.52
CRM Salesforce Inc. Reduce -0.5% 1.38% −0.43
LLY Eli Lilly & Co. Reduce -0.9% 4.12% −0.34
GOOGL Alphabet Inc. Class A Reduce -5.6% 5.81% −0.34
HD Home Depot Inc. Reduce -0.5% 1.08% −0.32
ACN Accenture PLC Class A Reduce -0.8% 1.15% −0.29
ADP Automatic Data Processing Reduce -0.6% 1.57% −0.27
GOOG Alphabet Inc. Class C Reduce -28.6% 0.55% −0.22
NVO Novo-Nordisk A/S-Spons ADR Reduce -5.3% 0.64% −0.22
PAYX Paychex Inc. Reduce -1.0% 1.42% −0.18
V Visa Inc. Class A Reduce -0.3% 2.36% −0.16
AXP American Express Co. Reduce -1.5% 1.14% −0.16
DIS The Walt Disney Co. Reduce -1.9% 1.44% −0.15
MMM 3M Co. Sold out 0.00% −0.14
NKE Nike Inc. Class B Reduce -6.0% 0.77% −0.14
META Meta Platforms Inc. Class A Reduce -0.1% 2.00% −0.12
CCI Crown Castle Inc. Reduce -25.2% 0.35% −0.12
CDW CDW Corp. Reduce -5.9% 0.92% −0.09
G Genpact Ltd. Reduce -3.9% 0.44% −0.09
ABT Abbott Laboratories Reduce -0.7% 0.57% −0.07
DOW Dow Inc. Sold out 0.00% −0.06
WFC Wells Fargo & Co. Reduce -1.5% 0.45% −0.04
RTX RTX Corp. Reduce -48.7% 0.06% −0.04
JPM JPMorgan Chase & Co. Reduce -1.3% 1.70% −0.03
IBM Intl Business Machines Corp. Reduce -1.1% 0.24% −0.03
FISV Fiserv Inc. Reduce -1.3% 0.26% −0.03
GPC Genuine Parts Co. Reduce -0.3% 0.43% −0.03
CTAS Cintas Corp. Reduce -0.6% 1.06% −0.03
VZ Verizon Communications Inc. Sold out 0.00% −0.03
AMZN Amazon.com Inc. Reduce -0.1% 1.40% −0.03
CPT Camden Property Trust Reduce -4.9% 0.23% −0.02
MDT Medtronic PLC Reduce -0.8% 0.74% −0.02
ABBV Abbvie Inc. Reduce -5.5% 0.91% −0.02
IFF Intl Flavors & Fragrances Reduce -36.1% 0.05% −0.02
CMCSA Comcast Corp. Class A Reduce -10.4% 0.23% −0.02
BAC Bank of America Corp. Reduce -4.2% 0.16% −0.01
PANW Palo Alto Networks Inc. Reduce -0.5% 0.22% −0.01
COST Costco Wholesale Corp. Reduce -29.7% 0.10% −0.01
GE General Electric Company Sold out 0.00% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
SYY Sysco Corp. Reduce -5.8% 1.21% −0.01
IVW iShares S&P 500 Growth ETF Reduce -55.6% 0.01% −0.01
NSC Norfolk Southern Corp. Reduce -42.2% 0.01% −0.01
KHC The Kraft Heinz Co. Sold out 0.00% −0.01
ES Eversource Energy Sold out 0.00% −0.01
GEV GE Vernova Inc. Sold out 0.00% −0.01
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.01
PM Philip Morris International Sold out 0.00% −0.01
AG First Majestic Silver Corp. Reduce -49.9% 0.01% −0.00

Portfolio Buys Q4 2025 → Q1 2026
AVGO Broadcom Inc. Add +9387.5% 1.00% +0.98
MU Micron Technology Inc. Add +0.3% 2.33% +0.53
ITW Illinois Tool Works Add +0.4% 1.10% +0.15
RSG Republic Services Inc. Add +7.0% 0.61% +0.10
WM Waste Management Inc. Add +27.7% 0.30% +0.09
ALL Allstate Corp. Add +0.1% 0.99% +0.08
CB Chubb Ltd. Add +25.4% 0.26% +0.08
VXUS Vanguard Total Intl Stock Add +166.9% 0.08% +0.05
SCCO Southern Copper Corp. Add +0.8% 0.10% +0.03
MPC Marathon Petroleum Corp. New 0.02% +0.02
VCIT Vanguard Int-Term Corporate Add +0.8% 0.16% +0.01
ASML HOLDING N V NEW YORK REGI New 0.01% +0.01
ESML iShares ESG Aware MSCI USA S New 0.01% +0.01
COHR Coherent Corp. New 0.00% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.4% 0.03% +0.00
CEG Constellation Energy Group New 0.00% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.4% 0.03% +0.00
NNE Nano Nuclear Energy Inc. New 0.00% +0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui New 0.00% +0.00
MTZ Mastec Inc. New 0.00% +0.00
FLO Flowers Foods Inc. New 0.00% +0.00
HII Huntington Ingalls Industrie New 0.00% +0.00
BE Bloom Energy Corp. Class A New 0.00% +0.00
FCX Freeport-McMoran Inc. New 0.00% +0.00
MA Mastercard Inc. Class A Add +1.1% 1.38% −0.05
QCOM Qualcomm Inc. Add +0.7% 0.69% −0.15
MSFT Microsoft Corp. Add +0.1% 4.02% −0.80

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