Sawyer & Company, Inc

CIK

1722436

Location

BOSTON, MA

Portfolio Value

Small $277,196,497

Diversification

Diversified

Filing Date

Global Rank

#1,031 / 3,203 ▲ 2770

Top Industry

Semiconductors 14.2%

3Y Alpha vs SPY

-4.6%

Period ended 30 days ago

Filed Jul 23, 2026 · 7d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.1%

SPY

+65.3%

Annualised alpha

-2.5%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

168 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

+0.5 pts

Top 5

28.9%

+3.3 pts

Top 10

44.0%

+3.6 pts

HHI

277

Diversified+27

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$102,759,563	28
Healthcare	14.0%	$38,720,268	19
Financial Services	11.3%	$31,331,475	14
Industrials	10.2%	$28,315,901	33
Communication Services	9.8%	$27,087,512	5
Consumer Cyclical	8.5%	$23,670,997	17
Energy	3.7%	$10,142,972	14
Consumer Defensive	2.1%	$5,910,061	13
Basic Materials	1.7%	$4,718,632	13
Real Estate	1.2%	$3,288,723	5
Utilities	0.4%	$1,201,368	5
Unclassified	0.0%	$49,025	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
SYK	Stryker Corp	+4,940	4,953	$1,559,402
MSFT	Microsoft Corp	+4,178	32,358	$12,070,181
CSCO	Cisco Systems, Inc.	+2,800	50,307	$5,909,060
WM	Waste Management Inc	+188	3,533	$787,435
RSG	Republic Services, Inc.	+115	7,322	$1,560,171
EMR	Emerson Electric Co	+51	19,018	$2,722,426
CTAS	Cintas Corp	+43	16,308	$2,773,664
LOW	Lowes Companies Inc	+33	6,771	$1,492,937
ITW	Illinois Tool Works Inc	+30	10,957	$2,963,539
PAYX	Paychex Inc	+26	39,960	$3,929,266
CB	Chubb Ltd	+22	2,053	$699,539
HD	Home Depot, Inc.	+15	8,557	$3,017,882
SPY	Spdr S&P 500 ETF Trust	+14	52	$38,832
SCCO	Southern Copper Corp/	+14	1,595	$277,944
PANW	Palo Alto Networks Inc	+13	3,536	$1,205,846
CRM	Salesforce, Inc.	+12	19,189	$3,006,148
ACN	Accenture plc	+12	15,115	$1,880,910
AVGO	Broadcom Inc.	+12	8,361	$3,158,367
ADP	Automatic Data Processing Inc	+9	20,043	$4,488,629
LLY	ELI LILLY & Co	+4	11,647	$13,969,762
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−11,007	8,968	$2,007,935
SYY	Sysco Corp	−5,547	38,406	$3,209,973
TJX	Tjx Companies Inc /De/	−4,691	52,365	$7,933,297
CCI	Crown Castle Inc.	−3,333	7,860	$595,237
FAST	Fastenal Co	−2,807	15,695	$753,830
AAPL	Apple Inc.	−2,744	50,402	$14,584,322
GOOGL	Alphabet Inc.	−2,420	50,035	$17,881,007
MRK	Merck & Co., Inc.	−2,135	14,322	$1,840,377
JNJ	Johnson & Johnson	−2,091	15,146	$3,846,629
MU	Micron Technology Inc	−1,884	16,036	$18,510,194
ETN	Eaton Corp plc	−1,702	10,733	$4,573,545
COP	Conocophillips	−1,659	22,906	$2,381,307
DIS	Walt Disney Co	−1,593	37,325	$3,592,531
XOM	ExxonMobil Holdings Corp	−1,494	33,668	$4,603,088
SU	Suncor Energy Inc	−1,018	1,040	$55,827
CMCSA	Comcast Corp	−1,010	19,571	$480,468
ABT	Abbott Laboratories	−945	13,541	$1,228,710
OXY	Occidental Petroleum Corp /De/	−830	4,180	$203,022
G	Genpact LTD	−790	30,066	$826,815
PSA	Public Storage	−738	5,563	$1,770,758
CL	Colgate Palmolive Co	−713	8,143	$746,550
AFL	Aflac Inc	−650	15,209	$1,783,255
QCOM	Qualcomm Inc/De	−625	13,358	$2,468,424
TRV	Travelers Companies, Inc.	−432	16,460	$5,433,775
IRM	Iron Mountain Inc	−355	240	$30,314
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	11,058	$2,989,087
HONA	Honeywell Aerospace Inc.	8,969	$1,980,355
CAT	Caterpillar Inc	1,692	$1,801,810
GEV	GE Vernova Inc.	1,489	$1,749,366
ROL	Rollins Inc	30,096	$1,256,207
FDXF	FedEx Freight Holding Company, Inc.	1,849	$279,199
MRVL	Marvell Technology, Inc.	100	$29,789
JBL	Jabil Inc	20	$7,709
POWL	Powell Industries Inc	20	$5,727
AIRJ	AirJoule Technologies Corp.	275	$1,523
TOST	Toast, Inc.	35	$973
RVMD	Revolution Medicines, Inc.	5	$936
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	20,853	$1,868,220
FISV	Fiserv Inc	11,905	$664,299
D	Dominion Energy, Inc	1,623	$100,333
LULU	lululemon athletica inc.	42	$6,430
QQQ	Invesco Qqq Trust, Series 1	6	$3,463
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

168 tracked positions · $277,196,497 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 168 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Reduced	16,036	-1,884	$18,510,194	+205.7%	6.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	50,035	-2,420	$17,881,007	+18.5%	6.45%
NVDA	Nvidia Corp Technology	Reduced	75,435	-182	$15,093,789	+14.5%	5.45%
AAPL	Apple Inc. Technology	Reduced	50,402	-2,744	$14,584,322	+8.1%	5.26%
LLY	ELI LILLY & Co Healthcare	Added	11,647	+4	$13,969,762	+30.5%	5.04%
MSFT	Microsoft Corp Technology	Added	32,358	+4,178	$12,070,181	+15.7%	4.35%
ORCL	Oracle Corp Technology	Reduced	61,033	-293	$8,944,386	−0.9%	3.23%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	52,365	-4,691	$7,933,297	−12.9%	2.86%
V	Visa Inc. Financial Services	Reduced	20,218	-71	$6,936,593	+13.1%	2.50%
CSCO	Cisco Systems, Inc. Technology	Added	50,307	+2,800	$5,909,060	+60.3%	2.13%
AMGN	Amgen Inc Healthcare	Reduced	15,704	-109	$5,686,732	+2.2%	2.05%
TRV	Travelers Companies, Inc. Financial Services	Reduced	16,460	-432	$5,433,775	+10.3%	1.96%
META	Meta Platforms, Inc. Communication Services	Reduced	9,064	-10	$5,105,660	−1.7%	1.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,882	-130	$4,871,325	+10.3%	1.76%
XOM	ExxonMobil Holdings Corp Energy	Reduced	33,668	-1,494	$4,603,088	−22.8%	1.66%
ETN	Eaton Corp plc Industrials	Reduced	10,733	-1,702	$4,573,545	+2.8%	1.65%
ADP	Automatic Data Processing Inc Technology	Added	20,043	+9	$4,488,629	+10.3%	1.62%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,452	-45	$4,159,509	+14.1%	1.50%
PAYX	Paychex Inc Technology	Added	39,960	+26	$3,929,266	+6.8%	1.42%
JNJ	Johnson & Johnson Healthcare	Reduced	15,146	-2,091	$3,846,629	−8.7%	1.39%
MA	Mastercard Inc Financial Services	Reduced	7,171	-14	$3,683,025	+2.6%	1.33%
DIS	Walt Disney Co Communication Services	Reduced	37,325	-1,593	$3,592,531	−4.2%	1.30%
AXP	American Express Co Financial Services	Reduced	9,682	-90	$3,274,936	+10.8%	1.18%
SYY	Sysco Corp Consumer Defensive	Reduced	38,406	-5,547	$3,209,973	+2.4%	1.16%
AVGO	Broadcom Inc. Technology	Added	8,361	+12	$3,158,367	+22.2%	1.14%
FICO	Fair Isaac Corp Technology	Reduced	2,539	-29	$3,033,546	+10.7%	1.09%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,557	+15	$3,017,882	+7.4%	1.09%
CRM	Salesforce, Inc. Technology	Added	19,189	+12	$3,006,148	−16.0%	1.08%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	11,058	NEW	$2,989,087	NEW	1.08%
ITW	Illinois Tool Works Inc Industrials	Added	10,957	+30	$2,963,539	+4.2%	1.07%
ECL	Ecolab Inc. Basic Materials	Reduced	10,437	-7	$2,907,852	+4.7%	1.05%
ALL	Allstate Corp Financial Services	Reduced	12,211	-177	$2,905,485	+13.1%	1.05%
CDW	CDW Corp Technology	Reduced	19,754	-20	$2,778,202	+16.1%	1.00%
CTAS	Cintas Corp Industrials	Added	16,308	+43	$2,773,664	+0.8%	1.00%
EMR	Emerson Electric Co Industrials	Added	19,018	+51	$2,722,426	+9.6%	0.98%
ABBV	AbbVie Inc. Healthcare	Reduced	10,757	-65	$2,706,891	+15.0%	0.98%
QCOM	Qualcomm Inc/De Technology	Reduced	13,358	-625	$2,468,424	+37.1%	0.89%
COP	Conocophillips Energy	Reduced	22,906	-1,659	$2,381,307	−26.6%	0.86%
COR	Cencora, Inc. Healthcare	Reduced	7,761	-1	$2,196,207	−9.9%	0.79%
NVO	Novo Nordisk A S Healthcare	Held	45,062	0	$2,160,272	+30.4%	0.78%
CVX	Chevron Corp Energy	Reduced	12,688	-299	$2,103,162	−21.7%	0.76%
HON	Honeywell International Inc Industrials	Reduced	8,968	-11,007	$2,007,935	−55.5%	0.72%
HONA	Honeywell Aerospace Inc. Industrials	NEW	8,969	NEW	$1,980,355	NEW	0.71%
ACN	Accenture plc Technology	Added	15,115	+12	$1,880,910	−37.2%	0.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	14,322	-2,135	$1,840,377	−7.0%	0.66%
CAT	Caterpillar Inc Industrials	NEW	1,692	NEW	$1,801,810	NEW	0.65%
AFL	Aflac Inc Financial Services	Reduced	15,209	-650	$1,783,255	+2.5%	0.64%
PSA	Public Storage Real Estate	Reduced	5,563	-738	$1,770,758	+3.7%	0.64%
GEV	GE Vernova Inc. Industrials	NEW	1,489	NEW	$1,749,366	NEW	0.63%
MDT	Medtronic plc Healthcare	Reduced	22,195	-1	$1,736,314	−9.7%	0.63%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.