Sawyer & Company, Inc
Filing Date
Global Rank
#3,819
/ 8,603
▼ 76
· as of Mar 2026
Top Industry
Drug Manufacturers - General
11.2%
3Y Alpha vs SPY
-4.7%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.1%
SPY
+76.0%
Annualised alpha
-4.7%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
160 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.3%
−0.4 pts
Top 5
26.2%
−1.4 pts
Top 10
41.2%
−1.5 pts
HHI
257
Diversified−16
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.2% | $82,128,520 |
| Healthcare | 14.3% | $34,198,392 |
| Financial Services | 11.9% | $28,620,092 |
| Communication Services | 10.3% | $24,654,760 |
| Industrials | 10.3% | $24,593,995 |
| Consumer Cyclical | 9.2% | $22,175,445 |
| Energy | 3.0% | $7,283,462 |
| Consumer Defensive | 2.5% | $5,897,810 |
| Basic Materials | 2.0% | $4,703,830 |
| Real Estate | 1.5% | $3,499,724 |
| Utilities | 0.6% | $1,456,817 |
| Unclassified | 0.3% | $704,375 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | +8,261 | 8,349 | $2,584,098 | |
| WM | Waste Management Inc | +725 | 3,345 | $768,647 | |
| RSG | Republic Services, Inc. | +473 | 7,207 | $1,578,477 | |
| CB | Chubb Ltd | +411 | 2,031 | $661,963 | |
| QCOM | Qualcomm Inc/De | +101 | 13,983 | $1,800,730 | |
| MA | Mastercard Inc | +80 | 7,185 | $3,590,057 | |
| MU | Micron Technology Inc | +49 | 17,920 | $6,054,092 | |
| ITW | Illinois Tool Works Inc | +45 | 10,927 | $2,844,188 | |
| MSFT | Microsoft Corp | +30 | 28,180 | $10,431,390 | |
| SCCO | Southern Copper Corp/ | +12 | 1,581 | $269,333 | |
| ALL | Allstate Corp | +7 | 12,388 | $2,568,527 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CCI | Crown Castle Inc. | −3,768 | 11,193 | $910,102 | |
| GOOGL | Alphabet Inc. | −3,100 | 52,455 | $15,083,959 | |
| SYY | Sysco Corp | −2,721 | 43,953 | $3,135,167 | |
| NVO | Novo Nordisk A S | −2,511 | 45,062 | $1,656,028 | |
| NKE | NIKE, Inc. | −2,405 | 37,801 | $1,996,648 | |
| CMCSA | Comcast Corp | −2,395 | 20,581 | $590,880 | |
| TJX | Tjx Companies Inc /De/ | −2,211 | 57,056 | $9,111,843 | |
| SLB | Slb Limited/Nv | −1,830 | 5,750 | $295,492 | |
| COP | Conocophillips | −1,601 | 24,565 | $3,242,580 | |
| AG | First Majestic Silver Corp | −1,360 | 1,365 | $29,320 | |
| UPS | United Parcel Service Inc | −1,302 | 14,919 | $1,467,731 | |
| SBUX | Starbucks Corp | −1,296 | 20,853 | $1,868,220 | |
| CDW | CDW Corp | −1,246 | 19,774 | $2,393,049 | |
| G | Genpact LTD | −1,235 | 30,856 | $1,149,386 | |
| CSCO | Cisco Systems, Inc. | −990 | 47,507 | $3,686,068 | |
| IFF | International Flavors & Fragrances Inc | −975 | 1,722 | $124,931 | |
| MRK | Merck & Co., Inc. | −945 | 16,457 | $1,979,612 | |
| AFL | Aflac Inc | −920 | 15,859 | $1,739,890 | |
| DIS | Walt Disney Co | −761 | 38,918 | $3,750,916 | |
| RTX | RTX Corp | −750 | 790 | $152,391 | |
| FAST | Fastenal Co | −748 | 18,502 | $858,492 | |
| JNJ | Johnson & Johnson | −697 | 17,237 | $4,213,412 | |
| PFE | Pfizer Inc | −650 | 14,275 | $400,842 | |
| ABBV | AbbVie Inc. | −635 | 10,822 | $2,353,676 | |
| EMN | Eastman Chemical Co | −570 | 12,890 | $983,764 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MPC | Marathon Petroleum Corp | 200 | $48,836 | |
| COHR | Coherent Corp. | 30 | $7,146 | |
| NNE | Nano Nuclear Energy Inc. | 155 | $3,174 | |
| MTZ | Mastec Inc | 5 | $1,608 | |
| HII | Huntington Ingalls Industries, Inc. | 3 | $1,139 | |
| FLO | Flowers Foods Inc | 125 | $1,018 | |
| FCX | Freeport-Mcmoran Inc | 15 | $881 | |
| BE | Bloom Energy Corp | 5 | $677 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MMM | 3M Co | 2,427 | $388,562 | |
| DOW | Dow Inc. | 7,278 | $170,159 | |
| VZ | Verizon Communications Inc | 1,968 | $80,156 | |
| INTC | Intel Corp | 800 | $29,520 | |
| KHC | Kraft Heinz Co | 823 | $19,957 | |
| GEV | GE Vernova Inc. | 29 | $18,953 | |
| ES | Eversource Energy | 280 | $18,852 | |
| BMY | Bristol Myers Squibb Co | 300 | $16,182 | |
| PM | Philip Morris International Inc. | 100 | $16,040 | |
| OZK | Bank OZK | 100 | $4,602 | |
| GEHC | GE HealthCare Technologies Inc. | 39 | $3,198 | |
| ZBH | Zimmer Biomet Holdings, Inc. | 20 | $1,798 | |
| WAB | Westinghouse Air Brake Technologies Corp | 4 | $853 | |
| SFM | Sprouts Farmers Market, Inc. | 7 | $557 | |
| OGN | Organon & Co. | 74 | $530 | |
| VTRS | Viatris Inc | 14 | $174 | |
| No positions match the current search. | ||||
160 positions ·
$239,917,222 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 160 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 52,455 | $15,083,959 | 6.29% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,146 | $13,487,923 | 5.62% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 75,617 | $13,187,604 | 5.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 11,643 | $10,708,882 | 4.46% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 28,180 | $10,431,390 | 4.35% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 57,056 | $9,111,843 | 3.80% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 61,326 | $9,021,667 | 3.76% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 20,289 | $6,132,147 | 2.56% | |
| MU |
Micron Technology Inc
Technology
|
Added | 17,920 | $6,054,092 | 2.52% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 15,813 | $5,563,804 | 2.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 9,074 | $5,191,507 | 2.16% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 16,892 | $4,927,058 | 2.05% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 19,975 | $4,735,133 | 1.97% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 12,435 | $4,447,626 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 15,012 | $4,415,929 | 1.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 17,237 | $4,213,412 | 1.76% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 20,034 | $4,070,508 | 1.70% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 38,918 | $3,750,916 | 1.56% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 47,507 | $3,686,068 | 1.54% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 39,934 | $3,678,720 | 1.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 17,497 | $3,644,100 | 1.52% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 7,185 | $3,590,057 | 1.50% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 19,177 | $3,579,770 | 1.49% | |
| COP |
Conocophillips
Energy
|
Reduced | 24,565 | $3,242,580 | 1.35% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 43,953 | $3,135,167 | 1.31% | |
| ACN |
Accenture plc
Technology
|
Reduced | 15,103 | $2,994,773 | 1.25% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 9,772 | $2,955,834 | 1.23% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 10,927 | $2,844,188 | 1.19% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 8,542 | $2,809,378 | 1.17% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 10,444 | $2,778,312 | 1.16% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 16,265 | $2,751,062 | 1.15% | |
| FICO |
Fair Isaac Corp
Technology
|
Reduced | 2,568 | $2,741,442 | 1.14% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 12,987 | $2,687,010 | 1.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 8,349 | $2,584,098 | 1.08% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 12,388 | $2,568,527 | 1.07% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 18,967 | $2,485,056 | 1.04% | |
| COR |
Cencora, Inc.
Healthcare
|
Held | 7,762 | $2,438,354 | 1.02% | |
| CDW |
CDW Corp
Technology
|
Reduced | 19,774 | $2,393,049 | 1.00% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 10,822 | $2,353,676 | 0.98% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 37,801 | $1,996,648 | 0.83% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 16,457 | $1,979,612 | 0.83% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 22,196 | $1,923,283 | 0.80% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 20,853 | $1,868,220 | 0.78% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 13,983 | $1,800,730 | 0.75% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 15,859 | $1,739,890 | 0.73% | |
| PSA |
Public Storage
Real Estate
|
Reduced | 6,301 | $1,706,814 | 0.71% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 45,062 | $1,656,028 | 0.69% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 6,738 | $1,592,054 | 0.66% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 7,207 | $1,578,477 | 0.66% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 14,486 | $1,487,277 | 0.62% |