Sawyer & Company, Inc

CIK

1722436

Location

BOSTON, MA

Portfolio Value

Micro $4,706,523

Diversification

Diversified

Filing Date

Global Rank

#3,795 / 8,586 ▼ 83

Top Industry

Drug Manufacturers - General 11.0%

3Y Alpha vs SPY

-5.7%

Period ended 3 months ago

Filed Apr 23, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.1%

SPY

+78.1%

Annualised alpha

-5.7%

Max drawdown

−17.2%

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

161 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.1%

−0.4 pts

Top 5

25.6%

−1.6 pts

Top 10

40.3%

−1.6 pts

HHI

250

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$82,133,791	25
Healthcare	13.9%	$34,198,392	18
Financial Services	11.6%	$28,620,206	14
Communication Services	10.0%	$24,654,760	5
Industrials	10.0%	$24,650,420	27
Consumer Cyclical	9.0%	$22,175,445	17
Energy	5.4%	$13,249,046	14
Consumer Defensive	2.4%	$5,897,810	13
Basic Materials	1.9%	$4,706,523	13
Real Estate	1.4%	$3,499,724	5
Utilities	0.6%	$1,456,817	6
Unclassified	0.3%	$704,375	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
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	$272,026
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
CCI	Crown Castle Inc.	−3,768	11,193	$910,102
XOM	Exxon Mobil Corp	−3,537	35,162	$5,965,584
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $4,706,523 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	15	NEW	$881	NEW	0.02%
RIO	Rio Tinto PLC Basic Materials	Held	25	0	$2,332	+16.6%	0.05%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	12	0	$3,485	+17.6%	0.07%
ALB	Albemarle Corp Basic Materials	Held	40	0	$7,181	+26.9%	0.15%
AG	First Majestic Silver Corp Basic Materials	Reduced	1,365	-1,360	$29,320	−35.4%	0.62%
BHP	BHP Group Ltd Basic Materials	Held	450	0	$32,733	+20.5%	0.70%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	190	0	$38,566	+19.7%	0.82%
PAAS	Pan American Silver Corp Basic Materials	Held	1,000	0	$54,630	+5.4%	1.16%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	1,722	-975	$124,931	−31.3%	2.65%
SCCO	Southern Copper Corp/ Basic Materials	Added	1,581	+12	$272,026	+21.8%	5.78%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	4,968	-34	$378,362	+55.7%	8.04%
EMN	Eastman Chemical Co Basic Materials	Reduced	12,890	-570	$983,764	+14.5%	20.90%
ECL	Ecolab Inc. Basic Materials	Reduced	10,444	-262	$2,778,312	−1.1%	59.03%