Sawyer & Company, Inc
CIK: 0001722436SEC EDGAR →
Portfolio Value
$282.6M
Holdings
206
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC A | 55,555 | $17.4M | 6.15% |
| 2 | APPLE INC | 53,597 | $14.6M | 5.16% |
| 3 | NVIDIA CORPORATION | 75,833 | $14.1M | 5.00% |
| 4 | MICROSOFT CORP | 28,150 | $13.6M | 4.82% |
| 5 | ELI LILLY & CO | 11,750 | $12.6M | 4.47% |
| 6 | ORACLE CORP | 61,394 | $12.0M | 4.23% |
| 7 | TJX COMPANIES INC NEW | 59,267 | $9.1M | 3.22% |
| 8 | VISA INC A | 20,345 | $7.1M | 2.52% |
| 9 | META PLATFORMS INC | 9,079 | $6.0M | 2.12% |
| 10 | ARISTA NETWORKS INC | 42,573 | $5.6M | 1.97% |
Quarterly Changes
New Positions (20)
$3.1M · 16K shares
$426K · 5K shares
$242K · 5K shares
$36K · 118 shares
$27K · 1K shares
$18K · 29 shares
$16K · 100 shares
$16K · 300 shares
$10K · 135 shares
$4K · 100 shares
$3K · 39 shares
$3K · 120 shares
$3K · 100 shares
$3K · 1 shares
VANGUARD WORLD FD MEGA CAP GRO
$2K · 7 shares
$1K · 20 shares
$0 · 74 shares
$0 · 14 shares
$0 · 1 shares
$0 · 4 shares
Closed Positions (1)
$3K · 7 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $85.9M | 30.4% |
| Financial Services | 40 | $35.0M | 12.4% |
| Healthcare | 22 | $34.3M | 12.1% |
| Communication Services | 6 | $30.8M | 10.9% |
| Industrials | 27 | $30.5M | 10.8% |
| Consumer Cyclical | 18 | $27.1M | 9.6% |
| Unknown | 17 | $13.9M | 4.9% |
| Energy | 13 | $10.2M | 3.6% |
| Consumer Defensive | 14 | $6.2M | 2.2% |
| Basic Materials | 13 | $4.7M | 1.6% |
| Real Estate | 4 | $2.7M | 0.9% |
| Utilities | 8 | $1.4M | 0.5% |