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Latest Sawyer & Company, Inc Stock Portfolio

$297Million | No. of Holdings #202

Sawyer & Company, Inc Performance

2026 Q2+12.32%
YTD+4.93%
2025+10.78%

About Sawyer & Company, Inc and 13F Hedge Fund Stock Holdings

Sawyer & Company, Inc is a hedge fund based in Boston, MA. On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sawyer & Company, Inc reported an equity portfolio of $297.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Sawyer & Company, Inc are MU, GOOG, NVDA. The fund has invested 6.2% of it's portfolio in MICRON TECHNOLOGY and 6% of portfolio in ALPHABET INC A . <br><br> The fund managers got completely rid off STARBUCKS CORP (SBUX), FISERV INC and DOMINION ENERGY INC (D) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), IRON MTN INC NEW (IRM) and BHP GROUP LTD (BHP). Sawyer & Company, Inc opened new stock positions in MCDONALDS CORP (MCD), HONEYWELL AEROSPACE INC and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to STRYKER CORP (SYK), BERKSHIRE HATHAWAY INC and VANGUARD WORLD FDS (VAW).
Sawyer & Company, Inc Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$297Million
  as of Jul 23, 2026

Sawyer & Company, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Sawyer & Company, Inc made a return of 12.32% in the last quarter. In trailing 12 months, it's portfolio return was 12.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
mcdonalds corp 2,989,090
honeywell aerospace inc 1,982,760
caterpillar inc 1,801,810
ge vernova inc 1,749,370
rollins inc 1,256,210
fedex fght hldg co inc 279,199
marvell technology inc 29,789
vanguard whitehall fds 15,803
New stocks bought by Sawyer & Company, Inc

Additions

Ticker% Inc.
stryker corp 38,000
berkshire hathaway inc 2,206
vanguard world fds700
vanguard world fd400
vanguard index fds 300
ishares tr158
spdr s&p 500 etf tr36.84
vanguard index fds28.05
Additions to existing portfolio by Sawyer & Company, Inc

Reductions

Ticker% Reduced
select sector spdr tr -61.11
iron mtn inc new -59.66
bhp group ltd -57.78
honeywell intl inc -55.1
corning inc -50.00
suncor energy inc new -49.47
imperial oil ltd -38.67
crown castle inc -29.78
Sawyer & Company, Inc reduced stake in above stock

Sold off

Ticker$ Sold
starbucks corp -1,868,180
fiserv inc -664,299
dominion energy inc -100,334
first tr exchange-traded fd -6,388
ishares tr-18,098
lululemon athletica -6,430
select sector spdr tr-3,033
asml holding n v new york regi-26,417
Sawyer & Company, Inc got rid off the above stocks

Sector Distribution

Sawyer & Company, Inc has about 34% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Others
  • Energy
  • Consumer Defensive
  • Basic Materials
  • Real Estate
Sector%
Technology34
Healthcare11.8
Industrials11
Financial Services10.5
Communication Services9.4
Consumer Cyclical7.9
Others7.1
Energy3.4
Consumer Defensive2
Basic Materials1.4
Real Estate1.1

Market Cap. Distribution

Sawyer & Company, Inc has about 93.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP55.9
LARGE-CAP37.2
UNALLOCATED6.3

Stocks belong to which Index?

About 92.5% of the stocks held by Sawyer & Company, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50092.5
Others7.5
Top 5 Winners (%)%
MU
micron technology
229.0 %
AMD
advanced micro devices, inc.
179.8 %
arm holdings
134.4 %
BE
bloom energy corp
123.6 %
STM
stmicroelectronics n v
116.8 %
Top 5 Winners ($)$
MU
micron technology
13.9 M
GOOG
alphabet inc a
3.6 M
LLY
eli lilly & co
3.3 M
ANET
arista networks inc
2.0 M
CSCO
cisco sys inc
1.9 M
Top 5 Losers (%)%
VAW
vanguard world fds
-73.1 %
EDV
vanguard world fd
-65.8 %
IJR
ishares tr
-62.8 %
VB
vanguard index fds
-61.5 %
OXY
wts occidental petroleum
-51.0 %
Top 5 Losers ($)$
XOM
exxonmobil holdings corp
-1.1 M
ACN
accenture plc ireland
-1.1 M
COP
conocophillips
-0.7 M
CRM
salesforce.com inc
-0.6 M
CVX
chevron corp new
-0.5 M

Sawyer & Company, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sawyer & Company, Inc

Sawyer & Company, Inc has 202 stocks in it's portfolio. About 41.3% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Sawyer & Company, Inc last quarter.

$297.88MTotal Value
211Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Sawyer & Company, Inc, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Sawyer & Company, Inc's holding in Ishares Tr over time
0%102
$7.7K
0%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Sawyer & Company, Inc's holding in Agnico Eagle Mines Ltd over time
0.01%190
$29.5K
0.01%
unchanged 0 percentunchanged
AG
First Majestic Silver Corp

First Majestic Silver Corp

AG
Sawyer & Company, Inc's holding in First Majestic Silver Corp over time
0.01%1,365
$23.1K
0.01%
unchanged 0 percentunchanged
ASML
Asml Holding N V New York Regi

Asml Holding N V New York Regi

ASML
Sawyer & Company, Inc's holding in Asml Holding N V New York Regi over time
0%0.00
$0.00
0%
decreased 100 percentsold off