Latest Sawyer & Company, Inc Stock Portfolio

Sawyer & Company, Inc Performance:

2026 Q1: -6.58%YTD: -6.58%2025: 10.78%

Performance for 2026 Q1 is -6.58%, and YTD is -6.58%, and 2025 is 10.78%.

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

Sawyer & Company, Inc is a hedge fund based in Boston, MA. On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sawyer & Company, Inc reported an equity portfolio of $259.7 Millions as of 31 Mar, 2026.

The top stock holdings of Sawyer & Company, Inc are GOOG, AAPL, NVDA. The fund has invested 5.8% of it's portfolio in ALPHABET INC A and 5.2% of portfolio in APPLE INC .

The fund managers got completely rid off 3M CO (MMM), DOW INC (DOW) and VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), FIRST MAJESTIC SILVER CORP (AG) and RAYTHEON TECH CORP COM (RTX). Sawyer & Company, Inc opened new stock positions in MARATHON PETE CORP (MPC), ASML HOLDING N V NEW YORK REGI (ASML) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), VANGUARD STAR FDS (VXUS) and WASTE MGMT INC DEL (WM).

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

Our best estimate is that Sawyer & Company, Inc made a return of -6.58% in the last quarter. In trailing 12 months, it's portfolio return was 7.23%.

Performance
S&P 500

New Buys

Ticker	$ Bought
marathon pete corp	48,836
asml holding n v new york regi	26,417
ishares tr	15,282
coherent corp	7,146
constellation energy group	6,981
nano nuclear energy inc	3,174
vanguard world fd	2,591
mastec inc	1,609

New stocks bought by Sawyer & Company, Inc

Additions

Ticker	% Inc.
broadcom inc	9,387
vanguard star fds	166
waste mgmt inc del	27.67
chubb limited	25.37
republic svcs inc	7.02
mastercard inc a	1.13
vanguard int-term corp etf	0.77
qualcomm inc	0.73

Additions to existing portfolio by Sawyer & Company, Inc

Reductions

Ticker	% Reduced
ishares tr	-55.56
first majestic silver corp	-49.91
raytheon tech corp com	-48.7
norfolk southern corp	-42.22
international flavors&fragranc	-36.15
costco whsl corp new	-29.73
nextera energy inc	-29.28
consolidated edison inc	-28.57

Sawyer & Company, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
dow inc	-170,160
3m co	-388,563
verizon communications inc	-80,157
kraft heinz company	-19,958
intel corp	-29,520
bristol myers squibb co	-16,182
eversource energy	-18,852
global x fds	-3,487

Sawyer & Company, Inc got rid off the above stocks

Sector Distribution

Sawyer & Company, Inc has about 30.6% of it's holdings in Technology sector.

Sector	%
Technology	30.6
Industrials	12.5
Healthcare	11.9
Financial Services	11
Communication Services	9.8
Consumer Cyclical	8.5
Energy	5
Others	4.9
Consumer Defensive	2.3
Basic Materials	1.6
Real Estate	1.3

Market Cap. Distribution

Sawyer & Company, Inc has about 95.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	52.2
LARGE-CAP	43
UNALLOCATED	3.9

Stocks belong to which Index?

About 94.5% of the stocks held by Sawyer & Company, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	94.5
Others	5.5

Top 5 Winners (%)		%
OXY	wts occidental petroleum corpo	122.7 %
OXY	occidental pete corp	57.0 %
	solstice advanced materials	56.6 %
GLW	corning inc	55.3 %
IMO	imperial oil ltd	51.6 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.8 M
COP	conocophillips	1.0 M
MU	micron technology	0.9 M
CVX	chevron corp new	0.7 M
JNJ	johnson & johnson	0.7 M

Top 5 Losers (%)		%
INSP	inspire med sys inc	-44.1 %
UPST	upstart hldgs inc	-41.3 %
QS	quantumscape corp	-38.8 %
DKNG	draftkings inc	-37.3 %
SDGR	schrodinger inc.	-36.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.2 M
ORCL	oracle corp	-2.9 M
LLY	eli lilly & co	-1.8 M
FICO	fair isaac corp	-1.6 M
CRM	salesforce.com inc	-1.5 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 197 stocks in it's portfolio. About 38.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Sawyer & Company, Inc last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.19	53,146	13,487,900	reduced	-0.84

ABBV	abbvie inc	0.91	10,822	2,353,680	reduced	-5.54

ABC	cencora inc	0.94	7,762	2,438,360	unchanged	0.00

ABT	abbott labs	0.57	14,486	1,487,280	reduced	-0.67

ACN	accenture plc ireland	1.15	15,103	2,994,770	reduced	-0.83

ADP	automatic data processing inc	1.57	20,034	4,070,510	reduced	-0.59

AEM	agnico eagle mines ltd	0.01	190	38,566	unchanged	0.00

AFL	aflac inc	0.67	15,859	1,739,890	reduced	-5.48

AG	first majestic silver corp	0.01	1,365	29,320	reduced	-49.91

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

ALB	albemarle corp	0.00	40.00	7,181	unchanged	0.00

ALL	allstate corp	0.99	12,388	2,568,530	added	0.06

AMD	advanced micro devices, inc.	0.00	65.00	13,223	unchanged	0.00

AMGN	amgen inc	2.14	15,813	5,563,800	reduced	-1.9

AMZN	amazon com inc	1.40	17,497	3,644,100	reduced	-0.07

ANET	arista networks inc	1.99	42,122	5,171,740	reduced	-1.06

APD	air prods & chems inc	0.00	12.00	3,486	unchanged	0.00

ASML	asml holding n v new york regi	0.01	20.00	26,417	new

AVGO	broadcom inc	1.00	8,349	2,584,100	added	9,387

AXON	axon enterprise inc	0.00	28.00	11,891	unchanged	0.00