Sawyer & Company, Inc Portfolio Holdings

Sawyer & Company, Inc

  • $265 Million
  • Q2 2025

Sawyer & Company, Inc has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $265 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Oracle Corp with a value of $14.2M, Microsoft Corp with a value of $12.5M, Nvidia Corp with a value of $12M, Apple Inc. with a value of $10.7M, and Alphabet Inc. with a value of $9.9M.

Examining the 13F form we can see an increase of $17.2M in the current position value, from $248M to 265M.

Below you can find more details about Sawyer & Company, Inc portfolio as well as his latest detailed transactions.

Portfolio value $265 Million
Technology: $85 Million
Industrials: $34.6 Million
Healthcare: $33.8 Million
Financial Services: $30.2 Million
Communication Services: $24.1 Million
Consumer Cyclical: $22.9 Million
Energy: $9.66 Million
Consumer Defensive: $7.63 Million
Other: $16.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$674B
$14.2 Million 5.36% of portfolio
64,862
Q2 2025 Reduced 6.89%
$3.89T
$12.5 Million 4.7% of portfolio
25,040
Q2 2025 Reduced 0.53%
$455B
$12 Million 4.53% of portfolio
75,851
Q2 2025 Reduced 0.2%
$3.69T
$10.7 Million 4.06% of portfolio
52,362
Q2 2025 Added 0.75%
$1.2T
$9.9 Million 3.74% of portfolio
56,146
Q2 2025 Reduced 0.08%
$594B
$9.22 Million 3.48% of portfolio
11,826
Q2 2025 Reduced 0.87%
$153B
$7.5 Million 2.83% of portfolio
60,726
Q2 2025 Added 0.07%
$551B
$7.32 Million 2.76% of portfolio
20,606
Q2 2025 Reduced 0.46%
$1.73T
$6.78 Million 2.56% of portfolio
9,188
Q2 2025 Added 0.46%
$127B
$6.22 Million 2.35% of portfolio
20,156
Q2 2025 Added 0.87%
$50.9B
$5.88 Million 2.22% of portfolio
40,412
Q2 2025 Added 0.18%
$241B
$5.29 Million 2.0% of portfolio
19,397
Q2 2025 Added 1.69%
$205B
$5.12 Million 1.93% of portfolio
41,271
Q2 2025 Added 0.84%
$33.4B
$4.93 Million 1.86% of portfolio
2,694
Q2 2025 Reduced 1.21%
$145B
$4.76 Million 1.8% of portfolio
20,429
Q2 2025 Added 1.1%
$62.1B
$4.7 Million 1.77% of portfolio
17,556
Q2 2025 Reduced 0.38%
$154B
$4.51 Million 1.7% of portfolio
16,154
Q2 2025 Added 2.55%
$847B
$4.48 Million 1.69% of portfolio
15,465
Q2 2025 Reduced 0.83%
$145B
$4.4 Million 1.66% of portfolio
12,334
Q2 2025 Added 2.12%
$42.8B
$4.4 Million 1.66% of portfolio
43,037
Q2 2025 Added 0.01%
$40.9B
$4.25 Million 1.61% of portfolio
56,162
Q2 2025 Reduced 0.99%
$445B
$4.04 Million 1.53% of portfolio
37,482
Q2 2025 Added 1.65%
$548B
$4 Million 1.51% of portfolio
7,124
Q2 2025 Added 2.25%
$115B
$3.91 Million 1.48% of portfolio
56,693
Q2 2025 Reduced 0.48%
$22B
$3.86 Million 1.46% of portfolio
21,630
Q2 2025 Added 4.97%
$2.27T
$3.83 Million 1.45% of portfolio
17,473
Q2 2025 Added 0.17%
$295B
$3.41 Million 1.29% of portfolio
49,110
Q2 2025 Added 1.71%
$93.5B
$3.3 Million 1.25% of portfolio
46,475
Q2 2025 Added 3.66%
$222B
$3.22 Million 1.22% of portfolio
10,095
Q2 2025 Reduced 2.18%
$0
$3.19 Million 1.21% of portfolio
5,619
Q2 2025 Reduced 12.9%
$453B
$3.2 Million 1.21% of portfolio
20,948
Q2 2025 Added 2.37%
$397B
$3.11 Million 1.17% of portfolio
8,468
Q2 2025 Added 7.87%
$77.8B
$2.93 Million 1.11% of portfolio
10,859
Q2 2025 Reduced 0.09%
$78.9B
$2.7 Million 1.02% of portfolio
10,920
Q2 2025 Reduced 0.93%
$106B
$2.59 Million 0.98% of portfolio
28,260
Q1 2025 Reduced 2.32%
$78.5B
$2.54 Million 0.96% of portfolio
19,035
Q2 2025 Added 3.93%
$55.9B
$2.49 Million 0.94% of portfolio
12,381
Q2 2025 Reduced 0.28%
$120B
$2.44 Million 0.92% of portfolio
27,183
Q2 2025 Reduced 0.93%
$38.4B
$2.45 Million 0.92% of portfolio
8,160
Q2 2025 Reduced 3.4%
$350B
$2.39 Million 0.9% of portfolio
12,883
Q2 2025 Reduced 0.09%
$129B
$2.2 Million 0.83% of portfolio
17,874
Q2 2025 Added 1.99%
$166B
$2.18 Million 0.82% of portfolio
13,672
Q2 2025 Reduced 1.16%
$79.5B
$2.17 Million 0.82% of portfolio
12,573
Q2 2025 Added 1.61%
$63.2B
$2.1 Million 0.79% of portfolio
20,778
Q2 2025 Reduced 2.18%
$235B
$2.03 Million 0.77% of portfolio
14,950
Q2 2025 Reduced 0.7%
$49.5B
$1.92 Million 0.73% of portfolio
6,544
Q2 2025 Added 6.42%
$303B
$1.95 Million 0.73% of portfolio
13,591
Q2 2025 Added 5.87%
$45.3B
$1.88 Million 0.71% of portfolio
18,326
Q2 2025 Reduced 2.16%
$123B
$1.87 Million 0.71% of portfolio
21,415
Q2 2025 Added 6.06%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $265 Million
  • Prior Value $248 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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