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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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