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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$671B
$14.2 Million 5.36% of portfolio
64,862
Q2 2025 Reduced 6.89%
$3.81T
$12.5 Million 4.7% of portfolio
25,040
Q2 2025 Reduced 0.53%
$431B
$12 Million 4.53% of portfolio
75,851
Q2 2025 Reduced 0.2%
$3.38T
$10.7 Million 4.06% of portfolio
52,362
Q2 2025 Added 0.75%
$1.07T
$9.9 Million 3.74% of portfolio
56,146
Q2 2025 Reduced 0.08%
$724B
$9.22 Million 3.48% of portfolio
11,826
Q2 2025 Reduced 0.87%
$572B
$7.32 Million 2.76% of portfolio
20,606
Q2 2025 Reduced 0.46%
$1.62T
$6.78 Million 2.56% of portfolio
9,188
Q2 2025 Added 0.46%
$260B
$5.29 Million 2.0% of portfolio
19,397
Q2 2025 Added 1.69%
$223B
$5.12 Million 1.93% of portfolio
41,271
Q2 2025 Added 0.84%
$850B
$4.48 Million 1.69% of portfolio
15,465
Q2 2025 Reduced 0.83%
$465B
$4.04 Million 1.53% of portfolio
37,482
Q2 2025 Added 1.65%
$530B
$4 Million 1.51% of portfolio
7,124
Q2 2025 Added 2.25%
$2.28T
$3.83 Million 1.45% of portfolio
17,473
Q2 2025 Added 0.17%
$280B
$3.41 Million 1.29% of portfolio
49,110
Q2 2025 Added 1.71%
$236B
$3.22 Million 1.22% of portfolio
10,095
Q2 2025 Reduced 2.18%
$368B
$3.11 Million 1.17% of portfolio
8,468
Q2 2025 Added 7.87%
$338B
$2.39 Million 0.9% of portfolio
12,883
Q2 2025 Reduced 0.09%
$211B
$2.03 Million 0.77% of portfolio
14,950
Q2 2025 Reduced 0.7%
$296B
$1.95 Million 0.73% of portfolio
13,591
Q2 2025 Added 5.87%
$207B
$1.33 Million 0.5% of portfolio
16,784
Q2 2025 Reduced 0.47%
$1.12T
$1.3 Million 0.49% of portfolio
7,352
Q2 2025 Reduced 1.61%
$303B
$1.23 Million 0.46% of portfolio
15,317
Q2 2025 Reduced 4.3%
$253B
$817,000 0.31% of portfolio
2,772
Q2 2025 Reduced 0.72%
$377B
$449,000 0.17% of portfolio
9,482
Q2 2025 Reduced 6.55%
$258B
$444,000 0.17% of portfolio
4,541
Q2 2025 Reduced 3.51%
$422B
$366,000 0.14% of portfolio
370
Q2 2025 Added 2.78%
$369B
$268,000 0.1% of portfolio
1,680
Q4 2024 Added 63.11%
$223B
$225,000 0.08% of portfolio
1,540
Q2 2025 Added 0.65%
$200B
$211,000 0.08% of portfolio
1,597
Q4 2024 Added 30.69%
$275B
$129,000 0.05% of portfolio
1,300
Q1 2025 New
$305B
$86,000 0.03% of portfolio
1,209
Q4 2024 Added 61.42%
$256B
$75,000 0.03% of portfolio
1,065
Q1 2025 Reduced 39.52%
$567B
$52,000 0.02% of portfolio
39
Q1 2025 Reduced 20.41%
$269B
$2,000 0.0% of portfolio
6
Q2 2025 New
$259B
$9,000 0.0% of portfolio
65
Q1 2025 New
$302B
$11,000 0.0% of portfolio
80
Q1 2025 New
$1.01T
$11,000 0.0% of portfolio
36
Q1 2025 Added 20.0%

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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