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CIK: 0001722436
Total reported value
$297.9M
$297.9M
197 檔
18.8%
In Q3 2024, Sawyer & Company, Inc's U.S. equity holdings reached a combined market value of $297.9M, distributed across 197 disclosed stock positions.
In Q3 2024, Sawyer & Company, Inc displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.93% | -0.29% | +0.20% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 4.62% | -0.47% | -0.08% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | +0.03% | +0.13% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | +0.19% | +0.03% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | -0.01% | +0.08% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.98% | -0.85% | +0.32% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.03% | +0.38% | |
| 8 | ADP | Automatic Data Processing | Stock-Tech | 2.19% | -0.06% | +0.71% | |
| 9 | PAYX | Paychex Inc | Stock-Tech | 2.13% | -0.10% | +0.11% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.12% | +0.57% | +0.42% | |
| 11 | FICO | Fair Isaac CORP | Stock-Tech | 2.07% | -0.04% | +0.10% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.95% | -0.52% | +0.87% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.94% | -0.37% | +1.85% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.94% | -0.29% | +1.58% | |
| 15 | SYY | Sysco CORP | Stock-Consumer Staples | 1.91% | -0.13% | -2.58% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.90% | -0.23% | +0.49% | |
| 17 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.85% | -0.08% | -2.32% | |
| 18 | CDW | Cdw Corp/de | Stock-Tech | 1.76% | +0.01% | -0.07% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.61% | -0.17% | -1.39% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -0.75% | +1.70% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.55% | -1.07% | +0.85% | |
| 22 | ANETEUR | Arista Networks Inc | Stock-Other | 1.53% | +0.39% | +0.76% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.33% | -0.71% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.49% | -0.23% | +0.80% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.38% | -8.72% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.46% | -0.25% | +0.33% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.06% | -1.83% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 1.35% | -0.09% | -4.38% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.27% | -0.14% | +1.70% | |
| 30 | AXP | American Express Co | Stock-Financials | 1.25% | -0.04% | -0.18% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.22% | -0.07% | +1.55% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | — | +0.47% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | — | -3.48% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.14% | -0.03% | -0.43% | |
| 35 | ALL | Allstate CORP | Stock-Financials | 1.12% | -0.01% | -12.82% | |
| 36 | COP | Conocophillips | Stock-Energy | 1.11% | -0.45% | -0.10% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.08% | -0.72% | EXIT | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 1.07% | -0.11% | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 1.03% | -0.16% | -0.31% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 1.01% | -0.20% | -9.30% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.56% | +2.02% | |
| 42 | CCI | Crown Castle Inc | Stock-Real Estate | 0.93% | -0.15% | -0.06% | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.90% | -0.05% | -0.41% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.14% | -0.01% | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.84% | -0.07% | +4.26% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.82% | -0.26% | EXIT | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.14% | -0.33% | |
| 48 | EMN | Eastman Chemical Co | Stock-Materials | 0.77% | -0.10% | -2.84% | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.76% | -0.07% | -2.32% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.16% | +0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITW | Illinois Tool Works | +1.1% | NEW | New buy |
| 2 | ORCL | Oracle CORP | +0.5% | -0.08% | Trim |
| 3 | FICO | Fair Isaac CORP | +0.4% | +0.10% | Add |
| 4 | SMCIUSD | Super Micro Computer Inc | +0.2% | NEW | New buy |
| 5 | ADP | Automatic Data Processing | +0.2% | +0.71% | Add |
| 6 | ACN | Accenture plc | +0.2% | +0.87% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +0.20% | Add |
| 8 | SBUX | Starbucks CORP | +0.2% | -0.05% | Trim |
| 9 | PSA | Public Storage | +0.2% | +4.26% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +1.58% | Add |
| 11 | NKE | Nike Inc -cl B | +0.1% | +0.33% | Add |
| 12 | HD | Home Depot Inc | +0.1% | +1.55% | Add |
| 13 | PAYX | Paychex Inc | +0.1% | +0.11% | Add |
| 14 | CCI | Crown Castle Inc | +0.1% | -0.06% | Trim |
| 15 | AXP | American Express Co | +0.1% | -0.18% | Trim |
| 16 | FISV | Fiserv Inc | +0.1% | +2.01% | Add |
| 17 | AFL | Aflac Inc | +0.1% | -2.32% | Trim |
| 18 | TRV | Travelers Cos Inc/the | +0.1% | -2.32% | Trim |
| 19 | LOW | Lowe's Cos Inc | +0.1% | +4.34% | Add |
| 20 | MA | Mastercard Inc - A | +0.1% | +1.70% | Add |
| 21 | G | Genpact Limited | +0.1% | +1.12% | Add |
| 22 | NSC | Norfolk Southern CORP | +0.1% | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +2.02% | Add |
| 24 | ANETEUR | Arista Networks Inc | +0.1% | +0.76% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | -0.71% | Trim |
| 26 | ABBV | Abbvie Inc | 0% | -3.48% | Trim |
| 27 | MDT | Medtronic plc | 0% | +0.43% | Add |
| 28 | IBM | Intl Business Machines CORP | 0% | -2.24% | Trim |
| 29 | MMM | 3m Co | 0% | — | Unchanged |
| 30 | EMN | Eastman Chemical Co | 0% | -2.84% | Trim |
| 31 | CRM | Salesforce Inc | 0% | +1.85% | Add |
| 32 | ABT | Abbott Laboratories | 0% | -0.31% | Trim |
| 33 | DUK | Duke Energy CORP | 0% | -2.65% | Trim |
| 34 | TJX | Tjx Companies Inc | 0% | +0.32% | Add |
| 35 | SYY | Sysco CORP | 0% | -2.58% | Trim |
| 36 | V | Visa Inc-class A Shares | 0% | +0.38% | Add |
| 37 | ETN | Eaton Corporation plc | -0.1% | -1.39% | Trim |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +1.70% | Add |
| 39 | AMGN | Amgen Inc | -0.1% | +0.49% | Add |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -3.93% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -0.33% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.2% | -8.72% | Trim |
| 43 | COP | Conocophillips | -0.2% | -0.10% | Trim |
| 44 | COR | Cencora Inc | -0.2% | -9.30% | Trim |
| 45 | IP | International Paper Co | -0.2% | -93.52% | Trim |
| 46 | QCOM | Qualcomm Inc | -0.2% | -0.01% | Trim |
| 47 | MU | Micron Technology Inc | -0.2% | +0.02% | Add |
| 48 | NVDA | Nvidia CORP | -0.3% | +0.08% | Add |
| 49 | MSFT | Microsoft CORP | -0.5% | +0.13% | Add |
| 50 | GOOGL | Alphabet Inc-cl A | -0.7% | +0.03% | Add |
According to official SEC Form 13F filings, Sawyer & Company, Inc reported a total U.S. public equity portfolio value of $297.9M across 197 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, ORCL, MSFT) accounted for 18.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
ITW
市值: $2.9M
Top Position Liquidated / Trimmed
ORCL
前期市值: $10.4M
During Q3 2024, Sawyer & Company, Inc's top holdings by market value included AAPL (4.9%)、ORCL (4.6%)、MSFT (4.1%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q3 2024, Sawyer & Company, Inc made 49 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 21 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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