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CIK: 0001722436
Total reported value
$297.9M
$297.9M
187 檔
19.9%
As reported in its official Q2 2025 Form 13F filing, Sawyer & Company, Inc's tracked investment portfolio stood at $297.9M with 187 total positions.
In Q2 2025, Sawyer & Company, Inc adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | Stock-Tech | 5.36% | -0.47% | -6.89% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.70% | +0.03% | -0.53% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.01% | -0.20% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.06% | -0.29% | +0.75% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.74% | +0.19% | -0.08% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.48% | +0.57% | -0.87% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.83% | -0.85% | +0.07% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.76% | -0.03% | -0.46% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.29% | +0.46% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.35% | -0.06% | +0.87% | |
| 11 | PAYX | Paychex Inc | Stock-Tech | 2.22% | -0.10% | +0.18% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.00% | -0.37% | +1.69% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.93% | -0.23% | +0.84% | |
| 14 | FICO | Fair Isaac CORP | Stock-Tech | 1.86% | -0.04% | -1.21% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.80% | -1.07% | +1.10% | |
| 16 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.77% | -0.08% | -0.38% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.75% | -0.52% | +2.62% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.70% | -0.23% | +2.55% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.06% | -0.83% | |
| 20 | ANETEUR | Arista Networks Inc | Stock-Other | 1.66% | +0.39% | +0.01% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.66% | -0.17% | +2.12% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 1.61% | -0.13% | -0.99% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.75% | +1.65% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.51% | -0.14% | +2.25% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.48% | +0.09% | -0.48% | |
| 26 | CDW | Cdw Corp/de | Stock-Tech | 1.46% | +0.01% | +4.97% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | — | +0.17% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.29% | +0.56% | +1.71% | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.25% | -0.25% | +3.66% | |
| 30 | AXP | American Express Co | Stock-Financials | 1.22% | -0.04% | -2.18% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.33% | +2.37% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.38% | -12.90% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.07% | +7.87% | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 1.11% | -0.09% | -0.09% | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 1.02% | -0.11% | -0.93% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.98% | -0.72% | EXIT | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.96% | -0.05% | +3.93% | |
| 38 | ALL | Allstate CORP | Stock-Financials | 0.94% | -0.01% | -0.28% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.92% | -0.20% | -3.40% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.92% | -0.45% | -0.93% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | — | -0.09% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.83% | +3.88% | +1.99% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.14% | -1.16% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.82% | -0.26% | EXIT | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.79% | -0.03% | -2.18% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | -0.16% | -0.70% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.32% | +5.87% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.73% | -0.07% | +6.42% | |
| 49 | CCI | Crown Castle Inc | Stock-Real Estate | 0.71% | -0.15% | -2.16% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.16% | +6.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +5.6% | -8.50% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +2.5% | -10.95% | Trim |
| 3 | NVDA | Nvidia CORP | +1.7% | -0.74% | Trim |
| 4 | BRK-B | Berkshire Hathaway Inc. | +1.1% | +1840.17% | Add |
| 5 | AVGO | Broadcom Inc | +1.1% | +14315.52% | Add |
| 6 | ANETEUR | Arista Networks Inc | +1% | -2.90% | Trim |
| 7 | MCD | Mcdonald's CORP | +1% | NEW | New buy |
| 8 | CTAS | Cintas CORP | +0.9% | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | +0.8% | +4.19% | Add |
| 10 | LLY | Eli Lilly & Co | +0.7% | -2.37% | Trim |
| 11 | ✓ | +0.7% | NEW | New buy | |
| 12 | CAT | Caterpillar Inc | +0.6% | NEW | New buy |
| 13 | GEV | GE Vernova Inc | +0.6% | NEW | New buy |
| 14 | SYK | Stryker CORP | +0.5% | NEW | New buy |
| 15 | ROL | Rollins Inc | +0.4% | NEW | New buy |
| 16 | PANW | Palo Alto Networks Inc | +0.4% | +5996.55% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.4% | +16.14% | Add |
| 18 | AAPL | Apple Inc | +0.2% | -3.02% | Trim |
| 19 | MSFT | Microsoft CORP | +0.2% | +28.54% | Add |
| 20 | ETN | Eaton Corporation plc | +0.2% | -11.14% | Trim |
| 21 | SOLS | Solstice Adv Materials Inc | +0.2% | NEW | New buy |
| 22 | EMR | Emerson Electric Co | +0.1% | +3.84% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -4.57% | Trim |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.05% | Add |
| 25 | AXP | American Express Co | 0% | -6.18% | Trim |
| 26 | TRV | Travelers Cos Inc/the | -0.1% | -6.60% | Trim |
| 27 | AMGN | Amgen Inc | -0.1% | -0.31% | Trim |
| 28 | JNJ | Johnson & Johnson | -0.1% | -25.98% | Trim |
| 29 | DOW | Dow Inc | -0.2% | EXIT | Sold out |
| 30 | EMN | Eastman Chemical Co | -0.3% | -21.04% | Trim |
| 31 | TJX | Tjx Companies Inc | -0.3% | -13.71% | Trim |
| 32 | COP | Conocophillips | -0.4% | -16.52% | Trim |
| 33 | ABT | Abbott Laboratories | -0.4% | -10.06% | Trim |
| 34 | UPS | United Parcel Service-cl B | -0.4% | -29.76% | Trim |
| 35 | CDW | Cdw Corp/de | -0.4% | -4.13% | Trim |
| 36 | DIS | Walt Disney Co/the | -0.4% | -8.80% | Trim |
| 37 | G | Genpact Limited | -0.5% | -17.66% | Trim |
| 38 | CCI | Crown Castle Inc | -0.6% | -58.04% | Trim |
| 39 | NKE | Nike Inc -cl B | -0.6% | -15.74% | Trim |
| 40 | SYY | Sysco CORP | -0.6% | -32.30% | Trim |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.9% | -20.90% | Trim |
| 42 | ORCL | Oracle CORP | -0.9% | -12.39% | Trim |
| 43 | ADP | Automatic Data Processing | -1% | +0.31% | Add |
| 44 | FICO | Fair Isaac CORP | -1% | -6.89% | Trim |
| 45 | HON | Honeywell International Inc | -1.1% | -55.62% | Trim |
| 46 | CRM | Salesforce Inc | -1.1% | +0.60% | Add |
| 47 | FISV | Fiserv Inc | -1.1% | EXIT | Sold out |
| 48 | SBUX | Starbucks CORP | -1.1% | EXIT | Sold out |
| 49 | PAYX | Paychex Inc | -1.2% | -0.94% | Trim |
| 50 | ACN | Accenture plc | -1.3% | +0.34% | Add |
According to official SEC Form 13F filings, Sawyer & Company, Inc reported a total U.S. public equity portfolio value of $297.9M across 187 disclosed positions in Q2 2025.
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 ORCL, MSFT, NVDA) accounted for 19.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
MCD
市值: $3.0M
Top Position Liquidated / Trimmed
SBUX
前期市值: $2.8M
During Q2 2025, Sawyer & Company, Inc's top holdings by market value included ORCL (5.4%)、MSFT (4.7%)、NVDA (4.5%). The largest single position, ORCL, represented 5.4% of total portfolio value.
In Q2 2025, Sawyer & Company, Inc made 50 total portfolio adjustments, initiating 8 new buys, adding to 11 positions, trimming 28 holdings, and fully liquidating 3 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.