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CIK: 0001722436
Total reported value
$297.9M
$297.9M
187 檔
19.9%
The Q3 2025 SEC filing reveals that Sawyer & Company, Inc held a total portfolio value of $297.9M, covering 187 public equity positions.
During Q3 2025, Sawyer & Company, Inc performed routine portfolio adjustments (0 new buys, 25 additions, 22 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | Stock-Tech | 5.36% | -0.47% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.70% | +0.03% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.01% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.06% | -0.29% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.74% | +0.19% | — | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.48% | +0.57% | — | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.83% | -0.85% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.76% | -0.03% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.29% | — | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.35% | -0.06% | — | |
| 11 | PAYX | Paychex Inc | Stock-Tech | 2.22% | -0.10% | — | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.00% | -0.37% | — | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.93% | -0.23% | — | |
| 14 | FICO | Fair Isaac CORP | Stock-Tech | 1.86% | -0.04% | — | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.80% | -1.07% | — | |
| 16 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.77% | -0.08% | — | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.75% | -0.52% | — | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.70% | -0.23% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.06% | — | |
| 20 | ANETEUR | Arista Networks Inc | Stock-Other | 1.66% | +0.39% | — | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.66% | -0.17% | — | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 1.61% | -0.13% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.75% | — | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.51% | -0.14% | — | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.48% | +0.09% | — | |
| 26 | CDW | Cdw Corp/de | Stock-Tech | 1.46% | +0.01% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | — | — | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.29% | +0.56% | — | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.25% | -0.25% | — | |
| 30 | AXP | American Express Co | Stock-Financials | 1.22% | -0.04% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.33% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.38% | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.07% | — | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 1.11% | -0.09% | — | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 1.02% | -0.11% | — | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.98% | -0.72% | EXIT | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.96% | -0.05% | — | |
| 38 | ALL | Allstate CORP | Stock-Financials | 0.94% | -0.01% | — | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.92% | -0.20% | — | |
| 40 | COP | Conocophillips | Stock-Energy | 0.92% | -0.45% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | — | — | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.83% | +3.88% | — | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.14% | — | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.82% | -0.26% | EXIT | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.79% | -0.03% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | -0.16% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.32% | — | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.73% | -0.07% | — | |
| 49 | CCI | Crown Castle Inc | Stock-Real Estate | 0.71% | -0.15% | — | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.16% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.4% | — | Trim |
| 2 | NVDA | Nvidia CORP | +1.2% | — | Trim |
| 3 | MSFT | Microsoft CORP | +0.9% | — | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.4% | — | Add |
| 5 | ETN | Eaton Corporation plc | +0.3% | — | Add |
| 6 | ANETEUR | Arista Networks Inc | +0.3% | — | Add |
| 7 | DIS | Walt Disney Co/the | +0.3% | — | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Trim |
| 9 | MU | Micron Technology Inc | +0.2% | — | Add |
| 10 | EMR | Emerson Electric Co | +0.2% | — | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | — | Trim |
| 12 | CDW | Cdw Corp/de | +0.1% | — | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | — | Add |
| 14 | NKE | Nike Inc -cl B | +0.1% | — | Add |
| 15 | AXP | American Express Co | +0.1% | — | Trim |
| 16 | CSCO | Cisco Systems Inc | +0.1% | — | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Add |
| 18 | HON | Honeywell International Inc | +0.1% | — | Add |
| 19 | LOW | Lowe's Cos Inc | 0% | — | Add |
| 20 | IBM | Intl Business Machines CORP | 0% | — | Trim |
| 21 | GOOG | Alphabet Inc-cl C | 0% | — | Trim |
| 22 | HD | Home Depot Inc | 0% | — | Add |
| 23 | ECL | Ecolab Inc | — | — | Trim |
| 24 | MA | Mastercard Inc - A | 0% | — | Add |
| 25 | COR | Cencora Inc | 0% | — | Trim |
| 26 | BF-B | Brown-forman Corp-class B | -0.1% | — | Trim |
| 27 | DOW | Dow Inc | -0.1% | — | Trim |
| 28 | CRM | Salesforce Inc | -0.1% | — | Add |
| 29 | FDX | Fedex CORP | -0.1% | — | Trim |
| 30 | AFL | Aflac Inc | -0.1% | — | Trim |
| 31 | MRK | Merck & Co. Inc. | -0.1% | — | Trim |
| 32 | EMN | Eastman Chemical Co | -0.1% | — | Trim |
| 33 | ADP | Automatic Data Processing | -0.1% | — | Add |
| 34 | G | Genpact Limited | -0.1% | — | Unchanged |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Trim |
| 36 | CVX | Chevron CORP | -0.1% | — | Add |
| 37 | SBUX | Starbucks CORP | -0.1% | — | Unchanged |
| 38 | UPS | United Parcel Service-cl B | -0.2% | — | Trim |
| 39 | JNJ | Johnson & Johnson | -0.2% | — | Add |
| 40 | TJX | Tjx Companies Inc | -0.2% | — | Add |
| 41 | FICO | Fair Isaac CORP | -0.2% | — | Trim |
| 42 | ABBV | Abbvie Inc | -0.2% | — | Trim |
| 43 | COP | Conocophillips | -0.2% | — | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.2% | — | Add |
| 45 | FISV | Fiserv Inc | -0.3% | — | Add |
| 46 | AMGN | Amgen Inc | -0.3% | — | Add |
| 47 | PAYX | Paychex Inc | -0.3% | — | Add |
| 48 | LLY | Eli Lilly & Co | -0.5% | — | Trim |
| 49 | AAPL | Apple Inc | -0.6% | — | Add |
| 50 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
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 Q3 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 Q3 2025.
Top Position Liquidated / Trimmed
VCIT
前期市值: $385.0K
During Q3 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 Q3 2025, Sawyer & Company, Inc made 48 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 1 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.
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