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CIK: 0001722436
Total reported value
$297.6M
$297.6M
202 檔
26.9%
At the close of Q2 2026, Sawyer & Company, Inc disclosed equity holdings valued at approximately $297.6M, spread across 202 reported holdings.
In Q2 2026, Sawyer & Company, Inc adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MU, GOOGL, NVDA) accounted for 26.9% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | Stock-Tech | 6.21% | -0.98% | -10.51% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.00% | -0.35% | -4.61% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.07% | +0.58% | -0.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.90% | +0.62% | -5.16% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.69% | -0.24% | +0.03% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.05% | +1.44% | +14.83% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 3.00% | -0.23% | -0.48% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.66% | -0.38% | -8.22% | |
| 9 | ANETEUR | Arista Networks Inc | Stock-Other | 2.38% | +0.42% | -0.80% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.33% | +0.04% | -0.35% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.98% | -0.19% | +5.89% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.91% | +0.25% | -0.69% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.82% | +0.13% | -2.56% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | +0.03% | +28.05% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | +0.45% | -0.11% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.06% | -0.87% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | +0.26% | -4.25% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.54% | -0.04% | -13.69% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.51% | -1.51% | EXIT | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | +0.04% | -0.26% | |
| 21 | PAYX | Paychex Inc | Stock-Tech | 1.32% | -0.02% | +0.07% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.02% | -12.13% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.24% | +0.07% | -0.19% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | -0.01% | -4.09% | |
| 25 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.13% | -0.02% | +2206.87% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.10% | -0.12% | -0.92% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 1.08% | -0.14% | -12.62% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.80% | +0.14% | |
| 29 | FICO | Fair Isaac CORP | Stock-Tech | 1.02% | -1.02% | EXIT | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.20% | +0.18% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.01% | +0.88% | +0.06% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.16% | — | |
| 33 | ITW | Illinois Tool Works | Stock-Industrials | 0.99% | -0.06% | +0.27% | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 0.98% | -0.04% | -0.07% | |
| 35 | ALL | Allstate CORP | Stock-Financials | 0.98% | -0.08% | -1.43% | |
| 36 | CDW | Cdw Corp/de | Stock-Tech | 0.93% | -0.10% | -0.10% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.93% | +0.12% | +0.26% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.91% | +0.06% | +0.27% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | -0.01% | -0.60% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | -0.02% | -4.47% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.80% | +0.06% | -6.75% | |
| 42 | COR | Cencora Inc | Stock-Healthcare | 0.74% | +0.04% | -0.01% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.73% | -0.17% | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.71% | +0.13% | -2.30% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.05% | -55.10% | |
| 46 | ✓ | Stock-Other | 0.67% | -0.21% | — | ||
| 47 | ACN | Accenture plc | Stock-Tech | 0.63% | +0.29% | +0.08% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.60% | -12.97% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | -0.15% | — | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.60% | -0.16% | -4.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +3.9% | -10.51% | Trim |
| 2 | BRK-B | Berkshire Hathaway Inc. | +1.1% | +2206.87% | Add |
| 3 | MCD | Mcdonald's CORP | +1% | NEW | New buy |
| 4 | ✓ | +0.7% | NEW | New buy | |
| 5 | CAT | Caterpillar Inc | +0.6% | NEW | New buy |
| 6 | GEV | GE Vernova Inc | +0.6% | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | +0.6% | +0.03% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.6% | +5.89% | Add |
| 9 | SYK | Stryker CORP | +0.5% | +38000.00% | Add |
| 10 | ROL | Rollins Inc | +0.4% | NEW | New buy |
| 11 | ANETEUR | Arista Networks Inc | +0.4% | -0.80% | Trim |
| 12 | VOO | Vanguard S&p 500 ETF | +0.4% | +28.05% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.61% | Trim |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | +0.37% | Add |
| 15 | QCOM | Qualcomm Inc | +0.1% | -4.47% | Trim |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | — | Unchanged |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.14% | Add |
| 19 | MSFT | Microsoft CORP | 0% | +14.83% | Add |
| 20 | CDW | Cdw Corp/de | 0% | -0.10% | Trim |
| 21 | MSM | Msc Industrial Direct Co-a | 0% | — | Unchanged |
| 22 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 23 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 24 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | — | Unchanged |
| 25 | VYM | Vanguard High Dvd Yield ETF | 0% | NEW | New buy |
| 26 | ARM | Arm Holdings Plc-adr | 0% | — | Unchanged |
| 27 | STM | Stmicroelectronics Nv-ny Shs | 0% | — | Unchanged |
| 28 | AXON | Axon Enterprise Inc | 0% | — | Unchanged |
| 29 | AMZN | Amazon.com Inc | — | -0.26% | Trim |
| 30 | ABBV | Abbvie Inc | — | -0.60% | Trim |
| 31 | IBM | Intl Business Machines CORP | — | -3.18% | Trim |
| 32 | BAC | Bank Of America CORP | — | — | Unchanged |
| 33 | SOLS | Solstice Adv Materials Inc | — | -0.02% | Trim |
| 34 | KMB | Kimberly-clark CORP | — | — | Unchanged |
| 35 | VXUS | Vanguard Total Intl Stock | — | +0.46% | Add |
| 36 | AMD | Advanced Micro Devices | — | -6.15% | Trim |
| 37 | DFAS | Dimensional US Small Cap ETF | — | — | Unchanged |
| 38 | BHP | Bhp Group Ltd-spon Adr | — | -57.78% | Trim |
| 39 | VGT | Vanguard Info Tech ETF | — | +700.00% | Add |
| 40 | IWF | Ishares Russell 1000 Growth | — | +158.16% | Add |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +36.84% | Add |
| 42 | VB | Vanguard Small-cap ETF | — | +0.36% | Add |
| 43 | PAAS | Pan American Silver CORP | — | — | Unchanged |
| 44 | NFLX | Netflix Inc | — | — | Unchanged |
| 45 | AEM | Agnico Eagle Mines LTD | — | — | Unchanged |
| 46 | VO | Vanguard Mid-cap ETF | — | +300.81% | Add |
| 47 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 48 | JBL | Jabil Inc | — | NEW | New buy |
| 49 | BA | Boeing Co/the | — | — | Unchanged |
| 50 | CRWD | Crowdstrike Holdings Inc - A | — | — | Unchanged |
According to official SEC Form 13F filings, Sawyer & Company, Inc reported a total U.S. public equity portfolio value of $297.6M across 202 disclosed positions in Q2 2026.
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.
Top New Position Initiated
MCD
市值: $3.0M
Top Position Liquidated / Trimmed
SBUX
前期市值: $1.9M
During Q2 2026, Sawyer & Company, Inc's top holdings by market value included MU (6.2%)、GOOGL (6.0%)、NVDA (5.1%). The largest single position, MU, represented 6.2% of total portfolio value.
In Q2 2026, Sawyer & Company, Inc made 124 total portfolio adjustments, initiating 14 new buys, adding to 30 positions, trimming 71 holdings, and fully liquidating 9 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.
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