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Sawyer & Company, Inc Top Holdings and 13F Report (2025)

About Sawyer & Company, Inc

Investment Activity

  • Sawyer & Company, Inc has $264.78 thousand in total holdings as of June 30, 2025.
  • Sawyer & Company, Inc owns shares of 187 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 1.12% of the portfolio was purchased this quarter.
  • About 1.26% of the portfolio was sold this quarter.
  • This quarter, Sawyer & Company, Inc has purchased 175 new stocks and bought additional shares in 46 stocks.
  • Sawyer & Company, Inc sold shares of 54 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Oracle
$14,181
Microsoft
$12,455
NVIDIA
$11,984
Apple
$10,743
Alphabet
$9,895

Largest New Holdings this Quarter

92204A702 - Vanguard Information Technology ETF
$38 Holding
464287457 - iShares 1-3 Year Treasury Bond ETF
$5 Holding
219350105 - Corning
$5 Holding
09247X101 - BlackRock
$5 Holding
863667101 - Stryker
$5 Holding

Largest Purchases this Quarter

Fastenal
9,587 shares (about $402.48)
Lowe's Companies
1,089 shares (about $241.64)
Home Depot
618 shares (about $226.60)
CDW
1,025 shares (about $183.06)
Vanguard Total Stock Market ETF
591 shares (about $179.61)

Largest Sales this Quarter

Oracle
4,801 shares (about $1.05K)
Vanguard S&P 500 ETF
832 shares (about $472.64)
Cencora
287 shares (about $86.06)
Eli Lilly and Company
104 shares (about $81.07)
American Express
225 shares (about $71.77)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSawyer & Company, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Oracle Corporation stock logo
ORCL
Oracle
$14,181$1,050 -6.9%64,8625.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$12,455$67 -0.5%25,0404.7%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,984$24 -0.2%75,8514.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$10,743$80 0.7%52,3624.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,895$8 -0.1%56,1463.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,219$81 -0.9%11,8263.5%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$7,499$5 0.1%60,7262.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$7,316$34 -0.5%20,6062.8%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,782$31 0.5%9,1882.6%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,216$54 0.9%20,1562.3%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$5,878$10 0.2%40,4122.2%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$5,289$88 1.7%19,3972.0%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$5,118$43 0.8%41,2711.9%Consumer Discretionary
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$4,925$60 -1.2%2,6941.9%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$4,758$52 1.1%20,4291.8%Multi-Sector Conglomerates
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$4,697$18 -0.4%17,5561.8%Finance
Accenture PLC stock logo
ACN
Accenture
$4,621$118 2.6%15,4591.7%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$4,510$112 2.5%16,1541.7%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,483$38 -0.8%15,4651.7%Finance
Arista Networks, Inc. stock logo
ANET
Arista Networks
$4,403$1 0.0%43,0371.7%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,403$91 2.1%12,3341.7%Industrials
Sysco Corporation stock logo
SYY
Sysco
$4,254$43 -1.0%56,1621.6%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4,041$66 1.7%37,4821.5%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$4,003$88 2.3%7,1241.5%Business Services
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,913$19 -0.5%56,6931.5%Medical
CDW Corporation stock logo
CDW
CDW
$3,863$183 5.0%21,6301.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,833$6 0.2%17,4731.4%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,407$57 1.7%49,1101.3%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$3,302$117 3.7%46,4751.2%Consumer Discretionary
American Express Company stock logo
AXP
American Express
$3,220$72 -2.2%10,0951.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,200$74 2.4%20,9481.2%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,192$473 -12.9%5,6191.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,105$227 7.9%8,4681.2%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$2,926$3 -0.1%10,8591.1%Basic Materials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$2,700$25 -0.9%10,9201.0%Industrials
Starbucks Corporation stock logo
SBUX
Starbucks
$2,5890.0%28,2601.0%Retail/Wholesale
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,538$96 3.9%19,0351.0%Industrials
The Allstate Corporation stock logo
ALL
Allstate
$2,492$7 -0.3%12,3810.9%Finance
Cencora, Inc. stock logo
COR
Cencora
$2,447$86 -3.4%8,1600.9%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$2,439$23 -0.9%27,1830.9%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$2,391$2 -0.1%12,8830.9%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,203$43 2.0%17,8740.8%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,177$25 -1.2%13,6720.8%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$2,168$34 1.6%12,5730.8%Business Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,097$47 -2.2%20,7780.8%Transportation
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,033$14 -0.7%14,9500.8%Medical
Chevron Corporation stock logo
CVX
Chevron
$1,946$108 5.9%13,5910.7%Energy
Public Storage stock logo
PSA
Public Storage
$1,920$116 6.4%6,5440.7%Finance
Crown Castle Inc. stock logo
CCI
Crown Castle
$1,883$42 -2.2%18,3260.7%Finance
Medtronic PLC stock logo
MDT
Medtronic
$1,867$107 6.1%21,4150.7%Medical
Aflac Incorporated stock logo
AFL
Aflac
$1,778$6 -0.4%16,8640.7%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$1,661$2 -0.1%6,7340.6%Business Services
Genpact Limited stock logo
G
Genpact
$1,6070.0%36,5130.6%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,329$6 -0.5%16,7840.5%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,304$21 -1.6%7,3520.5%Computer and Technology
Genuine Parts Company stock logo
GPC
Genuine Parts
$1,2970.0%10,6910.5%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,281$242 23.2%5,7730.5%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,227$55 -4.3%15,3170.5%Finance
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$1,186$11 -0.9%15,8850.4%Basic Materials
Duke Energy Corporation stock logo
DUK
Duke Energy
$965$19 -1.9%8,1740.4%Utilities
FedEx Corporation stock logo
FDX
FedEx
$965$23 -2.3%4,2460.4%Transportation
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$957$180 23.1%3,1490.4%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$8740.0%9,6100.3%Consumer Staples
Comcast Corporation stock logo
CMCSA
Comcast
$847$26 -2.9%23,7400.3%Consumer Discretionary
International Business Machines Corporation stock logo
IBM
International Business Machines
$817$6 -0.7%2,7720.3%Computer and Technology
Fastenal Company stock logo
FAST
Fastenal
$805$402 100.0%19,1750.3%Retail/Wholesale
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$788$16 -2.0%4,3880.3%Medical
Labcorp Holdings Inc. stock logo
LH
Labcorp
$769$13 -1.7%2,9300.3%Medical
Camden Property Trust stock logo
CPT
Camden Property Trust
$746$15 -1.9%6,6160.3%Finance
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$6930.0%6660.3%Industrials
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$644$3 -0.5%4,9980.2%Consumer Staples
Cigna Group stock logo
CI
Cigna Group
$596$26 -4.2%1,8040.2%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$582$2 0.4%2,5450.2%Business Services
Chubb Limited stock logo
CB
Chubb
$4550.0%1,5700.2%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$449$31 -6.6%9,4820.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$444$16 -3.5%4,5410.2%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$443$7 -1.5%18,2840.2%Medical
3M Company stock logo
MMM
3M
$3760.0%2,4670.1%Multi-Sector Conglomerates
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$3670.0%5,8850.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$366$10 2.8%3700.1%Retail/Wholesale
Dow Inc. stock logo
DOW
DOW
$315$22 -6.6%11,9110.1%Basic Materials
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$2800.0%3,8070.1%Basic Materials
Schlumberger Limited stock logo
SLB
Schlumberger
$277$13 -4.5%8,1920.1%Energy
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$274$5 1.7%4,0570.1%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2680.0%1,6800.1%Consumer Staples
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$264$29 -9.9%9,7970.1%Consumer Staples
McKesson Corporation stock logo
MCK
McKesson
$243$51 -17.4%3320.1%Medical
RTX Corporation stock logo
RTX
RTX
$225$1 0.7%1,5400.1%Aerospace
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$2230.0%5,3100.1%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2110.0%1,5970.1%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$203$3 1.2%2,9180.1%Utilities
TotalEnergies SE Sponsored ADR stock logo
TTE
TotalEnergies
$1890.0%3,0860.1%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1830.0%5,9000.1%Energy
BERKSHIRE HATHAWAY INC
$163$5 -2.9%3360.1%CL B
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1560.0%2,4450.1%ETF
Southern Copper Corporation stock logo
SCCO
Southern Copper
$156$1 0.9%1,5430.1%Basic Materials
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$140$53 -27.3%5450.1%Transportation
Southern Company (The) stock logo
SO
Southern
$133$36 -21.2%1,4490.1%Utilities
Nestle SA stock logo
NSRGY
Nestle
$1290.0%1,3000.0%Consumer Staples
MSC Industrial Direct Company, Inc. stock logo
MSM
MSC Industrial Direct
$1260.0%1,4800.0%Industrials

Showing largest 100 holdings. View all holdings.
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