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

About Sawyer & Company, Inc

Investment Activity

  • Sawyer & Company, Inc has $247.56 thousand in total holdings as of March 31, 2025.
  • Sawyer & Company, Inc owns shares of 175 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 0.13% of the portfolio was purchased this quarter.
  • About 5.56% of the portfolio was sold this quarter.
  • This quarter, Sawyer & Company, Inc has purchased 174 new stocks and bought additional shares in 12 stocks.
  • Sawyer & Company, Inc sold shares of 90 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$11,545
Oracle
$9,740
Microsoft
$9,450
Alphabet
$8,689

Largest New Holdings this Quarter

641069406 - Nestlé
$132 Holding
46432F339 - iShares MSCI USA Quality Factor ETF
$22 Holding
05464C101 - Axon Enterprise
$13 Holding
620076307 - Motorola Solutions
$10 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$7 Holding

Largest Purchases this Quarter

Nestlé
1,300 shares (about $132.00)
NIKE
744 shares (about $47.23)
Chevron
139 shares (about $23.26)
iShares MSCI USA Quality Factor ETF
128 shares (about $22.00)
Micron Technology
247 shares (about $21.47)

Largest Sales this Quarter

Apple
3,815 shares (about $847.44)
Vanguard S&P 500 ETF
1,542 shares (about $792.39)
Microsoft
2,104 shares (about $789.81)
TJX Companies
6,385 shares (about $777.66)
Visa
1,299 shares (about $455.23)

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
Apple Inc. stock logo
AAPL
Apple
$11,545$847 -6.8%51,9734.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,853$185 -1.8%11,9304.0%Medical
Oracle Co. stock logo
ORCL
Oracle
$9,740$399 -3.9%69,6633.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$9,450$790 -7.7%25,1743.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,689$332 -3.7%56,1893.5%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,237$160 -1.9%76,0013.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$7,391$778 -9.5%60,6843.0%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$7,255$455 -5.9%20,7022.9%Business Services
Paychex, Inc. stock logo
PAYX
Paychex
$6,224$170 -2.7%40,3412.5%Business Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,105$304 -4.7%19,9822.5%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,271$82 -1.5%9,1462.1%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$5,119$41 -0.8%19,0742.1%Computer and Technology
Fair Isaac Co. stock logo
FICO
Fair Isaac
$5,029$194 -3.7%2,7272.0%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$4,908$76 -1.5%15,7532.0%Medical
Accenture plc stock logo
ACN
Accenture
$4,701$7 0.1%15,0641.9%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$4,661$372 -7.4%17,6231.9%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,385$145 -3.2%36,8731.8%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$4,279$1 0.0%20,2061.7%Multi-Sector Conglomerates
Sysco Co. stock logo
SYY
Sysco
$4,257$229 -5.1%56,7261.7%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$4,039$57 -1.4%40,9261.6%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,956$50 -1.3%56,9681.6%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,825$357 -8.5%15,5951.5%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$3,8190.0%6,9671.5%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,394$254 -7.0%20,4631.4%Medical
Arista Networks, Inc. stock logo
ANET
Arista Networks
$3,334$9 -0.3%43,0321.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,319$29 -0.9%17,4441.3%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,315$792 -19.3%6,4511.3%ETF
CDW Co. stock logo
CDW
CDW
$3,302$83 -2.4%20,6051.3%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$3,283$243 -6.9%12,0781.3%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,980$41 -1.4%48,2841.2%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$2,882$99 -3.3%27,4381.2%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$2,877$137 -4.5%7,8501.2%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$2,846$47 1.7%44,8331.1%Consumer Discretionary
American Express stock logo
AXP
American Express
$2,777$262 -8.6%10,3201.1%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$2,772$66 -2.3%28,2601.1%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$2,756$304 -9.9%10,8691.1%Basic Materials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$2,734$12 -0.5%11,0231.1%Industrials
Fiserv, Inc. stock logo
FI
Fiserv
$2,733$43 -1.5%12,3741.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$2,702$76 -2.8%12,8951.1%Medical
The Allstate Co. stock logo
ALL
Allstate
$2,571$287 -10.0%12,4161.0%Finance
Cencora, Inc. stock logo
COR
Cencora
$2,349$165 -6.5%8,4470.9%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,336$65 -2.7%21,2410.9%Transportation
Chevron Co. stock logo
CVX
Chevron
$2,148$23 1.1%12,8370.9%Energy
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,125$43 -2.0%13,8320.9%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,008$324 -13.9%18,3150.8%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,997$251 -11.2%15,0550.8%Medical
Crown Castle Inc. stock logo
CCI
Crown Castle
$1,952$36 -1.8%18,7300.8%Finance
Aflac Incorporated stock logo
AFL
Aflac
$1,882$64 -3.3%16,9250.8%Finance
Genpact Limited stock logo
G
Genpact
$1,840$35 -1.9%36,5130.7%Business Services
Public Storage stock logo
PSA
Public Storage
$1,840$30 -1.6%6,1490.7%Finance
Medtronic plc stock logo
MDT
Medtronic
$1,814$51 -2.8%20,1910.7%Medical
Republic Services, Inc. stock logo
RSG
Republic Services
$1,633$158 -8.8%6,7440.7%Business Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,523$21 1.4%17,5250.6%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,514$55 -3.5%16,8640.6%Medical
Eastman Chemical stock logo
EMN
Eastman Chemical
$1,413$164 -10.4%16,0320.6%Basic Materials
Genuine Parts stock logo
GPC
Genuine Parts
$1,274$5 0.4%10,6910.5%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$1,167$302 -20.6%7,4720.5%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,149$61 -5.0%16,0060.5%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,092$39 -3.4%4,6840.4%Retail/Wholesale
FedEx Co. stock logo
FDX
FedEx
$1,059$51 -4.6%4,3460.4%Transportation
Duke Energy Co. stock logo
DUK
Duke Energy
$1,016$71 -6.5%8,3340.4%Utilities
Comcast Co. stock logo
CMCSA
Comcast
$903$37 -3.9%24,4600.4%Consumer Discretionary
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$900$30 -3.2%9,6100.4%Consumer Staples
Camden Property Trust stock logo
CPT
Camden Property Trust
$825$9 -1.1%6,7470.3%Finance
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$758$232 -23.4%4,4780.3%Medical
Fastenal stock logo
FAST
Fastenal
$744$33 -4.3%9,5880.3%Retail/Wholesale
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$714$16 -2.2%5,0230.3%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$703$134 -16.0%2,5580.3%ETF
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$694$154 -18.1%2,9800.3%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$694$112 -13.9%2,7920.3%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$658$7 -1.0%6660.3%Industrials
The Cigna Group stock logo
CI
The Cigna Group
$6200.0%1,8840.3%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$587$54 -8.4%2,5350.2%Business Services
Chubb Limited stock logo
CB
Chubb
$474$21 -4.2%1,5700.2%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$470$15 -3.1%18,5580.2%Medical
Dow Inc. stock logo
DOW
DOW
$445$37 -7.7%12,7480.2%Basic Materials
Bank of America Co. stock logo
BAC
Bank of America
$423$61 -12.6%10,1470.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$413$26 -5.9%4,7060.2%Retail/Wholesale
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$385$3 0.7%4,7080.2%ETF
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$371$2 -0.6%5,8850.1%Finance
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$369$13 -3.4%10,8780.1%Consumer Staples
3M stock logo
MMM
3M
$362$46 -11.3%2,4670.1%Multi-Sector Conglomerates
Schlumberger Limited stock logo
SLB
Schlumberger
$3590.0%8,5770.1%Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$340$264 -43.8%3600.1%Retail/Wholesale
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$2950.0%3,8070.1%Basic Materials
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2860.0%1,6800.1%Consumer Staples
McKesson Co. stock logo
MCK
McKesson
$271$68 -20.1%4020.1%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$271$10 -3.6%3,9890.1%Consumer Staples
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$2620.0%5,3100.1%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2390.0%1,5970.1%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2040.0%2,8820.1%Utilities
RTX Co. stock logo
RTX
RTX
$2030.0%1,5300.1%Aerospace
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$2010.0%5,9000.1%Energy
TotalEnergies SE stock logo
TTE
TotalEnergies
$200$123 -38.0%3,0860.1%Energy
BERKSHIRE HATHAWAY INC
$184$13 -6.7%3460.1%CL B
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$1780.0%7500.1%Transportation
The Southern Company stock logo
SO
Southern
$169$47 -21.9%1,8390.1%Utilities
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$146$55 -27.4%2,4450.1%ETF
Southern Copper Co. stock logo
SCCO
Southern Copper
$143$1 0.7%1,5290.1%Basic Materials
Nestlé S.A. stock logo
NSRGY
Nestlé
$132$132 New Holding1,3000.1%Consumer Staples

Showing largest 100 holdings. View all holdings.
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