Sawyer & Company, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Sawyer & Company, Inc disclosed 196 stock positions valued at approximately $297.88M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY, ALPHABET INC A, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 196
- Portfolio Value
- $297.88M
Holdings by Sector
Sawyer & Company, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY | MU | Technology | 6.21% | 16,036 | -1,884 | -10.51% | $18,510,194 |
| ALPHABET INC A | GOOGL | Communication Services | 6.00% | 50,035 | -2,420 | -4.61% | $17,881,008 |
| NVIDIA CORPORATION | NVDA | Technology | 5.07% | 75,435 | -182 | -0.24% | $15,093,789 |
| APPLE INC | AAPL | Technology | 4.90% | 50,402 | -2,744 | -5.16% | $14,584,323 |
| ELI LILLY & CO | LLY | Healthcare | 4.69% | 11,647 | +4 | +0.03% | $13,969,761 |
| MICROSOFT CORP | MSFT | Technology | 4.05% | 32,358 | +4,178 | +14.83% | $12,070,181 |
| ORACLE CORP | ORCL | Technology | 3.00% | 61,033 | -293 | -0.48% | $8,944,386 |
| TJX COMPANIES INC NEW | TJX | Consumer Cyclical | 2.66% | 52,365 | -4,691 | -8.22% | $7,933,298 |
| ARISTA NETWORKS INC | ANET | Technology | 2.38% | 41,786 | -336 | -0.80% | $7,098,606 |
| VISA INC A | V | Financial Services | 2.33% | 20,218 | -71 | -0.35% | $6,936,594 |
| CISCO SYS INC | CSCO | Technology | 1.98% | 50,307 | +2,800 | +5.89% | $5,909,060 |
| AMGEN INC | AMGN | Healthcare | 1.91% | 15,704 | -109 | -0.69% | $5,686,732 |
| TRAVELLERS COMPANIES INC | TRV | Financial Services | 1.82% | 16,460 | -432 | -2.56% | $5,433,775 |
| VANGUARD INDEX FDS | VOO | Other | 1.73% | 7,492 | +1,641 | +28.05% | $5,145,463 |
| META PLATFORMS INC | META | Communication Services | 1.71% | 9,064 | -10 | -0.11% | $5,105,661 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.64% | 14,882 | -130 | -0.87% | $4,871,325 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.55% | 33,668 | -1,494 | -4.25% | $4,603,089 |
| EATON CORP PLC | ETN | Other | 1.54% | 10,733 | -1,702 | -13.69% | $4,573,546 |
| AUTOMATIC DATA PROCESSING INC | ADP | Technology | 1.51% | 20,043 | +9 | +0.04% | $4,488,630 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.40% | 17,452 | -45 | -0.26% | $4,159,510 |
| PAYCHEX INC | PAYX | Technology | 1.32% | 39,960 | +26 | +0.07% | $3,929,267 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.29% | 15,146 | -2,091 | -12.13% | $3,846,630 |
| MASTERCARD INC A | MA | Financial Services | 1.24% | 7,171 | -14 | -0.19% | $3,682,897 |
| DISNEY WALT CO | DIS | Communication Services | 1.21% | 37,325 | -1,593 | -4.09% | $3,592,531 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.10% | 9,682 | -90 | -0.92% | $3,274,937 |
| SYSCO CORP | SYY | Consumer Defensive | 1.08% | 38,406 | -5,547 | -12.62% | $3,209,973 |
| BROADCOM INC | AVGO | Technology | 1.06% | 8,361 | +12 | +0.14% | $3,158,368 |
| FAIR ISAAC CORP | FICO | Technology | 1.02% | 2,539 | -29 | -1.13% | $3,033,546 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.01% | 8,557 | +15 | +0.18% | $3,017,883 |
| SALESFORCE.COM INC | CRM | Technology | 1.01% | 19,189 | +12 | +0.06% | $3,006,149 |
Showing 30 of 196 holdings in the latest reporting period.