Sawyer & Company, Inc 13F Holdings · Q2 2026
Sawyer & Company, Inc reported 202 securities worth $297.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (6.21%), GOOGL (6.00%), NVDA (5.07%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY | $18.5M | 6.21% | 16,036 | Trimmed |
| 2 | GOOGL | ALPHABET INC A | $17.9M | 6.00% | 50,035 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $15.1M | 5.07% | 75,435 | Trimmed |
| 4 | AAPL | APPLE INC | $14.6M | 4.90% | 50,402 | Trimmed |
| 5 | LLY | ELI LILLY & CO | $14.0M | 4.69% | 11,647 | Added |
| 6 | MSFT | MICROSOFT CORP | $12.1M | 4.05% | 32,358 | Added |
| 7 | ORCL | ORACLE CORP | $8.9M | 3.00% | 61,033 | Trimmed |
| 8 | TJX | TJX COMPANIES INC NEW | $7.9M | 2.66% | 52,365 | Trimmed |
| 9 | ANET | ARISTA NETWORKS INC | $7.1M | 2.38% | 41,786 | Trimmed |
| 10 | V | VISA INC A | $6.9M | 2.33% | 20,218 | Trimmed |
| 11 | CSCO | CISCO SYS INC | $5.9M | 1.98% | 50,307 | Added |
| 12 | AMGN | AMGEN INC | $5.7M | 1.91% | 15,704 | Trimmed |
| 13 | TRV | TRAVELLERS COMPANIES INC | $5.4M | 1.82% | 16,460 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $5.1M | 1.73% | 7,492 | Added |
| 15 | META | META PLATFORMS INC | $5.1M | 1.71% | 9,064 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $4.9M | 1.64% | 14,882 | Trimmed |
| 17 | XOM | EXXONMOBIL HOLDINGS CORP | $4.6M | 1.55% | 33,668 | Trimmed |
| 18 | ETN | EATON CORP PLC | $4.6M | 1.54% | 10,733 | Trimmed |
| 19 | ADP | AUTOMATIC DATA PROCESSING INC | $4.5M | 1.51% | 20,043 | Added |
| 20 | AMZN | AMAZON COM INC | $4.2M | 1.40% | 17,452 | Trimmed |
| 21 | PAYX | PAYCHEX INC | $3.9M | 1.32% | 39,960 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.29% | 15,146 | Trimmed |
| 23 | MA | MASTERCARD INC A | $3.7M | 1.24% | 7,171 | Trimmed |
| 24 | DIS | DISNEY WALT CO | $3.6M | 1.21% | 37,325 | Trimmed |
| 25 | BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 1.13% | 6,713 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR