Sawyer & Company, Inc
Sector Allocation
- Technology47.7%$142.0M
- Healthcare11.8%$35.1M
- Financials11.4%$34.1M
- Consumer Discretionary8.9%$26.4M
- Industrials7.6%$22.5M
- Energy4.0%$11.8M
- Other2.6%$7.7M
- Consumer Staples1.7%$5.0M
- Communication Services1.3%$3.9M
- Utilities1.2%$3.6M
AUM History
13fpro.ai/research/fund/sawyer-and-company-inc-1722436
Conviction and streaks
Stable · top 10 = 42.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOGL
$16.8MNVDA
$16.8MAAPL
$16.4MMSFT
$16.3MMU
$15.6MLLY
$13.2MANET
$8.3MORCL
$8.2MV
$7.0MTJX
$6.8MMETA
$6.4MAMGN
$6.4MTRV
$5.8MCRM
$5.6MAVGO
$5.5MXOM.R34088
$5.4MCSCO
$5.3M- VANGUARD$5.2M
ADP
$5.1MJPM
$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sawyer-and-company-inc-1722436
Sawyer & Company, Inc 13F holdings — Q3 2026
$297.6M portfolio (-0.1% QoQ) · 199 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
$16.8M
5.7% of stocks
-2%This quarter-5.1%Since filed4+ qtrsHeld$16.8M
5.7% of stocks
-2%This quarter-2.7%Since filed4+ qtrsHeld$16.4M
5.5% of stocks
-2%This quarter-0.0%Since filed4+ qtrsHeld$16.3M
5.5% of stocks
-2%This quarter-0.1%Since filed4+ qtrsHeld$15.6M
5.2% of stocks
-9%This quarter-1.1%Since filed4+ qtrsHeld$13.2M
4.5% of stocks
-2%This quarter+0.7%Since filed4+ qtrsHeld$8.3M
2.8% of stocks
-2%This quarter-3.9%Since filed4+ qtrsHeld$8.2M
2.8% of stocks
-2%This quarter-2.4%Since filed4+ qtrsHeld$7.0M
2.4% of stocks
-3%This quarter-0.9%Since filed4+ qtrsHeld$6.8M
2.3% of stocks
-2%This quarter-1.3%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — Sawyer & Company, Inc (Q3 2026)
199 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Meta Platforms, Inc. | Technology | $6.4M | 2.2% | 8,864 | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMGEN INC | Healthcare | $6.4M | 2.2% | 15K | -3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TRAVELERS COMPANIES, INC. | Financials | $5.8M | 1.9% | 16K | -1% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Salesforce, Inc. | Technology | $5.6M | 1.9% | 25K | +28% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $5.5M | 1.9% | 16K | +89% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | EXXON MOBIL CORP | Energy | $5.4M | 1.8% | 33K | -1% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CISCO SYSTEMS, INC. | Technology | $5.3M | 1.8% | 49K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $5.2M | 1.8% | 7,482 | -0.1% | — | — | 13F |
| 19 | AUTOMATIC DATA PROCESSING INC | Technology | $5.1M | 1.7% | 20K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $4.7M | 1.6% | 14K | -4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Eaton Corp plc | Industrials | $4.5M | 1.5% | 10K | -3% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AMAZON COM INC | Consumer Discretionary | $4.3M | 1.4% | 17K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Mastercard Inc | Financials | $3.9M | 1.3% | 7,077 | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | PAYCHEX INC | Technology | $3.9M | 1.3% | 39K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $3.8M | 1.3% | 14K | -5% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DIS | Walt Disney Co | Communication Services | $3.6M | 1.2% | 34K | -9% | |||
| 27 | $PANW | Palo Alto Networks Inc | Technology | $3.3M | 1.1% | 8,321 | +135% | |||
| 28 | $BRK-A | BERKSHIRE HATHAWAY INC | Financials | $3.3M | 1.1% | 6,613 | -1% | |||
| 29 | $CTAS | CINTAS CORP | Consumer Discretionary | $3.1M | 1.1% | 16K | -1% | |||
| 30 | $AXP | AMERICAN EXPRESS CO | Financials | $2.9M | 1.0% | 9,572 | -1% | |||
| 31 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.9M | 1.0% | 19K | -2% | |||
| 32 | $SYY | SYSCO CORP | Consumer Discretionary | $2.8M | 0.9% | 36K | -6% | |||
| 33 | $ECL | ECOLAB INC. | Materials | $2.8M | 0.9% | 10K | -3% | |||
| 34 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.8M | 0.9% | 11K | -1% | |||
| 35 | $ACN | Accenture plc | Technology | $2.7M | 0.9% | 15K | -1% | |||
| 36 | $ALL | ALLSTATE CORP | Financials | $2.7M | 0.9% | 12K | -0.7% | |||
| 37 | $ABBV | AbbVie Inc. | Healthcare | $2.7M | 0.9% | 10K | -5% | |||
| 38 | $COP | CONOCOPHILLIPS | Energy | $2.6M | 0.9% | 21K | -10% | |||
| 39 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.5M | 0.8% | 11K | -2% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $2.5M | 0.8% | 12K | -3% | |||
| 41 | $CDW | CDW Corp | Consumer Discretionary | $2.5M | 0.8% | 19K | -2% | |||
| 42 | $QCOM | QUALCOMM INC/DE | Technology | $2.4M | 0.8% | 13K | -2% | |||
| 43 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.4M | 0.8% | 8,445 | -1% | |||
| 44 | $COR | Cencora, Inc. | Consumer Staples | $2.3M | 0.8% | 7,773 | +0.2% | |||
| 45 | $ROL | ROLLINS INC | Industrials | $2.3M | 0.8% | 76K | +152% | |||
| 46 | $MDT | Medtronic plc | Healthcare | $1.9M | 0.6% | 22K | -2% | |||
| 47 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.8M | 0.6% | 8,753 | -2% | |||
| 48 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.7M | 0.6% | 8,117 | +11% | |||
| 49 | $NVO | NOVO NORDISK A S | Healthcare | $1.7M | 0.6% | 44K | -2% | |||
| 50 | $PSA | Public Storage | Real Estate | $1.4M | 0.5% | 5,053 | -9% | |||
| 51 | $GEV | GE Vernova Inc. | Industrials | $1.4M | 0.5% | 1,464 | -2% | |||
| 52 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.4M | 0.5% | 8,808 | -2% | |||
| 53 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.4M | 0.5% | 15K | -3% | |||
| 54 | $CAT | CATERPILLAR INC | Industrials | $1.4M | 0.5% | 1,667 | -1% | |||
| 55 | $SYK | STRYKER CORP | Healthcare | $1.3M | 0.5% | 4,878 | -2% | |||
| 56 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.5% | 3,910 | -7% | |||
| 57 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.3M | 0.4% | 13K | -2% | |||
| 58 | $AFL | AFLAC INC | Financials | $1.3M | 0.4% | 12K | -23% | |||
| 59 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.2M | 0.4% | 6,646 | -2% | |||
| 60 | — | VANGUARD INDEX FDS - TOTAL STOCK MKT | — | $1.2M | 0.4% | 3,122 | +18% | |||
| 61 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.1M | 0.4% | 14K | -5% | |||
| 62 | $FDX | FEDEX CORP | Industrials | $1.0M | 0.3% | 3,632 | -2% | |||
| 63 | $G | Genpact LTD | Technology | $955K | 0.3% | 29K | -2% | |||
| 64 | $WM | WASTE MANAGEMENT INC | Utilities | $937K | 0.3% | 4,595 | +30% | |||
| 65 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $865K | 0.3% | 3,711 | -2% | |||
| 66 | $DUK | Duke Energy CORP | Utilities | $833K | 0.3% | 7,307 | -5% | |||
| 67 | $LH | LABCORP HOLDINGS INC. | Healthcare | $833K | 0.3% | 2,704 | -2% | |||
| 68 | $CB | Chubb Ltd | Financials | $801K | 0.3% | 2,462 | +20% | |||
| 69 | $FAST | FASTENAL CO | Industrials | $777K | 0.3% | 16K | — | |||
| 70 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $678K | 0.2% | 7,948 | -2% | |||
| 71 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $669K | 0.2% | 537 | — | |||
| 72 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $550K | 0.2% | 2,500 | — | |||
| 73 | $CPT | CAMDEN PROPERTY TRUST | Real Estate | $545K | 0.2% | 5,635 | -3% | |||
| 74 | $WMT | Walmart Inc. | Consumer Staples | $472K | 0.2% | 4,541 | — | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $465K | 0.2% | 8,546 | -0.9% | |||
| 76 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $412K | 0.1% | 5,257 | +1% | |||
| 77 | $CI | Cigna Group | Healthcare | $402K | 0.1% | 1,479 | -5% | |||
| 78 | $PFE | PFIZER INC | Healthcare | $337K | 0.1% | 12K | -17% | |||
| 79 | $CCZ | COMCAST CORP | Communication Services | $329K | 0.1% | 15K | -23% | |||
| 80 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $327K | 0.1% | 1,613 | +1% | |||
| 81 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $276K | 0.1% | 4,892 | -2% | |||
| 82 | $KMB | KIMBERLY CLARK CORP | Materials | $257K | 0.1% | 2,642 | -20% | |||
| 83 | $SLB | SLB LIMITED/NV | Energy | $256K | 0.1% | 5,262 | -5% | |||
| 84 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $244K | 0.1% | 1,680 | — | |||
| 85 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $237K | 0.1% | 260 | — | |||
| 86 | $MCK | MCKESSON CORP | Consumer Staples | $228K | 0.1% | 267 | — | |||
| 87 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $224K | 0.1% | 2,632 | +0.2% | |||
| 88 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $219K | 0.1% | 3,792 | -0.5% | |||
| 89 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $215K | 0.1% | 3,895 | -7% | |||
| 90 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $210K | 0.1% | 5,900 | — | |||
| 91 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $198K | 0.1% | 1,809 | -2% | |||
| 92 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $195K | 0.1% | 7,447 | -6% | |||
| 93 | $PEP | PEPSICO INC | Consumer Staples | $188K | 0.1% | 1,487 | — | |||
| 94 | $TTE | TotalEnergies SE | Energy | $175K | 0.1% | 2,043 | -8% | |||
| 95 | $RTX | RTX Corp | Industrials | $147K | 0.1% | 790 | — | |||
| 96 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $133K | 0.0% | 3,750 | — | |||
| 97 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $121K | 0.0% | 1,565 | — | |||
| 98 | $LMT | LOCKHEED MARTIN CORP | Industrials | $116K | 0.0% | 228 | — | |||
| 99 | $KO | COCA COLA CO | Consumer Staples | $104K | 0.0% | 1,209 | — | |||
| 100 | $OKE | ONEOK INC /NEW/ | Energy | $102K | 0.0% | 1,200 | — | |||
| 101 | $ASAN | Asana, Inc. | Technology | $91K | 0.0% | 11K | New | |||
| 102 | $SHEL | Shell plc | Energy | $85K | 0.0% | 891 | — | |||
| 103 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $83K | 0.0% | 670 | -52% | |||
| 104 | $CARR | CARRIER GLOBAL Corp | Industrials | $82K | 0.0% | 1,500 | — | |||
| 105 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $80K | 0.0% | 282 | +0.4% | |||
| 106 | $BA | BOEING CO | Industrials | $79K | 0.0% | 427 | — | |||
| 107 | $MPC | Marathon Petroleum Corp | Energy | $79K | 0.0% | 200 | — | |||
| 108 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $78K | 0.0% | 994 | +0.4% | |||
| 109 | $NEE | NEXTERA ENERGY INC | Utilities | $71K | 0.0% | 942 | — | |||
| 110 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $67K | 0.0% | 300 | — | |||
| 111 | $SO | SOUTHERN CO | Utilities | $62K | 0.0% | 742 | — | |||
| 112 | — | NESTLE SA-SPONSORED ADR - COM | — | $59K | 0.0% | 650 | — | |||
| 113 | — | VANGUARD WORLD FD - INF TECH ETF | — | $58K | 0.0% | 464 | — | |||
| 114 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $54K | 0.0% | 800 | — | |||
| 115 | $MRK | Merck & Co., Inc. | Healthcare | $54K | 0.0% | 370 | -97% | |||
| 116 | $BP | BP PLC | Energy | $49K | 0.0% | 1,104 | — | |||
| 117 | $OTIS | Otis Worldwide Corp | Industrials | $48K | 0.0% | 750 | — | |||
| 118 | — | ISHARES TR - RUS 1000 GRW ETF | — | $46K | 0.0% | 364 | — | |||
| 119 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $46K | 0.0% | 1,000 | — | |||
| 120 | $SU | SUNCOR ENERGY INC | Energy | $44K | 0.0% | 655 | -37% | |||
| 121 | — | VANGUARD INDEX FDS - VALUE ETF | — | $44K | 0.0% | 204 | — | |||
| 122 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $43K | 0.0% | 1,289 | -3% | |||
| 123 | $SPY | SPDR S&P 500 ETF TRUST | — | $40K | 0.0% | 52 | — | |||
| 124 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $37K | 0.0% | 61 | — | |||
| 125 | $AEM | AGNICO EAGLE MINES LTD | Materials | $35K | 0.0% | 190 | — | |||
| 126 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $31K | 0.0% | 100 | -23% | |||
| 127 | $ET | Energy Transfer LP | Energy | $30K | 0.0% | 1,500 | — | |||
| 128 | — | ISHARES TR - MSCI USA QLT FCT | — | $28K | 0.0% | 128 | — | |||
| 129 | — | ISHARES TR - CORE S&P500 ETF | — | $28K | 0.0% | 36 | — | |||
| 130 | $IMO | IMPERIAL OIL LTD | Energy | $27K | 0.0% | 222 | — | |||
| 131 | $NFLX | NETFLIX INC | Communication Services | $27K | 0.0% | 390 | — | |||
| 132 | $IRM | IRON MOUNTAIN INC | Real Estate | $27K | 0.0% | 240 | — | |||
| 133 | $MRVL | Marvell Technology, Inc. | Technology | $26K | 0.0% | 100 | — | |||
| 134 | $AG | FIRST MAJESTIC SILVER CORP | Materials | $24K | 0.0% | 1,365 | — | |||
| 135 | $ARM | ARM HOLDINGS PLC /UK | Technology | $20K | 0.0% | 70 | — | |||
| 136 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $19K | 0.0% | 72 | +300% | |||
| 137 | $STM | STMicroelectronics N.V. | Technology | $18K | 0.0% | 345 | — | |||
| 138 | $ED | CONSOLIDATED EDISON INC | Utilities | $18K | 0.0% | 175 | — | |||
| 139 | — | ISHARES TR - ESG AWARE MSCI | — | $17K | 0.0% | 325 | — | |||
| 140 | $BHP | BHP Group Ltd | Materials | $16K | 0.0% | 190 | — | |||
| 141 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $16K | 0.0% | 100 | — | |||
| 142 | $PLTR | Palantir Technologies Inc. | Technology | $15K | 0.0% | 80 | — | |||
| 143 | $MSI | Motorola Solutions, Inc. | Technology | $12K | 0.0% | 28 | — | |||
| 144 | — | ISHARES TR - ISHARES SEMICDTR | — | $12K | 0.0% | 21 | — | |||
| 145 | $AXON | AXON ENTERPRISE, INC. | Industrials | $12K | 0.0% | 28 | — | |||
| 146 | $KR | KROGER CO | Consumer Staples | $12K | 0.0% | 200 | New | |||
| 147 | — | ISHARES TR - MSCI EAFE ETF | — | $11K | 0.0% | 109 | — | |||
| 148 | $TSLA | Tesla, Inc. | Consumer Discretionary | $11K | 0.0% | 30 | — | |||
| 149 | $IAU | ISHARES GOLD TRUST | Financials | $11K | 0.0% | 135 | — | |||
| 150 | $TROW | PRICE T ROWE GROUP INC | Financials | $10K | 0.0% | 100 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 16 added to, 84 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$ASANAsana, Inc.$91K
first bought this quarter
$KRKROGER CO$12K
first bought this quarter
$BETABETA Technologies, Inc.$10K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$3Kfirst bought this quarter
$AJGArthur J. Gallagher & Co.$684
first bought this quarter
$MNKDMANNKIND CORP$98
first bought this quarter
+1 more in the Excel export
Added to (16)
now $5.5M · held 4+ qtrs
$PANWPalo Alto Networks Inc+135%
now $3.3M · held 4+ qtrs
$ROLROLLINS INC+152%
now $2.3M · held 2 qtrs, 2 adds in a row
now $5.6M · held 4+ qtrs
$WMWASTE MANAGEMENT INC+30%
now $937K · held 4+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS - TOTAL STOCK MKT+18%
now $1.2M
+10 more in the Excel export
Trimmed (84)
$MRKMerck & Co., Inc.-97%
now $54K · held 4+ qtrs, 3 trims in a row
now $15.6M · held 4+ qtrs, 2 trims in a row
now $16.8M · held 4+ qtrs
$AFLAFLAC INC-23%
now $1.3M · held 4+ qtrs, 3 trims in a row
now $16.8M · held 4+ qtrs, 3 trims in a row
now $16.4M · held 4+ qtrs, 2 trims in a row
+78 more in the Excel export
Holdings by quarter
Every 13F Sawyer & Company, Inc has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sawyer & Company?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sawyer & Company's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sawyer & Company, Inc disclosed 199 positions worth $297.6M in its Form 13F-HR for Q3 2026, led by $GOOGL (Alphabet Inc.) at 5.7% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 7 new positions and exited 10 — including a new stake in $ASAN and a full exit from $FICO. The portfolio is most concentrated in Technology (47.7% of disclosed assets). All figures are sourced directly from Sawyer & Company, Inc’s Form 13F-HR filing with the SEC under CIK 1722436.
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AI-Powered Hedge Fund Analysis: Sawyer & Company, Inc
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Every holding in Sawyer & Company, Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.