Q3 2026 13F · SEC CIK 1722436

Sawyer & Company, Inc

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $297.6M
Reported positions: 199
Top holdings a year, 3 yrs: +15.8%
Assets under management: $320.1M

Sawyer & Company, Inc is a wealth manager that reported 199 positions worth $297.6M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Alphabet Inc (GOOGL, 5.7%), Nvidia Corporation (NVDA, 5.6%), Apple Inc (AAPL, 5.5%). A portfolio copying its top holdings returned 15.8% a year over the last 3 years, against 20.4% for the S&P 500.

Sawyer & Company, Inc holdings largest 50 of 199 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sawyer & Company, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.7%	6.0%	48,890	-2.3%	$16.8M
NVDANvidia Corporation	5.6%	5.1%	73,610	-2.4%	$16.8M
AAPLApple Inc	5.5%	4.9%	49,321	-2.1%	$16.4M
MSFTMicrosoft Corp	5.5%	4.1%	31,841	-1.6%	$16.3M
MUMicron Technology Inc	5.2%	6.2%	14,628	-8.8%	$15.6M
LLYEli Lilly & Co	4.5%	4.7%	11,451	-1.7%	$13.2M
ANETArista Networks Inc	2.8%	2.4%	40,955	-2.0%	$8.3M
ORCLOracle Corp	2.8%	3.0%	60,037	-1.6%	$8.2M
VVisa Inc	2.4%	2.3%	19,589	-3.1%	$7.0M
TJXTjx Cos Inc New	2.3%	2.7%	51,196	-2.2%	$6.8M
METAMeta Platforms Inc	2.2%	1.7%	8,864	-2.2%	$6.4M
AMGNAmgen Inc	2.2%	1.9%	15,229	-3.0%	$6.4M
TRVTravelers Companies Inc	1.9%	1.8%	16,268	-1.2%	$5.8M
CRMSalesforce Inc	1.9%	1.0%	24,503	+27.7%	$5.6M
AVGOBroadcom Inc	1.9%	1.1%	15,801	+89.0%	$5.5M
XOMExxon Mobil Corp	1.8%	1.5%	33,187	-1.4%	$5.4M
CSCOCisco Sys Inc	1.8%	2.0%	49,392	-1.8%	$5.3M
VOOVanguard Index Fds	1.8%	1.7%	7,482	-0.1%	$5.2M
005301510Automatic Data Processing Inc	1.7%	—	19,700	—	$5.1M
JPMJpmorgan Chase & Co	1.6%	1.6%	14,254	-4.2%	$4.7M
ETNEaton Corp PLC	1.5%	1.5%	10,413	-3.0%	$4.5M
AMZNAmazon Com Inc	1.4%	1.4%	17,178	-1.6%	$4.3M
MAMastercard Incorporated	1.3%	1.2%	7,077	-1.3%	$3.9M
PAYXPaychex Inc	1.3%	1.3%	39,235	-1.8%	$3.9M
JNJJohnson & Johnson	1.3%	1.3%	14,324	-5.4%	$3.8M
DISDisney Walt Co	1.2%	1.2%	34,065	-8.7%	$3.6M
PANWPalo Alto Networks Inc	1.1%	—	8,321	—	$3.3M
BRK-ABerkshire Hathaway Cl B	1.1%	1.1%	6,613	-1.5%	$3.3M
CTASCintas Corp	1.1%	0.9%	16,073	-1.4%	$3.1M
AXPAmerican Express Co	1.0%	1.1%	9,572	-1.1%	$2.9M
EMREmerson Elec Co	1.0%	0.9%	18,683	-1.8%	$2.9M
SYYSysco Corp	0.9%	1.1%	36,051	-6.1%	$2.8M
ECLEcolab Inc	0.9%	1.0%	10,147	-2.8%	$2.8M
ITWIllinois Tool Wks Inc	0.9%	1.0%	10,799	-1.4%	$2.8M
ACNAccenture PLC Ireland	0.9%	0.6%	14,908	-1.4%	$2.7M
ALLAllstate Corp	0.9%	1.0%	12,125	-0.7%	$2.7M
ABBVAbbvie Inc	0.9%	0.9%	10,234	-4.9%	$2.7M
COPConocophillips	0.9%	0.8%	20,511	-10.5%	$2.6M
MCDMcdonalds Corp	0.8%	1.0%	10,883	-1.6%	$2.5M
CVXChevron Corporation	0.8%	0.7%	12,286	-3.2%	$2.5M
CDWCdw Corp/de	0.8%	0.9%	19,367	-2.0%	$2.5M
QCOMQualcomm Inc	0.8%	0.8%	13,055	-2.3%	$2.4M
HDHome Depot Inc	0.8%	1.0%	8,445	-1.3%	$2.4M
CORCencora Inc	0.8%	0.7%	7,773	+0.2%	$2.3M
ROLRollins Inc	0.8%	—	75,980	—	$2.3M
MDTMedtronic PLC	0.6%	—	21,750	—	$1.9M
HONHoneywell Intl. Inc	0.6%	0.7%	8,753	-2.4%	$1.8M
RSGRepublic Svcs Inc	0.6%	—	8,117	—	$1.7M
NVONovo-Nordisk A S	0.6%	0.7%	44,287	-1.7%	$1.7M
PSAPublic Storage	0.5%	—	5,053	—	$1.4M

What Sawyer & Company, Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +15.8% /yr; S&P 500 +20.4%
5 years: +8.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$297.6M	199
Q2 2026	$297.9M	202
Q1 2026	$259.7M	197
Q4 2025	$282.6M	206
Q3 2025	$264.8M	186
Q2 2025	$264.8M	186
Q1 2025	$247.6M	175
Q4 2024	$270.3M	173
Q3 2024	$270.3M	191
Q2 2024	$251.7M	172
Q1 2024	$250.3M	172
Q4 2023	$226.7M	179

Questions about Sawyer & Company, Inc's portfolio

What stocks does Sawyer & Company, Inc own?

Sawyer & Company, Inc's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 199 positions worth $297.6M. The largest are Alphabet Inc (GOOGL) at 5.7%, Nvidia Corporation (NVDA) at 5.6%, Apple Inc (AAPL) at 5.5%, Microsoft Corp (MSFT) at 5.5% and Micron Technology Inc (MU) at 5.2%.

What did Sawyer & Company, Inc buy last quarter?

In Q3 2026, Sawyer & Company, Inc added Broadcom Inc (AVGO) (+89.0% shares) and Salesforce Inc (CRM) (+27.7% shares), compared with its Q2 2026 filing.

What did Sawyer & Company, Inc sell last quarter?

In Q3 2026, Sawyer & Company, Inc cut from its top 50 Automatic Data Processing in (ADP), cut from its top 50 Fair Isaac Corp (FICO), cut from its top 50 Honeywell Aerospace Inc (HONA), cut from its top 50 Merck & Co Inc (MRK), cut from its top 50 Caterpillar Inc (CAT), Conocophillips (COP) (-10.5% shares), Micron Technology Inc (MU) (-8.8% shares) and Disney Walt Co (DIS) (-8.7% shares), compared with its Q2 2026 filing.

How has Sawyer & Company, Inc's portfolio performed?

A portfolio copying Sawyer & Company, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +8.5% a year against +11.6%.

When is Sawyer & Company, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sawyer & Company, Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Sawyer & Company, Inc manage?

Sawyer & Company, Inc reported $320.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $297.6M.