Sawyer & Company, Inc

CIK 0001722436 • 8 13F filings • Apr 22, 2025 – Oct 21, 2026

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Filer information

Filed by: Sawyer & Company, Inc, Administrator
Address: 50 CONGRESS STREET, SUITE 520, BOSTON, MA, 02109
Phone: 7817183153
AUM: $282.6M

AUM over time

$297.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $278K186 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$376	0.1%	2,467 SH	New
ABBOTT LABS	COM	$2K	0.7%Prev: 0.4%	14,950 SH	Decreased+1,409 SH
ABBVIE INC	COM	$2K	0.9%Prev: 0.9%	12,883 SH	Decreased+2,126 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$5K	1.7%Prev: 0.6%	15,459 SH	Decreased+344 SH
ADVANCED MICRO DEVICES, INC.	COM	$9	0.0%Prev: 0.0%	65 SH	Decreased+4 SH
AFLAC INC	COM	$2K	0.6%Prev: 0.6%	16,864 SH	Decreased+1,655 SH
AGNICO EAGLE MINES LTD	COM	$23	0.0%Prev: 0.0%	190 SH	Decreased
AIR PRODS & CHEMS INC	COM	$3	0.0%Prev: 0.0%	12 SH	Decreased
ALBEMARLE CORP	COM	$3	0.0%Prev: 0.0%	40 SH	Decreased
ALLSTATE CORP	COM	$2K	0.9%Prev: 1.0%	12,381 SH	Decreased+170 SH
ALPHABET INC A	CAP STK CL A	$10K	3.6%Prev: 6.0%	56,146 SH	Decreased+6,111 SH
ALPHABET INC C	CAP STK CL C	$1K	0.5%Prev: 0.5%	7,352 SH	Decreased+3,142 SH
ALTRIA GROUP INC	COM	$47	0.0%Prev: 0.0%	800 SH	Decreased
AMAZON COM INC	COM	$4K	1.4%Prev: 1.4%	17,473 SH	Decreased+21 SH
AMERICAN EXPRESS CO	COM	$3K	1.2%Prev: 1.1%	10,095 SH	Decreased+413 SH
AMGEN INC	COM	$5K	1.6%Prev: 1.9%	16,154 SH	Decreased+450 SH
APPLE INC	COM	$11K	3.9%Prev: 4.9%	52,362 SH	Decreased+1,960 SH
ARISTA NETWORKS INC	COM	$4K	1.6%Prev: 2.4%	43,037 SH	Decreased+1,251 SH
ARM HOLDINGS	SPONSORED ADR	$11	0.0%Prev: 0.0%	70 SH	Decreased
AUTOMATIC DATA PROCESSING INC	COM	$6K	2.2%Prev: 1.5%	20,156 SH	Decreased+113 SH
AXON ENTERPRISE INC	COM	$22	0.0%Prev: 0.0%	26 SH	Decreased-2 SH
BANK AMER CORP	COM	$449	0.2%Prev: 0.2%	9,482 SH	Decreased+856 SH
BERKSHIRE HATHAWAY INC	CL B	$163	0.1%Prev: 1.1%	336 SH	Decreased-6,377 SH
BHP GROUP LTD	SPONSORED ADR	$70	0.0%Prev: 0.0%	1,450 SH	Decreased+1,260 SH
BLACKROCK INC	COM	$5	0.0%Prev: 0.0%	5 SH	Decreased
BOEING CO	COM	$89	0.0%Prev: 0.0%	427 SH	Decreased
BP PLC	SPONSORED ADR	$33	0.0%Prev: 0.0%	1,104 SH	Decreased
BROADCOM INC	COM	$26	0.0%Prev: 1.1%	94 SH	Decreased-8,267 SH
BROOKFIELD INFRASTRUCTURE PART	LP INT UNIT	$126	0.0%Prev: 0.0%	3,750 SH	Decreased
BROWN FORMAN CORP	CL B	$264	0.1%Prev: 0.1%	9,797 SH	Decreased+1,845 SH
CAMDEN PPTY TR	SH BEN INT	$746	0.3%Prev: 0.2%	6,616 SH	Decreased+801 SH
CARRIER GLOBAL CORPORATION COM	COM	$110	0.0%Prev: 0.0%	1,500 SH	Decreased
CDW CORP	COM	$4K	1.4%Prev: 0.9%	21,630 SH	Decreased+1,876 SH
CENCORA INC	COM	$2K	0.9%Prev: 0.7%	8,160 SH	Decreased+399 SH
CHEVRON CORP NEW	COM	$2K	0.7%Prev: 0.7%	13,591 SH	Decreased+903 SH
CHUBB LIMITED	COM	$455	0.2%Prev: 0.2%	1,570 SH	Decreased-483 SH
CIGNA CORP NEW	COM	$596	0.2%Prev: 0.1%	1,804 SH	Decreased+245 SH
CISCO SYS INC	COM	$3K	1.2%Prev: 2.0%	49,110 SH	Decreased-1,197 SH
COCA COLA CO	COM	$86	0.0%Prev: 0.0%	1,209 SH	Decreased
COLGATE PALMOLIVE CO	COM	$874	0.3%Prev: 0.3%	9,610 SH	Decreased+1,467 SH
COMCAST CORP NEW	CL A	$847	0.3%Prev: 0.2%	23,740 SH	Decreased+4,169 SH
CONOCOPHILLIPS	COM	$2K	0.9%Prev: 0.8%	27,183 SH	Decreased+4,277 SH
CONSOLIDATED EDISON INC	COM	$75	0.0%Prev: 0.0%	745 SH	Decreased+570 SH
CONSTELLATION BRAND INC	CL A	$3	0.0%Prev: 0.0%	18 SH	Decreased
CORNING INC	COM	$5	0.0%Prev: 0.0%	87 SH	Decreased+57 SH
COSTCO WHSL CORP NEW	COM	$366	0.1%Prev: 0.1%	370 SH	Decreased+110 SH
CROWDSTRIKE HOLDINGS INC	CL A	$9	0.0%Prev: 0.0%	18 SH	Decreased
CROWN CASTLE INC	COM	$2K	0.7%Prev: 0.2%	18,326 SH	Decreased+10,466 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$156	0.1%	2,445 SH	New
DISNEY WALT CO	COM	$5K	1.8%Prev: 1.2%	41,271 SH	Decreased+3,946 SH
DOMINION ENERGY INC	COM	$96	0.0%	1,704 SH	New
DOW INC	COM	$315	0.1%	11,911 SH	New
DUKE ENERGY CORP NEW	COM NEW	$965	0.3%Prev: 0.3%	8,174 SH	Decreased+507 SH
DUTCH BROS INC	COM	$2	0.0%Prev: 0.0%	30 SH	Decreased-25 SH
EASTMAN CHEMICAL CO	COM	$1K	0.4%Prev: 0.3%	15,885 SH	Decreased+3,226 SH
EATON CORP PLC	SHS	$4K	1.6%Prev: 1.5%	12,334 SH	Decreased+1,601 SH
ECOLAB INC	COM	$3K	1.1%Prev: 1.0%	10,859 SH	Decreased+422 SH
ELI LILLY & CO	COM	$9K	3.3%Prev: 4.7%	11,826 SH	Decreased+179 SH
EMERSON ELEC CO	COM	$3K	0.9%Prev: 0.9%	19,035 SH	Decreased+17 SH
ENERGY TRANSFER LP	COM UT LTD PTN	$27	0.0%Prev: 0.0%	1,500 SH	Decreased
ENTERPRISE PRODUCTS PARTNERS L	COM	$183	0.1%Prev: 0.1%	5,900 SH	Decreased
EOG RES INC	COM	$4	0.0%Prev: 0.0%	35 SH	Decreased
EVERSOURCE ENERGY	COM	$32	0.0%	500 SH	New
EXXON MOBIL CORP	COM	$4K	1.5%	37,482 SH	New
FAIR ISAAC CORP	COM	$5K	1.8%Prev: 1.0%	2,694 SH	Decreased+155 SH
FASTENAL CO	COM	$805	0.3%Prev: 0.3%	19,175 SH	Decreased+3,480 SH
FEDEX CORP	COM	$965	0.3%Prev: 0.4%	4,246 SH	Decreased+521 SH
FIRST MAJESTIC SILVER CORP	COM	$23	0.0%Prev: 0.0%	2,725 SH	Decreased+1,360 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$13	0.0%	357 SH	New
FISERV INC	COM	$2K	0.8%	12,573 SH	New
GENERAC HLDGS INC	COM	$4	0.0%Prev: 0.0%	30 SH	Decreased
GENERAL DYNAMICS CORP	COM	$2	0.0%Prev: 0.0%	8 SH	Decreased
GENERAL MTRS CO	COM	$5	0.0%Prev: 0.0%	100 SH	Decreased
GENPACT LIMITED	SHS	$2K	0.6%Prev: 0.3%	36,513 SH	Decreased+6,447 SH
GENUINE PARTS CO	COM	$1K	0.5%Prev: 0.4%	10,691 SH	Decreased+223 SH
GRAINGER W W INC	COM	$693	0.2%Prev: 0.2%	666 SH	Decreased+129 SH
HOME DEPOT INC	COM	$3K	1.1%Prev: 1.0%	8,468 SH	Decreased-89 SH
HONEYWELL INTL INC	COM	$5K	1.7%Prev: 0.7%	20,429 SH	Decreased+11,461 SH
ILLINOIS TOOL WORKS INC	COM	$3K	1.0%Prev: 1.0%	10,920 SH	Decreased-37 SH
IMPERIAL OIL LTD	COM	$37	0.0%Prev: 0.0%	460 SH	Decreased+238 SH
INSPIRE MED SYS INC	COM	$3	0.0%Prev: 0.0%	24 SH	Decreased
INTEL CORP	COM	$36	0.0%	1,600 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$817	0.3%Prev: 0.2%	2,772 SH	Decreased+272 SH
INTERNATIONAL FLAVORS&FRAGRANC	COM	$280	0.1%Prev: 0.0%	3,807 SH	Decreased+2,300 SH
INVESCO QQQ TR	UNIT SER 1	$3	0.0%	6 SH	New
IRON MTN INC NEW	COM	$61	0.0%Prev: 0.0%	595 SH	Decreased+355 SH
ISHARES TR	1 3 YR TREAS BD	$5	0.0%Prev: 0.0%	65 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$3	0.0%Prev: 0.0%	40 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$20	0.0%Prev: 0.0%	32 SH	Decreased-4 SH
ISHARES TR	ISHARES SEMICDTR	$5	0.0%Prev: 0.0%	21 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$10	0.0%Prev: 0.0%	109 SH	Decreased
ISHARES TR	MSCI USA QLT FCT	$23	0.0%Prev: 0.0%	128 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$60	0.0%Prev: 0.0%	141 SH	Decreased-223 SH
ISHARES TR	RUSSELL 2000 ETF	$6	0.0%Prev: 0.0%	30 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$66	0.0%	600 SH	New
ISHARES TR	S&P MC 400GR ETF	$6	0.0%Prev: 0.0%	71 SH	Decreased
ISHARES TR	S&P MC 400VL ETF	$9	0.0%Prev: 0.0%	71 SH	Decreased
J B HUNT TRANSPORT SERVICES IN	COM	$43	0.0%Prev: 0.0%	300 SH	Decreased
JOHNSON & JOHNSON	COM	$3K	1.2%Prev: 1.3%	20,948 SH	Decreased+5,802 SH
JPMORGAN CHASE & CO	COM	$4K	1.6%Prev: 1.6%	15,465 SH	Decreased+583 SH
KIMBERLY CLARK CORP	COM	$644	0.2%Prev: 0.1%	4,998 SH	Decreased+1,706 SH
KRAFT HEINZ COMPANY	COM	$21	0.0%	800 SH	New
LABCORP HOLDINGS INC.	COM NEW	$769	0.3%Prev: 0.3%	2,930 SH	Decreased+166 SH
LOCKHEED MARTIN CORP	COM	$106	0.0%Prev: 0.0%	228 SH	Decreased
LOWES COS INC	COM	$1K	0.5%Prev: 0.5%	5,773 SH	Decreased-998 SH
LULULEMON ATHLETICA	COM	$10	0.0%	42 SH	New
MASTERCARD INC A	CL A	$4K	1.4%Prev: 1.2%	7,124 SH	Decreased-47 SH
MCKESSON CORP	COM	$243	0.1%Prev: 0.1%	332 SH	Decreased+65 SH
MEDTRONIC PLC	SHS	$2K	0.7%Prev: 0.6%	21,415 SH	Decreased-780 SH
MERCK & CO INC	COM	$1K	0.5%Prev: 0.6%	16,784 SH	Decreased+2,462 SH
META PLATFORMS INC	CLASS A	$7K	2.4%Prev: 1.7%	9,188 SH	Decreased+124 SH
MICRON TECHNOLOGY	COM	$2K	0.8%Prev: 6.2%	17,874 SH	Decreased+1,838 SH
MICROSOFT CORP	COM	$12K	4.5%Prev: 4.1%	25,040 SH	Decreased-7,318 SH
MONDELEZ INTL INC	CL A	$274	0.1%Prev: 0.1%	4,057 SH	Decreased+245 SH
MOTOROLA SOLUTIONS INC	COM	$12	0.0%Prev: 0.0%	28 SH	Decreased
MSC INDL DIRECT INC	CL A	$126	0.0%Prev: 0.1%	1,480 SH	Decreased+95 SH
NESTLE SA-SPONSORED ADR	COM	$129	0.0%Prev: 0.0%	1,300 SH	Decreased+650 SH
NETFLIX INC	COM	$52	0.0%Prev: 0.0%	39 SH	Decreased-351 SH
NEXTERA ENERGY INC	COM	$203	0.1%Prev: 0.0%	2,918 SH	Decreased+1,976 SH
NIKE INC	CL B	$3K	1.2%Prev: 0.5%	46,475 SH	Decreased+8,699 SH
NORFOLK SOUTHERN CORP	COM	$140	0.1%Prev: 0.0%	545 SH	Decreased+415 SH
NORWEGIAN CRUISE LINE	SHS	$2	0.0%Prev: 0.0%	100 SH	Decreased
NOVO NORDISK A/S	ADR	$4K	1.4%Prev: 0.7%	56,693 SH	Decreased+11,631 SH
NVIDIA CORPORATION	COM	$12K	4.3%Prev: 5.1%	75,851 SH	Decreased+416 SH
OCCIDENTAL PETE CORP	COM	$223	0.1%Prev: 0.1%	5,310 SH	Decreased+1,130 SH
ONEOK INC	COM	$98	0.0%Prev: 0.0%	1,200 SH	Decreased
ORACLE CORP	COM	$14K	5.1%Prev: 3.0%	64,862 SH	Decreased+3,829 SH
OTIS WORLDWIDE CORP	COM	$74	0.0%Prev: 0.0%	750 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$11	0.0%Prev: 0.0%	80 SH	Decreased
PALO ALTO NETWORKS INC.	COM	$16	0.0%Prev: 0.4%	78 SH	Decreased-3,458 SH
PAN AMERICAN SILVER CORP	COM	$28	0.0%Prev: 0.0%	1,000 SH	Decreased
PAYCHEX INC	COM	$6K	2.1%Prev: 1.3%	40,412 SH	Decreased+452 SH
PAYPAL HOLDINGS INC	COM	$32	0.0%Prev: 0.0%	435 SH	Decreased
PEPSICO INC	COM	$211	0.1%Prev: 0.1%	1,597 SH	Decreased+110 SH
PFIZER INC	COM	$443	0.2%Prev: 0.1%	18,284 SH	Decreased+4,034 SH
PRICE T ROWE GROUP INC	COM	$48	0.0%Prev: 0.0%	500 SH	Decreased+400 SH
PROCTER & GAMBLE CO	COM	$268	0.1%Prev: 0.1%	1,680 SH	Decreased
PUBLIC STORAGE	COM	$2K	0.7%Prev: 0.6%	6,544 SH	Decreased+981 SH
QUALCOMM INC	COM	$2K	0.8%Prev: 0.8%	13,672 SH	Decreased+314 SH
QUANTUMSCAPE CORP	COM CL A	$2	0.0%Prev: 0.0%	265 SH	Decreased
QUEST DIAGNOSTICS INC	COM	$788	0.3%Prev: 0.3%	4,388 SH	Decreased+592 SH
RAYTHEON TECH CORP COM	COM	$225	0.1%Prev: 0.1%	1,540 SH	Decreased+750 SH
REPUBLIC SVCS INC	COM	$2K	0.6%Prev: 0.5%	6,734 SH	Decreased-588 SH
RIO TINTO PLC	SPONSORED ADR	$1	0.0%Prev: 0.0%	25 SH	Decreased
ROCKWELL AUTOMATION INC	COM	$3	0.0%Prev: 0.0%	10 SH	Decreased
S&P GLOBAL INC	COM	$3	0.0%Prev: 0.0%	5 SH	Decreased
SALESFORCE.COM INC	COM	$5K	1.9%Prev: 1.0%	19,397 SH	Decreased+208 SH
SCHLUMBERGER LTD	COM	$277	0.1%Prev: 0.1%	8,192 SH	Decreased+2,680 SH
SCHRODINGER INC.	COM	$5	0.0%Prev: 0.0%	230 SH	Decreased
SELECT SECTOR SPDR TR	SBI CONS STPLS	$3	0.0%	37 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$3	0.0%Prev: 0.0%	23 SH	Decreased+16 SH
SHARKNINJA INC	COM	$2	0.0%Prev: 0.0%	20 SH	Decreased-5 SH
SHELL PLC	ADR SPONSORED	$75	0.0%Prev: 0.0%	1,065 SH	Decreased+174 SH
SOUTHERN CO	COM	$133	0.0%Prev: 0.0%	1,449 SH	Decreased+707 SH
SOUTHERN COPPER CORPORATION	COM	$156	0.1%Prev: 0.1%	1,543 SH	Decreased-52 SH
SPDR S&P 500 ETF TR	TR UNIT	$23	0.0%Prev: 0.0%	38 SH	Decreased-14 SH
SPDR SER TR	PRTFLO S&P500 GW	$4	0.0%	38 SH	New
SPROUTS FRMS MKT INC	COM	$1	0.0%	7 SH	New
STARBUCKS CORP	COM	$3K	0.9%	28,260 SH	New
STMICROELECTRONICS N V	NY REGISTRY	$10	0.0%Prev: 0.0%	345 SH	Decreased
STRYKER CORP	COM	$5	0.0%Prev: 0.5%	13 SH	Decreased-4,940 SH
SUNCOR ENERGY INC NEW	COM	$85	0.0%Prev: 0.0%	2,260 SH	Decreased+1,220 SH
SYSCO CORP	COM	$4K	1.5%Prev: 1.1%	56,162 SH	Decreased+17,756 SH
TESLA MOTORS INC	COM	$11	0.0%Prev: 0.0%	36 SH	Decreased+6 SH
THERMO FISHER SCIENTIFIC INC	COM	$1	0.0%Prev: 0.0%	3 SH	Decreased
TJX COMPANIES INC NEW	COM	$7K	2.7%Prev: 2.7%	60,726 SH	Decreased+8,361 SH
TOTAL ENERGIES SE	SPONSORED ADS	$189	0.1%Prev: 0.1%	3,086 SH	Decreased+873 SH
TRAVELLERS COMPANIES INC	COM	$5K	1.7%Prev: 1.8%	17,556 SH	Decreased+1,096 SH
TYSON FOODS INC	CL A	$7	0.0%Prev: 0.0%	125 SH	Decreased
UNITED PARCEL SERVICE INC	COM	$2K	0.8%Prev: 0.5%	20,778 SH	Decreased+5,859 SH
UNITEDHEALTH GROUP INC	COM	$2	0.0%Prev: 0.0%	6 SH	Decreased
UPSTART HLDGS INC	COM	$1	0.0%Prev: 0.0%	17 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$66	0.0%Prev: 0.0%	236 SH	Decreased-754 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3K	1.1%Prev: 1.7%	5,619 SH	Decreased-1,873 SH
VANGUARD INDEX FDS	SMALL CP ETF	$62	0.0%Prev: 0.0%	261 SH	Decreased-20 SH
VANGUARD INDEX FDS	TOTAL STOCK MKT	$957	0.3%Prev: 0.3%	3,149 SH	Decreased+504 SH
VANGUARD INDEX FDS	VALUE ETF	$36	0.0%Prev: 0.0%	204 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$74	0.0%Prev: 0.1%	1,069 SH	Decreased-1,559 SH
VANGUARD WORLD FD	INF TECH ETF	$38	0.0%	58 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$3	0.0%Prev: 0.0%	7 SH	Decreased-28 SH
VERIZON COMMUNICATIONS INC	COM	$85	0.0%	1,968 SH	New
VISA INC A	COM CL A	$7K	2.6%Prev: 2.3%	20,606 SH	Decreased+388 SH
W P CAREY INC	COM	$367	0.1%Prev: 0.1%	5,885 SH	Decreased+2,715 SH
WALMART INC	COM	$444	0.2%Prev: 0.2%	4,541 SH	Decreased
WASTE MGMT INC DEL	COM	$582	0.2%Prev: 0.3%	2,545 SH	Decreased-988 SH
WELLS FARGO CO NEW	COM	$1K	0.4%Prev: 0.4%	15,317 SH	Decreased+562 SH

Sold (vs prior filing)

AIRJOULE TECHNOLOGIES CO — $2K
AUTOZONE INC — $3K
BLOOM ENERGY CORP — $2K
CASEYS GEN STORES INC. — $795
CATERPILLAR INC — $1.8M
CINTAS CORP — $2.8M
COHERENT CORP — $12K
CONSTELLATION ENERGY GROUP — $6K
DIMENSIONAL ETF TR — $129K
DRAFTKINGS INC — $177
EXXONMOBIL HOLDINGS CORP — $4.6M
FEDEX FGHT HLDG CO INC — $279K
FLOWERS FOODS INC — $988
FREEPORT-MCMORAN INC — $943
GE VERNOVA INC — $1.7M
HONEYWELL AEROSPACE INC — $2.0M
HUNTINGTON INGALLS INDUSTRIES — $840
ISHARES GOLD TR — $10K
ISHARES TR — $8K
ISHARES TR — $18K
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001722436-26-000001	$282.6M	View
Oct 21, 2026	Q3 2026	13F-HR	0001722436-26-000006	$297.6M	View
Oct 7, 2025	Q3 2025