Filed: 4/22/2025ACC: 0001722436-25-000004
📋 What this filing means
SAWYER & COMPANY, INC filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $247.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$247.6K
Total AUM (reported)
1.62M
Total Shares
Allocation by class
COM$192.8K77.9%
CAP STK CL A$8.7K3.5%
COM CL A$7.3K2.9%
SHS$6.9K2.8%
CLASS A$5.3K2.1%
CL A$5.1K2.1%
SHS CLASS A$4.7K1.9%
Portfolio Concentration
Top 3$31.1K12.6%
4–10$53.4K21.6%
11–25$65.0K26.2%
Rest$98.1K39.6%
Top 3 weight
12.6%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole175
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings175
Rows:
APPLE INC
SOLEShares51.97K
TypeSH
Market value$11.5K
4.66%
Sole
0.00
Shared
0.00
None
51.97K
ELI LILLY & CO
SOLEShares11.93K
TypeSH
Market value$9.9K
3.98%
Sole
0.00
Shared
0.00
None
11.93K
ORACLE CORP
SOLEShares69.66K
TypeSH
Market value$9.7K
3.93%
Sole
0.00
Shared
0.00
None
69.66K
MICROSOFT CORP
SOLEShares25.17K
TypeSH
Market value$9.4K
3.82%
Sole
0.00
Shared
0.00
None
25.17K
ALPHABET INC A
SOLEShares56.19K
TypeSH
Market value$8.7K
3.51%
Sole
0.00
Shared
0.00
None
56.19K
NVIDIA CORPORATION
SOLEShares76K
TypeSH
Market value$8.2K
3.33%
Sole
0.00
Shared
0.00
None
76K
TJX COMPANIES INC NEW
SOLEShares60.68K
TypeSH
Market value$7.4K
2.99%
Sole
0.00
Shared
0.00
None
60.68K
VISA INC A
SOLEShares20.70K
TypeSH
Market value$7.3K
2.93%
Sole
0.00
Shared
0.00
None
20.70K
PAYCHEX INC
SOLEShares40.34K
TypeSH
Market value$6.2K
2.51%
Sole
0.00
Shared
0.00
None
40.34K
AUTOMATIC DATA PROCESSING INC
SOLEShares19.98K
TypeSH
Market value$6.1K
2.47%
Sole
0.00
Shared
0.00
None
19.98K
META PLATFORMS INC
SOLEShares9.15K
TypeSH
Market value$5.3K
2.13%
Sole
0.00
Shared
0.00
None
9.15K
SALESFORCE.COM INC
SOLEShares19.07K
TypeSH
Market value$5.1K
2.07%
Sole
0.00
Shared
0.00
None
19.07K
FAIR ISAAC CORP
SOLEShares2.73K
TypeSH
Market value$5.0K
2.03%
Sole
0.00
Shared
0.00
None
2.73K
AMGEN INC
SOLEShares15.75K
TypeSH
Market value$4.9K
1.98%
Sole
0.00
Shared
0.00
None
15.75K
ACCENTURE PLC IRELAND
SOLEShares15.06K
TypeSH
Market value$4.7K
1.90%
Sole
0.00
Shared
0.00
None
15.06K
TRAVELLERS COMPANIES INC
SOLEShares17.62K
TypeSH
Market value$4.7K
1.88%
Sole
0.00
Shared
0.00
None
17.62K
EXXON MOBIL CORP
SOLEShares36.87K
TypeSH
Market value$4.4K
1.77%
Sole
0.00
Shared
0.00
None
36.87K
HONEYWELL INTL INC
SOLEShares20.21K
TypeSH
Market value$4.3K
1.73%
Sole
0.00
Shared
0.00
None
20.21K
SYSCO CORP
SOLEShares56.73K
TypeSH
Market value$4.3K
1.72%
Sole
0.00
Shared
0.00
None
56.73K
DISNEY WALT CO
SOLEShares40.93K
TypeSH
Market value$4.0K
1.63%
Sole
0.00
Shared
0.00
None
40.93K
NOVO NORDISK A S
SOLEShares56.97K
TypeSH
Market value$4.0K
1.60%
Sole
0.00
Shared
0.00
None
56.97K
JPMORGAN CHASE & CO
SOLEShares15.60K
TypeSH
Market value$3.8K
1.55%
Sole
0.00
Shared
0.00
None
15.60K
MASTERCARD INC A
SOLEShares6.97K
TypeSH
Market value$3.8K
1.54%
Sole
0.00
Shared
0.00
None
6.97K
JOHNSON & JOHNSON
SOLEShares20.46K
TypeSH
Market value$3.4K
1.37%
Sole
0.00
Shared
0.00
None
20.46K
ARISTA NETWORKS INC
SOLEShares43.03K
TypeSH
Market value$3.3K
1.35%
Sole
0.00
Shared
0.00
None
43.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 51.97K | SH | $11.5K 4.66% | 0.00 | 0.00 | 51.97K |
ELI LILLY & COSOLE | COM | 11.93K | SH | $9.9K 3.98% | 0.00 | 0.00 | 11.93K |
ORACLE CORPSOLE | COM | 69.66K | SH | $9.7K 3.93% | 0.00 | 0.00 | 69.66K |
MICROSOFT CORPSOLE | COM | 25.17K | SH | $9.4K 3.82% | 0.00 | 0.00 | 25.17K |
ALPHABET INC ASOLE | CAP STK CL A | 56.19K | SH | $8.7K 3.51% | 0.00 | 0.00 | 56.19K |
NVIDIA CORPORATIONSOLE | COM | 76K | SH | $8.2K 3.33% | 0.00 | 0.00 | 76K |
TJX COMPANIES INC NEWSOLE | COM | 60.68K | SH | $7.4K 2.99% | 0.00 | 0.00 | 60.68K |
VISA INC ASOLE | COM CL A | 20.70K | SH | $7.3K 2.93% | 0.00 | 0.00 | 20.70K |
PAYCHEX INCSOLE | COM | 40.34K | SH | $6.2K 2.51% | 0.00 | 0.00 | 40.34K |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 19.98K | SH | $6.1K 2.47% | 0.00 | 0.00 | 19.98K |
META PLATFORMS INCSOLE | CLASS A | 9.15K | SH | $5.3K 2.13% | 0.00 | 0.00 | 9.15K |
SALESFORCE.COM INCSOLE | COM | 19.07K | SH | $5.1K 2.07% | 0.00 | 0.00 | 19.07K |
FAIR ISAAC CORPSOLE | COM | 2.73K | SH | $5.0K 2.03% | 0.00 | 0.00 | 2.73K |
AMGEN INCSOLE | COM | 15.75K | SH | $4.9K 1.98% | 0.00 | 0.00 | 15.75K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 15.06K | SH | $4.7K 1.90% | 0.00 | 0.00 | 15.06K |
TRAVELLERS COMPANIES INCSOLE | COM | 17.62K | SH | $4.7K 1.88% | 0.00 | 0.00 | 17.62K |
EXXON MOBIL CORPSOLE | COM | 36.87K | SH | $4.4K 1.77% | 0.00 | 0.00 | 36.87K |
HONEYWELL INTL INCSOLE | COM | 20.21K | SH | $4.3K 1.73% | 0.00 | 0.00 | 20.21K |
SYSCO CORPSOLE | COM | 56.73K | SH | $4.3K 1.72% | 0.00 | 0.00 | 56.73K |
DISNEY WALT COSOLE | COM | 40.93K | SH | $4.0K 1.63% | 0.00 | 0.00 | 40.93K |
NOVO NORDISK A SSOLE | ADR | 56.97K | SH | $4.0K 1.60% | 0.00 | 0.00 | 56.97K |
JPMORGAN CHASE & COSOLE | COM | 15.60K | SH | $3.8K 1.55% | 0.00 | 0.00 | 15.60K |
MASTERCARD INC ASOLE | CL A | 6.97K | SH | $3.8K 1.54% | 0.00 | 0.00 | 6.97K |
JOHNSON & JOHNSONSOLE | COM | 20.46K | SH | $3.4K 1.37% | 0.00 | 0.00 | 20.46K |
ARISTA NETWORKS INCSOLE | COM | 43.03K | SH | $3.3K 1.35% | 0.00 | 0.00 | 43.03K |
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