Sawyer & Company, Inc
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$259.7M
Holdings
193
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC A
Q1 2026: Sold 3.4% (3.2k → 3.1k shares)
5.8%
02
$AAPL
APPLE INC
Q1 2026: Sold 0.6% (129.6k → 128.8k shares)
5.2%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 1.0% (251.7k → 249.2k shares)
5.1%
04
$LLY
ELI LILLY & CO
Q4 2025: New position (282 shares)
4.1%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1.9% (26.6k → 27.1k shares)
4.0%
06
$TJX
TJX COMPANIES INC NEW
Q4 2025: New position (32.2k shares)
3.5%
07
$ORCL
ORACLE CORP
Q4 2025: New position (1.4k shares)
3.5%
08
$V
VISA INC A
Q1 2026: Sold 1.2% (11.8k → 11.6k shares)
2.4%
09
$MU
MICRON TECHNOLOGY
Q1 2026: New position (23 shares)
2.3%
10
$XOM
EXXON MOBIL CORP
Q4 2025: New position (1.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:40 UTC.