Sawyer & Company, Inc holds a diversified book of 202 stocks worth $297.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened McDonald's Corp and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1722436/holdings"
Use Arkolith to show Sawyer & Company, Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Sawyer & Company, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sawyer & Company, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 79 / 80 | $7.1B |
| IFP Advisors, Inc | 77 / 80 | $1.1B |
| GAMMA Investing LLC | 77 / 80 | $1.0B |
| PRIVATE TRUST CO NA | 77 / 80 | $363.5M |
| BlackRock, Inc. | 76 / 80 | $2.4T |
| FMR LLC | 76 / 80 | $826.6B |
| MORGAN STANLEY | 76 / 80 | $566.2B |
| JPMORGAN CHASE & CO | 76 / 80 | $561.7B |
Ranked by how many of Sawyer & Company, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology COM | $18.5M | 16.0K | 6.2% | ▼−11% Reduced · −2K sh | |
| 2 | Alphabet Inc A CAP STK CL A | $17.9M | 50.0K | 6.0% | ▼−4.6% Reduced · −2K sh | |
| 3 | Nvidia Corporation COM | $15.1M | 75.4K | 5.1% | ▼−0.2% Reduced · −182 sh | |
| 4 | Apple Inc COM | $14.6M | 50.4K | 4.9% | ▼−5.2% Reduced · −3K sh | |
| 5 | Eli Lilly & Co COM | $14.0M | 11.6K | 4.7% | ▲~0% Added · +4 sh | |
| 6 | Microsoft Corp COM | $12.1M | 32.4K | 4.1% | ▲+15% Added · +4K sh | |
| 7 | Oracle Corp COM | $8.9M | 61.0K | 3.0% | ▼−0.5% Reduced · −293 sh | |
| 8 | TJX Companies Inc New COM | $7.9M | 52.4K | 2.7% | ▼−8.2% Reduced · −5K sh | |
| 9 | Arista Networks Inc COM | $7.1M | 41.8K | 2.4% | ▼−0.8% Reduced · −336 sh | |
| 10 | Visa Inc A COM CL A | $6.9M | 20.2K | 2.3% | ▼−0.3% Reduced · −71 sh | |
| 11 | Cisco Sys Inc COM | $5.9M | 50.3K | 2.0% | ▲+5.9% Added · +3K sh | |
| 12 | Amgen Inc COM | $5.7M | 15.7K | 1.9% | ▼−0.7% Reduced · −109 sh | |
| 13 | Travellers Companies Inc COM | $5.4M | 16.5K | 1.8% | ▼−2.5% Reduced · −432 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $5.1M | 7.5K | 1.7% | ▲+28% Added · +2K sh | |
| 15 | Meta Platforms Inc CLASS A | $5.1M | 9.1K | 1.7% | ▼−0.1% Reduced · −10 sh | |
| 16 | JPMorgan Chase & Co COM | $4.9M | 14.9K | 1.6% | ▼−0.9% Reduced · −130 sh | |
| 17 | ExxonMobil Holdings Corp COM | $4.6M | 33.7K | 1.5% | ▼−4.2% Reduced · −1K sh | |
| 18 | Eaton Corp PLC SHS | $4.6M | 10.7K | 1.5% | ▼−14% Reduced · −2K sh | |
| 19 | Automatic Data Processing Inc COM | $4.5M | 20.0K | 1.5% | ▲~0% Added · +9 sh | |
| 20 | Amazon Com Inc COM | $4.2M | 17.5K | 1.4% | ▼−0.3% Reduced · −45 sh | |
| 21 | Paychex Inc COM | $3.9M | 40.0K | 1.3% | ▲+0.1% Added · +26 sh | |
| 22 | Johnson & Johnson COM | $3.8M | 15.1K | 1.3% | ▼−12% Reduced · −2K sh | |
| 23 | Mastercard Inc A CL A | $3.7M | 7.2K | 1.2% | ▼−0.2% Reduced · −14 sh | |
| 24 | Disney Walt Co COM | $3.6M | 37.3K | 1.2% | ▼−4.1% Reduced · −2K sh | |
| 25 | Berkshire Hathaway Inc CL B | $3.4M | 6.7K | 1.1% | ▲23× Added · +6K sh | |
| 26 | American Express Co COM | $3.3M | 9.7K | 1.1% | ▼−0.9% Reduced · −90 sh | |
| 27 | Sysco Corp COM | $3.2M | 38.4K | 1.1% | ▼−13% Reduced · −6K sh | |
| 28 | Broadcom Inc COM | $3.2M | 8.4K | 1.1% | ▲+0.1% Added · +12 sh | |
| 29 | Fair Isaac Corp COM | $3.0M | 2.5K | 1.0% | ▼−1.1% Reduced · −29 sh | |
| 30 | Home Depot Inc COM | $3.0M | 8.6K | 1.0% | ▲+0.2% Added · +15 sh | |
| 31 | Salesforce.com Inc COM | $3.0M | 19.2K | 1.0% | ▲+0.1% Added · +12 sh | |
| 32 | McDonalds Corp COM | $3.0M | 11.1K | 1.0% | ▲New New position | |
| 33 | Illinois Tool Works Inc COM | $3.0M | 11.0K | 1.0% | ▲+0.3% Added · +30 sh | |
| 34 | Ecolab Inc COM | $2.9M | 10.4K | 1.0% | ▼−0.1% Reduced · −7 sh | |
| 35 | Allstate Corp COM | $2.9M | 12.2K | 1.0% | ▼−1.4% Reduced · −177 sh | |
| 36 | CDW Corp COM | $2.8M | 19.8K | 0.9% | ▼−0.1% Reduced · −20 sh | |
| 37 | Cintas Corp COM | $2.8M | 16.3K | 0.9% | ▲+0.3% Added · +43 sh | |
| 38 | Emerson Elec Co COM | $2.7M | 19.0K | 0.9% | ▲+0.3% Added · +51 sh | |
| 39 | Abbvie Inc COM | $2.7M | 10.8K | 0.9% | ▼−0.6% Reduced · −65 sh | |
| 40 | Qualcomm Inc COM | $2.5M | 13.4K | 0.8% | ▼−4.5% Reduced · −625 sh | |
| 41 | ConocoPhillips COM | $2.4M | 22.9K | 0.8% | ▼−6.8% Reduced · −2K sh | |
| 42 | Cencora Inc COM | $2.2M | 7.8K | 0.7% | ▼~0% Reduced · −1 sh | |
| 43 | Novo Nordisk A/s ADR | $2.2M | 45.1K | 0.7% | —Held | |
| 44 | Chevron Corp New COM | $2.1M | 12.7K | 0.7% | ▼−2.3% Reduced · −299 sh | |
| 45 | Honeywell Intl Inc COM | $2.0M | 9.0K | 0.7% | ▼−55% Reduced · −11K sh | |
| 46 | Honeywell Aerospace Inc COM | $2.0M | 9.0K | 0.7% | ▲New New position | |
| 47 | Accenture PLC Ireland SHS CLASS A | $1.9M | 15.1K | 0.6% | ▲+0.1% Added · +12 sh | |
| 48 | Merck & Co Inc COM | $1.8M | 14.3K | 0.6% | ▼−13% Reduced · −2K sh | |
| 49 | Caterpillar Inc COM | $1.8M | 1.7K | 0.6% | ▲New New position | |
| 50 | Aflac Inc COM | $1.8M | 15.2K | 0.6% | ▼−4.1% Reduced · −650 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 202 | $297.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 197 | $259.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 206 | $282.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 187 | $264.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2026 | 202 | $297.9M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 175 | $247.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 174 | $270.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 197 | $270.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.