Sawyer & Company, Inc holds a diversified book of 202 reported positions worth $297.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened McDonald's Corp and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.1 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 each quarter's actual reporting lag, ~23 days for the latest filing, with 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.
94% mapped to company sectors
+5 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sawyer & Company, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Independent Investors Inc | 33 / 80 | $447.7M |
| Draper Asset Management, LLC | 8 / 80 | $164.9M |
| Hoey Investments, Inc | 54 / 80 | $638.4M |
| Trans-Canada Capital Inc. | 8 / 80 | $1.5B |
| Outlook Capital Management, LLC | 17 / 80 | $249.6M |
| New World Advisors LLC | 34 / 80 | $472.0M |
| AF Advisors, Inc. | 9 / 80 | $159.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Sawyer & Company, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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% | →Listed Newly reportable | |
| 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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Sawyer & Company, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 202 | $297.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 197 | $259.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 206 | $282.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 187 | $264.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2026 | 389d | 202 | $297.9M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 175 | $247.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 174 | $270.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 197 | $270.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.