Sawyer & Company, Inc

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
197
Total value ($000)
$259,685
Net value change ($000)
-22,915 (-8.1%)
New positions
12
Sold out positions
21
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 2,554 8513.3%
XOM 1,309 28.1%
MU 953 18.7%
COP 794 32.4%
CVX 666 33.0%
HON 557 14.1%
JNJ 502 13.5%
ETN 484 12.2%
AMGN 288 5.5%
FDX 205 16.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,183 -23.4%
ORCL -2,944 -24.6%
GOOGL -2,305 -13.3%
LLY -1,918 -15.2%
FICO -1,712 -38.4%
CRM -1,526 -29.9%
HD -1,144 -28.9%
ADP -1,113 -21.5%
ACN -1,091 -26.7%
AAPL -1,083 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type