Sawyer & Company, Inc

All 13F Filings

Location
Boston, MA
Most recent 13F
Q2 2026
Holdings value ($000)
297,877
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 202 297,877 13F-HR Sawyer & Company, Inc
Q1 2026 4/23/2026 197 259,685 13F-HR Sawyer & Company, Inc
Q4 2025 2/2/2026 206 282,600 13F-HR Sawyer & Company, Inc
Q3 2025 10/7/2025 187 264,780 13F-HR Sawyer & Company, Inc
Q2 2025 7/24/2026 202 297,885 13F-HR/A - NEW HOLDINGS Sawyer & Company, Inc
Q2 2025 7/9/2025 187 264,780 13F-HR Sawyer & Company, Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 290.4 K 97.5% 36.52 K 0 36.52 K
ETFs 7.426 K 2.5% 1.714 K 0 1.714 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
297,877
Holdings
202
QoQ value change ($000)
38,192 (14.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.