StockDriftsStockDriftsTop 50 Sawyer & Company, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY | 6.21% | 16.0K | $18.5M | -10.51%(-1.88K) | $123.97(+718.56%) | 2026-06-30 | |
| GOOGL | ALPHABET INC A | 6% | 50.0K | $17.9M | -4.61%(-2.42K) | $81.21(+324.49%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.07% | 75.4K | $15.1M | -0.24%(-182) | $21.50(+951.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.9% | 50.4K | $14.6M | -5.16%(-2.74K) | $47.36(+544.77%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.69% | 11.6K | $14.0M | +0.03%(+4) | $578.80(+103.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.05% | 32.4K | $12.1M | +14.83%(+4.18K) | $174.63(+178.34%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 3% | 61.0K | $8.9M | -0.48%(-293) | $64.46(+127.25%) | 2026-06-30 | |
| TJX | TJX COMPANIES INC NEW | 2.66% | 52.4K | $7.9M | -8.22%(-4.69K) | $23.64(+542.70%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 2.38% | 41.8K | $7.1M | -0.80%(-336) | $53.13(+278.48%) | 2026-06-30 | |
| V | VISA INC A | 2.33% | 20.2K | $6.9M | -0.35%(-71) | $155.49(+132.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.99% | +64.26% | +10.17% | +62.29% |
| Top 20 Holdings Unweighted | +17.26% | +61.25% | +8.99% | +53.80% |
Sawyer & Company, Inc reports $297.89M in US-listed equity holdings across 202 positions in its most recent 13F filing. Its largest disclosed positions are MU (6.2%), GOOGL (6.0%) and NVDA (5.1%). The top 20 holdings account for 58.08% of reported assets. Its disclosed equity book has returned +64.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sawyer & Company, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1722436). View Sawyer & Company, Inc’s 13F filings on SEC