Sawyer & Company
Sawyer & Company reported 199 stocks worth $298M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are GOOGL (5.7%), NVDA (5.7%) and AAPL (5.5%). Compared with Q2 2026, the fund opened new positions in ADP, added to CRM, AVGO and PANW, trimmed GOOGL, NVDA and AAPL and sold out of ADP, FICO and NKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $16.8M | 5.7% | 49K | −1,145 (−2%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $16.8M | 5.7% | 74K | −1,825 (−2%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $16.4M | 5.5% | 49K | −1,081 (−2%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $16.3M | 5.5% | 32K | −517 (−2%) | 8 of 8 | |
| 5 |  MU Micron Technology Inc | $15.6M | 5.2% | 15K | −1,408 (−9%) | 8 of 8 | |
| 6 |  LLY Eli Lilly & Co | $13.2M | 4.5% | 11K | −196 (−2%) | 8 of 8 | |
| 7 |  ANET Arista Networks Inc | $8.3M | 2.8% | 41K | −831 (−2%) | 8 of 8 | |
| 8 |  ORCL Oracle Corp | $8.2M | 2.8% | 60K | −996 (−2%) | 8 of 8 | |
| 9 |  V Visa Inc | $7M | 2.4% | 20K | −629 (−3%) | 8 of 8 | |
| 10 |  TJX Tjx Cos Inc New | $6.8M | 2.3% | 51K | −1,169 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ADP Automatic Data Processing in | $4.5M | 20K |
 FICO Fair Isaac Corp | $3M | 2,539 |
 NKE Nike Inc | $1.6M | 38K |
 GPC Genuine Parts Co | $1.2M | 10K |
 EMN Eastman Chem Co | $848K | 13K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sawyer & Company 13F FAQ
What does Sawyer & Company own?
Sawyer & Company reported 199 stocks worth $298M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are GOOGL (5.7%), NVDA (5.7%) and AAPL (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Sawyer & Company buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 16 added to, 83 trimmed and 11 sold out. New positions include ADP. It sold all of ADP, FICO and NKE.
When will Sawyer & Company file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sawyer & Company's portfolio worth?
The Q3 2026 filing reports $298M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.