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Sawyer & Company, Inc.
Sawyer & Company, Inc. is an SEC-registered investment advisory firm headquartered in Oklahoma City, Oklahoma. The firm offers financial planning and portfolio management services to individuals, high-net-worth clients, and institutions. Founded in 1978, Sawyer & Company serves clients locally and nationally through a dedicated team of advisors and support staff.
Investment Strategy
Sawyer & Company, Inc. employs a customized investment approach focused on long-term asset appreciation and risk management. Their strategy includes diversified portfolios of equity and fixed income securities tailored to each client's objectives, risk tolerance, and financial goals. The firm's philosophy centers on disciplined allocation, ongoing portfolio monitoring, and adjusting investments in response to economic conditions and market opportunities.
Latest 13F Filing Activity
Sawyer & Company, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 181 equity positions with a total 13F market value of $265M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Apple Inc. among other positions. Sawyer & Company, Inc. reduced exposure to Microsoft Corp., Nvidia Corporation, Apple Inc. among others.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORP | 5.36% | $14.2M | 64,862 | $66.18 | $281.24 | $0 |
M MSFT | MICROSOFT CORP | 4.70% | $12.5M | 25,040 | $345.47 | $517.95 | $0 |
N NVDA | NVIDIA CORPORATION | 4.53% | $12.0M | 75,851 | $28.02 | $186.58 | $0 |
A AAPL | APPLE INC | 4.06% | $10.7M | 52,362 | $194.16 | $254.63 | $0 |
| ALPHABET INC A | 3.74% | $9.9M | 56,146 | $78.53 | $243.10 | $0 |
Industry Allocation
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