CIK: 1722436
SAWYER & COMPANY, INC

Address: 50 CONGRESS STREET, SUITE 520, BOSTON, MA 02109

α Alpha 0.5700↭ Flow 0.2400Quant/Multi-Strategy206 holdings33 quarters

📊 Score Breakdown — Alpha: 0.5700 / Flow: 0.2400click to expand ▼

207holdings (Q4 2025)
$0.28B13F reported value
+20 NEW+186 INCREASED-1 EXITED

Total (Q4 25): $282,599,571

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$0.00B

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$0.28B+$0.10B+54.0%
Q3 22$0.18B$-0.01B-6.9%
Q2 22$0.20B$-0.03B-11.4%
Q1 22$0.22B$-0.01B-4.1%
Q4 21$0.23B+$0.01B+4.3%
Q3 21$0.22B+$0.01B+3.7%
Q2 21$0.21B+$0.01B+6.7%
Q1 21$0.20B+$0.01B+6.9%
Q4 20$0.19B+$0.02B+11.8%
Q3 20$0.17B+$0.01B+4.0%
Q2 20$0.16B+$0.04B+29.0%
Q1 20$0.13B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025206$282,599,57113F-HR2-Feb-20260001722436-26-000001
Q3 2530-Sep-2025195$277,85813F-HR7-Oct-20250001722436-25-000006
Q2 2530-Jun-2025187$264,78013F-HR9-Jul-20250001722436-25-000005
Q1 2531-Mar-2025175$247,55813F-HR22-Apr-20250001722436-25-000004
Q4 2431-Dec-2024174$270,31713F-HR14-Jan-20250001722436-25-000001
Q3 2430-Sep-2024197$270,26613F-HR10-Oct-20240001722436-24-000004
Q2 2430-Jun-2024179$251,67813F-HR31-Jul-20240001722436-24-000003
Q1 2431-Mar-2024172$250,32513F-HR16-Apr-20240001722436-24-000002
Q4 2331-Dec-2023183$226,68113F-HR17-Jan-20240001722436-24-000001
Q3 2330-Sep-2023194$214,19213F-HR25-Oct-20230001722436-23-000004
Q2 2330-Jun-2023170$218,76113F-HR13-Jul-20230001722436-23-000003
Q1 2331-Mar-2023177$185,73413F-HR19-Apr-20230001722436-23-000002
Q4 2231-Dec-2022186$203,15313F-HR11-Jan-20230001722436-23-000001
Q3 2230-Sep-2022172$183,462,00013F-HR25-Oct-20220001722436-22-000004
Q2 2230-Jun-2022175$197,004,00013F-HR20-Jul-20220001722436-22-000003
Q1 2231-Mar-2022175$222,330,00013F-HR26-Apr-20220001722436-22-000002
Q4 2131-Dec-2021179$231,728,00013F-HR14-Jan-20220001722436-22-000001
Q3 2130-Sep-2021188$222,085,00013F-HR3-Nov-20210001722436-21-000006
Q2 2130-Jun-2021173$214,227,00013F-HR29-Jul-20210001722436-21-000003
Q1 2131-Mar-2021171$200,781,00013F-HR22-Apr-20210001722436-21-000002
Q4 2031-Dec-2020158$187,884,00013F-HR26-Jan-20210001722436-21-000001
Q3 2030-Sep-2020170$168,087,00013F-HR20-Oct-20200001722436-20-000004
Q2 2030-Jun-2020170$161,627,00013F-HR31-Jul-20200001722436-20-000003
Q1 2031-Mar-2020169$125,250,00013F-HR6-May-20200001722436-20-000002
Q4 1931-Dec-2019177$155,309,00013F-HR13-Jan-20200001722436-20-000001
Q3 1930-Sep-2019175$140,438,00013F-HR17-Oct-20190001722436-19-000004
Q2 1930-Jun-2019177$149,390,00013F-HR23-Jul-20190001722436-19-000003
Q1 1931-Mar-2019173$152,767,00013F-HR6-May-20190001722436-19-000002
Q4 1831-Dec-2018184$136,185,00013F-HR25-Jan-20190001722436-19-000001
Q3 1830-Sep-2018195$163,915,00013F-HR22-Oct-20180001722436-18-000004
Q2 1830-Jun-2018198$152,978,00013F-HR18-Jul-20180001722436-18-000003
Q1 1831-Mar-2018199$148,026,00013F-HR17-Apr-20180001722436-18-000002
Q4 1731-Dec-2017188$152,456,00013F-HR11-Jan-20180001722436-18-000001