Carol Proctor

Sawyer & Company, Inc

Assets Managed

$259.685M

Holdings

197

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

-8.1%(2Q avg: -0.68%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sawyer & Company, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 197 positions.

Assets under management

The assets under management (AUM) of Sawyer & Company, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 259.685M in assets, with a quarterly growth rate of -8.1% and a 2-quarter average growth rate of -0.68%. The portfolio is managed by Carol Proctor, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GOOGL Alphabet Inc-cl A Recent Activity Decreased -5.58%	5.81%	$15.084M 52,455 shares@ $287.57 avg price	Decreased -5.58%
AAPL Apple Inc Recent Activity Decreased -0.84%	5.2%	$13.488M 53,146 shares@ $253.79 avg price	Decreased -0.84%
NVDA Nvidia Corp Recent Activity Decreased -0.28%	5.08%	$13.188M 75,617 shares@ $174.41 avg price	Decreased -0.28%
LLY Eli Lilly & Co Recent Activity Decreased -0.91%	4.13%	$10.709M 11,643 shares@ $919.77 avg price	Decreased -0.91%
MSFT Microsoft Corp Recent Activity Increased 0.11%	4.02%	$10.431M 28,180 shares@ $370.18 avg price	Increased 0.11%
TJX Tjx Companies Inc Recent Activity Decreased -3.73%	3.51%	$9.112M 57,056 shares@ $159.7 avg price	Decreased -3.73%
ORCL Oracle Corp Recent Activity Decreased -0.11%	3.48%	$9.022M 61,326 shares@ $147.12 avg price	Decreased -0.11%
V Visa Inc-class A Shares Recent Activity Decreased -0.27%	2.37%	$6.132M 20,289 shares@ $302.24 avg price	Decreased -0.27%
MU Micron Technology Inc Recent Activity Increased 0.28%	2.34%	$6.054M 17,920 shares@ $337.85 avg price	Increased 0.28%
XOM Exxon Mobil Corp Recent Activity Decreased -9.13%	2.3%	$5.966M 35,162 shares@ $169.67 avg price	Decreased -9.13%

1-10 of 197