Fund HoldingsSawyer & Company, Inc

Total Portfolio Value
$250.3K
Total Bought
$88.21M
Total Sold
$157.26M
Net Transaction
-$69.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)25,72225,712-101010,8184321.40%+10,808
APPLE INC(AAPL)57,00656,940-66119,7643900.56%+9,753
ORACLE CORP(ORCL)073,598+73,59809,2453693.06%+9,245
ALPHABET INC A(GOOG)58,94159,384+44388,9633580.48%+8,955
NVIDIA CORPORATION(NVDA)7,7707,734-3646,9882791.62%+6,984
TJX COMPANIES INC NEW(TJX)68,40168,461+6066,9432773.72%+6,937
VISA INC A(V)21,93021,800-13066,0842430.42%+6,078
SALESFORCE.COM INC(CRM)19,01718,785-23255,6582260.13%+5,653
SYSCO CORP(SYY)69,73168,776-95555,5832230.39%+5,578
TRAVELLERS COMPANIES INC(TRV)26,12623,800-2,32655,4772188.09%+5,472
CDW CORP(CDW)21,87421,333-54155,4572179.79%+5,452
AUTOMATIC DATA PROCESSING INC021,282+21,28205,3152123.23%+5,315
PAYCHEX INC(PAYX)42,38942,846+45755,2612101.86%+5,256
ACCENTURE PLC IRELAND
SHS CLASS A
14,46514,665+20055,0832030.57%+5,078
DISNEY WALT CO(DIS)41,51541,505-1045,0792028.78%+5,075
ELI LILLY & CO(LLY)6,4456,427-1845,0001997.38%+4,996
AMGEN INC(AMGN)45,60515,853-29,75244,5071800.59%+4,503
EATON CORP PLC(ETN)14,09213,758-33434,3021718.51%+4,298
META PLATFORMS INC(META)8,8148,794-2034,2701705.86%+4,267
NIKE INC(NKE)44,19344,506+31354,1831670.90%+4,178
HONEYWELL INTL INC(HON)19,46119,828+36744,0701625.77%+4,066
EXXON MOBIL CORP034,721+34,72104,0361612.29%+4,036
JOHNSON & JOHNSON(JNJ)025,424+25,42404,0221606.64%+4,022
JPMORGAN CHASE & CO(JPM)18,60018,590-1033,7241487.50%+3,720
CONOCOPHILLIPS(COP)028,653+28,65303,6471456.89%+3,647
FAIR ISAAC CORP(FICO)2,9082,891-1733,6131443.17%+3,609
ECOLAB INC(ECL)15,79815,511-28733,5811430.74%+3,578
UNITED PARCEL SERVICE INC(UPS)022,748+22,74803,3811350.66%+3,381
CENCORA INC13,88713,802-8533,3541339.76%+3,351
MASTERCARD INC A(MA)6,6016,814+21333,2811310.82%+3,278
ALLSTATE CORP(ALL)19,82318,736-1,08733,2421294.92%+3,239
ABBVIE INC(ABBV)017,133+17,13303,1201246.35%+3,120
ARISTA NETWORKS INC10,50410,659+15523,0911234.75%+3,088
AMAZON COM INC(AMZN)16,91817,100+18233,0841232.20%+3,082
HOME DEPOT INC(HD)7,8887,939+5133,0451216.58%+3,043
VANGUARD INDEX FDS5,3736,208+83522,9841192.10%+2,982
AMERICAN EXPRESS CO(AXP)12,84512,645-20022,8791150.16%+2,877
ABBOTT LABS25,06324,703-36032,8081121.64%+2,805
STARBUCKS CORP(SBUX)29,17729,971+79432,7391094.20%+2,736
GLOBE LIFE INC23,11522,771-34432,6501058.57%+2,647
EMERSON ELEC CO(EMR)022,590+22,59002,5621023.53%+2,562
MERCK & CO INC(MRK)19,12118,892-22922,493995.83%+2,491
CISCO SYS INC(CSCO)047,696+47,69602,381950.97%+2,381
QUALCOMM INC(QCOM)13,98313,835-14822,342935.69%+2,340
CROWN CASTLE INC(CCI)21,97121,712-25932,298917.92%+2,295
EASTMAN CHEMICAL CO(EMN)20,73820,731-722,078829.99%+2,076
FISERV INC(FISV)11,69811,971+27321,913764.29%+1,912
MEDTRONIC PLC(MDT)21,58921,606+1721,883752.21%+1,881
CHEVRON CORP NEW(CVX)011,598+11,59801,829730.84%+1,829
CVS CAREMARK CORP(CVS)21,64221,435-20721,710682.97%+1,708
AFLAC INC(AFL)019,402+19,40201,666665.48%+1,666
PUBLIC STORAGE(PSA)5,1605,484+32421,591635.45%+1,589
ALPHABET INC C(GOOG)10,42010,400-2011,584632.58%+1,582
REPUBLIC SVCS INC(RSG)7,9327,812-12011,496597.43%+1,494
GENUINE PARTS CO(GPC)08,995+8,99501,394556.71%+1,394
FEDEX CORP(FDX)04,611+4,61101,336533.70%+1,336
COLGATE PALMOLIVE CO(CL)15,00414,441-56311,300519.49%+1,299
WELLS FARGO CO NEW(WFC)22,11021,775-33511,262504.18%+1,261
GENPACT LIMITED
SHS
035,428+35,42801,167466.33%+1,167
LOWES COS INC(LOW)4,0704,447+37711,133452.53%+1,132
DUKE ENERGY CORP NEW(DUK)11,80611,692-11411,131451.71%+1,130
QUEST DIAGNOSTICS INC(DGX)08,318+8,31801,107442.31%+1,107
COMCAST CORP NEW(CCZ)025,460+25,46001,104440.90%+1,104
LABORATORY CORP AMER HLDGS5,1025,042-6011,101440.02%+1,100
CIGNA CORP NEW(CI)3,1683,020-14811,097438.16%+1,096
DOW INC(DOW)15,88215,665-2171907362.52%+907
FASTENAL CO(FAST)11,43511,235-2001867346.22%+866
KIMBERLY CLARK CORP(KMB)6,6526,557-951848338.82%+847
GRAINGER W W INC(GWW)743718-251730291.79%+730
CAMDEN PPTY TR(CPT)7,4567,384-721727290.26%+726
VANGUARD INDEX FDS2,9232,739-1841712284.41%+711
INTERNATIONAL BUSINESS MACHS(IBM)03,716+3,7160710283.47%+710
BROWN FORMAN CORP(BF-A)013,382+13,3820691275.95%+691
COSTCO WHSL CORP NEW(COST)84084001615245.84%+615
WASTE MGMT INC DEL(WM)2,8602,795-651596237.99%+595
PFIZER INC(PFE)020,824+20,8240578230.85%+578
BANK AMER CORP14,08714,08700534213.39%+534
DUPONT DE NEMOURS INC(DD)6,8716,841-301524209.53%+524
INTERNATIONAL FLAVORS&FRAGRANC(IFF)05,677+5,6770488195.01%+488
INTL PAPER CO(IP)12,72812,465-2630486194.30%+486
SCHLUMBERGER LTD(SLB)08,577+8,5770470187.80%+470
3M CO(MMM)4,6574,219-4381448178.77%+447
TOTAL ENERGIES SE(TTE)6,5446,424-1200442176.64%+442
CHUBB LIMITED
COM
1,6891,679-100435173.81%+435
MCKESSON CORP(MCK)76776700412164.49%+411
W P CAREY INC(WPC)6,8956,695-2000378150.95%+377
OCCIDENTAL PETE CORP(OXY)05,310+5,3100345137.86%+345
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,2984,140+1,8420333133.16%+333
WALMART INC(WMT)05,391+5,3910324129.58%+324
STRYKER CORP(SYK)80580500288115.08%+288
TESLA MOTORS INC(TSLA)01,530+1,5300269107.44%+269
SUNCOR ENERGY INC NEW(SU)07,262+7,2620268107.08%+268
SOUTHERN CO(SO)3,6683,66800263105.12%+263
SHELL PLC(SHEL)03,536+3,536023794.70%+237
PEPSICO INC(PEP)01,222+1,222021485.43%+214
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
03,370+3,370021083.93%+210
NEXTERA ENERGY INC(NEE)2,8822,8820018473.58%+184
MONDELEZ INTL INC(MDLZ)02,606+2,606018272.87%+182
ENTERPRISE PRODUCTS PARTNERS L(EPD)05,900+5,900017268.78%+172
PROCTER & GAMBLE CO(PG)01,030+1,030016766.76%+167
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