SFAM, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 273 distinct positions held by the firm, managed by Tom Sawyer, who serves as Chief Compliance Officer.
The filing details the number of shares held for each position, though specific dollar values and market value changes are not included in the provided text. The portfolio includes a mix of large-cap technology companies, healthcare firms, consumer staples, and various exchange-traded funds.
Notable positions listed in the filing include:
- Apple Inc. (4739 shares)
- Microsoft Corporation (1596 shares)
- NVIDIA Corporation (1335 shares)
- Alphabet Inc. Class A (1705 shares)
- Johnson & Johnson (902 shares)
- JPMorgan Chase & Co. (924 shares)
- Exelon Corporation (1298 shares)
The report also indicates that the firm holds significant exposure to various ETFs, including the iShares Core S&P 500 ETF, iShares Core S&P 500 Growth ETF, and iShares Core MSCI Total International Stock Index Fund.
