The Analysis of SAWGRASS ASSET MANAGEMENT LLC's Holdings


Currently, SAWGRASS ASSET MANAGEMENT LLC holds 179 types of securities in its portfolio with a total value $809.7M. In the most recent quarter, they have increased their positions in ANET (+92.6K shares, valued at $13.5M), EA (+63.1K shares, valued at $12.7M), UTHR (+27.3K shares, valued at $11.5M); decreased their positions in GOOGL (-85.4K shares, valued at $20.8M), JNJ (-76.0K shares, valued at $14.1M), HD (-30.8K shares, valued at $12.5M); initiated new positions in ANET (+92.6K shares, valued at $13.5M), EA (+63.1K shares, valued at $12.7M), UTHR (+27.3K shares, valued at $11.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP95.5K shares-13.81%2025-09-302025-10-31history
AAPL APPLE INC168.1K shares-7.41%2025-09-302025-10-31history
NVDA NVIDIA CORPORATION200.9K shares-17.90%2025-09-302025-10-31history
AVGO BROADCOM INC110.5K shares-19.60%2025-09-302025-10-31history
AMZN AMAZON COM INC154.4K shares-15.50%2025-09-302025-10-31history
SCHX SCHWAB STRATEGIC TR1.1M shares-0.44%2025-09-302025-10-31history
GOOGL ALPHABET INC112.4K shares-43.18%2025-09-302025-10-31history
META META PLATFORMS INC31.1K shares56.29%2025-09-302025-10-31history
Sponsored
NOW SERVICENOW INC17.6K shares-16.58%2025-09-302025-10-31history
VONE VANGUARD SCOTTSDALE FDS49.2K shares0.42%2025-09-302025-10-31history
LLY ELI LILLY & CO19.2K shares37.74%2025-09-302025-10-31history
ANET ARISTA NETWORKS INC92.6K sharesnew addition2025-09-302025-10-31history
CSCO CISCO SYS INC193.5K shares39.02%2025-09-302025-10-31history
MA MASTERCARD INCORPORATED23.2K shares-17.59%2025-09-302025-10-31history
EA ELECTRONIC ARTS INC63.1K sharesnew addition2025-09-302025-10-31history
FTNT FORTINET INC145.8K shares55.64%2025-09-302025-10-31history
Sponsored
UTHR UNITED THERAPEUTICS CORP DEL27.3K sharesnew addition2025-09-302025-10-31history
CBOE CBOE GLOBAL MKTS INC45.5K shares-18.15%2025-09-302025-10-31history
AMD ADVANCED MICRO DEVICES INC66.5K sharesnew addition2025-09-302025-10-31history
ZTS ZOETIS INC72.6K shares-17.18%2025-09-302025-10-31history
WDAY WORKDAY INC44.0K shares-2.37%2025-09-302025-10-31history
AZO AUTOZONE INC2.4K shares-44.42%2025-09-302025-10-31history
EXEL EXELIXIS INC246.4K shares41.60%2025-09-302025-10-31history
IEFA ISHARES TR115.0K shares-0.30%2025-09-302025-10-31history
Sponsored
CDNS CADENCE DESIGN SYSTEM INC27.6K shares12.34%2025-09-302025-10-31history
AMAT APPLIED MATLS INC47.4K shares-46.76%2025-09-302025-10-31history
UNP UNION PAC CORP40.6K shares-17.85%2025-09-302025-10-31history
CRM SALESFORCE INC40.1K shares16.87%2025-09-302025-10-31history
NFLX NETFLIX INC7.8K shares-18.06%2025-09-302025-10-31history
PCTY PAYLOCITY HLDG CORP57.5K sharesnew addition2025-09-302025-10-31history
IWR ISHARES TR94.4K shares-0.14%2025-09-302025-10-31history
VB VANGUARD INDEX FDS34.8K shares-4.66%2025-09-302025-10-31history
Sponsored
CME CME GROUP INC31.4K shares-18.72%2025-09-302025-10-31history
VRSN VERISIGN INC30.2K sharesnew addition2025-09-302025-10-31history
INCY INCYTE CORP99.2K sharesnew addition2025-09-302025-10-31history
KDP KEURIG DR PEPPER INC326.8K shares33.25%2025-09-302025-10-31history
VO VANGUARD INDEX FDS27.5K shares5.41%2025-09-302025-10-31history
AME AMETEK INC43.0K shares-50.56%2025-09-302025-10-31history
CPRT COPART INC177.4K shares74.96%2025-09-302025-10-31history
MCD MCDONALDS CORP25.5K shares-17.17%2025-09-302025-10-31history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC15.3K shares-20.51%2025-09-302025-10-31history
VV VANGUARD INDEX FDS22.9K shares0.54%2025-09-302025-10-31history
TJX TJX COS INC NEW46.9K shares-17.02%2025-09-302025-10-31history
HEI HEICO CORP NEW20.4K shares-17.46%2025-09-302025-10-31history
DHR DANAHER CORPORATION30.7K shares-52.57%2025-09-302025-10-31history
FICO FAIR ISAAC CORP3.8K sharesnew addition2025-09-302025-10-31history
KMB KIMBERLY-CLARK CORP42.1K shares-18.08%2025-09-302025-10-31history
JPM JPMORGAN CHASE & CO.16.5K shares0.40%2025-09-302025-10-31history
Sponsored
BRO BROWN & BROWN INC55.4K sharesnew addition2025-09-302025-10-31history
GOOG ALPHABET INC21.1K shares-1.54%2025-09-302025-10-31history
VEU VANGUARD INTL EQUITY INDEX F66.0K shares0.07%2025-09-302025-10-31history
ORCL ORACLE CORP15.7K shares-73.58%2025-09-302025-10-31history
SPGI S&P GLOBAL INC8.8K shares-15.75%2025-09-302025-10-31history
QQQ INVESCO QQQ TR6.8K shares0.18%2025-09-302025-10-31history
IEX IDEX CORP24.1K sharesnew addition2025-09-302025-10-31history
VTV VANGUARD INDEX FDS18.1K shares-6.77%2025-09-302025-10-31history
Sponsored
GS GOLDMAN SACHS GROUP INC3.9K shares2.54%2025-09-302025-10-31history
ABBV ABBVIE INC11.8K shares-3.39%2025-09-302025-10-31history
VOT VANGUARD INDEX FDS9.1K shares0.42%2025-09-302025-10-31history
SPY SPDR S&P 500 ETF TR3.8K shares-1.38%2025-09-302025-10-31history
AXP AMERICAN EXPRESS CO7.6K shares-0.46%2025-09-302025-10-31history
JNJ JOHNSON & JOHNSON12.5K shares-85.84%2025-09-302025-10-31history
CACI CACI INTL INC4.6K shares3.77%2025-09-302025-10-31history
HON HONEYWELL INTL INC10.4K shares2.27%2025-09-302025-10-31history
Sponsored
ABT ABBOTT LABS16.2K shares-84.68%2025-09-302025-10-31history
AFL AFLAC INC19.3K shares-8.93%2025-09-302025-10-31history
DELL DELL TECHNOLOGIES INC14.4K shares1.92%2025-09-302025-10-31history
V VISA INC5.7K shares-0.52%2025-09-302025-10-31history
SCHB SCHWAB STRATEGIC TR73.2K shares0.90%2025-09-302025-10-31history
XOM EXXON MOBIL CORP16.1K shares0.09%2025-09-302025-10-31history
MPC MARATHON PETE CORP9.3K shares-0.38%2025-09-302025-10-31history
DIS DISNEY WALT CO15.4K shares30.12%2025-09-302025-10-31history
Sponsored
BSCV INVESCO EXCH TRD SLF IDX FD103.0K shares6.33%2025-09-302025-10-31history
HD HOME DEPOT INC4.2K shares-87.92%2025-09-302025-10-31history
BSCW INVESCO EXCH TRD SLF IDX FD78.5K shares8.38%2025-09-302025-10-31history
VBK VANGUARD INDEX FDS5.5K shares1.10%2025-09-302025-10-31history
BSCU INVESCO EXCH TRD SLF IDX FD94.3K shares4.53%2025-09-302025-10-31history
BSCT INVESCO EXCH TRD SLF IDX FD83.4K shares4.34%2025-09-302025-10-31history
RTX RTX CORPORATION8.9K shares5.52%2025-09-302025-10-31history
ICE INTERCONTINENTAL EXCHANGE IN8.7K shares6.66%2025-09-302025-10-31history
Sponsored
COR CENCORA INC4.6K shares6.10%2025-09-302025-10-31history
WMT WALMART INC13.7K shares-4.34%2025-09-302025-10-31history
GD GENERAL DYNAMICS CORP4.1K shares14.48%2025-09-302025-10-31history
ETN EATON CORP PLC3.7K shares6.33%2025-09-302025-10-31history
CAT CATERPILLAR INC2.8K shares-0.21%2025-09-302025-10-31history
DHI D R HORTON INC8.0K shares3.81%2025-09-302025-10-31history
MDT MEDTRONIC PLC14.0K shares1.54%2025-09-302025-10-31history
BSCS INVESCO EXCH TRD SLF IDX FD61.7K shares1.98%2025-09-302025-10-31history
Sponsored
CVX CHEVRON CORP NEW8.1K shares2.13%2025-09-302025-10-31history
BSCR INVESCO EXCH TRD SLF IDX FD63.5K shares2.67%2025-09-302025-10-31history
BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares0.57%2025-09-302025-10-31history
EFAV ISHARES TR14.6K shares0.00%2025-09-302025-10-31history
PG PROCTER AND GAMBLE CO7.9K shares0.25%2025-09-302025-10-31history
BSCX INVESCO EXCH TRD SLF IDX FD55.6K shares15.73%2025-09-302025-10-31history
SCHM SCHWAB STRATEGIC TR39.0K shares0.18%2025-09-302025-10-31history
ROP ROPER TECHNOLOGIES INC2.3K shares-0.13%2025-09-302025-10-31history
Sponsored
SMH VANECK ETF TRUST3.4K shares0.00%2025-09-302025-10-31history
BSCQ INVESCO EXCH TRD SLF IDX FD55.8K shares-0.27%2025-09-302025-10-31history
XLK SELECT SECTOR SPDR TR3.8K shares0.00%2025-09-302025-10-31history
BSCP INVESCO EXCH TRD SLF IDX FD51.1K shares-1.99%2025-09-302025-10-31history
NKE NIKE INC14.7K shares-0.13%2025-09-302025-10-31history
VIG VANGUARD SPECIALIZED FUNDS4.7K shares0.00%2025-09-302025-10-31history
BLK BLACKROCK INC846 shares31.78%2025-09-302025-10-31history
CSX CSX CORP27.6K shares-1.63%2025-09-302025-10-31history
Sponsored
PEP PEPSICO INC6.5K shares-9.29%2025-09-302025-10-31history
MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares0.00%2025-09-302025-10-31history
KO COCA COLA CO11.9K shares5.92%2025-09-302025-10-31history
BALL BALL CORP14.7K shares-10.66%2025-09-302025-10-31history
CBRE CBRE GROUP INC4.7K shares12.77%2025-09-302025-10-31history
RSG REPUBLIC SVCS INC3.2K shares-87.36%2025-09-302025-10-31history
AJG GALLAGHER ARTHUR J & CO2.4K shares-7.79%2025-09-302025-10-31history
SCHD SCHWAB STRATEGIC TR27.0K shares0.54%2025-09-302025-10-31history
Sponsored
KKR KKR & CO INC5.6K shares1.18%2025-09-302025-10-31history
CARR CARRIER GLOBAL CORPORATION12.0K shares3.06%2025-09-302025-10-31history
DOX AMDOCS LTD8.3K shares8.38%2025-09-302025-10-31history
UNH UNITEDHEALTH GROUP INC1.9K shares-25.92%2025-09-302025-10-31history
WFC WELLS FARGO CO NEW7.6K shares9.08%2025-09-302025-10-31history
BAC BANK AMERICA CORP12.1K shares3.62%2025-09-302025-10-31history
IGM ISHARES TR4.7K shares0.00%2025-09-302025-10-31history
CTVA CORTEVA INC8.5K shares-0.98%2025-09-302025-10-31history
Sponsored
APH AMPHENOL CORP NEW4.6K shares-3.44%2025-09-302025-10-31history
VWO VANGUARD INTL EQUITY INDEX F10.3K shares-6.45%2025-09-302025-10-31history
PYPL PAYPAL HLDGS INC8.0K shares-9.68%2025-09-302025-10-31history
COST COSTCO WHSL CORP NEW574 shares-92.04%2025-09-302025-10-31history
MU MICRON TECHNOLOGY INC3.2K shares27.50%2025-09-302025-10-31history
IJH ISHARES TR8.0K shares4.71%2025-09-302025-10-31history
ADP AUTOMATIC DATA PROCESSING IN1.7K shares-5.03%2025-09-302025-10-31history
PFF ISHARES TR15.8K shares0.00%2025-09-302025-10-31history
Sponsored
PWR QUANTA SVCS INC1.2K shares-2.07%2025-09-302025-10-31history
DD DUPONT DE NEMOURS INC6.2K shares47.02%2025-09-302025-10-31history
SCHZ SCHWAB STRATEGIC TR20.6K shares0.00%2025-09-302025-10-31history
SNEX STONEX GROUP INC4.7K shares11.88%2025-09-302025-10-31history
DUK DUKE ENERGY CORP NEW3.8K shares18.50%2025-09-302025-10-31history
IGIB ISHARES TR8.5K shares0.00%2025-09-302025-10-31history
SDY SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-10-31history
GM GENERAL MTRS CO7.4K shares18.90%2025-09-302025-10-31history
Sponsored
IJK ISHARES TR4.7K shares0.00%2025-09-302025-10-31history
IVV ISHARES TR658 shares3.62%2025-09-302025-10-31history
JBL JABIL INC2.0K shares13.24%2025-09-302025-10-31history
WM WASTE MGMT INC DEL1.9K shares-12.06%2025-09-302025-10-31history
FCX FREEPORT-MCMORAN INC10.7K shares97.00%2025-09-302025-10-31history
SCHF SCHWAB STRATEGIC TR17.8K shares2.53%2025-09-302025-10-31history
MCK MCKESSON CORP535 shares19.15%2025-09-302025-10-31history
IDXX IDEXX LABS INC635 shares0.00%2025-09-302025-10-31history
Sponsored
VTEB VANGUARD MUN BD FDS8.1K shares0.00%2025-09-302025-10-31history
NEE NEXTERA ENERGY INC5.3K shares14.38%2025-09-302025-10-31history
GIS GENERAL MLS INC7.8K shares-1.90%2025-09-302025-10-31history
TMUS T-MOBILE US INC1.7K shares-96.33%2025-09-302025-10-31history
MRK MERCK & CO INC4.6K shares-2.66%2025-09-302025-10-31history
CL COLGATE PALMOLIVE CO4.6K shares0.00%2025-09-302025-10-31history
TFI SPDR SERIES TRUST7.9K shares52.16%2025-09-302025-10-31history
NEM NEWMONT CORP4.2K sharesnew addition2025-09-302025-10-31history
Sponsored
BSCY INVESCO EXCH TRD SLF IDX FD15.9K shares31.33%2025-09-302025-10-31history
MTD METTLER TOLEDO INTERNATIONAL270 shares0.00%2025-09-302025-10-31history
FIX COMFORT SYS USA INC400 shares-29.70%2025-09-302025-10-31history
TRV TRAVELERS COMPANIES INC1.1K shares-3.56%2025-09-302025-10-31history
ROST ROSS STORES INC2.0K shares19.18%2025-09-302025-10-31history
TROW PRICE T ROWE GROUP INC2.9K shares19.56%2025-09-302025-10-31history
MLI MUELLER INDS INC2.9K shares3.14%2025-09-302025-10-31history
AORT ARTIVION INC6.9K sharesnew addition2025-09-302025-10-31history
Sponsored
J JACOBS SOLUTIONS INC1.9K shares-26.56%2025-09-302025-10-31history
MRVL MARVELL TECHNOLOGY INC3.3K shares0.00%2025-09-302025-10-31history
ECL ECOLAB INC989 shares8.80%2025-09-302025-10-31history
RMD RESMED INC982 sharesnew addition2025-09-302025-10-31history
GPI GROUP 1 AUTOMOTIVE INC599 shares6.39%2025-09-302025-10-31history
SCHA SCHWAB STRATEGIC TR8.6K shares0.00%2025-09-302025-10-31history
XLF SELECT SECTOR SPDR TR4.4K shares-4.32%2025-09-302025-10-31history
AKAM AKAMAI TECHNOLOGIES INC2.9K shares-97.47%2025-09-302025-10-31history
Sponsored
CVLT COMMVAULT SYS INC1.2K sharesnew addition2025-09-302025-10-31history
ADBE ADOBE INC621 shares0.00%2025-09-302025-10-31history
LMT LOCKHEED MARTIN CORP436 shares-33.13%2025-09-302025-10-31history
TGT TARGET CORP2.3K shares-0.72%2025-09-302025-10-31history
ATEN A10 NETWORKS INC11.4K shares11.05%2025-09-302025-10-31history
ITW ILLINOIS TOOL WKS INC775 shares-13.70%2025-09-302025-10-31history
LUMN LUMEN TECHNOLOGIES INC14.9K shares0.00%2025-09-302025-10-31history
REI RING ENERGY INC30.8K shares0.00%2025-09-302025-10-31history
Sponsored
RXT RACKSPACE TECHNOLOGY INC19.3K shares0.00%2025-09-302025-10-31history
KOS KOSMOS ENERGY LTD13.0K shares0.00%2025-09-302025-10-31history
MYPS PLAYSTUDIOS INC18.0K shares0.00%2025-09-302025-10-31history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available