SAWGRASS ASSET MANAGEMENT LLC Q3 2018 Filing

Filed November 19, 2018

Portfolio Value

$2.3B

Holdings

209

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
OMCOMNICOM GROUP INC COM
25,435$1.7M0.07%
102
EBSEMERGENT BIOSOLUTN INC COM
25,240$1.7M0.07%
103
DIODDIODES INC COM
48,685$1.6M0.07%
104
IBMINTERNATIONAL BUS MACH COM
10,436$1.6M0.07%
105
CSXCSX CORP COM
21,190$1.6M0.07%
106
VBVANGUARD INDEX FDS SMALL CP ET
8,970$1.5M0.06%
107
CRAICRA INTERNATIONAL INC
28,725$1.4M0.06%
108
WWWWOLVERINE WORLD WIDE
36,430$1.4M0.06%
109
TREXTREX CO INC COM
18,270$1.4M0.06%
110
BKIEURBLACK KNIGHT INC COM
26,900$1.4M0.06%
111
ITGRINTEGER HLDGS CORP COM
16,190$1.3M0.06%
112
CRMTAMERICAS CAR MART INC COM
16,400$1.3M0.05%
113
TAT&T CORP COM
34,155$1.1M0.05%
114
CATCATERPILLAR INC DEL COM
7,300$1.1M0.05%
115
SLBSCHLUMBERGER LTD FOREIGN ORD
17,635$1.1M0.05%
116
CHECHEMED CORP NEW COM
3,330$1.1M0.05%
117
SCHMSCHWAB STRATEGIC TR US MID-CAP
17,836$1.0M0.04%
118
UVEUNIVERSAL INS HLDGS IN COM
21,200$1.0M0.04%
119
FICOFAIR ISAAC CORP COM
4,465$1.0M0.04%
120
XLFFINANCIAL SELECT SECTOR SPDR F
36,125$996K0.04%
121
MCMOELIS & CO CL A
18,040$989K0.04%
122
CLCOLGATE-PALMOLIVE COM
14,555$974K0.04%
123
BACBANK OF AMERICA
31,734$935K0.04%
124
PGPROCTER & GAMBLE CO COM
11,126$926K0.04%
125
1GSNNOVANTA INC COM
13,435$919K0.04%
126
BOTTOMLINE TECH DEL COM
12,635$919K0.04%
127
TNETTRINET GROUP INC COM
16,001$901K0.04%
128
ABGAMERISOURCEBERGEN CORP
9,635$889K0.04%
129
CHRCHURCHILL DOWNS INC COM
3,080$855K0.04%
130
BCCBOISE CASCADE CORP COM
22,480$827K0.04%
131
MCSMARCUS CORP COM
19,630$825K0.04%
132
HEIHEICO CORP NEW CL A
10,813$816K0.03%
133
GISGENERAL MILLS INC
17,565$754K0.03%
134
ADPAUTOMATIC DATA PROCESS COM
5,000$753K0.03%
135
GMGENERAL MTRS CORP COM
22,180$747K0.03%
136
FIRSTCASH INC COM
8,917$731K0.03%
137
CISION LTD SHS
43,090$724K0.03%
138
ASGNASGN INC COM
8,875$701K0.03%
139
CNMDCONMED CORP COM
8,780$696K0.03%
140
TROWPRICE T ROWE GROUP INC COM
6,300$688K0.03%
141
SMTCSEMTECH CORP COM
12,325$685K0.03%
142
MOALTRIA GROUP INC
11,274$680K0.03%
143
PRAHPRA HEALTH SCIENCES IN COM
6,085$671K0.03%
144
BLUCORA INC COM
16,135$649K0.03%
145
RUTHUSDRUTHS HOSPITALITY GROUP INC CO
20,500$647K0.03%
146
RDNTRADNET INC COM
42,630$642K0.03%
147
CTSCTS CORP COM
18,675$641K0.03%
148
PFEPFIZER INC COM
14,479$638K0.03%
149
ICUIICU MED INC COM
2,255$638K0.03%
150
PPLPPL CORP COM
21,370$625K0.03%
151
VNQVANGUARD INDEX FDS REIT ETF
7,621$615K0.03%
152
PINCPREMIER INC CL A
13,205$605K0.03%
153
GMEDGLOBUS MED INC CL A
10,315$585K0.02%
154
LHCGUSDLHC GROUP INC COM
5,475$564K0.02%
155
FIVEFIVE BELOW INC COM
4,337$564K0.02%
156
BFAMBRIGHT HORIZONS FAM SO COM
4,520$533K0.02%
157
SCHFSCHWAB STRATEGIC TR INTL EQTY
15,681$526K0.02%
158
HIHILLENBRAND INC COM
9,990$522K0.02%
159
RPREALPAGE INC COM
7,875$519K0.02%
160
STRASTRATEGIC EDUCATION INC
3,680$504K0.02%
161
QLYSQUALYS INC COM
5,645$503K0.02%
162
LLYLILLY ELI & CO COM
4,500$483K0.02%
163
TXRHTEXAS ROADHOUSE INC COM
6,910$479K0.02%
164
VWOVANGUARD INTL EQTY IDX EMR MKT
11,643$477K0.02%
165
SDYSPDR SERIES TRUST S&P DIVID ET
4,855$475K0.02%
166
ARWARROW ELECTRONICS INC COM
6,355$468K0.02%
167
SHOOMADDEN STEVEN LTD COM
8,615$456K0.02%
168
CBZCBIZ INC COM
18,985$450K0.02%
169
AJGGALLAGHER ARTHUR J &CO COM
6,030$449K0.02%
170
MCBC HLDGS INC COM
12,225$439K0.02%
171
ADUSADDUS HOMECARE CORP COM
6,180$434K0.02%
172
ALSALLSTATE CORP COM
4,160$411K0.02%
173
PFGCPERFORMANCE FOOD GROUP COM
12,290$409K0.02%
174
WMTWALMART INC COM
4,215$396K0.02%
175
CRLCHARLES RIV LABS INTL COM
2,900$390K0.02%
176
SCHDSCHWAB STRATEGIC TR US DIVIDEN
7,350$390K0.02%
177
MMM3M CO
1,770$373K0.02%
178
ANDEAVOR COM(03349M105) - Deli
2,391$367K0.02%
179
QCOMQUALCOMM INC COM
5,070$365K0.02%
180
LGNDLIGAND PHARMACEUTICALS COM NEW
1,320$362K0.02%
181
WDFCWD-40 CO COM
2,090$360K0.02%
182
IWNISHARES RUSSELL 2000 VALUE ETF
2,570$342K0.01%
183
CVGWCALAVO GROWERS INC COM
3,485$337K0.01%
184
CBRECBRE GROUP, INC.
7,595$335K0.01%
185
HALHALLIBURTON CO COM
8,255$335K0.01%
186
COPCONOCOPHILLIPS COM
4,265$330K0.01%
187
SPYSPDR TR UNIT SER 1
1,135$330K0.01%
188
ATKRATKORE INTL GROUP INC COM
12,150$322K0.01%
189
CIENCIENA CORP COM
10,290$321K0.01%
190
VTYVERINT SYS INC COM
6,245$313K0.01%
191
UPSUNITED PARCEL SERVICE CL B
2,665$311K0.01%
192
MANTECH INTL CORP CL A
4,830$306K0.01%
193
FNFFIDELITY NATIONAL FINA-FNF GRO
7,600$299K0.01%
194
WHDCACTUS INC CL A
7,510$287K0.01%
195
RSGREPUBLIC SVCS INC COM
3,900$283K0.01%
196
SCHASCHWAB STRATEGIC TR US SML CAP
3,585$273K0.01%
197
WTSWATTS WATER TECHNLGS CL A
3,235$269K0.01%
198
CCKCROWN HOLDINGS
5,595$269K0.01%
199
HLIHOULIHAN LOKEY INC CL A
5,970$268K0.01%
200
COLMCOLUMBIA SPORTSWEAR CO COM
2,735$255K0.01%
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