SAWGRASS ASSET MANAGEMENT LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$822.2B

Holdings

196

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (196 positions)

#StockSharesValue% PortfolioType
101
MDTMEDTRONIC PLC
12,057$944.8M0.11%
102
BSCTINVESCO EXCH TRD SLF IDX FD
53,474$937.1M0.11%
103
AJGGALLAGHER ARTHUR J & CO
4,091$932.5M0.11%
104
CATCATERPILLAR INC
3,385$924.1M0.11%
105
CSXCSX CORP
29,801$916.4M0.11%
106
BALLBALL CORP
17,915$891.8M0.11%
107
SCHMSCHWAB STRATEGIC TR
12,737$862.0M0.10%
108
VBKVANGUARD INDEX FDS
4,000$856.7M0.10%
109
BMYBRISTOL-MYERS SQUIBB CO
14,158$821.7M0.10%
110
VIGVANGUARD SPECIALIZED FUNDS
5,238$813.9M0.10%
111
DOXAMDOCS LTD
9,602$811.3M0.10%
112
IJJISHARES TR
8,000$807.4M0.10%
113
BACVERIZON COMMUNICATIONS INC
23,500$761.6M0.09%
114
MDYSPDR S&P MIDCAP 400 ETF TR
1,655$755.7M0.09%
115
NVDANVIDIA CORPORATION
1,610$700.3M0.09%
116
BACBANK AMERICA CORP
25,189$689.7M0.08%
117
PFFISHARES TR
21,716$654.7M0.08%
118
IGIBISHARES TR
13,399$651.9M0.08%
119
BSCUINVESCO EXCH TRD SLF IDX FD
41,367$644.5M0.08%
120
PFEPFIZER INC
19,332$641.2M0.08%
121
IJKISHARES TR
8,721$630.0M0.08%
122
TFISPDR SER TR
14,324$626.0M0.08%
123
XLKSELECT SECTOR SPDR TR
3,777$619.2M0.08%
124
SMHVANECK ETF TRUST
4,200$608.9M0.07%
125
SCHDSCHWAB STRATEGIC TR
8,107$573.7M0.07%
126
GISGENERAL MLS INC
8,900$569.5M0.07%
127
CTVACORTEVA INC
10,947$560.0M0.07%
128
TROWPRICE T ROWE GROUP INC
5,007$525.1M0.06%
129
KKRKKR & CO INC
8,437$519.7M0.06%
130
SCHZSCHWAB STRATEGIC TR
11,566$511.6M0.06%
131
MRKMERCK & CO INC
4,778$491.9M0.06%
132
SLBSCHLUMBERGER LTD
8,335$485.9M0.06%
133
DDDUPONT DE NEMOURS INC
6,165$459.8M0.06%
134
FIXCOMFORT SYS USA INC
2,634$448.9M0.05%
135
SDYSPDR SER TR
3,824$439.8M0.05%
136
TRMBTRIMBLE INC
8,076$435.0M0.05%
137
JJACOBS SOLUTIONS INC
3,137$428.2M0.05%
138
SCHFSCHWAB STRATEGIC TR
12,397$421.0M0.05%
139
ADPAUTOMATIC DATA PROCESSING IN
1,718$413.3M0.05%
140
TRVTRAVELERS COMPANIES INC
2,509$409.7M0.05%
141
GPIGROUP 1 AUTOMOTIVE INC
1,479$397.4M0.05%
142
JBLJABIL INC
3,099$393.2M0.05%
143
SMCIUSDSUPER MICRO COMPUTER INC
1,434$393.2M0.05%
144
CBRECBRE GROUP INC
5,253$388.0M0.05%
145
RTXRTX CORPORATION
5,274$379.6M0.05%
146
VWOVANGUARD INTL EQUITY INDEX F
9,671$379.2M0.05%
147
MLIMUELLER INDS INC
5,016$377.0M0.05%
148
LQDISHARES TR
3,659$373.3M0.05%
149
LMTLOCKHEED MARTIN CORP
900$368.1M0.04%
150
COPCONOCOPHILLIPS
2,974$356.3M0.04%
151
PRGSPROGRESS SOFTWARE CORP
6,609$347.5M0.04%
152
DDOMINION ENERGY INC
7,740$345.7M0.04%
153
MEDPMEDPACE HLDGS INC
1,415$342.6M0.04%
154
IJHISHARES TR
1,360$339.1M0.04%
155
DEMWISDOMTREE TR
9,000$337.3M0.04%
156
ALSNALLISON TRANSMISSION HLDGS I
5,637$332.9M0.04%
157
CNCCENTENE CORP DEL
4,746$326.9M0.04%
158
CLCOLGATE PALMOLIVE CO
4,593$326.6M0.04%
159
K6BKBR INC
5,503$324.3M0.04%
160
IGMISHARES TR
845$322.9M0.04%
161
BSCWINVESCO EXCHNG TRAD SLF INDE
16,803$322.1M0.04%
162
CMCCOMMERCIAL METALS CO
6,432$317.8M0.04%
163
CBZCBIZ INC
6,074$315.2M0.04%
164
ACAARCOSA INC
4,317$310.4M0.04%
165
KOCOCA COLA CO
5,540$310.1M0.04%
166
PPLPPL CORP
13,076$308.1M0.04%
167
ATENA10 NETWORKS INC
20,430$307.1M0.04%
168
IDXXIDEXX LABS INC
687$300.4M0.04%
169
MTDMETTLER TOLEDO INTERNATIONAL
270$299.2M0.04%
170
IJRISHARES TR
3,000$283.0M0.03%
171
FCXFREEPORT-MCMORAN INC
7,443$277.5M0.03%
172
NVONOVO-NORDISK A S
2,966$269.7M0.03%
173
ATKRATKORE INC
1,805$269.3M0.03%
174
VTEBVANGUARD MUN BD FDS
5,505$264.8M0.03%
175
TAT&T INC
17,564$263.8M0.03%
176
DELLDELL TECHNOLOGIES INC
3,812$262.6M0.03%
177
PRFZINVESCO EXCHANGE TRADED FD T
7,500$247.4M0.03%
178
HLIHOULIHAN LOKEY INC
2,222$238.0M0.03%
179
STRLSTERLING INFRASTRUCTURE INC
3,179$233.6M0.03%
180
SNEXSTONEX GROUP INC
2,388$231.4M0.03%
181
WMSADVANCED DRAIN SYS INC DEL
1,990$226.5M0.03%
182
SCHASCHWAB STRATEGIC TR
5,451$225.8M0.03%
183
PWRQUANTA SVCS INC
1,206$225.6M0.03%
184
KNSLKINSALE CAP GROUP INC
543$224.9M0.03%
185
TECHBIO-TECHNE CORP
3,195$217.5M0.03%
186
FDXFEDEX CORP
810$214.6M0.03%
187
BJBJS WHSL CLUB HLDGS INC
2,960$211.3M0.03%
188
XLFSELECT SECTOR SPDR TR
6,195$205.5M0.02%
189
APHAMPHENOL CORP NEW
2,400$201.6M0.02%
190
BSCVINVESCO EXCH TRD SLF IDX FD
12,212$186.2M0.02%
191
PRPERMIAN RESOURCES CORP
13,044$182.1M0.02%
192
CPRXCATALYST PHARMACEUTICALS INC
13,743$160.7M0.02%
193
LUCKBOWLERO CORP
10,597$101.9M0.01%
194
ADMAADMA BIOLOGICS INC
15,405$55.1M0.01%
195
CCOCLEAR CHANNEL OUTDOOR HLDGS
20,488$32.4M0.00%
196
OPFIOPPFI INC
11,627$29.3M0.00%
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