SAWGRASS ASSET MANAGEMENT LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$800.0M

Holdings

187

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
101
CSXCSX CORP
27,584$999K0.12%
102
BSCYINVESCO EXCH TRD SLF IDX FD
46,878$985K0.12%
103
PEPPEPSICO INC
6,412$920K0.11%
104
KOCOCA COLA CO
13,172$920K0.11%
105
TJXTJX COS INC NEW
5,954$914K0.11%
106
MUMICRON TECHNOLOGY INC
3,162$902K0.11%
107
BLKBLACKROCK INC
831$889K0.11%
108
NKENIKE INC
13,531$862K0.11%
109
MDYSPDR S&P MIDCAP 400 ETF TR
1,393$840K0.10%
110
BALLBALL CORP
14,735$780K0.10%
111
CBRECBRE GROUP INC
4,679$752K0.09%
112
SCHDSCHWAB STRATEGIC TR
27,334$749K0.09%
113
KKRKKR & CO INC
5,861$747K0.09%
114
WFCWELLS FARGO CO NEW
7,570$705K0.09%
115
UNHUNITEDHEALTH GROUP INC
2,033$671K0.08%
116
BACBANK AMERICA CORP
12,136$667K0.08%
117
GMGENERAL MTRS CO
7,441$605K0.08%
118
IGMISHARES TR
4,662$602K0.08%
119
CARRCARRIER GLOBAL CORPORATION
11,363$600K0.07%
120
CTVACORTEVA INC
8,527$571K0.07%
121
SCHZSCHWAB STRATEGIC TR
23,402$546K0.07%
122
VWOVANGUARD INTL EQUITY INDEX F
10,141$545K0.07%
123
FCXFREEPORT-MCMORAN INC
10,650$540K0.07%
124
FDXFEDEX CORP
1,866$539K0.07%
125
MRKMERCK & CO INC
4,755$500K0.06%
126
PWRQUANTA SVCS INC
1,181$498K0.06%
127
COSTCOSTCO WHSL CORP NEW
574$494K0.06%
128
SDYSPDR SERIES TRUST
3,350$466K0.06%
129
IVVISHARES TR
671$459K0.06%
130
SCHFSCHWAB STRATEGIC TR
19,134$459K0.06%
131
IJKISHARES TR
4,721$457K0.06%
132
DOXAMDOCS LTD
5,623$452K0.06%
133
IGIBISHARES TR
8,379$451K0.06%
134
IJHISHARES TR
6,688$441K0.06%
135
ADPAUTOMATIC DATA PROCESSING IN
1,718$441K0.06%
136
DUKDUKE ENERGY CORP NEW
3,754$440K0.05%
137
MCKMCKESSON CORP
535$438K0.05%
138
IDXXIDEXX LABS INC
635$429K0.05%
139
NEENEXTERA ENERGY INC
5,329$427K0.05%
140
NEMNEWMONT CORP
4,179$417K0.05%
141
WMWASTE MGMT INC DEL
1,895$416K0.05%
142
SNEXSTONEX GROUP INC
4,333$412K0.05%
143
VTEBVANGUARD MUN BD FDS
8,085$406K0.05%
144
MTDMETTLER TOLEDO INTERNATIONAL
270$376K0.05%
145
AJGGALLAGHER ARTHUR J & CO
1,437$371K0.05%
146
GISGENERAL MLS INC
7,849$364K0.05%
147
CLCOLGATE PALMOLIVE CO
4,593$362K0.05%
148
TFISPDR SERIES TRUST
7,876$360K0.04%
149
ROSTROSS STORES INC
1,982$357K0.04%
150
EAELECTRONIC ARTS INC
1,739$355K0.04%
151
TMUST-MOBILE US INC
1,652$335K0.04%
152
JBLJABIL INC
1,462$333K0.04%
153
PFFISHARES TR
10,684$330K0.04%
154
TRVTRAVELERS COMPANIES INC
1,084$314K0.04%
155
AORTARTIVION INC
6,737$307K0.04%
156
TROWPRICE T ROWE GROUP INC
2,928$299K0.04%
157
MRVLMARVELL TECHNOLOGY INC
3,250$276K0.03%
158
VOOVANGUARD INDEX FDS
437$274K0.03%
159
IRMDIRADIMED CORP
2,714$264K0.03%
160
AKAMAKAMAI TECHNOLOGIES INC
2,932$255K0.03%
161
SCHASCHWAB STRATEGIC TR
8,851$252K0.03%
162
ECLECOLAB INC
960$252K0.03%
163
JJACOBS SOLUTIONS INC
1,900$251K0.03%
164
QQNITY ELECTRONICS INC
3,078$251K0.03%
165
DDDUPONT DE NEMOURS INC
6,225$250K0.03%
166
XLFSELECT SECTOR SPDR TR
4,425$242K0.03%
167
BSCZINVESCO EXCH TRD SLF IDX FD
11,600$241K0.03%
168
LMTLOCKHEED MARTIN CORP
498$240K0.03%
169
RMERESMED INC
982$236K0.03%
170
CBCHUBB LIMITED
731$228K0.03%
171
HURNHURON CONSULTING GROUP INC
1,323$228K0.03%
172
AMGNAMGEN INC
691$226K0.03%
173
VHTVANGUARD WORLD FD
765$220K0.03%
174
ENVAENOVA INTL INC
1,398$219K0.03%
175
ADBEADOBE INC
621$217K0.03%
176
DYHTARGET CORP
2,157$210K0.03%
177
ATENA10 NETWORKS INC
10,483$185K0.02%
178
LUMNLUMEN TECHNOLOGIES INC
16,940$131K0.02%
179
HPOSERVICE PPTYS TR
19,927$36K0.00%
180
RXTRACKSPACE TECHNOLOGY INC
31,306$30K0.00%
181
XRXXEROX HOLDINGS CORP
12,134$28K0.00%
182
KOSKOSMOS ENERGY LTD
25,824$23K0.00%
183
MYPSPLAYSTUDIOS INC
26,877$17K0.00%
184
GETYGETTY IMAGES HOLDINGS INC
10,516$14K0.00%
185
XEJACCURAY INC
14,157$11K0.00%
186
ADVADVANTAGE SOLUTIONS INC
11,880$10K0.00%
187
MAPSWM TECHNOLOGY INC
12,299$10K0.00%
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