SAWGRASS ASSET MANAGEMENT LLC Q2 2017 Filing

Filed August 11, 2017

Portfolio Value

$2.2B

Holdings

205

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE IN
778,466$112.1M5.08%
2
GOOGLALPHABET
113,165$105.2M4.77%
3
MSFTMICROSOF
1,450,684$100.0M4.53%
4
NKENIKE INC
1,193,160$70.4M3.19%
5
CMCSACOMCAST
1,685,006$65.6M2.97%
6
MAMASTERCA
516,769$62.8M2.85%
7
JNJJOHNSON
454,504$60.1M2.73%
8
DISDISNEY W
554,863$59.0M2.67%
9
VRSKVERISK A
663,295$56.0M2.54%
10
EXPDEXPEDITO
967,782$54.7M2.48%
11
MCXMCCORMIC
546,538$53.3M2.42%
12
LABORATO
341,807$52.7M2.39%
13
TJXTJX COS
720,915$52.0M2.36%
14
HDHOME DEP
334,963$51.4M2.33%
15
HONHONEYWEL
383,354$51.1M2.32%
16
KOCOCA COL
1,138,970$51.1M2.32%
17
UNHUNITED H
274,513$50.9M2.31%
18
ABBVABBVIE I
686,682$49.8M2.26%
19
MCDMCDONALD
324,819$49.7M2.26%
20
SBUXSTARBUCK
849,665$49.5M2.25%
21
CELGCELGENE
372,632$48.4M2.19%
22
MRSHMARSH &
570,595$44.5M2.02%
23
ORCLORACLE C
871,722$43.7M1.98%
24
INTCINTEL CO
1,230,262$41.5M1.88%
25
ECLECOLAB I
305,968$40.6M1.84%
26
DHRDANAHER
478,864$40.4M1.83%
27
BACVERIZON
891,510$39.8M1.81%
28
FFIVF5 NETWO
283,520$36.0M1.63%
29
BRK/BBERKSHIR
196,638$33.3M1.51%
30
DR PEPPE
359,248$32.7M1.48%
31
MMM3M CO
150,627$31.4M1.42%
32
COOCOOPER C
127,405$30.5M1.38%
33
CBOECBOE HLD
331,377$30.3M1.37%
34
ITWILLINOIS
191,365$27.4M1.24%
35
BRBROADRID
358,898$27.1M1.23%
36
VAREURVARIAN M
257,035$26.5M1.20%
37
HSICSCHEIN H
132,426$24.2M1.10%
38
FTVFORTIVE
374,779$23.7M1.08%
39
FDXFEDEX CO
108,446$23.6M1.07%
40
FASTFASTENAL
521,678$22.7M1.03%
41
OMCOMNICOM
230,146$19.1M0.87%
42
UNPUNION PA
170,170$18.5M0.84%
43
LMTLOCKHEED
66,420$18.4M0.84%
44
CLXCLOROX C
136,520$18.2M0.82%
45
CTXSEURCITRIX S
215,773$17.2M0.78%
46
ABTABBOTT L
350,754$17.1M0.77%
47
COSTCOSTCO C
93,901$15.0M0.68%
48
DELLDELL TEC
115,386$7.1M0.32%
49
VEUVANGUARD
81,040$4.1M0.18%
50
JPMMORGAN J
43,435$4.0M0.18%
51
VTVVANGUARD
34,845$3.4M0.15%
52
MDYSPDR S&P
10,431$3.3M0.15%
53
BLKCHFBLACKROC
7,564$3.2M0.14%
54
WFCWELLS FA
54,859$3.0M0.14%
55
SCHXSCHWAB S
47,574$2.7M0.12%
56
MDTMEDTRONI
29,856$2.6M0.12%
57
VOVANGUARD
18,450$2.6M0.12%
58
CSCOCISCO SY
81,199$2.5M0.12%
59
GSGOLDMAN
11,326$2.5M0.11%
60
SCHBSCHWAB S
41,970$2.5M0.11%
61
BALLBALL COR
57,425$2.4M0.11%
62
XOMEXXON MO
28,296$2.3M0.10%
63
MPCMARATHON
42,979$2.2M0.10%
64
CVSCVS HEAL
26,598$2.1M0.10%
65
ROPROPER IN
9,145$2.1M0.10%
66
TRVTRAVELER
16,705$2.1M0.10%
67
AFLAFLAC IN
27,115$2.1M0.10%
68
CVXCHEVRON
19,896$2.1M0.09%
69
TMOTHERMO F
11,720$2.0M0.09%
70
PEPPEPSICO
17,230$2.0M0.09%
71
BMYBRISTOL
35,050$2.0M0.09%
72
DOW CHEM
29,925$1.9M0.09%
73
UTXZUNITED T
15,250$1.9M0.08%
74
EFAVISHARES
26,586$1.8M0.08%
75
IBMINTERNAT
11,845$1.8M0.08%
76
WCGEURWELLCARE
9,810$1.8M0.08%
77
PRAHPRA HEAL
23,240$1.7M0.08%
78
GOOGALPHABET
1,860$1.7M0.08%
79
AXPAMERICAN
19,019$1.6M0.07%
80
CSXCSX CORP
27,860$1.5M0.07%
81
MPWRMONOLITH
15,715$1.5M0.07%
82
GDOTGREEN DO
38,340$1.5M0.07%
83
GISGENERAL
25,138$1.4M0.06%
84
BCOBRINKS C
20,145$1.4M0.06%
85
DYHTARGET C
25,182$1.3M0.06%
86
SLBSCHLUMBE
19,687$1.3M0.06%
87
VBVANGUARD
9,380$1.3M0.06%
88
HRCHILL ROM
15,650$1.2M0.06%
89
VSHVISHAY I
73,590$1.2M0.06%
90
TAT&T COR
32,196$1.2M0.06%
91
SANMSANMINA
31,490$1.2M0.05%
92
GEGENERAL
44,360$1.2M0.05%
93
XLFFINANCIA
48,475$1.2M0.05%
94
CLCOLGATE-
15,965$1.2M0.05%
95
1GSNNOVANTA
32,750$1.2M0.05%
96
BIOTELEM
35,090$1.2M0.05%
97
TTCTORO CO
16,420$1.1M0.05%
98
SMPSTANDARD
20,595$1.1M0.05%
99
STCSTEWART
23,630$1.1M0.05%
100
AMEDAMEDISYS
16,680$1.0M0.05%
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