SAWGRASS ASSET MANAGEMENT LLC Q2 2023 Filing

Filed July 13, 2023

Portfolio Value

$812.1B

Holdings

185

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (185 positions)

StockValue
VIGVANGUARD SPECIALIZED FUNDS
$851K
CATCATERPILLAR INC
$801K
MDYSPDR S&P MIDCAP 400 ETF TR
$793K
BSCTINVESCO EXCH TRD SLF IDX FD
$786K
BACBANK AMERICA CORP
$755K
PFFISHARES TR
$696K
GISGENERAL MLS INC
$683K
IGIBISHARES TR
$678K
TFISPDR SER TR
$661K
XLKSELECT SECTOR SPDR TR
$657K
SMHVANECK ETF TRUST
$639K
SCHDSCHWAB STRATEGIC TR
$582K
TROWPRICE T ROWE GROUP INC
$561K
CTVACORTEVA INC
$543K
RTXRAYTHEON TECHNOLOGIES CORP
$539K
SCHZSCHWAB STRATEGIC TR
$539K
BSCUINVESCO EXCH TRD SLF IDX FD
$511K
SLBSCHLUMBERGER LTD
$501K
MLIMUELLER INDS INC
$495K
FIXCOMFORT SYS USA INC
$488K
KKRKKR & CO INC
$481K
SDYSPDR SER TR
$469K
DDOMINION ENERGY INC
$461K
JBLJABIL INC
$459K
SCHFSCHWAB STRATEGIC TR
$440K
TRMBTRIMBLE INC
$428K
CBRECBRE GROUP INC
$424K
ADPAUTOMATIC DATA PROCESSING IN
$406K
NVDANVIDIA CORPORATION
$404K
CLCOLGATE PALMOLIVE CO
$399K
PRGSPROGRESS SOFTWARE CORP
$396K
LQDISHARES TR
$396K
VWOVANGUARD INTL EQUITY INDEX F
$393K
IGMISHARES TR
$382K
SMCIUSDSUPER MICRO COMPUTER INC
$376K
K6BKBR INC
$370K
ACAARCOSA INC
$366K
GPIGROUP 1 AUTOMOTIVE INC
$364K
IJHISHARES TR
$356K
MTDMETTLER TOLEDO INTERNATIONAL
$354K
IJKISHARES TR
$354K
MEDPMEDPACE HLDGS INC
$352K
PPLPPL CORP
$346K
MRKMERCK & CO INC
$338K
LMTLOCKHEED MARTIN CORP
$337K
KOCOCA COLA CO
$334K
IDXXIDEXX LABS INC
$333K
DDDUPONT DE NEMOURS INC
$330K
ATKRATKORE INC
$318K
ATENA10 NETWORKS INC
$314K
7HPHP INC
$313K
CMCCOMMERCIAL METALS CO
$306K
TAT&T INC
$300K
FCXFREEPORT-MCMORAN INC
$298K
UFPTUFP TECHNOLOGIES INC
$297K
CBZCBIZ INC
$295K
TRVTRAVELERS COMPANIES INC
$280K
VTEBVANGUARD MUN BD FDS
$276K
ALSNALLISON TRANSMISSION HLDGS I
$268K
SANMSANMINA CORPORATION
$253K
SPSCSPS COMM INC
$252K
IMXIINTERNATIONAL MNY EXPRESS IN
$247K
XLFSELECT SECTOR SPDR TR
$241K
PWRQUANTA SVCS INC
$237K
SCHASCHWAB STRATEGIC TR
$236K
HLIHOULIHAN LOKEY INC
$228K
SLGNSILGAN HLDGS INC
$227K
WMSADVANCED DRAIN SYS INC DEL
$226K
JJACOBS SOLUTIONS INC
$226K
STRLSTERLING INFRASTRUCTURE INC
$225K
CPRXCATALYST PHARMACEUTICALS INC
$220K
TECHBIO-TECHNE CORP
$214K
KNSLKINSALE CAP GROUP INC
$213K
ALCALCON AG
$211K
WWEUSDWORLD WRESTLING ENTMT INC
$209K
WMWASTE MGMT INC DEL
$208K
BSCWINVESCO EXCHNG TRAD SLF INDE
$207K
APHAMPHENOL CORP NEW
$204K
PRPERMIAN RESOURCES CORP
$149K
LUCKBOWLERO CORP
$130K
786HOME PT CAPITAL INCORPORATED
$33K
QVCAUSDQURATE RETAIL INC
$29K
CCOCLEAR CHANNEL OUTDOOR HLDGS
$28K
OPFIOPPFI INC
$24K
KWE1RING ENERGY INC
$22K
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