SAWGRASS ASSET MANAGEMENT LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$879.6M
Holdings
181
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (181 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $55.1M |
AMZNAMAZON COM INC | $40.1M |
NVDANVIDIA CORPORATION | $38.7M |
AVGOBROADCOM INC | $37.9M |
AAPLAPPLE INC | $37.2M |
GOOGLALPHABET INC | $34.9M |
SCHXSCHWAB STRATEGIC TR | $26.4M |
NOWSERVICENOW INC | $21.6M |
AMATAPPLIED MATLS INC | $16.3M |
AZOAUTOZONE INC | $16.1M |
MAMASTERCARD INCORPORATED | $15.8M |
AMEAMETEK INC | $15.7M |
METAMETA PLATFORMS INC | $14.7M |
ABTABBOTT LABS | $14.4M |
VONEVANGUARD SCOTTSDALE FDS | $13.8M |
ZTSZOETIS INC | $13.7M |
JNJJOHNSON & JOHNSON | $13.5M |
AMGNAMGEN INC | $13.0M |
ORCLORACLE CORP | $13.0M |
CBOECBOE GLOBAL MKTS INC | $13.0M |
HDHOME DEPOT INC | $12.9M |
NFLXNETFLIX INC | $12.8M |
DHRDANAHER CORPORATION | $12.8M |
UNPUNION PAC CORP | $11.4M |
LLYELI LILLY & CO | $10.9M |
WDAYWORKDAY INC | $10.8M |
TMUST-MOBILE US INC | $10.7M |
MRSHMARSH & MCLENNAN COS INC | $10.7M |
CMECME GROUP INC | $10.7M |
FTNTFORTINET INC | $9.9M |
CSCOCISCO SYS INC | $9.7M |
AQLTISHARES TR | $9.6M |
FISVFISERV INC | $9.5M |
CRMSALESFORCE INC | $9.4M |
AKAMAKAMAI TECHNOLOGIES INC | $9.3M |
MCDMCDONALDS CORP | $9.0M |
IWRISHARES TR | $8.7M |
VBVANGUARD INDEX FDS | $8.6M |
HEIHEICO CORP NEW | $8.1M |
KDPKEURIG DR PEPPER INC | $8.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $7.8M |
EX9EXELIXIS INC | $7.7M |
CDNSCADENCE DESIGN SYSTEM INC | $7.6M |
ADSKAUTODESK INC | $7.6M |
VOVANGUARD INDEX FDS | $7.3M |
COSTCOSTCO WHSL CORP NEW | $7.1M |
TJXTJX COS INC NEW | $7.0M |
KMBKIMBERLY-CLARK CORP | $6.6M |
VVVANGUARD INDEX FDS | $6.5M |
RSGREPUBLIC SVCS INC | $6.3M |
PGRPROGRESSIVE CORP | $6.3M |
WSTWEST PHARMACEUTICAL SVSC INC | $6.1M |
SPGIS&P GLOBAL INC | $5.5M |
CPRTCOPART INC | $5.0M |
JPMJPMORGAN CHASE & CO. | $4.8M |
VEUVANGUARD INTL EQUITY INDEX F | $4.4M |
GOOGALPHABET INC | $3.8M |
NDQINVESCO QQQ TR | $3.7M |
VTVVANGUARD INDEX FDS | $3.4M |
GSGOLDMAN SACHS GROUP INC | $2.7M |
VOTVANGUARD INDEX FDS | $2.6M |
AXPAMERICAN EXPRESS CO | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.4M |
HONHONEYWELL INTL INC | $2.4M |
ABBVABBVIE INC | $2.3M |
AFLAFLAC INC | $2.2M |
CA8ACACI INTL INC | $2.1M |
VVISA INC | $2.0M |
XOMEXXON MOBIL CORP | $1.7M |
DELLDELL TECHNOLOGIES INC | $1.7M |
SCHBSCHWAB STRATEGIC TR | $1.7M |
BSCVINVESCO EXCH TRD SLF IDX FD | $1.6M |
MPCMARATHON PETE CORP | $1.5M |
BSCUINVESCO EXCH TRD SLF IDX FD | $1.5M |
VBKVANGUARD INDEX FDS | $1.5M |
BSCTINVESCO EXCH TRD SLF IDX FD | $1.5M |
BSCWINVESCO EXCH TRD SLF IDX FD | $1.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.5M |
DISDISNEY WALT CO | $1.5M |
WMTWALMART INC | $1.4M |
ABGCENCORA INC | $1.3M |
ROPROPER TECHNOLOGIES INC | $1.3M |
PGPROCTER AND GAMBLE CO | $1.3M |
ETNEATON CORP PLC | $1.2M |
BSCSINVESCO EXCH TRD SLF IDX FD | $1.2M |
EFAVISHARES TR | $1.2M |
RTXRTX CORPORATION | $1.2M |
BSCRINVESCO EXCH TRD SLF IDX FD | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
MDTMEDTRONIC PLC | $1.2M |
CVXCHEVRON CORP NEW | $1.1M |
CATCATERPILLAR INC | $1.1M |
BSCQINVESCO EXCH TRD SLF IDX FD | $1.1M |
SCHMSCHWAB STRATEGIC TR | $1.1M |
BSCPINVESCO EXCH TRD SLF IDX FD | $1.1M |
GDGENERAL DYNAMICS CORP | $1.0M |
NKENIKE INC | $1.0M |
BSCXINVESCO EXCH TRD SLF IDX FD | $1.0M |
DHID R HORTON INC | $989K |
VIGVANGUARD SPECIALIZED FUNDS | $965K |
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