SAWGRASS ASSET MANAGEMENT LLC Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$879.6B

Holdings

181

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (181 positions)

StockValue
XLKSELECT SECTOR SPDR TR
$954.9M
SMHVANECK ETF TRUST
$948.2M
PEPPEPSICO INC
$942.1M
BALLBALL CORP
$925.1M
CSXCSX CORP
$915.0M
CARRCARRIER GLOBAL CORPORATION
$852.2M
CMCSACOMCAST CORP NEW
$829.6M
AJGGALLAGHER ARTHUR J & CO
$825.6M
UNHUNITEDHEALTH GROUP INC
$806.4M
KOCOCA COLA CO
$794.5M
MDYSPDR S&P MIDCAP 400 ETF TR
$789.1M
KKRKKR & CO INC
$731.1M
SCHDSCHWAB STRATEGIC TR
$711.0M
DOXAMDOCS LTD
$701.4M
BLKBLACKROCK INC
$673.6M
PYPLPAYPAL HLDGS INC
$659.3M
CTVACORTEVA INC
$641.8M
CBRECBRE GROUP INC
$581.4M
ADPAUTOMATIC DATA PROCESSING IN
$557.9M
WFCWELLS FARGO CO NEW
$556.0M
BACBANK AMERICA CORP
$554.2M
VWOVANGUARD INTL EQUITY INDEX F
$546.7M
IGMISHARES TR
$523.7M
WMWASTE MGMT INC DEL
$493.1M
PFFISHARES TR
$485.5M
SCHZSCHWAB STRATEGIC TR
$478.8M
APHAMPHENOL CORP NEW
$474.0M
IJHISHARES TR
$471.8M
PWRQUANTA SVCS INC
$456.0M
CBCHUBB LIMITED
$452.8M
IGIBISHARES TR
$451.8M
SDYSPDR SERIES TRUST
$439.8M
IJKISHARES TR
$429.5M
CLCOLGATE PALMOLIVE CO
$417.5M
GISGENERAL MLS INC
$414.5M
VTEBVANGUARD MUN BD FDS
$396.4M
IVVISHARES TR
$394.3M
SNEXSTONEX GROUP INC
$385.9M
SCHFSCHWAB STRATEGIC TR
$384.5M
JBLJABIL INC
$382.1M
MRKMERCK & CO INC
$375.5M
DUKDUKE ENERGY CORP NEW
$373.8M
IDXXIDEXX LABS INC
$340.6M
JJACOBS SOLUTIONS INC
$340.1M
MCKMCKESSON CORP
$329.0M
NEENEXTERA ENERGY INC
$323.4M
MTDMETTLER TOLEDO INTERNATIONAL
$317.2M
GMGENERAL MTRS CO
$308.0M
MUMICRON TECHNOLOGY INC
$305.7M
FIXCOMFORT SYS USA INC
$305.1M
LMTLOCKHEED MARTIN CORP
$302.0M
TRVTRAVELERS COMPANIES INC
$300.7M
DDDUPONT DE NEMOURS INC
$290.4M
BSCYINVESCO EXCH TRD SLF IDX FD
$251.7M
MRVLMARVELL TECHNOLOGY INC
$251.6M
GPIGROUP 1 AUTOMOTIVE INC
$245.9M
ECLECOLAB INC
$244.9M
XLFSELECT SECTOR SPDR TR
$242.2M
ADBEADOBE INC
$240.3M
TROWPRICE T ROWE GROUP INC
$236.3M
FCXFREEPORT-MCMORAN INC
$234.3M
COPCONOCOPHILLIPS
$234.3M
DYHTARGET CORP
$232.6M
TFISPDR SERIES TRUST
$231.2M
ACNACCENTURE PLC IRELAND
$230.7M
ALCALCON AG
$227.3M
MLIMUELLER INDS INC
$225.1M
ELVELEVANCE HEALTH INC
$223.3M
ITWILLINOIS TOOL WKS INC
$222.0M
SCHASCHWAB STRATEGIC TR
$217.5M
ROSTROSS STORES INC
$212.2M
DOWDOW INC
$208.2M
CRVLCORVEL CORP
$204.4M
ATENA10 NETWORKS INC
$198.8M
ADMAADMA BIOLOGICS INC
$186.2M
AMCRAMCOR PLC
$147.7M
LUMNLUMEN TECHNOLOGIES INC
$65.1M
RXTRACKSPACE TECHNOLOGY INC
$24.8M
KWE1RING ENERGY INC
$24.4M
MYPSPLAYSTUDIOS INC
$23.6M
KOSKOSMOS ENERGY LTD
$22.3M
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