SAWGRASS ASSET MANAGEMENT LLC Q3 2024 Filing

Filed November 6, 2024

Portfolio Value

$961.3B

Holdings

180

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (180 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
146,088$62.9B6.54%
2
AAPLAPPLE INC
236,737$55.2B5.74%
3
AMZNAMAZON COM INC
239,024$44.5B4.63%
4
GOOGLALPHABET INC
248,974$41.3B4.30%
5
NVDANVIDIA CORPORATION
280,362$34.0B3.54%
6
AVGOBROADCOM INC
180,886$31.2B3.25%
7
SCHXSCHWAB STRATEGIC TR
422,978$28.7B2.99%
8
ORCLORACLE CORP
134,596$22.9B2.39%
9
AMATAPPLIED MATLS INC
98,484$19.9B2.07%
10
UNHUNITEDHEALTH GROUP INC
32,012$18.7B1.95%
11
LLYELI LILLY & CO
20,255$17.9B1.87%
12
MCDMCDONALDS CORP
56,546$17.2B1.79%
13
PEPPEPSICO INC
99,283$16.9B1.76%
14
CSCOCISCO SYS INC
314,916$16.8B1.74%
15
HDHOME DEPOT INC
39,196$15.9B1.65%
16
ADBEADOBE INC
29,721$15.4B1.60%
17
CMCSACOMCAST CORP NEW
367,068$15.3B1.59%
18
MAMASTERCARD INCORPORATED
31,042$15.3B1.59%
19
NOWSERVICENOW INC
16,615$14.9B1.55%
20
VVISA INC
52,656$14.5B1.51%
21
AKAMAKAMAI TECHNOLOGIES INC
143,269$14.5B1.50%
22
METAMETA PLATFORMS INC
24,982$14.3B1.49%
23
ZTSZOETIS INC
70,742$13.8B1.44%
24
AZOAUTOZONE INC
4,322$13.6B1.42%
25
ABBVABBVIE INC
68,935$13.6B1.42%
26
VONEVANGUARD SCOTTSDALE FDS
50,222$13.1B1.36%
27
AMEAMETEK INC
74,757$12.8B1.34%
28
IQVIQVIA HLDGS INC
54,134$12.8B1.33%
29
ADSKAUTODESK INC
46,267$12.7B1.33%
30
TJXTJX COS INC NEW
98,005$11.5B1.20%
31
UNPUNION PAC CORP
46,231$11.4B1.19%
32
ABTABBOTT LABS
97,357$11.1B1.15%
33
JNJJOHNSON & JOHNSON
65,797$10.7B1.11%
34
SPGIS&P GLOBAL INC
20,534$10.6B1.10%
35
MRSHMARSH & MCLENNAN COS INC
44,449$9.9B1.03%
36
HEIHEICO CORP NEW
37,635$9.8B1.02%
37
LDOSLEIDOS HOLDINGS INC
58,994$9.6B1.00%
38
COSTCOSTCO WHSL CORP NEW
10,719$9.5B0.99%
39
OTISOTIS WORLDWIDE CORP
86,505$9.0B0.94%
40
AQLTISHARES TR
114,005$8.9B0.93%
41
NKENIKE INC
98,676$8.7B0.91%
42
VBVANGUARD INDEX FDS
34,410$8.2B0.85%
43
AMGNAMGEN INC
25,093$8.1B0.84%
44
IWRISHARES TR
90,849$8.0B0.83%
45
DHRDANAHER CORPORATION
27,718$7.7B0.80%
46
CPRTCOPART INC
144,795$7.6B0.79%
47
RSGREPUBLIC SVCS INC
36,134$7.3B0.75%
48
CBOECBOE GLOBAL MKTS INC
34,236$7.0B0.73%
49
VOVANGUARD INDEX FDS
25,808$6.8B0.71%
50
VVVANGUARD INDEX FDS
22,775$6.0B0.62%
51
SCHBSCHWAB STRATEGIC TR
75,717$5.0B0.52%
52
NDQINVESCO QQQ TR
9,371$4.6B0.48%
53
VEUVANGUARD INTL EQUITY INDEX F
66,793$4.2B0.44%
54
JPMJPMORGAN CHASE & CO.
19,090$4.0B0.42%
55
VTVVANGUARD INDEX FDS
22,331$3.9B0.41%
56
GOOGALPHABET INC
21,961$3.7B0.38%
57
AXPAMERICAN EXPRESS CO
10,231$2.8B0.29%
58
AFLAFLAC INC
24,693$2.8B0.29%
59
CA8ACACI INTL INC
5,332$2.7B0.28%
60
GSGOLDMAN SACHS GROUP INC
5,331$2.6B0.27%
61
SPYSPDR S&P 500 ETF TR
4,276$2.5B0.26%
62
TMOTHERMO FISHER SCIENTIFIC INC
3,944$2.4B0.25%
63
MPCMARATHON PETE CORP
14,175$2.3B0.24%
64
HONHONEYWELL INTL INC
11,002$2.3B0.24%
65
DYHTARGET CORP
14,253$2.2B0.23%
66
VOTVANGUARD INDEX FDS
9,120$2.2B0.23%
67
XOMEXXON MOBIL CORP
18,702$2.2B0.23%
68
ETNEATON CORP PLC
5,577$1.8B0.19%
69
DELLDELL TECHNOLOGIES INC
14,736$1.7B0.18%
70
BSCVINVESCO EXCH TRD SLF IDX FD
101,547$1.7B0.18%
71
EFAVISHARES TR
21,575$1.7B0.17%
72
ROPROPER TECHNOLOGIES INC
2,923$1.6B0.17%
73
BLKCHFBLACKROCK INC
1,660$1.6B0.16%
74
BSCUINVESCO EXCH TRD SLF IDX FD
91,807$1.6B0.16%
75
BSCWINVESCO EXCH TRD SLF IDX FD
73,971$1.6B0.16%
76
BSCTINVESCO EXCH TRD SLF IDX FD
81,716$1.5B0.16%
77
PGPROCTER AND GAMBLE CO
8,599$1.5B0.15%
78
ICEINTERCONTINENTAL EXCHANGE IN
9,136$1.5B0.15%
79
BSCPINVESCO EXCH TRD SLF IDX FD
70,218$1.5B0.15%
80
BSCSINVESCO EXCH TRD SLF IDX FD
70,420$1.4B0.15%
81
DISDISNEY WALT CO
15,034$1.4B0.15%
82
BSCRINVESCO EXCH TRD SLF IDX FD
71,034$1.4B0.15%
83
GDGENERAL DYNAMICS CORP
4,456$1.3B0.14%
84
BSCQINVESCO EXCH TRD SLF IDX FD
67,837$1.3B0.14%
85
BALLBALL CORP
19,374$1.3B0.14%
86
CVXCHEVRON CORP NEW
8,735$1.3B0.13%
87
KKRKKR & CO INC
9,696$1.3B0.13%
88
RTXRTX CORPORATION
9,698$1.2B0.12%
89
BRK/BBERKSHIRE HATHAWAY INC DEL
2,551$1.2B0.12%
90
CARRCARRIER GLOBAL CORPORATION
14,381$1.2B0.12%
91
CATCATERPILLAR INC
2,953$1.2B0.12%
92
ABGCENCORA INC
5,075$1.1B0.12%
93
VBKVANGUARD INDEX FDS
4,200$1.1B0.12%
94
PYPLPAYPAL HLDGS INC
14,313$1.1B0.12%
95
IJHISHARES TR
17,710$1.1B0.11%
96
BSCOINVESCO EXCH TRD SLF IDX FD
50,086$1.1B0.11%
97
SCHMSCHWAB STRATEGIC TR
12,726$1.1B0.11%
98
MDTMEDTRONIC PLC
11,667$1.1B0.11%
99
VIGVANGUARD SPECIALIZED FUNDS
5,238$1.0B0.11%
100
SMHVANECK ETF TRUST
4,200$1.0B0.11%
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