Sawgrass Asset Management as of Dec. 31, 2023
Portfolio Holdings for Sawgrass Asset Management
Sawgrass Asset Management holds 202 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.4 | $57M | 151k | 376.04 | |
Apple (AAPL) | 5.8 | $51M | 267k | 192.53 | |
Amazon (AMZN) | 3.6 | $32M | 212k | 151.94 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $30M | 212k | 139.69 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.5 | $22M | 392k | 56.40 | |
TJX Companies (TJX) | 2.4 | $21M | 226k | 93.81 | |
Costco Wholesale Corporation (COST) | 2.2 | $19M | 29k | 660.08 | |
Comcast Corp Cl A (CMCSA) | 1.9 | $17M | 393k | 43.85 | |
Amgen (AMGN) | 1.8 | $16M | 57k | 288.02 | |
Eli Lilly & Co. (LLY) | 1.8 | $16M | 27k | 582.92 | |
Pepsi (PEP) | 1.8 | $16M | 94k | 169.84 | |
Dropbox Cl A (DBX) | 1.8 | $16M | 536k | 29.48 | |
McDonald's Corporation (MCD) | 1.7 | $15M | 51k | 296.51 | |
Mastercard Incorporated Cl A (MA) | 1.7 | $15M | 35k | 426.51 | |
Abbvie (ABBV) | 1.6 | $15M | 94k | 154.97 | |
Paypal Holdings (PYPL) | 1.6 | $14M | 235k | 61.41 | |
Visa Com Cl A (V) | 1.6 | $14M | 54k | 260.35 | |
Home Depot (HD) | 1.5 | $14M | 40k | 346.55 | |
Akamai Technologies (AKAM) | 1.5 | $14M | 114k | 118.35 | |
Oracle Corporation (ORCL) | 1.5 | $13M | 125k | 105.43 | |
Neurocrine Biosciences (NBIX) | 1.5 | $13M | 100k | 131.76 | |
Servicenow (NOW) | 1.5 | $13M | 18k | 706.49 | |
UnitedHealth (UNH) | 1.4 | $13M | 24k | 526.47 | |
Walt Disney Company (DIS) | 1.4 | $13M | 140k | 90.29 | |
Autodesk (ADSK) | 1.4 | $13M | 51k | 243.48 | |
Union Pacific Corporation (UNP) | 1.4 | $13M | 51k | 245.62 | |
AutoZone (AZO) | 1.4 | $12M | 4.7k | 2585.61 | |
Adobe Systems Incorporated (ADBE) | 1.3 | $12M | 20k | 596.60 | |
Abbott Laboratories (ABT) | 1.3 | $12M | 105k | 110.07 | |
Johnson & Johnson (JNJ) | 1.2 | $11M | 71k | 156.74 | |
Zoetis Cl A (ZTS) | 1.2 | $11M | 56k | 197.37 | |
Texas Instruments Incorporated (TXN) | 1.1 | $10M | 60k | 170.46 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $10M | 29k | 350.91 | |
S&p Global (SPGI) | 1.1 | $10M | 23k | 440.52 | |
Synopsys (SNPS) | 1.1 | $9.7M | 19k | 514.91 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 1.1 | $9.7M | 124k | 77.73 | |
Kenvue (KVUE) | 1.1 | $9.6M | 447k | 21.53 | |
Republic Services (RSG) | 1.1 | $9.5M | 58k | 164.91 | |
Cisco Systems (CSCO) | 1.1 | $9.5M | 188k | 50.52 | |
Marsh & McLennan Companies (MMC) | 1.1 | $9.3M | 49k | 189.47 | |
Waters Corporation (WAT) | 1.0 | $9.0M | 27k | 329.23 | |
Keysight Technologies (KEYS) | 1.0 | $9.0M | 56k | 159.09 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.0 | $8.8M | 41k | 216.94 | |
Intuit (INTU) | 1.0 | $8.7M | 14k | 625.03 | |
Copart (CPRT) | 0.9 | $7.9M | 161k | 49.00 | |
HEICO Corporation (HEI) | 0.8 | $7.5M | 42k | 178.87 | |
Broadcom (AVGO) | 0.8 | $7.4M | 6.7k | 1116.25 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $7.3M | 104k | 70.35 | |
Leidos Holdings (LDOS) | 0.8 | $7.0M | 65k | 108.24 | |
CBOE Holdings (CBOE) | 0.8 | $6.8M | 38k | 178.56 | |
Verisk Analytics (VRSK) | 0.8 | $6.7M | 28k | 238.86 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $6.7M | 29k | 232.64 | |
Fastenal Company (FAST) | 0.7 | $6.2M | 95k | 64.77 | |
Otis Worldwide Corp (OTIS) | 0.7 | $5.8M | 65k | 89.47 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $5.1M | 24k | 213.33 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $4.1M | 73k | 56.14 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.6M | 26k | 140.93 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.6M | 8.7k | 409.51 | |
Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.5M | 24k | 149.50 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $3.5M | 20k | 170.10 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $3.2M | 58k | 55.67 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $2.6M | 51k | 50.58 | |
Meta Platforms Cl A (META) | 0.3 | $2.4M | 6.7k | 353.96 | |
Honeywell International (HON) | 0.3 | $2.3M | 11k | 209.71 | |
Marathon Petroleum Corp (MPC) | 0.3 | $2.3M | 15k | 148.36 | |
Thermo Fisher Scientific (TMO) | 0.3 | $2.2M | 4.2k | 530.79 | |
AFLAC Incorporated (AFL) | 0.2 | $2.1M | 26k | 82.50 | |
Goldman Sachs (GS) | 0.2 | $2.1M | 5.4k | 385.77 | |
BlackRock | 0.2 | $2.1M | 2.5k | 811.80 | |
Target Corporation (TGT) | 0.2 | $2.0M | 14k | 142.42 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.0M | 4.3k | 475.31 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.0M | 9.8k | 200.71 | |
American Express Company (AXP) | 0.2 | $2.0M | 10k | 187.34 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $1.9M | 92k | 20.45 | |
Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | 19k | 99.98 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.7M | 7.7k | 219.57 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.2 | $1.7M | 81k | 20.89 | |
Caci Intl Cl A (CACI) | 0.2 | $1.6M | 5.0k | 323.86 | |
CVS Caremark Corporation (CVS) | 0.2 | $1.6M | 21k | 78.96 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.6M | 81k | 19.30 | |
Nike CL B (NKE) | 0.2 | $1.6M | 14k | 108.57 | |
Eaton Corp SHS (ETN) | 0.2 | $1.5M | 6.3k | 240.82 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.5M | 22k | 69.34 | |
Roper Industries (ROP) | 0.2 | $1.5M | 2.7k | 545.17 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.5M | 75k | 19.45 | |
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $1.4M | 70k | 20.28 | |
Interpublic Group of Companies (IPG) | 0.2 | $1.4M | 43k | 32.64 | |
Intercontinental Exchange (ICE) | 0.2 | $1.4M | 11k | 128.43 | |
AmerisourceBergen (COR) | 0.1 | $1.3M | 6.4k | 205.38 | |
Procter & Gamble Company (PG) | 0.1 | $1.2M | 8.5k | 146.54 | |
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $1.2M | 65k | 18.55 | |
Chevron Corporation (CVX) | 0.1 | $1.2M | 7.9k | 149.16 | |
General Dynamics Corporation (GD) | 0.1 | $1.1M | 4.1k | 259.67 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.1M | 4.4k | 241.77 | |
CSX Corporation (CSX) | 0.1 | $1.0M | 30k | 34.67 | |
Ball Corporation (BALL) | 0.1 | $1.0M | 18k | 57.52 | |
Dow (DOW) | 0.1 | $1.0M | 18k | 54.84 | |
Medtronic SHS (MDT) | 0.1 | $978k | 12k | 82.38 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $954k | 13k | 75.32 | |
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $937k | 56k | 16.64 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $930k | 8.2k | 114.04 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $916k | 2.6k | 356.66 | |
NVIDIA Corporation (NVDA) | 0.1 | $900k | 1.8k | 495.22 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $893k | 5.2k | 170.40 | |
Caterpillar (CAT) | 0.1 | $887k | 3.0k | 295.67 | |
Carrier Global Corporation (CARR) | 0.1 | $861k | 15k | 57.45 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $842k | 3.7k | 224.88 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $840k | 1.7k | 507.38 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $790k | 4.1k | 192.48 | |
Bank of America Corporation (BAC) | 0.1 | $763k | 23k | 33.67 | |
Raytheon Technologies Corp (RTX) | 0.1 | $747k | 8.9k | 84.14 | |
D.R. Horton (DHI) | 0.1 | $740k | 4.9k | 151.98 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $735k | 4.2k | 174.87 | |
Kkr & Co (KKR) | 0.1 | $734k | 8.9k | 82.85 | |
Bristol Myers Squibb (BMY) | 0.1 | $729k | 14k | 51.31 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $697k | 8.8k | 79.22 | |
General Mills (GIS) | 0.1 | $685k | 11k | 65.14 | |
T. Rowe Price (TROW) | 0.1 | $683k | 6.3k | 107.69 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $677k | 22k | 31.19 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $676k | 3.1k | 218.15 | |
Verizon Communications (VZ) | 0.1 | $674k | 18k | 37.70 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $673k | 14k | 47.00 | |
Amdocs SHS (DOX) | 0.1 | $665k | 7.6k | 87.89 | |
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW) | 0.1 | $661k | 32k | 20.69 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $622k | 8.2k | 76.13 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $617k | 12k | 52.00 | |
Merck & Co (MRK) | 0.1 | $590k | 5.4k | 109.02 | |
Danaher Corporation (DHR) | 0.1 | $583k | 2.5k | 231.34 | |
Cbre Group Cl A (CBRE) | 0.1 | $577k | 6.2k | 93.09 | |
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $564k | 34k | 16.41 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $539k | 12k | 46.62 | |
Comfort Systems USA (FIX) | 0.1 | $539k | 2.6k | 205.67 | |
Corteva (CTVA) | 0.1 | $507k | 11k | 47.92 | |
Ford Motor Company (F) | 0.1 | $503k | 41k | 12.19 | |
Travelers Companies (TRV) | 0.1 | $478k | 2.5k | 190.49 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $478k | 3.8k | 124.97 | |
Dupont De Nemours (DD) | 0.1 | $474k | 6.2k | 76.93 | |
Mueller Industries (MLI) | 0.1 | $464k | 9.8k | 47.15 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $458k | 12k | 36.96 | |
Group 1 Automotive (GPI) | 0.1 | $448k | 1.5k | 304.74 | |
Medpace Hldgs (MEDP) | 0.0 | $430k | 1.4k | 306.53 | |
Lockheed Martin Corporation (LMT) | 0.0 | $408k | 900.00 | 453.24 | |
Super Micro Computer | 0.0 | $405k | 1.4k | 284.26 | |
Automatic Data Processing (ADP) | 0.0 | $400k | 1.7k | 232.97 | |
Schlumberger Com Stk (SLB) | 0.0 | $400k | 7.7k | 52.04 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $394k | 1.4k | 277.15 | |
Anthem (ELV) | 0.0 | $385k | 816.00 | 471.56 | |
Jacobs Engineering Group (J) | 0.0 | $382k | 2.9k | 129.80 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $381k | 9.3k | 41.10 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $379k | 845.00 | 448.18 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $373k | 9.2k | 40.68 | |
Colgate-Palmolive Company (CL) | 0.0 | $369k | 4.6k | 79.71 | |
Cbiz (CBZ) | 0.0 | $368k | 5.9k | 62.59 | |
Arcosa (ACA) | 0.0 | $356k | 4.3k | 82.64 | |
IDEXX Laboratories (IDXX) | 0.0 | $355k | 640.00 | 555.05 | |
ConocoPhillips (COP) | 0.0 | $353k | 3.0k | 116.07 | |
Chubb (CB) | 0.0 | $352k | 1.6k | 226.00 | |
Progress Software Corporation (PRGS) | 0.0 | $350k | 6.4k | 54.30 | |
Trimble Navigation (TRMB) | 0.0 | $341k | 6.4k | 53.20 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $335k | 3.0k | 110.66 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $331k | 3.1k | 108.25 | |
Invesco Exchng Trad Slf Inde Invesco Bulletsh (BSCX) | 0.0 | $329k | 15k | 21.29 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $328k | 750.00 | 436.80 | |
Mettler-Toledo International (MTD) | 0.0 | $328k | 270.00 | 1212.96 | |
Allison Transmission Hldngs I (ALSN) | 0.0 | $321k | 5.5k | 58.15 | |
Jabil Circuit (JBL) | 0.0 | $315k | 2.5k | 127.40 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $307k | 3.0k | 103.45 | |
Dell Technologies CL C (DELL) | 0.0 | $294k | 3.8k | 76.50 | |
Nextera Energy (NEE) | 0.0 | $291k | 4.8k | 60.74 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $289k | 6.1k | 47.24 | |
Centene Corporation (CNC) | 0.0 | $284k | 3.8k | 74.21 | |
Dominion Resources (D) | 0.0 | $282k | 6.0k | 47.00 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $281k | 5.5k | 51.05 | |
Advanced Drain Sys Inc Del (WMS) | 0.0 | $280k | 2.0k | 140.64 | |
Sterling Construction Company (STRL) | 0.0 | $276k | 3.1k | 87.93 | |
Houlihan Lokey Cl A (HLI) | 0.0 | $266k | 2.2k | 119.91 | |
Coca-Cola Company (KO) | 0.0 | $265k | 4.5k | 58.93 | |
Quanta Services (PWR) | 0.0 | $260k | 1.2k | 215.80 | |
Stonex Group (SNEX) | 0.0 | $255k | 3.5k | 73.83 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $250k | 5.9k | 42.57 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $240k | 4.6k | 52.10 | |
Amphenol Corp Cl A (APH) | 0.0 | $238k | 2.4k | 99.13 | |
Bio-techne Corporation (TECH) | 0.0 | $237k | 3.1k | 77.16 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $233k | 6.2k | 37.60 | |
Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $230k | 14k | 16.81 | |
Waste Management (WM) | 0.0 | $222k | 1.2k | 179.10 | |
Atkore Intl (ATKR) | 0.0 | $218k | 1.4k | 160.00 | |
Varonis Sys (VRNS) | 0.0 | $216k | 4.8k | 45.28 | |
Commercial Metals Company (CMC) | 0.0 | $216k | 4.3k | 50.04 | |
Micron Technology (MU) | 0.0 | $212k | 2.5k | 85.34 | |
SPS Commerce (SPSC) | 0.0 | $206k | 1.1k | 193.84 | |
Ensign (ENSG) | 0.0 | $205k | 1.8k | 112.21 | |
Illinois Tool Works (ITW) | 0.0 | $203k | 775.00 | 261.94 | |
M/I Homes (MHO) | 0.0 | $203k | 1.5k | 137.74 | |
Alcon Ord Shs (ALC) | 0.0 | $201k | 2.6k | 78.12 | |
Lowe's Companies (LOW) | 0.0 | $200k | 900.00 | 222.55 | |
Permian Resources Corp Class A Com (PR) | 0.0 | $175k | 13k | 13.60 | |
A10 Networks (ATEN) | 0.0 | $160k | 12k | 13.17 | |
Bowlero Corp Cl A Com | 0.0 | $150k | 11k | 14.16 | |
Adma Biologics (ADMA) | 0.0 | $69k | 15k | 4.52 | |
Clear Channel Outdoor Holdings (CCO) | 0.0 | $30k | 17k | 1.82 | |
Lumen Technologies (LUMN) | 0.0 | $20k | 11k | 1.83 |