Sawgrass Asset Management as of Sept. 30, 2024
Portfolio Holdings for Sawgrass Asset Management
Sawgrass Asset Management holds 180 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.5 | $63M | 146k | 430.30 | |
Apple (AAPL) | 5.7 | $55M | 237k | 233.00 | |
Amazon (AMZN) | 4.6 | $45M | 239k | 186.33 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $41M | 249k | 165.85 | |
NVIDIA Corporation (NVDA) | 3.5 | $34M | 280k | 121.44 | |
Broadcom (AVGO) | 3.2 | $31M | 181k | 172.50 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.0 | $29M | 423k | 67.85 | |
Oracle Corporation (ORCL) | 2.4 | $23M | 135k | 170.40 | |
Applied Materials (AMAT) | 2.1 | $20M | 99k | 202.05 | |
UnitedHealth (UNH) | 1.9 | $19M | 32k | 584.68 | |
Eli Lilly & Co. (LLY) | 1.9 | $18M | 20k | 885.94 | |
McDonald's Corporation (MCD) | 1.8 | $17M | 57k | 304.51 | |
Pepsi (PEP) | 1.8 | $17M | 99k | 170.05 | |
Cisco Systems (CSCO) | 1.7 | $17M | 315k | 53.22 | |
Home Depot (HD) | 1.7 | $16M | 39k | 405.20 | |
Adobe Systems Incorporated (ADBE) | 1.6 | $15M | 30k | 517.78 | |
Comcast Corp Cl A (CMCSA) | 1.6 | $15M | 367k | 41.77 | |
Mastercard Incorporated Cl A (MA) | 1.6 | $15M | 31k | 493.80 | |
Servicenow (NOW) | 1.5 | $15M | 17k | 894.39 | |
Visa Com Cl A (V) | 1.5 | $15M | 53k | 274.95 | |
Akamai Technologies (AKAM) | 1.5 | $15M | 143k | 100.95 | |
Meta Platforms Cl A (META) | 1.5 | $14M | 25k | 572.44 | |
Zoetis Cl A (ZTS) | 1.4 | $14M | 71k | 195.38 | |
AutoZone (AZO) | 1.4 | $14M | 4.3k | 3150.04 | |
Abbvie (ABBV) | 1.4 | $14M | 69k | 197.48 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.4 | $13M | 50k | 260.07 | |
Ametek (AME) | 1.3 | $13M | 75k | 171.71 | |
Iqvia Holdings (IQV) | 1.3 | $13M | 54k | 236.97 | |
Autodesk (ADSK) | 1.3 | $13M | 46k | 275.48 | |
TJX Companies (TJX) | 1.2 | $12M | 98k | 117.54 | |
Union Pacific Corporation (UNP) | 1.2 | $11M | 46k | 246.48 | |
Abbott Laboratories (ABT) | 1.2 | $11M | 97k | 114.01 | |
Johnson & Johnson (JNJ) | 1.1 | $11M | 66k | 162.06 | |
S&p Global (SPGI) | 1.1 | $11M | 21k | 516.62 | |
Marsh & McLennan Companies (MMC) | 1.0 | $9.9M | 44k | 223.09 | |
HEICO Corporation (HEI) | 1.0 | $9.8M | 38k | 261.48 | |
Leidos Holdings (LDOS) | 1.0 | $9.6M | 59k | 163.00 | |
Costco Wholesale Corporation (COST) | 1.0 | $9.5M | 11k | 886.52 | |
Otis Worldwide Corp (OTIS) | 0.9 | $9.0M | 87k | 103.94 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $8.9M | 114k | 78.05 | |
Nike CL B (NKE) | 0.9 | $8.7M | 99k | 88.40 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $8.2M | 34k | 237.21 | |
Amgen (AMGN) | 0.8 | $8.1M | 25k | 322.21 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $8.0M | 91k | 88.14 | |
Danaher Corporation (DHR) | 0.8 | $7.7M | 28k | 278.02 | |
Copart (CPRT) | 0.8 | $7.6M | 145k | 52.40 | |
Republic Services (RSG) | 0.8 | $7.3M | 36k | 200.84 | |
CBOE Holdings (CBOE) | 0.7 | $7.0M | 34k | 204.87 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $6.8M | 26k | 263.83 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $6.0M | 23k | 263.29 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $5.0M | 76k | 66.52 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.6M | 9.4k | 488.06 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $4.2M | 67k | 63.00 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $4.0M | 19k | 210.86 | |
Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.9M | 22k | 174.57 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.7M | 22k | 167.19 | |
American Express Company (AXP) | 0.3 | $2.8M | 10k | 271.20 | |
AFLAC Incorporated (AFL) | 0.3 | $2.8M | 25k | 111.80 | |
Caci Intl Cl A (CACI) | 0.3 | $2.7M | 5.3k | 504.56 | |
Goldman Sachs (GS) | 0.3 | $2.6M | 5.3k | 495.11 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.5M | 4.3k | 573.76 | |
Thermo Fisher Scientific (TMO) | 0.3 | $2.4M | 3.9k | 618.57 | |
Marathon Petroleum Corp (MPC) | 0.2 | $2.3M | 14k | 162.91 | |
Honeywell International (HON) | 0.2 | $2.3M | 11k | 206.71 | |
Target Corporation (TGT) | 0.2 | $2.2M | 14k | 155.86 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.2M | 9.1k | 243.47 | |
Exxon Mobil Corporation (XOM) | 0.2 | $2.2M | 19k | 117.22 | |
Eaton Corp SHS (ETN) | 0.2 | $1.8M | 5.6k | 331.44 | |
Dell Technologies CL C (DELL) | 0.2 | $1.7M | 15k | 118.54 | |
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.2 | $1.7M | 102k | 16.67 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.7M | 22k | 76.70 | |
Roper Industries (ROP) | 0.2 | $1.6M | 2.9k | 556.44 | |
BlackRock | 0.2 | $1.6M | 1.7k | 949.51 | |
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $1.6M | 92k | 16.95 | |
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.2 | $1.6M | 74k | 20.97 | |
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.2 | $1.5M | 82k | 18.81 | |
Procter & Gamble Company (PG) | 0.2 | $1.5M | 8.6k | 173.20 | |
Intercontinental Exchange (ICE) | 0.2 | $1.5M | 9.1k | 160.64 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $1.5M | 70k | 20.65 | |
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $1.4M | 70k | 20.56 | |
Walt Disney Company (DIS) | 0.2 | $1.4M | 15k | 96.19 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.4M | 71k | 19.72 | |
General Dynamics Corporation (GD) | 0.1 | $1.3M | 4.5k | 302.20 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $1.3M | 68k | 19.56 | |
Ball Corporation (BALL) | 0.1 | $1.3M | 19k | 67.91 | |
Chevron Corporation (CVX) | 0.1 | $1.3M | 8.7k | 147.27 | |
Kkr & Co (KKR) | 0.1 | $1.3M | 9.7k | 130.58 | |
Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | 9.7k | 121.16 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.2M | 2.6k | 460.26 | |
Carrier Global Corporation (CARR) | 0.1 | $1.2M | 14k | 80.49 | |
Caterpillar (CAT) | 0.1 | $1.2M | 3.0k | 391.12 | |
AmerisourceBergen (COR) | 0.1 | $1.1M | 5.1k | 225.08 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.1M | 4.2k | 267.37 | |
Paypal Holdings (PYPL) | 0.1 | $1.1M | 14k | 78.03 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | 18k | 62.32 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.1 | $1.1M | 50k | 21.12 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | 13k | 83.09 | |
Medtronic SHS (MDT) | 0.1 | $1.1M | 12k | 90.03 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | 5.2k | 198.06 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.0M | 4.2k | 245.45 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.0M | 3.6k | 281.37 | |
Dow (DOW) | 0.1 | $1.0M | 19k | 54.63 | |
CSX Corporation (CSX) | 0.1 | $984k | 29k | 34.53 | |
Bank of America Corporation (BAC) | 0.1 | $979k | 25k | 39.68 | |
D.R. Horton (DHI) | 0.1 | $974k | 5.1k | 190.77 | |
Verizon Communications (VZ) | 0.1 | $968k | 22k | 44.91 | |
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) | 0.1 | $951k | 44k | 21.58 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $945k | 4.2k | 225.76 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $943k | 1.7k | 569.66 | |
T. Rowe Price (TROW) | 0.1 | $879k | 8.1k | 108.93 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $777k | 23k | 33.23 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $740k | 8.8k | 84.53 | |
General Mills (GIS) | 0.1 | $718k | 9.7k | 73.85 | |
Cbre Group Cl A (CBRE) | 0.1 | $674k | 5.4k | 124.48 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $650k | 16k | 41.12 | |
Corteva (CTVA) | 0.1 | $635k | 11k | 58.79 | |
Lockheed Martin Corporation (LMT) | 0.1 | $634k | 1.1k | 584.56 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $597k | 5.3k | 112.98 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $583k | 13k | 46.83 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $573k | 4.8k | 119.07 | |
Merck & Co (MRK) | 0.1 | $563k | 5.0k | 113.56 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $550k | 12k | 47.52 | |
Comfort Systems USA (FIX) | 0.1 | $541k | 1.4k | 390.35 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $538k | 10k | 51.50 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $499k | 3.5k | 142.04 | |
Coca-Cola Company (KO) | 0.1 | $499k | 6.9k | 71.86 | |
Nextera Energy (NEE) | 0.1 | $487k | 5.8k | 84.53 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $483k | 9.4k | 51.12 | |
Colgate-Palmolive Company (CL) | 0.0 | $477k | 4.6k | 103.81 | |
Automatic Data Processing (ADP) | 0.0 | $475k | 1.7k | 276.73 | |
Mueller Industries (MLI) | 0.0 | $471k | 6.4k | 74.10 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $466k | 4.9k | 95.94 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $456k | 8.5k | 53.72 | |
Chubb (CB) | 0.0 | $449k | 1.6k | 288.39 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $443k | 9.3k | 47.85 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $434k | 4.7k | 91.93 | |
Travelers Companies (TRV) | 0.0 | $417k | 1.8k | 234.12 | |
Mettler-Toledo International (MTD) | 0.0 | $405k | 270.00 | 1499.70 | |
Duke Energy Corp Com New (DUK) | 0.0 | $395k | 3.4k | 115.30 | |
Amdocs SHS (DOX) | 0.0 | $381k | 4.3k | 87.48 | |
Dupont De Nemours (DD) | 0.0 | $376k | 4.2k | 89.11 | |
ON Semiconductor (ON) | 0.0 | $375k | 5.2k | 72.61 | |
Quanta Services (PWR) | 0.0 | $360k | 1.2k | 298.15 | |
Jacobs Engineering Group (J) | 0.0 | $349k | 2.7k | 130.90 | |
Group 1 Automotive (GPI) | 0.0 | $341k | 889.00 | 383.04 | |
Adma Biologics (ADMA) | 0.0 | $330k | 17k | 19.99 | |
Waste Management (WM) | 0.0 | $328k | 1.6k | 207.60 | |
Anthem (ELV) | 0.0 | $323k | 622.00 | 520.00 | |
IDEXX Laboratories (IDXX) | 0.0 | $321k | 635.00 | 505.22 | |
Amphenol Corp Cl A (APH) | 0.0 | $313k | 4.8k | 65.16 | |
Advanced Drain Sys Inc Del (WMS) | 0.0 | $313k | 2.0k | 157.16 | |
Progress Software Corporation (PRGS) | 0.0 | $306k | 4.5k | 67.37 | |
Cbiz (CBZ) | 0.0 | $301k | 4.5k | 67.29 | |
Jabil Circuit (JBL) | 0.0 | $295k | 2.5k | 119.83 | |
Ensign (ENSG) | 0.0 | $294k | 2.0k | 143.82 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $293k | 5.9k | 49.92 | |
Sterling Construction Company (STRL) | 0.0 | $288k | 2.0k | 145.02 | |
CorVel Corporation (CRVL) | 0.0 | $288k | 881.00 | 326.89 | |
Centene Corporation (CNC) | 0.0 | $288k | 3.8k | 75.28 | |
United Parcel Service CL B (UPS) | 0.0 | $268k | 2.0k | 136.34 | |
Medpace Hldgs (MEDP) | 0.0 | $265k | 793.00 | 333.80 | |
Stonex Group (SNEX) | 0.0 | $260k | 3.2k | 81.88 | |
ConocoPhillips (COP) | 0.0 | $259k | 2.5k | 105.28 | |
Alcon Ord Shs (ALC) | 0.0 | $258k | 2.6k | 100.07 | |
Micron Technology (MU) | 0.0 | $257k | 2.5k | 103.71 | |
Varonis Sys (VRNS) | 0.0 | $239k | 4.2k | 56.50 | |
Marvell Technology (MRVL) | 0.0 | $234k | 3.3k | 72.12 | |
Kenvue (KVUE) | 0.0 | $233k | 10k | 23.13 | |
Vanguard World Health Car Etf (VHT) | 0.0 | $216k | 765.00 | 282.20 | |
UFP Technologies (UFPT) | 0.0 | $215k | 680.00 | 316.70 | |
Arcosa (ACA) | 0.0 | $215k | 2.3k | 94.76 | |
Allison Transmission Hldngs I (ALSN) | 0.0 | $211k | 2.2k | 96.07 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $210k | 4.6k | 45.32 | |
Bio-techne Corporation (TECH) | 0.0 | $208k | 2.6k | 79.93 | |
RadNet (RDNT) | 0.0 | $207k | 3.0k | 69.39 | |
CommVault Systems (CVLT) | 0.0 | $207k | 1.3k | 153.85 | |
Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $205k | 7.4k | 27.81 | |
Illinois Tool Works (ITW) | 0.0 | $203k | 775.00 | 262.07 | |
Archrock (AROC) | 0.0 | $203k | 10k | 20.24 | |
Lumen Technologies (LUMN) | 0.0 | $106k | 15k | 7.10 |