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Portfolio (Quarterly) Guide ↗

SAWGRASS ASSET MANAGEMENT LLC

· CIK 0001105467
13F Portfolio $664.2B AUM 193 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 46 Added 82 Reduced 17 Exited
Page 5 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFAV ISHARES TR 14,604.0 $1.3M 0.20% $91.37 -0.4%
82 SMH VANECK ETF TRUST 3,400.0 $1.3M 0.20% $383.40 +46.3%
83 BSCS INVESCO EXCH TRD SLF IDX FD 60,848.0 $1.2M 0.19% -500.0 -0.8% $20.42 -0.4%
84 BSCR INVESCO EXCH TRD SLF IDX FD 62,738.0 $1.2M 0.18% -775.0 -1.2% $19.63 -0.2%
85 BERKSHIRE HATHAWAY INC DEL 2,558.0 $1.2M 0.18% +75.0 +3.0% $479.20
86 ABT ABBOTT LABORATORIES Healthcare 11,917.0 $1.2M 0.18% -4K -26.4% $102.67 -17.3%
87 SCHM SCHWAB STRATEGIC TR 39,154.0 $1.2M 0.18% $30.96 +9.5%
88 ETN EATON CORP PLC Industrials 3,355.0 $1.2M 0.18% -370.0 -9.9% $357.67 +9.3%
89 DHI D R HORTON INC Consumer Cyclical 8,675.0 $1.2M 0.18% +75.0 +0.9% $137.22 +0.1%
90 DIS DISNEY WALT CO Communication Services 12,271.0 $1.2M 0.18% -4K -24.1% $96.38 +6.6%
91 CSX CSX CORP Industrials 27,584.0 $1.1M 0.17% $41.05 +11.4%
92 MU MICRON TECHNOLOGY INC Technology 3,204.0 $1.1M 0.16% +42.0 +1.3% $337.84 +122.4%
93 BSCQ INVESCO EXCH TRD SLF IDX FD 54,988.0 $1.1M 0.16% -785.0 -1.4% $19.53 -0.1%
94 KO COCA COLA CO Consumer Defensive 13,699.0 $1.0M 0.16% +527.0 +4.0% $76.05 +5.8%
95 VIG VANGUARD SPECIALIZED FUNDS 4,715.0 $1.0M 0.15% $215.06 +6.5%
96 XLK SELECT SECTOR SPDR TR 7,542.0 $1.0M 0.15% $132.90 +33.1%
97 TJX TJX COS INC NEW Consumer Cyclical 6,191.0 $989K 0.15% +237.0 +4.0% $159.70 -6.9%
98 PEP PEPSICO INC Consumer Defensive 6,347.0 $986K 0.15% -65.0 -1.0% $155.29 -4.3%
99 NOW SERVICENOW INC Technology 9,390.0 $982K 0.15% -44K -82.4% $104.55 -5.2%
100 BSCY INVESCO EXCH TRD SLF IDX FD 46,878.0 $970K 0.15% $20.70 -0.8%
Page 5 of 10  ·  193 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Healthcare 14.6%
Financial Services 12.6%
Communication Services 10.3%
Consumer Cyclical 10.2%
Industrials 9.9%
Consumer Defensive 4.0%
Energy 1.2%
Basic Materials 0.4%
Real Estate 0.2%