Fund HoldingsSAWGRASS ASSET MANAGEMENT LLC

Total Portfolio Value
$911.04M
Total Bought
$43.65M
Total Sold
$105.35M
Net Transaction
-$61.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
WORKDAY INC(WDAY)043,302+43,302011,1731.23%+11,173
NIKE INC(NKE)98,676205,941+107,2658,72315,5841.71%+6,861
JOHNSON & JOHNSON(JNJ)65,797109,395+43,59810,66315,8211.74%+5,158
DANAHER CORPORATION(DHR)27,71853,719+26,0017,70612,3311.35%+4,625
BROADCOM INC(AVGO)180,886148,981-31,90531,20334,5403.79%+3,337
ALPHABET INC(GOOG)0229,824+229,824043,5064.78%+43,506
AKAMAI TECHNOLOGIES INC(AKAM)143,269171,923+28,65414,46316,4441.81%+1,981
SERVICENOW INC(NOW)16,61515,671-94414,86016,6131.82%+1,753
BLACKROCK INC(BLK)01,647+1,64701,6880.19%+1,688
NVIDIA CORPORATION(NVDA)280,362263,333-17,02934,04735,3633.88%+1,316
VISA INC(V)52,65649,830-2,82614,47815,7481.73%+1,271
COMCAST CORP NEW(CCZ)367,068427,294+60,22615,33216,0361.76%+704
VANGUARD INDEX FDS34,41036,735+2,3258,1628,8270.97%+664
ALPHABET INC(GOOG)021,932+21,93204,1770.46%+4,177
GENERAL MTRS CO(GM)09,161+9,16104880.05%+488
VANGUARD INDEX FDS05,480+5,48001,5350.17%+1,535
JPMORGAN CHASE & CO.(JPM)19,09018,335-7554,0254,3950.48%+370
ISHARES TR90,84994,444+3,5958,0078,3490.92%+341
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
50,22250,222013,06113,3951.47%+334
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
81,71698,910+17,1941,5371,8140.20%+277
INVESCO EXCH TRD SLF IDX FD
BUL 2033 COR ETF
44,06659,437+15,3719511,2260.13%+275
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
73,97190,085+16,1141,5511,8120.20%+260
INVESCO EXCH TRD SLF IDX FD
BULL 2034 CO ETF
012,325+12,32502490.03%+249
DELL TECHNOLOGIES INC(DELL)017,254+17,25401,9880.22%+1,988
COPART INC(CPRT)0136,411+136,41107,8290.86%+7,829
A10 NETWORKS INC011,588+11,58802130.02%+213
CME GROUP INC(CME)0909+90902110.02%+211
JABIL INC(JBL)03,503+3,50305040.06%+504
VANGUARD INDEX FDS22,77523,000+2255,9966,2030.68%+207
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
91,807107,589+15,7821,5561,7610.19%+205
AMDOCS LTD(DOX)06,839+6,83905820.06%+582
VANGUARD INDEX FDS026,458+26,45806,9880.77%+6,988
HONEYWELL INTL INC(HON)010,853+10,85302,4520.27%+2,452
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
101,547115,555+14,0081,6931,8550.20%+162
PAYPAL HLDGS INC(PYPL)014,944+14,94401,2750.14%+1,275
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
078,841+78,84101,5870.17%+1,587
MEDTRONIC PLC(MDT)11,66714,851+3,1841,0501,1860.13%+136
MERCK & CO INC(MRK)06,966+6,96606930.08%+693
MARVELL TECHNOLOGY INC(MRVL)03,250+3,25003590.04%+359
VANGUARD INDEX FDS9,1209,12002,2202,3140.25%+94
DISNEY WALT CO(DIS)013,725+13,72501,5280.17%+1,528
STONEX GROUP INC(SNEX)03,490+3,49003420.04%+342
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
076,024+76,02401,4810.16%+1,481
MASTERCARD INCORPORATED(MA)31,04229,236-1,80615,32915,3951.69%+66
SCHWAB STRATEGIC TR10,44323,312+12,8695386030.07%+65
WASTE MGMT INC DEL(WM)01,938+1,93803910.04%+391
SPDR S&P 500 ETF TR(SPY)4,2764,27602,4532,5060.28%+53
AMERICAN EXPRESS CO(AXP)10,2319,495-7362,7752,8180.31%+43
AUTOMATIC DATA PROCESSING IN1,7181,71804755030.06%+27
GOLDMAN SACHS GROUP INC(GS)5,3314,652-6792,6392,6640.29%+24
CONOCOPHILLIPS(COP)02,851+2,85102830.03%+283
QUANTA SVCS INC01,206+1,20603810.04%+381
AMPHENOL CORP NEW04,800+4,80003330.04%+333
SCHWAB STRATEGIC TR12,72638,729+26,0031,0571,0730.12%+16
ARCHROCK INC(AROC)08,722+8,72202170.02%+217
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,6254,62502102240.02%+14
ISHARES TR04,662+4,66204760.05%+476
JACOBS SOLUTIONS INC(J)02,663+2,66303560.04%+356
ISHARES TR04,721+4,72104290.05%+429
BANK AMERICA CORP022,073+22,07309700.11%+970
VANGUARD MUN BD FDS9,4459,44504834730.05%-9
VANGUARD SPECIALIZED FUNDS5,2385,23801,0371,0260.11%-12
VANECK ETF TRUST
SEMICONDUCTR ETF
04,200+4,20001,0170.11%+1,017
TRAVELERS COMPANIES INC(TRV)01,670+1,67004020.04%+402
ISHARES TR08,479+8,47904370.05%+437
KENVUE INC(KVUE)10,07710,006-712332140.02%-19
SCHWAB STRATEGIC TR8,75926,277+17,5187407180.08%-23
GROUP 1 AUTOMOTIVE INC(GPI)889751-1383413170.03%-24
CORVEL CORP(CRVL)02,370+2,37002640.03%+264
CBIZ INC(CBZ)03,340+3,34002730.03%+273
LUMEN TECHNOLOGIES INC(LUMN)14,90514,656-249106780.01%-28
UNITED PARCEL SERVICE INC(UPS)01,878+1,87802370.03%+237
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
066,578+66,57801,2940.14%+1,294
CHUBB LIMITED
COM
01,487+1,48704110.05%+411
ALCON AG(ALC)02,575+2,57502190.02%+219
DUKE ENERGY CORP NEW(DUK)3,4263,275-1513953530.04%-42
VANGUARD INTL EQUITY INDEX F09,036+9,03603980.04%+398
BERKSHIRE HATHAWAY INC DEL2,5512,488-631,1741,1280.12%-46
PROGRESS SOFTWARE CORP(PRGS)03,980+3,98002590.03%+259
MICRON TECHNOLOGY INC(MU)02,480+2,48002090.02%+209
ENSIGN GROUP INC(ENSG)01,783+1,78302370.03%+237
DUPONT DE NEMOURS INC(DD)04,183+4,18303190.04%+319
IDEXX LABS INC(IDXX)0635+63502630.03%+263
COLGATE PALMOLIVE CO(CL)04,593+4,59304180.05%+418
CORTEVA INC(CTVA)10,79310,041-7526355720.06%-63
MEDPACE HLDGS INC(MEDP)0608+60802020.02%+202
ON SEMICONDUCTOR CORP(ON)04,933+4,93303110.03%+311
STERLING INFRASTRUCTURE INC(STRL)01,308+1,30802200.02%+220
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,771+3,77108770.10%+877
SPDR SER TR
ST STR SP DIV
03,240+3,24004280.05%+428
METTLER TOLEDO INTERNATIONAL(MTD)0270+27003300.04%+330
FREEPORT-MCMORAN INC(FCX)05,593+5,59302130.02%+213
ADMA BIOLOGICS INC16,48414,479-2,0053302480.03%-81
SCHWAB STRATEGIC TR020,602+20,60204680.05%+468
ADVANCED DRAIN SYS INC DEL(WMS)01,990+1,99002300.03%+230
CSX CORP(CSX)027,919+27,91909010.10%+901
CATERPILLAR INC(CAT)2,9532,95301,1551,0710.12%-84
COCA COLA CO(KO)6,9416,666-2754994150.05%-84
CHEVRON CORP NEW(CVX)08,244+8,24401,1940.13%+1,194
GENERAL MLS INC(GIS)9,7199,71907186200.07%-98
Page 1 of 1