SAWGRASS ASSET MANAGEMENT LLC
Top Portfolio Positions
150 positions ·
$609,428,612 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
153,740 | $39,017,674 | 6.40% |
| MSFT |
Microsoft Corp
Technology
|
94,002 | $34,796,720 | 5.71% |
| NVDA |
Nvidia Corp
Technology
|
185,979 | $32,434,737 | 5.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
106,312 | $30,571,078 | 5.02% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
143,049 | $29,792,815 | 4.89% |
| AVGO |
Broadcom Inc.
Technology
|
84,123 | $26,036,909 | 4.27% |
| META |
Meta Platforms, Inc.
Communication Services
|
28,967 | $16,572,889 | 2.72% |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
25,109 | $14,889,134 | 2.44% |
| LLY |
ELI LILLY & Co
Healthcare
|
14,939 | $13,740,444 | 2.25% |
| AZO |
Autozone Inc
Consumer Cyclical
|
3,940 | $13,308,453 | 2.18% |
Portfolio Trend
Holdings in RXT
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,956 | 41,792 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $30,398 | 31,306 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $27,282 | 19,349 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $24,766 | 19,349 | Shares | Sole | 2025-08-08 | |
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