HoldingsChannel.com
Sawgrass Asset Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 272,238 -44,731 $79,943
     AAPL272,238-44,731$79,943
MICROSOFT CORP COM 386,404 -32,800 $60,936
     MSFT386,404-32,800$60,936
ALPHABET INC CL A 38,434 -1,987 $51,477
     GOOGL38,434-1,987$51,477
AMGEN INC COM 201,484 -2,186 $48,572
     AMGN201,484-2,186$48,572
COMCAST CORP NEW CL A 1,020,247 +201,198 $45,881
     CMCSA1,020,247+201,198$45,881
ORACLE CORPORATION 743,954 +51,738 $39,415
     ORCL743,954+51,738$39,415
TJX COS INC NEW COM 627,659 +42,788 $38,325
     TJX627,659+42,788$38,325
HOME DEPOT INC COM 165,622 -15,344 $36,169
     HD165,622-15,344$36,169
DISNEY WALT CO COM 234,117 -90,782 $33,860
     DIS234,117-90,782$33,860
VERIZON COMMUNICATIONS COM 526,417 -855 $32,322
     VZ526,417-855$32,322
MASTERCARD INC CL A 106,977 -5,513 $31,942
     MA106,977-5,513$31,942
HONEYWELL INTL INC COM 178,818 -12,109 $31,651
     HON178,818-12,109$31,651
EXPEDITORS INTL WASH COM 367,312 -8,263 $28,658
     EXPD367,312-8,263$28,658
FACEBOOK INC CL A 134,207 +21,689 $27,546
     FB134,207+21,689$27,546
PAYCHEX INC COM 315,665 -3,091 $26,850
     PAYX315,665-3,091$26,850
BROADCOM INC COM 83,820 +9,319 $26,489
     AVGO83,820+9,319$26,489
ABBVIE INC. COM 296,389 -5,196 $26,242
     ABBV296,389-5,196$26,242
AUTOZONE INC COM 22,003 +4,323 $26,212
     AZO22,003+4,323$26,212
FISERV INC COM 221,963 -10,880 $25,666
     FISV221,963-10,880$25,666
DUNKIN BRANDS GRP INC COM 316,113 -62,623 $23,879
     DNKN316,113-62,623$23,879
CISCO SYS INC COM 496,755 -196,870 $23,824
     CSCO496,755-196,870$23,824
MARSH & MCLENNAN COS COM 210,850 -14,499 $23,491
     MMC210,850-14,499$23,491
ABBOTT LABS COM 266,858 -20,643 $23,179
     ABT266,858-20,643$23,179
ECOLAB INC COM 118,357 -30,354 $22,842
     ECL118,357-30,354$22,842
UNITED HEALTHCARE CORP COM 73,943 -5,114 $21,738
     UNH73,943-5,114$21,738
CITRIX SYS INC COM 192,823 +76,056 $21,384
     CTXS192,823+76,056$21,384
UNION PAC CORP COM 112,525 -5,365 $20,343
     UNP112,525-5,365$20,343
BERKSHIRE HATHAWAY INC CL B      $20,340
     BRK.B89,802-4,332$20,340
MCCORMICK & CO INC COM NON VTG 117,890 -12,545 $20,009
     MKC117,890-12,545$20,009
LOCKHEED MARTIN CORP COM 47,077 -2,394 $18,331
     LMT47,077-2,394$18,331
INTEL CORP COM 305,769 +64,424 $18,300
     INTC305,769+64,424$18,300
COCA COLA CO COM 326,404 -15,847 $18,066
     KO326,404-15,847$18,066
DANAHER CORP COM 117,033 -5,905 $17,962
     DHR117,033-5,905$17,962
VERISK ANALYTICS INC 116,457 -43,091 $17,392
     VRSK116,457-43,091$17,392
ALLSTATE CORP COM 154,645 -9,362 $17,390
     ALL154,645-9,362$17,390
MCDONALDS CORP COM 84,563 -87,691 $16,710
     MCD84,563-87,691$16,710
REPUBLIC SVCS INC COM 183,712 -8,799 $16,466
     RSG183,712-8,799$16,466
COOPER COS INC COM NEW 51,090 -2,646 $16,415
     COO51,090-2,646$16,415
ILLINOIS TOOL WORKS 89,320 -4,456 $16,045
     ITW89,320-4,456$16,045
KEURIG DR PEPPER INC COM 529,883 -26,165 $15,340
     KDP529,883-26,165$15,340
JOHNSON & JOHNSON COM 103,539 +38,081 $15,103
     JNJ103,539+38,081$15,103
AKAMAI TECHNOLOGIES COM 172,850 +172,850 $14,931
     AKAM172,850+172,850$14,931
DELL TECHNOLOGIES INC CL C 262,116 +81,942 $13,470
     DELL262,116+81,942$13,470
COSTCO COMPANIES INC COM 45,545 -2,370 $13,387
     COST45,545-2,370$13,387
VMWARE INC CL A COM 72,267 -3,524 $10,969
     VMW72,267-3,524$10,969
CLOROX CO DEL COM 66,356 -3,268 $10,188
     CLX66,356-3,268$10,188
VARIAN MEDICAL SYSTEMS INC 66,300 -3,253 $9,415
     VAR66,300-3,253$9,415
FORTIVE CORP COM 108,118 -5,882 $8,259
     FTV108,118-5,882$8,259
NIKE INC. CL B. 67,778 -10,833 $6,867
     NKE67,778-10,833$6,867
VANGUARD INTL EQTY IDX ALLWRLD (VEU) 84,940 -70 $4,566
     VEU84,940-70$4,566

See Full List: All Stocks Held By Sawgrass Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sawgrass Asset Management LLC

Size ($ in 1000's)
At 12/31/2019: $1,325,335
At 09/30/2019: $1,287,723

Sawgrass Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sawgrass Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Sawgrass Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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