Stock Taper 
SAWGRASS ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumen Technologies, Inc. | LUMN | 28.67K | $220.22K |
 Cisco Systems, Inc. | CSCO | 29.89K | $3.51M |
 HEICO Corporation | HEI | 31.35K | $11.17M |
 Union Pacific Corporation | UNP | 37.2K | $10.12M |
 Emerson Electric Co. | EMR | 38.78K | $5.55M |
 AMETEK, Inc. | AME | 39.47K | $9.55M |
 Advanced Micro Devices, Inc. | AMD | 40.44K | $23.49M |
 CME Group Inc. | CME | 40.93K | $9.04M |
 VeriSign, Inc. | VRSN | 41.61K | $10.47M |
 Danaher Corporation | DHR | 44.27K | $8.43M |
 QUALCOMM Incorporated | QCOM | 45.25K | $8.36M |
 Arista Networks, Inc. | ANET | 51.06K | $8.67M |
 O'Reilly Automotive, Inc. | ORLY | 51.77K | $4.77M |
 The Procter & Gamble Company | PG | 52.15K | $7.65M |
 Visa Inc. | V | 53.22K | $18.26M |
 Amphenol Corporation | APH | 62.64K | $11.04M |
 KLA Corporation | KLAC | 64.13K | $19.35M |
 Fortinet, Inc. | FTNT | 68.57K | $10.53M |
 The Walt Disney Company | DIS | 68.83K | $6.63M |
 Broadcom Inc. | AVGO | 82.02K | $30.98M |