Stock Taper

SAWGRASS ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CME Group Inc.CME40.93K$9.04M
Advanced Micro Devices, Inc.AMD40.44K$23.49M
AMETEK, Inc.AME39.47K$9.55M
Emerson Electric Co.EMR38.78K$5.55M
Union Pacific CorporationUNP37.2K$10.12M
HEICO CorporationHEI31.35K$11.17M
Cisco Systems, Inc.CSCO29.89K$3.51M
Lumen Technologies, Inc.LUMN28.67K$220.22K
Autodesk, Inc.ADSK28.13K$5.47M
Applied Materials, Inc.AMAT28.06K$20.29M
CSX CorporationCSX27.02K$1.28M
United Therapeutics CorporationUTHR26.46K$14.34M
Cadence Design Systems, Inc.CDNS25.36K$9.52M
ADT Inc.ADT24.36K$158.33K
Meta Platforms, Inc.META23.82K$13.42M
McDonald's CorporationMCD23.2K$6.27M
The Home Depot, Inc.HD21.1K$7.44M
Alphabet Inc.GOOG20.45K$7.22M
Bank of America CorporationBAC19.82K$1.13M
Stryker CorporationSYK19.2K$6.04M