Institutions / Sawgrass Asset Management LLC / Activity
Activity — Sawgrass Asset Management LLC
23 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Equifax Inc Common stock | $7.94M | +44K | 44,119 1.20% of portfolio | medium |
| Q1 2026 as of | New | Autodesk, Inc. Common stock | $6.71M | +28K | 28,046 1.01% of portfolio | medium |
| Q1 2026 as of | New | O Reilly Automotive Inc Common stock | $4.77M | +52K | 51,630 0.72% of portfolio | low |
| Q1 2026 as of | New | TransDigm Group Inc. Common stock | $4.44M | +4K | 3,829 0.67% of portfolio | low |
| Q1 2026 as of | New | Verizon Communications Inc Common stock | $597.2K | +12K | 11,896 0.09% of portfolio | low |
| Q1 2026 as of | New | Schwab Charles Corp Common stock | $584.9K | +6K | 6,224 0.09% of portfolio | low |
| Q1 2026 as of | New | HCA Healthcare, Inc. Common stock | $310.0K | +655 | 655 0.05% of portfolio | low |
| Q1 2026 as of | New | M&T Bank Corp Common stock | $304.5K | +1K | 1,473 0.05% of portfolio | low |
| Q1 2026 as of | New | 46641Q134 Common stock | $285.1K | +4K | 3,764 0.04% of portfolio | low |
| Q1 2026 as of | New | Parker-Hannifin Corp Common stock | $271.3K | +303 | 303 0.04% of portfolio | low |
| Q1 2026 as of | New | Archrock Inc Common stock | $250.8K | +7K | 7,206 0.04% of portfolio | low |
| Q1 2026 as of | New | Phibro Animal Health Corp Common stock | $241.2K | +4K | 4,361 0.04% of portfolio | low |
| Q1 2026 as of | New | TD SYNNEX Corp Common stock | $237.2K | +1K | 1,406 0.04% of portfolio | low |
| Q1 2026 as of | New | Pricesmart Inc Common stock | $236.1K | +2K | 1,569 0.04% of portfolio | low |
| Q1 2026 as of | New | Vici Properties Inc. Common stock | $231.3K | +8K | 8,465 0.03% of portfolio | low |
| Q1 2026 as of | New | 46436E577 Common stock | $224.9K | +25K | 24,530 0.03% of portfolio | low |
| Q1 2026 as of | New | Ensign Group Inc/The Common stock | $217.0K | +1K | 1,077 0.03% of portfolio | low |
| Q1 2026 as of | New | Accenture plc Common stock | $210.2K | +1K | 1,060 0.03% of portfolio | low |
| Q1 2026 as of | New | Advanced Energy Industries Inc Common stock | $210.1K | +651 | 651 0.03% of portfolio | low |
| Q1 2026 as of | New | Esco Technologies Inc Common stock | $207.7K | +738 | 738 0.03% of portfolio | low |
| Q1 2026 as of | New | BrightSpring Health Services, Inc. Common stock | $205.9K | +5K | 4,833 0.03% of portfolio | low |
| Q1 2026 as of | New | Illinois Tool Works Inc Common stock | $201.7K | +775 | 775 0.03% of portfolio | low |
| Q1 2026 as of | New | Alight, Inc. / Delaware Common stock | $8.8K | +15K | 15,151 <0.01% of portfolio | low |