CIK 1105467
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| MCQUIDDY, DEAN, EDWARD | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | 1998-01 | 25–50% ·◆ |
| MONROE, BRIAN, KENT | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | 1998-01 | 25–50% ·◆ |
| FURFINE, DAVID, ANDREW | SHAREHOLDER OF SAWGRASS ASSET | 2005-01 | 10–25% |
| MANAGEMENT, INC. RILEY, PATRICK, ALAN | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | 2005-01 | 10–25% |
| LAPRADE, MARTIN, EDWARD | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | 2005-01 | 5–10% |
| Dator, Alicia | PRESIDENT/CHIEF COMPLIANCE OFFICER | 2022-06 | <5% |
| SAWGRASS ASSET MANAGEMENT, INC.entity |
| 1998-01 |
| 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| MURRAY, MATTHEW, P | CHIEF COMPLIANCE OFFICER | 2022-03 | — not seen at a tracked firm |
| GRECO, CHRISTOPHER, JAMES | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | 2020-06 | WAYCROSS PARTNERS, LLC |
| CANTOR, ANDREW, MARTIN | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. · PRINCIPAL/CO-DIRECTOR OF FIXED INCOME INVESTMENTS/CHIEF COMPLIANCE OFFICER · SHAREHOLDER/CHIEF COMPLIANCE OFFICER OF SAWGRASS ASSET MANAGEMENT, INC. | 2018-03 | — not seen at a tracked firm |
| EMMICK, JANET, B | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | 2013-04 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
