SAWG
AAM Sawgrass U.S. Large Cap Quality Growth ETF
ETF Series Solutions
ETF

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
QUALCOMM INC 0 238 238 1.50% $36.08K
AUTODESK INC 0 139 139 1.46% $35.15K
EQUIFAX INC 0 174 174 1.45% $35.04K
ROPER TECHNOLOGIES INC 0 81 81 1.25% $30.07K
PROCTER & GAMBLE 0 196 196 1.24% $29.75K
VISA INC-CLASS A 0 82 82 1.10% $26.39K
VERISK ANALYTICS INC 0 117 117 1.06% $25.44K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
SERVICENOW INC 69 0 -69 0.00% -$63.43K
SALESFORCE INC 171 0 -171 0.00% -$44.53K
ELECTRONIC ARTS INC 174 0 -174 0.00% -$34.81K
NETFLIX INC 23 0 -23 0.00% -$25.73K
KIMBERLY CLARK CORP 193 0 -193 0.00% -$23.10K
IDEX CORPORATION 133 0 -133 0.00% -$22.80K
PAYLOCITY HOLDING CORP 140 0 -140 0.00% -$19.78K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MICROSOFT CORP 356 381 25 6.81% -$20.40K
BROADCOM INC 198 217 19 2.98% -$1.29K
AUTOZONE INC 10 17 7 2.61% $26.23K
VERISIGN INC 127 191 64 1.94% $16.19K
BROWN & BROWN 231 311 80 0.93% $4.00K
Invesco Government & Agency Portfolio, Institutional Class 7,146 15,660 8,514 0.65% $8.51K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
Mount Vernon Liquid Assets Portfolio, LLC 212,878 191,460 -21,418 7.95% -$21.42K
ALPHABET INC CL A 372 322 -50 4.52% $4.23K
APPLIED MATERIALS INC 168 117 -51 1.57% -$1.45K
ZOETIS INC CL A 372 282 -90 1.46% -$18.40K
WORKDAY INC CL A 189 167 -22 1.22% -$16.01K
DANAHER CORP 166 122 -44 1.11% -$9.05K
COMCAST CORP CL A 2,108 832 -1,276 1.03% -$33.92K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
NVIDIA CORP 711 711 0 5.64% -$8.08K
APPLE INC 507 507 0 5.46% -$5.52K
AMAZON.COM INC 426 426 0 4.23% -$2.10K
META PLATFORMS INC CL A 113 113 0 3.36% $7.70K
LILLY ELI and CO 74 74 0 3.19% $12.90K
CME GROUP INC CL A 210 210 0 2.52% $4.95K
EXELIXIS INC 1,454 1,454 0 2.50% $3.91K
INCYTE CORP 567 567 0 2.36% $3.74K
UNITED THERAPEUTICS CORP DEL 114 114 0 2.22% $2.74K
KEURIG DR PEPPER INC 1,891 1,891 0 2.15% $529
CBOE GLOBAL MARKETS INC 192 192 0 2.11% $3.73K
MASTERCARD INC CL A 90 90 0 2.01% -$1.19K
FORTINET INC 581 581 0 1.96% -$3.00K
ADV MICRO DEVICE 177 177 0 1.74% -$3.43K
AMETEK INC NEW 181 181 0 1.68% $3.96K
KLA CORP 28 28 0 1.66% $6.14K
UNION PACIFIC CORP 162 162 0 1.58% $2.39K
AMPHENOL CORPORATION CL A 248 248 0 1.48% $1.18K
CADENCE DESIGN SYSTEMS INC 116 116 0 1.43% -$4.91K
ARISTA NETWORKS INC 239 239 0 1.41% -$3.81K
MCDONALDS CORP 102 102 0 1.33% $1.69K
COPART INC 742 742 0 1.25% -$1.80K
HEICO CORP 85 85 0 1.17% $1.12K
CISCO SYSTEMS INC 295 295 0 0.96% $1.54K
S&P GLOBAL INC 35 35 0 0.77% $1.42K

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