Suncoast Equity Management

Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOG, V, MCK, BRK.B, CHECK POINT SOFTWARE Technolog Com Stk. These five stock positions account for 37.60% of Suncoast Equity Management's total stock portfolio.
  • Added to shares of these 10 stocks: MCK, GOOG, V, GILD, CHECK POINT SOFTWARE Technolog Com Stk, DISCK, BEN, BRK.B, MCRS, Accenture.
  • Reduced shares in these 2 stocks: BBBY, TSS.
  • Sold out of its positions in BBBY, TSS.
  • As of March 31, 2014, Suncoast Equity Management has $99.06M in assets under management (AUM). Assets under management grew from a total value of $98.51M to $99.06M.
  • Independent of market fluctuations, Suncoast Equity Management was a net buyer by $782082 worth of stocks in the most recent quarter.

Suncoast Equity Management portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
GOOG Google 8.62 +3.00% 7657 1114.54 578.20
V Visa 8.36 +3.00% 38385 215.87 213.88
MCK McKesson Corporation 7.07 +4.00% 39690 176.57 194.86
BRK.B Berkshire Hathaway 6.98 +2.00% 55325 124.97 0.00
CHECK POINT SOFTWARE Technolog Com Stk 6.56 +3.00% 96125 67.63 0.00
Accenture 6.43 +2.00% 79945 79.72 0.00
GILD Gilead Sciences 6.17 +4.00% 86185 70.86 92.57
BEN Franklin Resources 5.68 +3.00% 103768 54.18 54.81
MSFT Microsoft Corporation 5.60 135397 40.99 43.25
Express Scripts Holding 5.26 +2.00% 69380 75.09 0.00
NKE NIKE 4.83 +3.00% 64800 73.86 77.76
MCRS MICROS Systems 4.76 +3.00% 89050 52.93 67.67
QCOM QUALCOMM 4.73 +3.00% 59465 78.85 75.63
DISCK Discovery Communications 4.66 +5.00% 59945 77.05 83.94
EBAY eBay 3.74 +2.00% 67045 55.25 52.97
PETM PetSmart 3.40 +2.00% 48915 68.92 69.00
Abbvie 2.79 53745 51.39 0.00
GWW W.W. Grainger 2.20 8607 252.70 237.44
ABT Abbott Laboratories 2.15 55390 38.51 42.72