Suncoast Equity Management

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

  • Top 5 stock holdings are V, GILD, MCK, Accenture, BRK.B. These five stock positions account for 38.95% of Suncoast Equity Management's total stock portfolio.
  • Added to shares of these 10 stocks: MA, V, MCK, Accenture, NKE, GILD, BRK.B, CHECK POINT SOFTWARE Technolog Com Stk, EBAY, HON.
  • Started 2 new stock positions in 1/100 Berkshire Htwy Cla 100, MA.
  • Reduced shares in these 2 stocks: BRK.A, GWW.
  • Sold out of its positions in BRK.A.
  • As of June 30, 2015, Suncoast Equity Management has $224.80M in assets under management (AUM). Assets under management grew from a total value of $199.70M to $224.80M.
  • Independent of market fluctuations, Suncoast Equity Management was a net buyer by $19.87M worth of stocks in the most recent quarter.

Suncoast Equity Management portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
V Visa 9.09 +8.00% 304309 67.15 266.74
GILD Gilead Sciences 8.71 +6.00% 167284 117.08 99.53
MCK McKesson Corporation 7.73 +10.00% 77324 224.81 221.98
Accenture 6.76 +9.00% 157076 96.78 0.00
BRK.B Berkshire Hathaway 6.65 +8.00% 109834 136.11 0.00
CHECK POINT SOFTWARE Technolog Com Stk 6.57 +7.00% 185799 79.55 0.00
NKE NIKE 6.04 +9.00% 125666 108.02 96.37
EBAY eBay 5.48 +8.00% 204505 60.24 59.78
HON Honeywell International 5.44 +8.00% 120012 101.97 100.92
PCLN priceline.com Incorporated 5.41 +6.00% 10557 1151.37 1190.00
AAPL Apple 5.00 +7.00% 89626 125.42 123.28
DISCK Discovery Communications 4.32 +6.00% 312427 31.08 31.23
HBI Hanesbrands 4.00 +6.00% 269970 33.32 32.16
PII Polaris Industries 3.56 +5.00% 53991 148.12 148.18
ABT Abbott Laboratories 2.42 +5.00% 110909 49.08 46.40
MIDD Middleby Corporation 2.42 +4.00% 48549 112.24 106.86
DIS Walt Disney Company 2.33 45873 114.14 103.60
MA MasterCard Incorporated 2.15 NEW 51591 93.49 87.52
Google Inc Class C 2.05 +4.00% 8857 520.49 0.00
GOOG Google 2.00 +4.00% 8316 540.04 554.33
GWW W.W. Grainger 1.77 16821 236.67 230.01
1/100 Berkshire Htwy Cla 100 0.09 NEW 100 2050.00 0.00