Suncoast Equity Management
Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are V, Accenture, GOOG, BRK.B, BEN. These five stock positions account for 36.49% of Suncoast Equity Management's total stock portfolio.
- Added to shares of Express Scripts Holding, MCRS, DISCK, BEN, Abbvie, EBAY, NKE, QCOM, GILD, BBBY.
- Started new stock positions in BBBY, Abbvie, EBAY, Express Scripts Holding, DISCK, MCRS.
- Reduced shares in these stocks: AAPL, HRS, GD, PEP, BDX, PM, HRC, NDSN, KFT, GWW.
- Sold out of its positions in MO, ABC, ADP, BDX, CSGS, CSCO, XOM, GD, HRS,
- As of March 31, 2013, Suncoast Equity Management has $73.61M in assets under management (AUM). Assets under management grew from a total value of $62.41M to $73.61M.
- Independent of market fluctuations, Suncoast Equity Management was a net buyer by $2.69M worth of stocks in the most recent quarter.
Suncoast Equity Management portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| V | Visa | 7.77 | +10.00% | 33655 | 169.84 | 180.25 |
| Accenture | 7.62 | +6.00% | 73845 | 75.97 | 0.00 | |
| GOOG | 7.52 | +24.00% | 6969 | 794.23 | 873.32 | |
| BRK.B | Berkshire Hathaway | 7.20 | +6.00% | 50865 | 104.20 | 0.00 |
| BEN | Franklin Resources | 6.39 | +98.00% | 31176 | 150.82 | 162.94 |
| CHECK POINT SOFTWARE Technolog Com Stk | 5.68 | +20.00% | 89010 | 46.99 | 0.00 | |
| MCK | McKesson Corporation | 5.21 | 35550 | 107.96 | 116.69 | |
| GILD | Gilead Sciences | 5.09 | +70.00% | 76600 | 48.94 | 55.81 |
| Express Scripts Holding | 5.03 | NEW | 64215 | 57.62 | 0.00 | |
| MCRS | MICROS Systems | 4.98 | NEW | 80585 | 45.50 | 43.00 |
| QCOM | QUALCOMM | 4.98 | +75.00% | 54729 | 66.95 | 63.79 |
| DISCK | Discovery Communications | 4.93 | NEW | 52145 | 69.54 | 70.06 |
| MSFT | Microsoft Corporation | 4.87 | 125282 | 28.61 | 34.16 | |
| NKE | NIKE | 4.79 | +105.00% | 59740 | 59.01 | 62.31 |
| AAPL | Apple | 3.17 | -60.00% | 5279 | 442.70 | 445.15 |
| Abbvie | 2.80 | NEW | 50473 | 40.77 | 0.00 | |
| EBAY | eBay | 2.74 | NEW | 37260 | 54.21 | 54.64 |
| GWW | W.W. Grainger | 2.44 | -28.00% | 7988 | 224.96 | 257.78 |
| ABT | Abbott Laboratories | 2.43 | -2.00% | 50623 | 35.32 | 37.76 |
| VAR | Varian Medical Systems | 2.31 | +17.00% | 23661 | 72.02 | 67.25 |
| BBBY | Bed Bath & Beyond | 2.05 | NEW | 23395 | 64.42 | 68.72 |
Past 13F-HR SEC Filings for Suncoast Equity Management
- Suncoast Equity Management 2011 Q2 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2011 Q1 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2010 Q4 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2010 Q3 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2010 Q2 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2010 Q1 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2009 Q4 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2009 Q3 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2009 Q2 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2009 Q1 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2008 Q4 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2008 Q3 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2008 Q2 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2008 Q1 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2007 Q4 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2007 Q3 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2007 Q2 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2007 Q1 amended - filed Feb. 21, 2013
- Suncoast Equity Management 2006 Q4 amended - filed Feb. 21, 2013