Suncoast Equity Management

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

  • Top 5 stock holdings are GOOG, V, BRK.B, Accenture, GILD. These five stock positions account for 36.13% of Suncoast Equity Management's total stock portfolio.
  • Added to shares of these 10 stocks: PETM, MSFT, V, GILD, TSS, MCK, Accenture, NKE, BRK.B, EBAY.
  • Started 1 new stock positions in TSS.
  • Reduced shares in these 1 stocks: VAR.
  • Sold out of its positions in VAR.
  • As of Dec. 31, 2013, Suncoast Equity Management has $98.51M in assets under management (AUM). Assets under management grew from a total value of $85.45M to $98.51M.
  • Independent of market fluctuations, Suncoast Equity Management was a net buyer by $2.19M worth of stocks in the most recent quarter.

Suncoast Equity Management portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
GOOG Google 8.44 7415 1120.70 536.10
V Visa 8.40 +2.00% 37140 222.67 207.95
BRK.B Berkshire Hathaway 6.50 53995 118.57 0.00
Accenture 6.50 +2.00% 77890 82.22 0.00
GILD Gilead Sciences 6.30 +3.00% 82625 75.10 70.00
MCK McKesson Corporation 6.21 +3.00% 37930 161.40 170.98
CHECK POINT SOFTWARE Technolog Com Stk 6.08 92790 64.50 0.00
BEN Franklin Resources 5.87 100208 57.73 53.70
MSFT Microsoft Corporation 5.08 +4.00% 133722 37.41 40.01
NKE NIKE 5.02 +3.00% 62900 78.63 74.03
MCRS MICROS Systems 5.00 85920 57.37 51.39
DISCK Discovery Communications 4.86 +2.00% 57060 83.86 72.75
Express Scripts Holding 4.84 67920 70.24 0.00
QCOM QUALCOMM 4.35 57690 74.24 81.32
EBAY eBay 3.63 +3.00% 65175 54.87 54.97
PETM PetSmart 3.53 +97.00% 47820 72.75 66.80
Abbvie 2.84 +4.00% 52940 52.81 0.00
GWW W.W. Grainger 2.19 8455 255.47 252.15
ABT Abbott Laboratories 2.12 54403 38.33 38.93
BBBY Bed Bath & Beyond 2.04 25000 80.28 63.70
TSS Total System Services 0.21 NEW 6115 33.36 29.44