Suncoast Equity Management as of Sept. 30, 2009
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 34 positions in its portfolio as reported in the September 2009 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 7.6 | $5.7M | 120k | 47.21 | |
| Berkshire Hathaway (BRK.B) | 7.0 | $5.3M | 1.6k | 3323.21 | |
| Microsoft Corporation (MSFT) | 6.5 | $4.8M | 187k | 25.72 | |
| Pepsi (PEP) | 6.2 | $4.7M | 79k | 58.65 | |
| Colgate-Palmolive Company (CL) | 6.1 | $4.6M | 60k | 76.28 | |
| 5.5 | $4.1M | 8.4k | 495.81 | ||
| Automatic Data Processing (ADP) | 5.3 | $4.0M | 102k | 39.30 | |
| Baxter International (BAX) | 5.0 | $3.8M | 66k | 57.01 | |
| General Dynamics Corporation (GD) | 4.5 | $3.4M | 53k | 64.60 | |
| McKesson Corporation (MCK) | 4.2 | $3.1M | 52k | 59.54 | |
| Procter & Gamble Company (PG) | 3.9 | $2.9M | 51k | 57.92 | |
| Harris Corporation | 3.8 | $2.8M | 76k | 37.59 | |
| Nike (NKE) | 3.7 | $2.8M | 43k | 64.69 | |
| Gilead Sciences (GILD) | 3.7 | $2.8M | 60k | 46.51 | |
| St. Jude Medical | 3.6 | $2.7M | 70k | 39.01 | |
| Becton, Dickinson and (BDX) | 3.4 | $2.6M | 37k | 69.75 | |
| Abbott Laboratories (ABT) | 3.4 | $2.5M | 51k | 49.47 | |
| W.W. Grainger (GWW) | 2.3 | $1.7M | 19k | 89.34 | |
| Novo Nordisk A/S (NVO) | 2.2 | $1.6M | 26k | 62.96 | |
| Patterson Companies (PDCO) | 2.1 | $1.6M | 59k | 27.25 | |
| Accenture (ACN) | 2.0 | $1.5M | 41k | 37.28 | |
| Varian Medical Systems | 1.9 | $1.4M | 34k | 42.14 | |
| Philip Morris International (PM) | 1.4 | $1.1M | 22k | 48.72 | |
| Kraft Foods | 0.8 | $581k | 22k | 26.28 | |
| Johnson & Johnson (JNJ) | 0.6 | $429k | 7.0k | 60.88 | |
| Altria (MO) | 0.5 | $390k | 22k | 17.81 | |
| Coca-Cola Company (KO) | 0.5 | $382k | 7.1k | 53.76 | |
| International Business Machines (IBM) | 0.4 | $299k | 2.5k | 119.60 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $247k | 3.6k | 68.61 | |
| Wal-Mart Stores (WMT) | 0.3 | $249k | 5.1k | 49.08 | |
| Mylan | 0.3 | $233k | 15k | 16.00 | |
| Sara Lee | 0.3 | $227k | 20k | 11.15 | |
| Tellabs | 0.2 | $141k | 20k | 6.91 | |
| MFS Municipal Income Trust (MFM) | 0.2 | $124k | 19k | 6.64 |
