Suncoast Equity Management

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

  • Top 5 stock holdings are Accenture, V, PCLN, HON, BCR, and represent 34.72% of Suncoast Equity Management's stock portfolio.
  • Added to shares of these 5 stocks: Facebook Inc cl a (+$5.65M), MIDD, BCR, SPY, HBI.
  • Started 1 new stock positions in SPY.
  • Reduced shares in these 10 stocks: , GILD (-$5.30M), V, Accenture, PCLN, NKE, HON, BRK.B, Cbre Group Inc Cl A, DIS.
  • Sold out of its positions in MCK, NGG.
  • Suncoast Equity Management was a net seller of stock by $17.86M.
  • Suncoast Equity Management has $313.95M in assets under management (AUM), dropping by -5.36%.

Suncoast Equity Management portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Accenture 8.21 220182 -5.00% 117.13 0.00
Visa (V) 7.64 307615 -6.00% 78.02 87.92
priceline.com Incorporated (PCLN) 6.89 14749 -6.00% 1466.07 1647.00
Honeywell International (HON) 6.25 169401 -6.00% 115.85 124.71
C.R. Bard (BCR) 5.72 79898 +23.00% 224.66 243.24
NIKE (NKE) 5.67 350447 -7.00% 50.83 57.36
Berkshire Hathaway (BRK.B) 5.56 107079 -6.00% 162.98 0.00
Cbre Group Inc Cl A 5.23 521316 -6.00% 31.49 0.00
Lowe's Companies (LOW) 4.40 194080 -6.00% 71.12 77.25
Middleby Corporation (MIDD) 4.28 104359 +46.00% 128.81 139.74
Walt Disney Company (DIS) 4.12 124162 -7.00% 104.22 110.01
Hanesbrands (HBI) 3.96 576913 +10.00% 21.57 20.98
Alphabet Inc Class C cs 3.93 15981 -5.00% 771.79 0.00
MasterCard Incorporated (MA) 3.80 115627 -6.00% 103.25 110.16
Gilead Sciences (GILD) 3.77 165445 -30.00% 71.61 69.29
Starbucks Corporation (SBUX) 3.63 205183 -5.00% 55.52 57.54
Paypal Holdings 3.60 286420 -6.00% 39.47 0.00
Facebook Inc cl a 3.46 94301 +108.00% 115.05 0.00
CHECK POINT SOFTWARE Technolog Com Stk 3.37 125244 -5.00% 84.46 0.00
Cognizant Technology Solutions (CTSH) 3.04 170193 -8.00% 56.03 58.62
Alphabet Inc Class A cs 2.02 8006 -5.00% 792.41 0.00
SPDR S&P; 500 ETF (SPY) 0.44 6110 NEW 223.57 236.49
Magellan Midstream Partners (MMP) 0.13 5420 75.65 80.22
AmeriGas Partners (APU) 0.12 8100 47.90 48.50
Spectra Energy Partners (SEP) 0.12 8250 45.82 45.53
Brookfield Ppty Partners L P unit ltd partn 0.12 16470 21.98 0.00
Welltower Inc Com reit 0.11 5055 66.86 0.00
Tallgrass Energy Partners 0.10 6875 47.42 0.00
Brookfield Infrastructure Part 0.08 7453 33.41 0.00
1/100 Berkshire Htwy Cla 100 0.08 100 2440.00 0.00
Duke Energy 0.08 3115 77.69 0.00
Ventas (VTR) 0.07 3590 62.40 62.80