Suncoast Equity Management as of Dec. 31, 2004
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 23 positions in its portfolio as reported in the December 2004 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Patterson Companies (PDCO) | 9.6 | $11M | 250k | 43.39 | |
| Hershey Company (HSY) | 8.5 | $9.6M | 173k | 55.54 | |
| McGraw-Hill Companies | 6.9 | $7.8M | 85k | 91.54 | |
| Harley-Davidson (HOG) | 6.5 | $7.4M | 121k | 60.75 | |
| Microsoft Corporation (MSFT) | 5.7 | $6.5M | 242k | 26.72 | |
| General Electric Company | 5.5 | $6.2M | 170k | 36.50 | |
| Berkshire Hathaway (BRK.B) | 5.2 | $5.9M | 2.0k | 2936.04 | |
| Amgen (AMGN) | 5.2 | $5.9M | 91k | 64.15 | |
| Medtronic | 5.1 | $5.8M | 117k | 49.67 | |
| Sherwin-Williams Company (SHW) | 5.1 | $5.7M | 128k | 44.63 | |
| Laboratory Corp. of America Holdings (LH) | 5.0 | $5.7M | 115k | 49.82 | |
| Dell | 4.9 | $5.6M | 132k | 42.14 | |
| Pfizer (PFE) | 4.8 | $5.4M | 200k | 26.89 | |
| H&R Block (HRB) | 4.6 | $5.2M | 107k | 49.00 | |
| American Express Company (AXP) | 4.3 | $4.9M | 86k | 56.37 | |
| Anheuser-busch Cos | 4.0 | $4.5M | 88k | 50.73 | |
| Colgate-Palmolive Company (CL) | 3.7 | $4.2M | 83k | 51.16 | |
| Gillette Company | 2.6 | $3.0M | 67k | 44.77 | |
| Spdr S&p 500 Etf (SPY) | 1.8 | $2.0M | 17k | 120.84 | |
| Johnson Controls | 0.2 | $276k | 4.4k | 63.45 | |
| Pepsi (PEP) | 0.2 | $272k | 5.2k | 52.11 | |
| Johnson & Johnson (JNJ) | 0.2 | $257k | 4.1k | 63.38 | |
| MFS Municipal Income Trust (MFM) | 0.1 | $144k | 19k | 7.71 |
