Suncoast Equity Management as of March 31, 2005
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 20 positions in its portfolio as reported in the March 2005 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hershey Company (HSY) | 9.7 | $11M | 185k | 60.46 | |
| Patterson Companies (PDCO) | 8.7 | $10M | 203k | 49.95 | |
| McGraw-Hill Companies | 6.9 | $8.1M | 92k | 87.25 | |
| Harley-Davidson (HOG) | 6.6 | $7.6M | 132k | 57.76 | |
| Sherwin-Williams Company (SHW) | 6.5 | $7.6M | 172k | 43.99 | |
| American Express Company (AXP) | 6.2 | $7.1M | 139k | 51.37 | |
| Berkshire Hathaway (BRK.B) | 6.0 | $7.0M | 2.4k | 2856.15 | |
| General Electric Company | 5.6 | $6.5M | 181k | 36.06 | |
| Medtronic | 5.6 | $6.5M | 127k | 50.95 | |
| Microsoft Corporation (MSFT) | 5.5 | $6.4M | 263k | 24.17 | |
| Pfizer (PFE) | 5.4 | $6.2M | 237k | 26.27 | |
| Laboratory Corp. of America Holdings (LH) | 5.2 | $6.0M | 125k | 48.20 | |
| Amgen (AMGN) | 5.0 | $5.7M | 99k | 58.21 | |
| Dell | 4.8 | $5.6M | 146k | 38.42 | |
| Colgate-Palmolive Company (CL) | 4.4 | $5.1M | 99k | 52.17 | |
| Anheuser-busch Cos | 4.2 | $4.9M | 104k | 47.39 | |
| Gillette Company | 3.1 | $3.6M | 71k | 50.48 | |
| Pepsi (PEP) | 0.2 | $277k | 5.2k | 53.07 | |
| Johnson & Johnson (JNJ) | 0.2 | $272k | 4.1k | 67.08 | |
| MFS Municipal Income Trust (MFM) | 0.1 | $140k | 19k | 7.50 |
