Suncoast Equity Management as of Sept. 30, 2010
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 38 positions in its portfolio as reported in the September 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.0 | $6.5M | 79k | 82.68 | |
| Pepsi (PEP) | 6.5 | $5.3M | 80k | 66.44 | |
| Hewlett-Packard Company | 6.2 | $5.1M | 122k | 42.07 | |
| Apple (AAPL) | 5.9 | $4.9M | 17k | 283.76 | |
| Microsoft Corporation (MSFT) | 5.8 | $4.7M | 193k | 24.49 | |
| Colgate-Palmolive Company (CL) | 5.7 | $4.7M | 61k | 76.85 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 5.7 | $4.7M | 126k | 36.93 | |
| 5.5 | $4.6M | 8.7k | 525.75 | ||
| Visa (V) | 4.8 | $3.9M | 53k | 74.27 | |
| Accenture (ACN) | 4.6 | $3.8M | 88k | 42.49 | |
| Nike (NKE) | 4.2 | $3.5M | 44k | 80.13 | |
| Harris Corporation | 4.2 | $3.4M | 78k | 44.29 | |
| General Dynamics Corporation (GD) | 4.1 | $3.4M | 54k | 62.81 | |
| McKesson Corporation (MCK) | 4.0 | $3.3M | 54k | 61.78 | |
| Becton, Dickinson and (BDX) | 3.4 | $2.8M | 37k | 74.11 | |
| Abbott Laboratories (ABT) | 3.3 | $2.7M | 52k | 52.23 | |
| Gilead Sciences (GILD) | 2.9 | $2.4M | 67k | 35.61 | |
| W.W. Grainger (GWW) | 2.8 | $2.3M | 20k | 119.11 | |
| Varian Medical Systems | 2.5 | $2.1M | 35k | 60.50 | |
| Patterson Companies (PDCO) | 2.1 | $1.7M | 60k | 28.64 | |
| Philip Morris International (PM) | 1.5 | $1.2M | 22k | 56.03 | |
| Kraft Foods | 0.8 | $688k | 22k | 30.87 | |
| Altria (MO) | 0.6 | $526k | 22k | 24.02 | |
| Johnson & Johnson (JNJ) | 0.6 | $457k | 7.4k | 61.91 | |
| Coca-Cola Company (KO) | 0.5 | $410k | 7.0k | 58.49 | |
| Procter & Gamble Company (PG) | 0.5 | $403k | 6.7k | 60.04 | |
| International Business Machines (IBM) | 0.4 | $335k | 2.5k | 134.00 | |
| Automatic Data Processing (ADP) | 0.4 | $296k | 7.1k | 41.99 | |
| Total System Services | 0.3 | $290k | 19k | 15.26 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $284k | 4.6k | 61.74 | |
| Wal-Mart Stores (WMT) | 0.3 | $276k | 5.1k | 53.61 | |
| Mylan | 0.3 | $280k | 15k | 18.82 | |
| Sara Lee | 0.3 | $279k | 21k | 13.41 | |
| Home Depot (HD) | 0.3 | $227k | 7.2k | 31.61 | |
| John Wiley & Sons (WLY) | 0.3 | $216k | 5.3k | 40.83 | |
| Tellabs | 0.2 | $155k | 21k | 7.47 | |
| MFS Municipal Income Trust (MFM) | 0.2 | $134k | 19k | 7.17 | |
| Wiki | 0.0 | $13k | 30k | 0.43 |
