Suncoast Equity Management as of Dec. 31, 2011
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 21 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.1 | $5.1M | 13k | 405.03 | |
| Accenture (ACN) | 7.0 | $3.5M | 66k | 53.23 | |
| Berkshire Hathaway (BRK.B) | 6.8 | $3.4M | 45k | 76.30 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 6.8 | $3.4M | 65k | 52.54 | |
| 6.8 | $3.4M | 5.2k | 645.91 | ||
| Visa (V) | 6.2 | $3.1M | 31k | 101.53 | |
| Microsoft Corporation (MSFT) | 5.8 | $2.9M | 111k | 25.96 | |
| Abbott Laboratories (ABT) | 5.2 | $2.6M | 46k | 56.23 | |
| McKesson Corporation (MCK) | 5.1 | $2.5M | 33k | 77.92 | |
| Qualcomm (QCOM) | 5.0 | $2.5M | 46k | 54.70 | |
| Nike (NKE) | 4.9 | $2.5M | 26k | 96.39 | |
| Pepsi (PEP) | 4.4 | $2.2M | 33k | 66.36 | |
| Harris Corporation | 4.2 | $2.1M | 59k | 36.04 | |
| W.W. Grainger (GWW) | 4.1 | $2.1M | 11k | 187.19 | |
| General Dynamics Corporation (GD) | 4.1 | $2.1M | 31k | 66.40 | |
| Gilead Sciences (GILD) | 3.0 | $1.5M | 36k | 40.93 | |
| Franklin Resources (BEN) | 2.9 | $1.4M | 15k | 96.03 | |
| Varian Medical Systems | 2.7 | $1.4M | 20k | 67.13 | |
| Hill-Rom Holdings | 2.2 | $1.1M | 32k | 33.69 | |
| Discovery Communications | 2.0 | $1.0M | 27k | 37.69 | |
| Intrepid Cap | 0.4 | $207k | 428.00 | 483.64 |
