Suncoast Equity Management as of June 30, 2012
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 19 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.1 | $7.5M | 13k | 584.01 | |
| Accenture (ACN) | 7.0 | $4.0M | 67k | 60.10 | |
| Visa (V) | 6.8 | $3.9M | 32k | 123.63 | |
| Berkshire Hathaway (BRK.B) | 6.7 | $3.8M | 46k | 83.33 | |
| 6.4 | $3.7M | 6.4k | 580.08 | ||
| Microsoft Corporation (MSFT) | 6.1 | $3.5M | 115k | 30.59 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 5.8 | $3.3M | 67k | 49.59 | |
| Express Scripts Holding | 5.7 | $3.3M | 58k | 55.83 | |
| Franklin Resources (BEN) | 5.6 | $3.2M | 29k | 110.97 | |
| McKesson Corporation (MCK) | 5.5 | $3.1M | 34k | 93.75 | |
| Abbott Laboratories (ABT) | 5.3 | $3.0M | 47k | 64.46 | |
| Qualcomm (QCOM) | 4.8 | $2.7M | 49k | 55.68 | |
| Discovery Communications | 4.2 | $2.4M | 49k | 50.09 | |
| Nike (NKE) | 4.0 | $2.3M | 26k | 87.77 | |
| Gilead Sciences (GILD) | 3.2 | $1.8M | 36k | 51.29 | |
| Gardner Denver | 2.8 | $1.6M | 31k | 52.90 | |
| eBay (EBAY) | 2.5 | $1.4M | 34k | 42.02 | |
| W.W. Grainger (GWW) | 2.5 | $1.4M | 7.4k | 191.23 | |
| Varian Medical Systems | 2.2 | $1.3M | 21k | 60.76 |
