Suncoast Equity Management as of March 31, 2018
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 37 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.7 | $33M | 276k | 119.62 | |
| Accenture (ACN) | 8.1 | $31M | 199k | 153.50 | |
| Booking Holdings (BKNG) | 7.1 | $27M | 13k | 2080.39 | |
| Facebook Inc cl a (META) | 5.9 | $22M | 139k | 159.79 | |
| Honeywell International (HON) | 5.8 | $22M | 152k | 144.51 | |
| Cbre Group Inc Cl A (CBRE) | 5.8 | $22M | 464k | 47.22 | |
| Cognizant Technology Solutions (CTSH) | 5.1 | $19M | 241k | 80.50 | |
| Berkshire Hathaway (BRK.B) | 5.1 | $19M | 97k | 199.48 | |
| Paypal Holdings (PYPL) | 5.0 | $19M | 253k | 75.87 | |
| Home Depot (HD) | 4.9 | $19M | 104k | 178.24 | |
| MasterCard Incorporated (MA) | 4.8 | $18M | 103k | 175.16 | |
| Adobe Systems Incorporated (ADBE) | 4.7 | $18M | 83k | 216.08 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $16M | 15k | 1031.81 | |
| Nike (NKE) | 4.0 | $15M | 228k | 66.44 | |
| VMware | 3.7 | $14M | 115k | 121.27 | |
| Stryker Corporation (SYK) | 3.5 | $13M | 82k | 160.92 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.9 | $11M | 112k | 99.34 | |
| Walt Disney Company (DIS) | 2.9 | $11M | 110k | 100.44 | |
| Starbucks Corporation (SBUX) | 2.8 | $11M | 185k | 57.89 | |
| Lowe's Companies (LOW) | 2.4 | $9.2M | 104k | 87.75 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $6.6M | 6.3k | 1037.18 | |
| Johnson & Johnson (JNJ) | 0.1 | $453k | 3.5k | 128.26 | |
| Apple (AAPL) | 0.1 | $326k | 1.9k | 167.70 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $354k | 3.4k | 103.81 | |
| AmeriGas Partners | 0.1 | $299k | 7.5k | 40.00 | |
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $299k | 100.00 | 2990.00 | |
| Microsoft Corporation (MSFT) | 0.1 | $270k | 3.0k | 91.28 | |
| Total System Services | 0.1 | $248k | 2.9k | 86.41 | |
| Brookfield Infrastructure Part (BIP) | 0.1 | $278k | 6.7k | 41.62 | |
| Spectra Energy Partners | 0.1 | $262k | 7.8k | 33.59 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $269k | 3.3k | 82.52 | |
| Enterprise Products Partners (EPD) | 0.1 | $222k | 9.1k | 24.49 | |
| Magellan Midstream Partners | 0.1 | $232k | 4.0k | 58.44 | |
| Duke Energy (DUK) | 0.1 | $229k | 3.0k | 77.63 | |
| Brookfield Ppty Partners L P unit ltd partn | 0.1 | $225k | 12k | 19.20 | |
| Tallgrass Energy Partners | 0.1 | $219k | 5.8k | 37.86 | |
| Welltower Inc Com reit (WELL) | 0.1 | $205k | 3.8k | 54.30 |
