Suncoast Equity Management as of Sept. 30, 2018
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 40 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 9.7 | $42M | 276k | 150.09 | |
| Accenture (ACN) | 7.9 | $34M | 199k | 170.20 | |
| Home Depot (HD) | 6.2 | $27M | 129k | 207.15 | |
| Booking Holdings (BKNG) | 6.0 | $26M | 13k | 1984.00 | |
| Honeywell International (HON) | 5.9 | $26M | 153k | 166.40 | |
| Facebook Inc cl a (META) | 5.4 | $23M | 141k | 164.46 | |
| MasterCard Incorporated (MA) | 5.4 | $23M | 103k | 222.61 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $23M | 83k | 269.96 | |
| Paypal Holdings (PYPL) | 5.2 | $22M | 255k | 87.84 | |
| Berkshire Hathaway (BRK.B) | 4.8 | $21M | 97k | 214.11 | |
| Nike (NKE) | 4.5 | $19M | 229k | 84.72 | |
| Cognizant Technology Solutions (CTSH) | 4.4 | $19M | 243k | 77.15 | |
| Alphabet Inc Class C cs (GOOG) | 4.3 | $19M | 16k | 1193.44 | |
| VMware | 4.2 | $18M | 116k | 156.06 | |
| Cbre Group Inc Cl A (CBRE) | 3.6 | $15M | 350k | 44.10 | |
| Stryker Corporation (SYK) | 3.5 | $15M | 84k | 177.68 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 3.0 | $13M | 111k | 117.67 | |
| Microsoft Corporation (MSFT) | 2.8 | $12M | 104k | 114.37 | |
| Starbucks Corporation (SBUX) | 2.5 | $11M | 186k | 56.84 | |
| Apple (AAPL) | 2.4 | $10M | 46k | 225.74 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $7.2M | 5.9k | 1207.08 | |
| Automatic Data Processing (ADP) | 0.1 | $620k | 4.1k | 150.67 | |
| Johnson & Johnson (JNJ) | 0.1 | $533k | 3.9k | 138.26 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $423k | 3.9k | 107.22 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $434k | 12k | 37.11 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $383k | 4.4k | 87.05 | |
| Total System Services | 0.1 | $340k | 3.4k | 98.69 | |
| Enterprise Products Partners (EPD) | 0.1 | $363k | 13k | 28.73 | |
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $320k | 100.00 | 3200.00 | |
| Abbott Laboratories (ABT) | 0.1 | $271k | 3.7k | 73.34 | |
| AmeriGas Partners | 0.1 | $279k | 7.1k | 39.46 | |
| Tallgrass Energy Gp Lp master ltd part | 0.1 | $258k | 11k | 23.60 | |
| McDonald's Corporation (MCD) | 0.1 | $224k | 1.3k | 167.16 | |
| Sherwin-Williams Company (SHW) | 0.1 | $232k | 510.00 | 454.90 | |
| Becton, Dickinson and (BDX) | 0.1 | $224k | 860.00 | 260.47 | |
| Pepsi (PEP) | 0.1 | $228k | 2.0k | 111.82 | |
| TJX Companies (TJX) | 0.1 | $227k | 2.0k | 112.10 | |
| Duke Energy (DUK) | 0.1 | $220k | 2.7k | 80.15 | |
| Brookfield Ppty Partners L P unit ltd partn | 0.1 | $229k | 11k | 20.93 | |
| Welltower Inc Com reit (WELL) | 0.1 | $228k | 3.5k | 64.32 |
