Suncoast Equity Management as of Dec. 31, 2019
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 55 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Accenture (ACN) | 8.1 | $41M | 196k | 210.57 | |
| Microsoft Corporation (MSFT) | 7.8 | $39M | 249k | 157.70 | |
| Visa (V) | 6.7 | $34M | 181k | 187.90 | |
| MasterCard Incorporated (MA) | 6.0 | $30M | 101k | 298.59 | |
| Facebook Inc cl a (META) | 5.6 | $28M | 137k | 205.25 | |
| Home Depot (HD) | 5.5 | $28M | 128k | 218.38 | |
| Stryker Corporation (SYK) | 5.5 | $28M | 133k | 209.94 | |
| Honeywell International (HON) | 5.3 | $27M | 152k | 177.00 | |
| Adobe Systems Incorporated (ADBE) | 5.3 | $27M | 81k | 329.81 | |
| Apple (AAPL) | 4.6 | $24M | 80k | 293.65 | |
| Nike (NKE) | 4.6 | $23M | 229k | 101.31 | |
| Berkshire Hathaway (BRK.B) | 4.3 | $22M | 96k | 226.50 | |
| Cbre Group Inc Cl A (CBRE) | 4.2 | $21M | 344k | 61.29 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $21M | 16k | 1337.03 | |
| Booking Holdings (BKNG) | 4.0 | $20M | 9.9k | 2053.73 | |
| Paypal Holdings (PYPL) | 3.9 | $20M | 184k | 108.17 | |
| VMware | 3.4 | $17M | 114k | 151.79 | |
| Starbucks Corporation (SBUX) | 3.2 | $16M | 186k | 87.92 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.4 | $12M | 109k | 110.96 | |
| Amazon (AMZN) | 1.8 | $9.1M | 4.9k | 1847.83 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $7.1M | 5.3k | 1339.38 | |
| Automatic Data Processing (ADP) | 0.2 | $798k | 4.7k | 170.51 | |
| UnitedHealth (UNH) | 0.2 | $816k | 2.8k | 294.16 | |
| Abbott Laboratories (ABT) | 0.1 | $690k | 7.9k | 86.86 | |
| TJX Companies (TJX) | 0.1 | $711k | 12k | 61.06 | |
| Cisco Systems (CSCO) | 0.1 | $575k | 12k | 47.98 | |
| Sherwin-Williams Company (SHW) | 0.1 | $581k | 996.00 | 583.33 | |
| Pepsi (PEP) | 0.1 | $488k | 3.6k | 136.77 | |
| McDonald's Corporation (MCD) | 0.1 | $452k | 2.3k | 197.81 | |
| Becton, Dickinson and (BDX) | 0.1 | $468k | 1.7k | 271.78 | |
| Hershey Company (HSY) | 0.1 | $434k | 3.0k | 146.97 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $418k | 1.1k | 389.56 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $410k | 6.8k | 60.29 | |
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $340k | 100.00 | 3400.00 | |
| Johnson & Johnson (JNJ) | 0.1 | $316k | 2.2k | 145.76 | |
| Copart (CPRT) | 0.1 | $310k | 3.4k | 90.91 | |
| Ross Stores (ROST) | 0.1 | $280k | 2.4k | 116.33 | |
| Cintas Corporation (CTAS) | 0.1 | $319k | 1.2k | 269.20 | |
| FleetCor Technologies | 0.1 | $290k | 1.0k | 287.98 | |
| Epam Systems (EPAM) | 0.1 | $284k | 1.3k | 212.42 | |
| Pfizer (PFE) | 0.1 | $236k | 6.0k | 39.10 | |
| Edwards Lifesciences (EW) | 0.1 | $257k | 1.1k | 233.64 | |
| Zebra Technologies (ZBRA) | 0.1 | $235k | 920.00 | 255.43 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $257k | 2.0k | 128.50 | |
| Roper Industries (ROP) | 0.1 | $257k | 725.00 | 354.48 | |
| Ametek (AME) | 0.1 | $244k | 2.5k | 99.59 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $258k | 2.8k | 93.82 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $265k | 7.1k | 37.56 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $213k | 662.00 | 321.75 | |
| Pool Corporation (POOL) | 0.0 | $225k | 1.1k | 212.26 | |
| Fiserv (FI) | 0.0 | $218k | 1.9k | 115.65 | |
| Fair Isaac Corporation (FICO) | 0.0 | $200k | 535.00 | 373.83 | |
| Cdw (CDW) | 0.0 | $206k | 1.4k | 143.06 | |
| Allegion Plc equity (ALLE) | 0.0 | $222k | 1.8k | 124.37 | |
| Match | 0.0 | $210k | 2.6k | 82.19 |
