Suncoast Equity Management as of June 30, 2020
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 39 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.8 | $53M | 260k | 203.51 | |
| Accenture (ACN) | 8.2 | $44M | 206k | 214.72 | |
| Adobe Systems Incorporated (ADBE) | 6.7 | $37M | 84k | 435.31 | |
| Visa (V) | 6.7 | $36M | 189k | 193.17 | |
| Home Depot (HD) | 6.1 | $33M | 133k | 250.51 | |
| Paypal Holdings (PYPL) | 6.1 | $33M | 191k | 174.23 | |
| Facebook Inc cl a (META) | 6.0 | $33M | 143k | 227.07 | |
| MasterCard Incorporated (MA) | 5.7 | $31M | 105k | 295.70 | |
| Apple (AAPL) | 5.6 | $31M | 84k | 364.80 | |
| Alphabet Inc Class C cs (GOOG) | 5.4 | $29M | 21k | 1413.61 | |
| Stryker Corporation (SYK) | 4.7 | $25M | 140k | 180.19 | |
| Nike (NKE) | 4.3 | $23M | 238k | 98.05 | |
| Honeywell International (HON) | 4.2 | $23M | 157k | 144.59 | |
| Intuit (INTU) | 3.7 | $20M | 68k | 296.19 | |
| VMware | 3.4 | $19M | 120k | 154.86 | |
| Berkshire Hathaway (BRK.B) | 3.2 | $18M | 98k | 178.51 | |
| Amazon (AMZN) | 2.6 | $14M | 5.1k | 2758.78 | |
| Abbott Laboratories (ABT) | 2.5 | $13M | 146k | 91.43 | |
| Tractor Supply Company (TSCO) | 2.1 | $12M | 88k | 131.79 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $7.3M | 5.2k | 1418.05 | |
| UnitedHealth (UNH) | 0.2 | $1.0M | 3.5k | 294.89 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $795k | 2.2k | 365.01 | |
| Automatic Data Processing (ADP) | 0.1 | $718k | 4.8k | 148.81 | |
| Sherwin-Williams Company (SHW) | 0.1 | $686k | 1.2k | 577.44 | |
| Eli Lilly & Co. (LLY) | 0.1 | $650k | 4.0k | 164.14 | |
| Abbvie (ABBV) | 0.1 | $499k | 5.1k | 98.13 | |
| Pepsi (PEP) | 0.1 | $493k | 3.7k | 132.35 | |
| Coca-Cola Company (KO) | 0.1 | $457k | 10k | 44.67 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $410k | 4.7k | 86.66 | |
| Hershey Company (HSY) | 0.1 | $399k | 3.1k | 129.55 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $315k | 2.9k | 107.33 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $274k | 8.8k | 31.31 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $269k | 7.2k | 37.36 | |
| 1/100 Berkshire Htwy Cla 100 | 0.0 | $267k | 100.00 | 2670.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $256k | 1.8k | 140.74 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $254k | 2.0k | 127.00 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $244k | 7.1k | 34.58 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $217k | 2.8k | 78.91 | |
| Pfizer (PFE) | 0.0 | $207k | 6.3k | 32.70 |
