Suncoast Equity Management as of Sept. 30, 2020
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 37 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.1 | $52M | 247k | 210.33 | |
| Accenture (ACN) | 7.7 | $44M | 194k | 225.99 | |
| Adobe Systems Incorporated (ADBE) | 6.8 | $39M | 79k | 490.43 | |
| Apple (AAPL) | 6.5 | $37M | 319k | 115.81 | |
| Paypal Holdings (PYPL) | 6.2 | $35M | 180k | 197.03 | |
| Visa (V) | 6.2 | $35M | 177k | 199.97 | |
| Facebook Inc cl a (META) | 6.2 | $35M | 135k | 261.90 | |
| Home Depot (HD) | 6.2 | $35M | 126k | 277.71 | |
| MasterCard Incorporated (MA) | 5.9 | $34M | 100k | 338.17 | |
| Alphabet Inc Class C cs (GOOG) | 5.0 | $29M | 20k | 1469.62 | |
| Stryker Corporation (SYK) | 4.8 | $27M | 131k | 208.37 | |
| Nike (NKE) | 4.0 | $23M | 181k | 125.54 | |
| Intuit (INTU) | 3.7 | $21M | 64k | 326.20 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $20M | 93k | 212.94 | |
| Honeywell International (HON) | 3.0 | $17M | 102k | 164.61 | |
| VMware | 2.8 | $16M | 113k | 143.67 | |
| Abbott Laboratories (ABT) | 2.7 | $15M | 139k | 108.83 | |
| Amazon (AMZN) | 2.7 | $15M | 4.8k | 3148.63 | |
| Merck & Co (MRK) | 2.3 | $13M | 156k | 82.95 | |
| Tractor Supply Company (TSCO) | 2.1 | $12M | 85k | 143.34 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $7.0M | 4.8k | 1465.63 | |
| UnitedHealth (UNH) | 0.2 | $1.2M | 3.9k | 311.77 | |
| Sherwin-Williams Company (SHW) | 0.2 | $887k | 1.3k | 696.78 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $839k | 2.2k | 383.46 | |
| Eli Lilly & Co. (LLY) | 0.1 | $698k | 4.7k | 148.04 | |
| Pepsi (PEP) | 0.1 | $648k | 4.7k | 138.55 | |
| Hershey Company (HSY) | 0.1 | $533k | 3.7k | 143.28 | |
| AmerisourceBergen (COR) | 0.1 | $463k | 4.8k | 96.86 | |
| Abbvie (ABBV) | 0.1 | $463k | 5.3k | 87.61 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $353k | 2.9k | 120.27 | |
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $320k | 100.00 | 3200.00 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $286k | 2.0k | 143.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $277k | 1.9k | 148.84 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $257k | 7.1k | 36.42 | |
| Pfizer (PFE) | 0.0 | $227k | 6.2k | 36.62 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $223k | 2.8k | 81.09 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $211k | 7.2k | 29.31 |
