Suncoast Equity Management as of June 30, 2021
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 46 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.2 | $70M | 259k | 270.90 | |
| Accenture (ACN) | 7.9 | $60M | 204k | 294.79 | |
| Paypal Holdings (PYPL) | 7.2 | $55M | 189k | 291.48 | |
| Alphabet Inc Class C cs (GOOG) | 6.8 | $52M | 21k | 2506.33 | |
| Facebook Inc cl a (META) | 6.4 | $49M | 141k | 347.71 | |
| Adobe Systems Incorporated (ADBE) | 6.4 | $49M | 83k | 585.64 | |
| Apple (AAPL) | 6.0 | $46M | 334k | 136.96 | |
| Visa (V) | 5.7 | $43M | 185k | 233.82 | |
| Home Depot (HD) | 5.5 | $42M | 133k | 318.89 | |
| Stryker Corporation (SYK) | 4.7 | $36M | 137k | 259.73 | |
| Intuit (INTU) | 4.2 | $32M | 66k | 490.17 | |
| MasterCard Incorporated (MA) | 3.9 | $30M | 81k | 365.09 | |
| Nike (NKE) | 3.8 | $29M | 189k | 154.49 | |
| Amazon (AMZN) | 3.8 | $29M | 8.5k | 3440.11 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $27M | 98k | 277.92 | |
| Regeneron Pharmaceuticals (REGN) | 3.2 | $25M | 44k | 558.55 | |
| VMware | 2.5 | $19M | 118k | 159.97 | |
| Abbott Laboratories (ABT) | 2.2 | $17M | 147k | 115.93 | |
| Tractor Supply Company (TSCO) | 2.2 | $17M | 89k | 186.06 | |
| Merck & Co (MRK) | 1.7 | $13M | 168k | 77.77 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $12M | 4.8k | 2441.77 | |
| UnitedHealth (UNH) | 0.2 | $1.8M | 4.4k | 400.36 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 6.3k | 229.59 | |
| Sherwin-Williams Company (SHW) | 0.2 | $1.2M | 4.4k | 272.40 | |
| Broadridge Financial Solutions (BR) | 0.1 | $1.1M | 6.9k | 161.49 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $930k | 2.5k | 378.36 | |
| Abbvie (ABBV) | 0.1 | $839k | 7.5k | 112.62 | |
| Pepsi (PEP) | 0.1 | $788k | 5.3k | 148.12 | |
| Hershey Company (HSY) | 0.1 | $752k | 4.3k | 174.07 | |
| AmerisourceBergen (COR) | 0.1 | $642k | 5.6k | 114.54 | |
| T. Rowe Price (TROW) | 0.1 | $583k | 2.9k | 197.96 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $453k | 7.5k | 60.48 | |
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $419k | 100.00 | 4190.00 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $385k | 2.0k | 192.50 | |
| Epam Systems (EPAM) | 0.0 | $374k | 732.00 | 510.93 | |
| McDonald's Corporation (MCD) | 0.0 | $326k | 1.4k | 231.21 | |
| Zebra Technologies (ZBRA) | 0.0 | $312k | 590.00 | 528.81 | |
| Johnson & Johnson (JNJ) | 0.0 | $302k | 1.8k | 164.49 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $301k | 4.9k | 61.47 | |
| Pool Corporation (POOL) | 0.0 | $296k | 645.00 | 458.91 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $288k | 2.8k | 104.73 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $253k | 2.2k | 116.32 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $249k | 800.00 | 311.25 | |
| Cintas Corporation (CTAS) | 0.0 | $244k | 640.00 | 381.25 | |
| Edwards Lifesciences (EW) | 0.0 | $235k | 2.3k | 103.52 | |
| Steris Plc Ord equities (STE) | 0.0 | $202k | 980.00 | 206.12 |
