Suncoast Equity Management

Suncoast Equity Management as of Dec. 31, 2021

Portfolio Holdings for Suncoast Equity Management

Suncoast Equity Management holds 56 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.5 $83M 246k 336.32
Accenture (ACN) 10.3 $81M 195k 414.55
Apple (AAPL) 7.2 $57M 321k 177.57
Alphabet Inc Class C cs (GOOG) 7.0 $55M 19k 2893.58
Home Depot (HD) 6.7 $53M 127k 415.01
Adobe Systems Incorporated (ADBE) 5.7 $45M 79k 567.06
Intuit (INTU) 5.1 $40M 63k 643.22
Visa (V) 4.9 $38M 177k 216.71
Facebook Inc cl a (META) 4.6 $36M 108k 336.35
Stryker Corporation (SYK) 4.5 $35M 132k 267.42
Paypal Holdings (PYPL) 4.3 $34M 180k 188.58
Nike (NKE) 3.9 $31M 184k 166.67
MasterCard Incorporated (MA) 3.5 $28M 77k 359.33
Amazon (AMZN) 3.4 $27M 8.1k 3334.33
Merck & Co (MRK) 3.0 $24M 307k 76.64
Tractor Supply Company (TSCO) 2.6 $20M 85k 238.59
UnitedHealth (UNH) 2.5 $20M 39k 502.12
Abbott Laboratories (ABT) 2.4 $19M 137k 140.74
Berkshire Hathaway (BRK.B) 2.0 $16M 54k 299.00
Alphabet Inc Class A cs (GOOGL) 1.9 $15M 5.2k 2897.10
KLA-Tencor Corporation (KLAC) 1.6 $13M 30k 430.13
Sherwin-Williams Company (SHW) 0.2 $1.8M 5.0k 352.21
Broadridge Financial Solutions (BR) 0.2 $1.7M 9.4k 182.79
AmerisourceBergen (COR) 0.2 $1.6M 12k 132.85
Eli Lilly & Co. (LLY) 0.2 $1.4M 4.9k 276.30
Advance Auto Parts (AAP) 0.1 $1.1M 4.7k 239.96
Pepsi (PEP) 0.1 $1.1M 6.1k 173.72
Abbvie (ABBV) 0.1 $979k 7.2k 135.41
Hershey Company (HSY) 0.1 $965k 5.0k 193.39
T. Rowe Price (TROW) 0.1 $844k 4.3k 196.74
Epam Systems (EPAM) 0.1 $504k 754.00 668.43
Marathon Petroleum Corp (MPC) 0.1 $479k 7.5k 63.95
Pool Corporation (POOL) 0.1 $470k 830.00 566.27
Spdr S&p 500 Etf (SPY) 0.1 $464k 977.00 474.92
Texas Instruments Incorporated (TXN) 0.0 $377k 2.0k 188.50
Edwards Lifesciences (EW) 0.0 $371k 2.9k 129.72
Cintas Corporation (CTAS) 0.0 $370k 835.00 443.11
Zebra Technologies (ZBRA) 0.0 $356k 598.00 595.32
Johnson & Johnson (JNJ) 0.0 $315k 1.8k 170.82
Vanguard High Dividend Yield ETF (VYM) 0.0 $308k 2.8k 112.00
Copart (CPRT) 0.0 $303k 2.0k 151.50
Vanguard Sht Term Govt Bond ETF (VGSH) 0.0 $298k 4.9k 60.85
Keysight Technologies (KEYS) 0.0 $282k 1.4k 206.59
IDEXX Laboratories (IDXX) 0.0 $260k 395.00 658.23
Veeva Sys Inc cl a (VEEV) 0.0 $259k 1.0k 255.17
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $254k 2.2k 116.78
FleetCor Technologies 0.0 $251k 1.1k 223.51
1/100 Berkshire Htwy Cla 100 0.0 $248k 55.00 4509.09
Fortinet (FTNT) 0.0 $243k 675.00 360.00
Steris Plc Ord equities (STE) 0.0 $226k 930.00 243.01
Mettler-Toledo International (MTD) 0.0 $217k 128.00 1695.31
S&p Global (SPGI) 0.0 $215k 455.00 472.53
Cdw (CDW) 0.0 $210k 1.0k 204.88
Yeti Hldgs (YETI) 0.0 $207k 2.5k 82.97
Fastenal Company (FAST) 0.0 $205k 3.2k 64.06
Roper Industries (ROP) 0.0 $202k 410.00 492.68