Suncoast Equity Management as of March 31, 2022
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 56 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.6 | $72M | 233k | 308.31 | |
| Accenture (ACN) | 9.2 | $63M | 185k | 337.23 | |
| Apple (AAPL) | 7.9 | $53M | 305k | 174.61 | |
| Alphabet Inc Class C cs (GOOG) | 7.4 | $50M | 18k | 2793.01 | |
| Visa (V) | 5.5 | $37M | 167k | 221.77 | |
| Home Depot (HD) | 5.3 | $36M | 121k | 299.33 | |
| Adobe Systems Incorporated (ADBE) | 5.0 | $34M | 75k | 455.63 | |
| Stryker Corporation (SYK) | 4.9 | $33M | 125k | 267.35 | |
| Intuit (INTU) | 4.2 | $28M | 59k | 480.84 | |
| MasterCard Incorporated (MA) | 3.8 | $26M | 72k | 357.38 | |
| Amazon (AMZN) | 3.6 | $25M | 7.6k | 3259.91 | |
| Merck & Co (MRK) | 3.5 | $24M | 291k | 82.05 | |
| Nike (NKE) | 3.5 | $23M | 174k | 134.56 | |
| KLA-Tencor Corporation (KLAC) | 3.3 | $23M | 62k | 366.06 | |
| W.W. Grainger (GWW) | 3.1 | $21M | 41k | 515.78 | |
| Tractor Supply Company (TSCO) | 2.9 | $20M | 84k | 233.36 | |
| UnitedHealth (UNH) | 2.8 | $19M | 38k | 509.98 | |
| Berkshire Hathaway (BRK.B) | 2.7 | $18M | 51k | 352.91 | |
| Advance Auto Parts (AAP) | 2.6 | $17M | 84k | 206.96 | |
| Automatic Data Processing (ADP) | 2.2 | $15M | 65k | 227.54 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $14M | 4.9k | 2781.30 | |
| AmerisourceBergen (COR) | 0.3 | $2.1M | 13k | 154.68 | |
| Broadridge Financial Solutions (BR) | 0.3 | $1.9M | 12k | 155.68 | |
| Hershey Company (HSY) | 0.2 | $1.5M | 7.0k | 216.63 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 5.2k | 286.46 | |
| Sherwin-Williams Company (SHW) | 0.2 | $1.3M | 5.4k | 249.58 | |
| Abbvie (ABBV) | 0.2 | $1.3M | 7.7k | 162.13 | |
| Pepsi (PEP) | 0.2 | $1.1M | 6.5k | 167.31 | |
| Cintas Corporation (CTAS) | 0.1 | $949k | 2.2k | 425.56 | |
| Pool Corporation (POOL) | 0.1 | $907k | 2.1k | 422.84 | |
| Edwards Lifesciences (EW) | 0.1 | $886k | 7.5k | 117.66 | |
| FleetCor Technologies | 0.1 | $777k | 3.1k | 249.20 | |
| T. Rowe Price (TROW) | 0.1 | $717k | 4.7k | 151.11 | |
| Copart (CPRT) | 0.1 | $662k | 5.3k | 125.50 | |
| Zebra Technologies (ZBRA) | 0.1 | $647k | 1.6k | 413.95 | |
| Fortinet (FTNT) | 0.1 | $627k | 1.8k | 341.69 | |
| Epam Systems (EPAM) | 0.1 | $624k | 2.1k | 296.58 | |
| Steris Plc Ord equities (STE) | 0.1 | $592k | 2.5k | 241.63 | |
| IDEXX Laboratories (IDXX) | 0.1 | $580k | 1.1k | 547.17 | |
| Keysight Technologies (KEYS) | 0.1 | $577k | 3.7k | 158.08 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $530k | 2.5k | 212.42 | |
| Fastenal Company (FAST) | 0.1 | $526k | 8.9k | 59.40 | |
| Cdw (CDW) | 0.1 | $511k | 2.9k | 178.98 | |
| Roper Industries (ROP) | 0.1 | $498k | 1.1k | 472.04 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $497k | 1.8k | 273.83 | |
| Fair Isaac Corporation (FICO) | 0.1 | $492k | 1.1k | 466.35 | |
| Mettler-Toledo International (MTD) | 0.1 | $479k | 349.00 | 1372.49 | |
| Yeti Hldgs (YETI) | 0.1 | $444k | 7.4k | 59.92 | |
| Genpact (G) | 0.1 | $428k | 9.8k | 43.47 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $367k | 2.0k | 183.50 | |
| Johnson & Johnson (JNJ) | 0.1 | $343k | 1.9k | 176.99 | |
| Match Group (MTCH) | 0.0 | $328k | 3.0k | 108.79 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $309k | 2.8k | 112.36 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $301k | 2.2k | 138.39 | |
| 1/100 Berkshire Htwy Cla 100 | 0.0 | $291k | 55.00 | 5290.91 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $290k | 4.9k | 59.22 |
