Suncoast Equity Management as of Sept. 30, 2022
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 54 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $51M | 221k | 232.90 | |
| Accenture (ACN) | 8.8 | $45M | 175k | 257.30 | |
| Apple (AAPL) | 7.8 | $40M | 290k | 138.20 | |
| Alphabet Inc Class C cs (GOOG) | 6.2 | $32M | 330k | 96.15 | |
| Home Depot (HD) | 6.2 | $32M | 114k | 275.94 | |
| Visa (V) | 5.5 | $28M | 158k | 177.65 | |
| UnitedHealth (UNH) | 4.7 | $24M | 48k | 505.03 | |
| Stryker Corporation (SYK) | 4.7 | $24M | 118k | 202.54 | |
| Merck & Co (MRK) | 4.6 | $24M | 272k | 86.12 | |
| Intuit (INTU) | 4.2 | $22M | 56k | 387.31 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $19M | 70k | 275.19 | |
| MasterCard Incorporated (MA) | 3.8 | $19M | 68k | 284.34 | |
| W.W. Grainger (GWW) | 3.7 | $19M | 38k | 489.20 | |
| KLA-Tencor Corporation (KLAC) | 3.4 | $18M | 58k | 302.64 | |
| Amazon (AMZN) | 3.1 | $16M | 142k | 113.00 | |
| Automatic Data Processing (ADP) | 2.9 | $15M | 66k | 226.19 | |
| Tractor Supply Company (TSCO) | 2.9 | $15M | 80k | 185.89 | |
| Nike (NKE) | 2.7 | $14M | 165k | 83.12 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $13M | 48k | 267.03 | |
| Advance Auto Parts (AAP) | 2.4 | $13M | 80k | 156.34 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $9.5M | 100k | 95.65 | |
| Broadridge Financial Solutions (BR) | 0.4 | $2.2M | 15k | 144.33 | |
| AmerisourceBergen (COR) | 0.4 | $2.0M | 15k | 135.30 | |
| Hershey Company (HSY) | 0.3 | $1.7M | 7.7k | 220.43 | |
| Sherwin-Williams Company (SHW) | 0.3 | $1.5M | 7.3k | 204.72 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | 4.2k | 323.37 | |
| Pepsi (PEP) | 0.2 | $1.2M | 7.2k | 163.28 | |
| Cintas Corporation (CTAS) | 0.1 | $765k | 2.0k | 388.32 | |
| Epam Systems (EPAM) | 0.1 | $684k | 1.9k | 362.10 | |
| Pool Corporation (POOL) | 0.1 | $646k | 2.0k | 318.23 | |
| T. Rowe Price (TROW) | 0.1 | $582k | 5.5k | 105.05 | |
| Edwards Lifesciences (EW) | 0.1 | $570k | 6.9k | 82.67 | |
| Keysight Technologies (KEYS) | 0.1 | $563k | 3.6k | 157.48 | |
| Copart (CPRT) | 0.1 | $522k | 4.9k | 106.31 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $511k | 1.6k | 312.54 | |
| FleetCor Technologies | 0.1 | $507k | 2.9k | 176.16 | |
| United Parcel Service (UPS) | 0.1 | $413k | 2.6k | 161.45 | |
| Cdw (CDW) | 0.1 | $407k | 2.6k | 156.24 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $406k | 2.5k | 165.04 | |
| Itt (ITT) | 0.1 | $404k | 6.2k | 65.27 | |
| Fortinet (FTNT) | 0.1 | $403k | 8.2k | 49.18 | |
| Fastenal Company (FAST) | 0.1 | $392k | 8.5k | 46.06 | |
| Fair Isaac Corporation (FICO) | 0.1 | $391k | 950.00 | 411.58 | |
| Genpact (G) | 0.1 | $385k | 8.8k | 43.77 | |
| Zebra Technologies (ZBRA) | 0.1 | $383k | 1.5k | 262.33 | |
| Steris Plc Ord equities (STE) | 0.1 | $378k | 2.3k | 166.15 | |
| Mettler-Toledo International (MTD) | 0.1 | $353k | 326.00 | 1082.82 | |
| Roper Industries (ROP) | 0.1 | $348k | 968.00 | 359.50 | |
| IDEXX Laboratories (IDXX) | 0.1 | $311k | 955.00 | 325.65 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $310k | 2.0k | 155.00 | |
| Johnson & Johnson (JNJ) | 0.1 | $291k | 1.8k | 163.48 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $283k | 4.9k | 57.79 | |
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $264k | 65.00 | 4061.54 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $244k | 2.2k | 112.18 |
