Suncoast Equity Management as of Dec. 31, 2022
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 57 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.3 | $51M | 212k | 239.82 | |
| Accenture Plc Ireland Shs Class A (ACN) | 8.2 | $45M | 168k | 266.84 | |
| Apple (AAPL) | 6.8 | $37M | 283k | 129.93 | |
| Home Depot (HD) | 6.4 | $35M | 110k | 315.86 | |
| Visa Com Cl A (V) | 5.7 | $31M | 151k | 207.76 | |
| Merck & Co (MRK) | 5.4 | $29M | 265k | 110.95 | |
| Intuit (INTU) | 5.1 | $28M | 71k | 389.22 | |
| Stryker Corporation (SYK) | 5.1 | $28M | 113k | 244.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $28M | 311k | 88.73 | |
| UnitedHealth (UNH) | 4.6 | $25M | 47k | 530.18 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $22M | 65k | 347.73 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $22M | 66k | 336.53 | |
| Automatic Data Processing (ADP) | 4.0 | $22M | 91k | 238.86 | |
| Kla Corp Com New (KLAC) | 3.7 | $20M | 54k | 377.03 | |
| W.W. Grainger (GWW) | 3.7 | $20M | 36k | 556.25 | |
| Nike CL B (NKE) | 3.4 | $19M | 158k | 117.01 | |
| Tractor Supply Company (TSCO) | 3.2 | $18M | 78k | 224.97 | |
| Activision Blizzard | 2.8 | $15M | 199k | 76.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $14M | 46k | 308.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $8.9M | 100k | 88.23 | |
| AmerisourceBergen (COR) | 0.5 | $2.8M | 17k | 165.71 | |
| Broadridge Financial Solutions (BR) | 0.4 | $2.2M | 16k | 134.13 | |
| Hershey Company (HSY) | 0.4 | $2.0M | 8.6k | 231.57 | |
| Sherwin-Williams Company (SHW) | 0.3 | $1.9M | 8.0k | 237.33 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.7M | 4.6k | 365.84 | |
| Pepsi (PEP) | 0.3 | $1.5M | 8.3k | 180.66 | |
| McDonald's Corporation (MCD) | 0.2 | $1.3M | 5.0k | 263.51 | |
| Cintas Corporation (CTAS) | 0.2 | $933k | 2.1k | 451.62 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $683k | 1.7k | 399.16 | |
| Epam Systems (EPAM) | 0.1 | $644k | 2.0k | 327.74 | |
| Keysight Technologies (KEYS) | 0.1 | $635k | 3.7k | 171.07 | |
| Copart (CPRT) | 0.1 | $619k | 10k | 60.89 | |
| T. Rowe Price (TROW) | 0.1 | $616k | 5.6k | 109.06 | |
| Fair Isaac Corporation (FICO) | 0.1 | $593k | 990.00 | 598.58 | |
| FleetCor Technologies | 0.1 | $549k | 3.0k | 183.68 | |
| Northwest Bancshares (NWBI) | 0.1 | $543k | 39k | 13.98 | |
| Edwards Lifesciences (EW) | 0.1 | $540k | 7.2k | 74.61 | |
| Itt (ITT) | 0.1 | $522k | 6.4k | 81.10 | |
| Mettler-Toledo International (MTD) | 0.1 | $493k | 341.00 | 1445.45 | |
| Pool Corporation (POOL) | 0.1 | $491k | 1.6k | 302.33 | |
| Cdw (CDW) | 0.1 | $480k | 2.7k | 178.58 | |
| United Parcel Service CL B (UPS) | 0.1 | $463k | 2.7k | 173.84 | |
| Steris Shs Usd (STE) | 0.1 | $437k | 2.4k | 184.69 | |
| Roper Industries (ROP) | 0.1 | $433k | 1.0k | 432.10 | |
| Genpact SHS (G) | 0.1 | $422k | 9.1k | 46.32 | |
| Fastenal Company (FAST) | 0.1 | $417k | 8.8k | 47.32 | |
| Fortinet (FTNT) | 0.1 | $414k | 8.5k | 48.89 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $412k | 2.6k | 161.38 | |
| IDEXX Laboratories (IDXX) | 0.1 | $404k | 990.00 | 407.96 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $387k | 1.0k | 382.43 | |
| Nice Sponsored Adr (NICE) | 0.1 | $379k | 2.0k | 192.30 | |
| FedEx Corporation (FDX) | 0.1 | $347k | 2.0k | 173.21 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $330k | 2.0k | 165.22 | |
| Msa Safety Inc equity (MSA) | 0.1 | $323k | 2.2k | 144.19 | |
| Johnson & Johnson (JNJ) | 0.1 | $319k | 1.8k | 176.62 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $283k | 4.9k | 57.82 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $274k | 2.2k | 126.16 |
