Suncoast Equity Management as of March 31, 2023
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 66 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.2 | $61M | 211k | 288.30 | |
| Accenture Plc Ireland Shs Class A (ACN) | 8.0 | $48M | 167k | 285.81 | |
| Apple (AAPL) | 7.8 | $46M | 282k | 164.90 | |
| Visa Com Cl A (V) | 5.7 | $34M | 151k | 225.46 | |
| Stryker Corporation (SYK) | 5.5 | $33M | 114k | 285.47 | |
| Home Depot (HD) | 5.4 | $32M | 110k | 295.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $32M | 304k | 104.00 | |
| Intuit (INTU) | 5.3 | $32M | 71k | 445.83 | |
| UnitedHealth (UNH) | 4.7 | $28M | 59k | 472.59 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $26M | 66k | 385.37 | |
| W.W. Grainger (GWW) | 4.2 | $25M | 36k | 688.81 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $23M | 64k | 363.41 | |
| Automatic Data Processing (ADP) | 3.4 | $20M | 92k | 222.63 | |
| Nike CL B (NKE) | 3.3 | $19M | 158k | 122.64 | |
| Tractor Supply Company (TSCO) | 3.1 | $19M | 79k | 235.04 | |
| Activision Blizzard | 2.9 | $17M | 199k | 85.59 | |
| Merck & Co (MRK) | 2.8 | $17M | 158k | 106.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $14M | 47k | 308.77 | |
| Booking Holdings (BKNG) | 2.2 | $13M | 5.0k | 2652.44 | |
| Kla Corp Com New (KLAC) | 1.9 | $12M | 29k | 399.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $11M | 107k | 103.73 | |
| AmerisourceBergen (COR) | 0.5 | $3.0M | 19k | 160.11 | |
| Broadridge Financial Solutions (BR) | 0.4 | $2.5M | 17k | 146.57 | |
| Hershey Company (HSY) | 0.4 | $2.4M | 9.4k | 254.41 | |
| Sherwin-Williams Company (SHW) | 0.3 | $1.9M | 8.3k | 224.77 | |
| Pepsi (PEP) | 0.3 | $1.7M | 9.4k | 182.30 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 4.7k | 343.42 | |
| McDonald's Corporation (MCD) | 0.2 | $1.4M | 5.0k | 279.61 | |
| Eaton Corp SHS (ETN) | 0.2 | $1.4M | 8.2k | 171.34 | |
| Cisco Systems (CSCO) | 0.2 | $1.1M | 21k | 52.27 | |
| Cintas Corporation (CTAS) | 0.2 | $958k | 2.1k | 462.68 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $834k | 1.9k | 449.55 | |
| Copart (CPRT) | 0.1 | $830k | 11k | 75.21 | |
| Fair Isaac Corporation (FICO) | 0.1 | $731k | 1.0k | 702.69 | |
| T. Rowe Price (TROW) | 0.1 | $701k | 6.2k | 112.90 | |
| Edwards Lifesciences (EW) | 0.1 | $672k | 8.1k | 82.73 | |
| FleetCor Technologies | 0.1 | $663k | 3.1k | 210.85 | |
| FedEx Corporation (FDX) | 0.1 | $649k | 2.8k | 228.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $635k | 1.6k | 409.39 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $624k | 2.6k | 244.33 | |
| Fortinet (FTNT) | 0.1 | $614k | 9.2k | 66.46 | |
| Keysight Technologies (KEYS) | 0.1 | $602k | 3.7k | 161.48 | |
| Itt (ITT) | 0.1 | $582k | 6.7k | 86.30 | |
| Mettler-Toledo International (MTD) | 0.1 | $572k | 374.00 | 1530.21 | |
| Cdw (CDW) | 0.1 | $552k | 2.8k | 194.89 | |
| IDEXX Laboratories (IDXX) | 0.1 | $540k | 1.1k | 500.08 | |
| United Parcel Service CL B (UPS) | 0.1 | $517k | 2.7k | 193.99 | |
| Fastenal Company (FAST) | 0.1 | $495k | 9.2k | 53.94 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $489k | 2.7k | 183.79 | |
| Northwest Bancshares (NWBI) | 0.1 | $468k | 39k | 12.03 | |
| Roper Industries (ROP) | 0.1 | $464k | 1.1k | 440.70 | |
| Epam Systems (EPAM) | 0.1 | $456k | 1.5k | 299.00 | |
| Nice Sponsored Adr (NICE) | 0.1 | $454k | 2.0k | 228.89 | |
| Steris Shs Usd (STE) | 0.1 | $454k | 2.4k | 191.28 | |
| Genpact SHS (G) | 0.1 | $439k | 9.5k | 46.22 | |
| Pool Corporation (POOL) | 0.1 | $420k | 1.2k | 342.44 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $372k | 2.0k | 186.01 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $336k | 2.4k | 138.34 | |
| Msa Safety Inc equity (MSA) | 0.1 | $314k | 2.4k | 133.50 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $283k | 2.2k | 130.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $277k | 1.8k | 154.98 | |
| Amazon (AMZN) | 0.0 | $250k | 2.4k | 103.29 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $204k | 1.9k | 105.50 | |
| Plug Power Com New (PLUG) | 0.0 | $176k | 15k | 11.72 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $146k | 13k | 11.48 | |
| Sofi Technologies (SOFI) | 0.0 | $73k | 12k | 6.07 |
