Suncoast Equity Management as of Dec. 31, 2023
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 72 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.8 | $67M | 178k | 376.04 | |
| Apple (AAPL) | 7.6 | $57M | 298k | 192.53 | |
| Intuit (INTU) | 6.1 | $46M | 74k | 625.03 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.9 | $45M | 127k | 350.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $41M | 292k | 140.93 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $41M | 69k | 596.60 | |
| Visa Com Cl A (V) | 5.4 | $41M | 156k | 260.35 | |
| Booking Holdings (BKNG) | 5.2 | $39M | 11k | 3547.21 | |
| Stryker Corporation (SYK) | 4.8 | $36M | 121k | 299.46 | |
| UnitedHealth (UNH) | 4.3 | $33M | 63k | 526.47 | |
| W.W. Grainger (GWW) | 4.1 | $31M | 37k | 828.70 | |
| Fiserv (FI) | 3.8 | $29M | 218k | 132.84 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $28M | 67k | 426.51 | |
| NVIDIA Corporation (NVDA) | 3.6 | $28M | 56k | 495.22 | |
| Automatic Data Processing (ADP) | 3.0 | $23M | 97k | 232.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $19M | 133k | 139.69 | |
| Merck & Co (MRK) | 2.4 | $18M | 166k | 109.02 | |
| Nike CL B (NKE) | 2.4 | $18M | 166k | 108.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $18M | 49k | 356.66 | |
| Tractor Supply Company (TSCO) | 2.3 | $17M | 80k | 215.03 | |
| McKesson Corporation (MCK) | 1.8 | $14M | 30k | 462.98 | |
| salesforce (CRM) | 1.8 | $14M | 52k | 263.14 | |
| AmerisourceBergen (COR) | 0.6 | $4.8M | 23k | 205.38 | |
| Broadridge Financial Solutions (BR) | 0.6 | $4.5M | 22k | 205.75 | |
| Eaton Corp SHS (ETN) | 0.6 | $4.4M | 18k | 240.82 | |
| Sherwin-Williams Company (SHW) | 0.5 | $3.4M | 11k | 311.90 | |
| Eli Lilly & Co. (LLY) | 0.4 | $2.9M | 5.1k | 582.94 | |
| TJX Companies (TJX) | 0.3 | $2.4M | 26k | 93.81 | |
| Hershey Company (HSY) | 0.3 | $2.2M | 12k | 186.44 | |
| Pepsi (PEP) | 0.3 | $2.1M | 12k | 169.84 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.1M | 6.8k | 303.17 | |
| Home Depot (HD) | 0.2 | $1.9M | 5.4k | 346.57 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $1.5M | 8.0k | 189.47 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.5M | 3.2k | 475.30 | |
| McDonald's Corporation (MCD) | 0.2 | $1.5M | 5.0k | 296.49 | |
| Cintas Corporation (CTAS) | 0.2 | $1.4M | 2.4k | 602.66 | |
| Fair Isaac Corporation (FICO) | 0.2 | $1.4M | 1.2k | 1164.01 | |
| Cisco Systems (CSCO) | 0.2 | $1.4M | 27k | 50.52 | |
| Copart (CPRT) | 0.2 | $1.2M | 24k | 49.00 | |
| Itt (ITT) | 0.1 | $1.1M | 8.9k | 119.32 | |
| FleetCor Technologies | 0.1 | $986k | 3.5k | 282.61 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $859k | 1.3k | 668.43 | |
| Msa Safety Inc equity (MSA) | 0.1 | $742k | 4.4k | 168.83 | |
| Hubbell (HUBB) | 0.1 | $707k | 2.2k | 328.86 | |
| Fastenal Company (FAST) | 0.1 | $667k | 10k | 64.77 | |
| IDEXX Laboratories (IDXX) | 0.1 | $656k | 1.2k | 555.05 | |
| Roper Industries (ROP) | 0.1 | $649k | 1.2k | 545.18 | |
| Edwards Lifesciences (EW) | 0.1 | $646k | 8.5k | 76.25 | |
| Nice Sponsored Adr (NICE) | 0.1 | $641k | 3.2k | 199.51 | |
| FedEx Corporation (FDX) | 0.1 | $630k | 2.5k | 252.98 | |
| Steris Shs Usd (STE) | 0.1 | $608k | 2.8k | 219.85 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $568k | 3.0k | 192.52 | |
| Mettler-Toledo International (MTD) | 0.1 | $488k | 402.00 | 1212.96 | |
| Northwest Bancshares (NWBI) | 0.1 | $485k | 39k | 12.48 | |
| Epam Systems (EPAM) | 0.1 | $456k | 1.5k | 297.34 | |
| Amazon (AMZN) | 0.1 | $446k | 2.9k | 151.94 | |
| Cdw (CDW) | 0.1 | $418k | 1.8k | 227.32 | |
| United Parcel Service CL B (UPS) | 0.1 | $417k | 2.7k | 157.23 | |
| Medpace Hldgs (MEDP) | 0.1 | $412k | 1.3k | 306.53 | |
| Genpact SHS (G) | 0.0 | $371k | 11k | 34.71 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $366k | 2.6k | 139.03 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $349k | 2.0k | 170.46 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $332k | 2.2k | 152.79 | |
| Tesla Motors (TSLA) | 0.0 | $322k | 1.3k | 248.48 | |
| Brown & Brown (BRO) | 0.0 | $322k | 4.5k | 71.11 | |
| Johnson & Johnson (JNJ) | 0.0 | $297k | 1.9k | 156.78 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $267k | 611.00 | 437.07 | |
| DNP Select Income Fund (DNP) | 0.0 | $213k | 25k | 8.48 | |
| Sofi Technologies (SOFI) | 0.0 | $119k | 12k | 9.95 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $116k | 30k | 3.86 | |
| Plug Power Com New (PLUG) | 0.0 | $77k | 17k | 4.50 | |
| Templeton Global Income Fund (SABA) | 0.0 | $39k | 10k | 3.79 |
