$344 Million is the total value of Suncoast Equity Management's 35 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOG | Buy | ALPHABET CL C | $14,058,000 | +6.1% | 14,657 | +0.5% | 4.08% | +1.6% |
HD | Buy | HOME DEPOT | $12,426,000 | +91.2% | 75,974 | +79.3% | 3.61% | +83.1% |
ADBE | New | ADOBE SYSTEMS | $6,821,000 | – | 45,725 | +100.0% | 1.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ACCENTURE PLC IRELAND | 42 | Q3 2023 | 10.3% |
VISA INC | 42 | Q3 2023 | 10.5% |
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 7.5% |
NIKE INC CLASS B | 42 | Q3 2023 | 7.2% |
CHECK POINT SOFTWARE TECH LT | 42 | Q3 2023 | 7.1% |
MASTERCARD INCORPORATED | 34 | Q3 2023 | 6.0% |
ALPHABET INC | 32 | Q3 2023 | 7.4% |
ALPHABET INC | 32 | Q3 2023 | 2.6% |
APPLE INC COM | 31 | Q3 2023 | 8.5% |
MICROSOFT CORP | 30 | Q3 2023 | 10.6% |
View Suncoast Equity Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-28 |
View Suncoast Equity Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.