$362 Million is the total value of Suncoast Equity Management's 34 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Buy | HOME DEPOT | $18,981,000 | +52.8% | 100,150 | +31.8% | 5.24% | +45.2% |
| CTSH | Buy | COGNIZANT TECH | $16,913,000 | +47.6% | 238,151 | +50.8% | 4.67% | +40.3% |
| VMW | Buy | VMWARE INC CL A | $14,255,000 | +90.6% | 113,748 | +66.1% | 3.93% | +81.1% |
| ADBE | Buy | ADOBE SYSTEMS | $12,321,000 | +80.6% | 70,310 | +53.8% | 3.40% | +71.6% |
| DUK | Buy | DUKE ENERGY | $320,000 | +17.6% | 3,800 | +17.1% | 0.09% | +11.4% |
| VTR | Buy | VENTAS INC COM | $267,000 | +9.9% | 4,445 | +19.3% | 0.07% | +4.2% |
| TSS | New | TOTAL SYSTEM SERVICES | $234,000 | – | 2,955 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
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.