$429 Million is the total value of Suncoast Equity Management's 40 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES U.S. PREFERRED STOCK E | $434,000 | -1.6% | 11,695 | 0.0% | 0.10% | -8.2% | |
| VYM | VANGUARD WHITEHALL FDS HIGH DI | $383,000 | +4.9% | 4,400 | 0.0% | 0.09% | -2.2% | |
| EPD | ENTERPRISE PRODS PARTN COM LP | $363,000 | +3.7% | 12,635 | 0.0% | 0.08% | -3.4% | |
| 1/100th BERKSHIRE HATHAWAY INC | $320,000 | +13.5% | 100 | 0.0% | 0.08% | +5.6% | ||
| APU | AMERIGAS PARTNERS LP UNIT INT | $279,000 | -6.4% | 7,070 | 0.0% | 0.06% | -13.3% | |
| WELL | WELLTOWER INC | $228,000 | +2.7% | 3,545 | 0.0% | 0.05% | -5.4% | |
| BPY | BROOKFIELD PPTY PAR LP UNIT LT | $229,000 | +10.1% | 10,940 | 0.0% | 0.05% | +1.9% | |
| DUK | DUKE ENERGY | $220,000 | +1.4% | 2,745 | 0.0% | 0.05% | -5.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ACCENTURE PLC IRELAND | 45 | Q2 2024 | 10.3% |
| VISA INC | 45 | Q2 2024 | 10.5% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 7.5% |
| NIKE INC CLASS B | 45 | Q2 2024 | 7.2% |
| CHECK POINT SOFTWARE TECH LT | 45 | Q2 2024 | 7.1% |
| MASTERCARD INCORPORATED | 37 | Q2 2024 | 6.0% |
| ALPHABET INC | 35 | Q2 2024 | 7.4% |
| ALPHABET INC | 35 | Q2 2024 | 3.2% |
| APPLE INC COM | 34 | Q2 2024 | 8.5% |
| MICROSOFT CORP | 33 | Q2 2024 | 10.6% |
View Suncoast Equity Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 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 |
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.