$380 Million is the total value of Suncoast Equity Management's 41 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APU | Exit | AMERIGAS PARTNERS LP UNIT INT | $0 | – | -7,070 | -100.0% | -0.06% | – |
| TXN | Exit | TEXAS INSTRUMENTS | $0 | – | -3,945 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-23
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.