$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES U.S. PREFERRED STOCK E | $400,000 | -7.8% | 11,695 | 0.0% | 0.10% | +4.0% | |
| VYM | VANGUARD WHITEHALL FDS HIGH DI | $343,000 | -10.4% | 4,400 | 0.0% | 0.09% | +1.1% | |
| EPD | ENTERPRISE PRODS PARTN COM LP | $311,000 | -14.3% | 12,635 | 0.0% | 0.08% | -3.5% | |
| 1/100th BERKSHIRE HATHAWAY INC | $306,000 | -4.4% | 100 | 0.0% | 0.08% | +8.0% | ||
| TGE | TALLGRASS ENERGY LP CLASS A SH | $266,000 | +3.1% | 10,930 | 0.0% | 0.07% | +16.7% | |
| WELL | WELLTOWER INC | $246,000 | +7.9% | 3,545 | 0.0% | 0.06% | +22.6% | |
| MCD | McDONALD'S CORP | $238,000 | +6.2% | 1,340 | 0.0% | 0.06% | +21.2% | |
| DUK | DUKE ENERGY | $237,000 | +7.7% | 2,745 | 0.0% | 0.06% | +21.6% | |
| SHW | SHERWIN WILLIAMS | $201,000 | -13.4% | 510 | 0.0% | 0.05% | -1.9% | |
| BPY | BROOKFIELD PPTY PAR LP UNIT LT | $176,000 | -23.1% | 10,940 | 0.0% | 0.05% | -13.2% |
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 | 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.