$472 Million is the total value of Suncoast Equity Management's 39 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | Buy | AUTO DATA PROC. | $755,000 | +15.1% | 4,680 | +17.9% | 0.16% | +19.4% |
| ABT | Buy | ABBOTT LABS | $658,000 | +41.5% | 7,867 | +42.3% | 0.14% | +46.3% |
| CSCO | Buy | CISCO SYSTEMS | $605,000 | +36.9% | 12,235 | +51.3% | 0.13% | +40.7% |
| UNH | Buy | UNITEDHEALTH | $606,000 | +21.7% | 2,791 | +36.7% | 0.13% | +25.5% |
| TJX | Buy | TJX COS | $549,000 | +40.1% | 9,847 | +32.9% | 0.12% | +45.0% |
| SHW | Buy | SHERWIN WILLIAMS | $510,000 | +56.4% | 928 | +30.3% | 0.11% | +61.2% |
| MCD | Buy | McDONALD'S CORP | $492,000 | +63.5% | 2,293 | +58.0% | 0.10% | +67.7% |
| PEP | Buy | PEPSICO INC | $486,000 | +45.1% | 3,546 | +38.8% | 0.10% | +49.3% |
| HSY | Buy | HERSHEY CO | $453,000 | +62.4% | 2,925 | +40.3% | 0.10% | +68.4% |
| BDX | Buy | BECTON DICKINSON | $443,000 | +34.2% | 1,751 | +33.8% | 0.09% | +38.2% |
| LMT | Buy | LOCKHEED MARTIN | $411,000 | +101.5% | 1,054 | +87.5% | 0.09% | +107.1% |
| PFE | Buy | PFIZER INC COM | $219,000 | -14.8% | 6,084 | +2.4% | 0.05% | -13.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-16
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.