$569 Million is the total value of Suncoast Equity Management's 37 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CHKP | CHECK POINT | $353,000 | +12.1% | 2,935 | 0.0% | 0.06% | +6.9% | |
1/100th BERKSHIRE HATHAWAY INC | $320,000 | +19.9% | 100 | 0.0% | 0.06% | +14.3% | ||
TXN | TEXAS INSTRUMENTS | $286,000 | +12.6% | 2,000 | 0.0% | 0.05% | +6.4% | |
PFF | ISHARES U.S. PREFERRED STOCK E | $257,000 | +5.3% | 7,057 | 0.0% | 0.04% | 0.0% | |
VYM | VANGUARD WHITEHALL HIGH DIV YL | $223,000 | +2.8% | 2,750 | 0.0% | 0.04% | -2.5% | |
MPC | MARATHON PETE CORP COM | $211,000 | -21.6% | 7,200 | 0.0% | 0.04% | -26.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-22
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.