Suncoast Equity Management - Q3 2020 holdings

$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%
2,9350.0%0.06%
+6.9%
 1/100th BERKSHIRE HATHAWAY INC$320,000
+19.9%
1000.0%0.06%
+14.3%
TXN  TEXAS INSTRUMENTS$286,000
+12.6%
2,0000.0%0.05%
+6.4%
PFF  ISHARES U.S. PREFERRED STOCK E$257,000
+5.3%
7,0570.0%0.04%0.0%
VYM  VANGUARD WHITEHALL HIGH DIV YL$223,000
+2.8%
2,7500.0%0.04%
-2.5%
MPC  MARATHON PETE CORP COM$211,000
-21.6%
7,2000.0%0.04%
-26.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-10-22
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ACCENTURE PLC IRELAND42Q3 202310.3%
VISA INC42Q3 202310.5%
BERKSHIRE HATHAWAY INC DEL42Q3 20237.5%
NIKE INC CLASS B42Q3 20237.2%
CHECK POINT SOFTWARE TECH LT42Q3 20237.1%
MASTERCARD INCORPORATED34Q3 20236.0%
ALPHABET INC32Q3 20237.4%
ALPHABET INC32Q3 20232.6%
APPLE INC COM31Q3 20238.5%
MICROSOFT CORP30Q3 202310.6%

View Suncoast Equity Management's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-01-30
13F-HR2023-10-23
13F-HR2023-08-07
13F-HR2023-05-08
13F-HR2023-01-27
13F-HR2022-10-14
13F-HR2022-07-18
13F-HR2022-04-26
13F-HR2022-01-28

View Suncoast Equity Management's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (568886000.0 != 568887000.0)

Export Suncoast Equity Management's holdings