$679 Million is the total value of Suncoast Equity Management's 44 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 1/100th BERKSHIRE HATHAWAY INC | $386,000 | +10.9% | 100 | 0.0% | 0.06% | +5.6% | ||
| TXN | TEXAS INSTRUMENTS | $378,000 | +15.2% | 2,000 | 0.0% | 0.06% | +9.8% | |
| VGSH | VANGUARD SCOTTSDALE FD SHORT T | $301,000 | -0.3% | 4,897 | 0.0% | 0.04% | -6.4% | |
| EPAM | EPAM SYS INC | $290,000 | +10.7% | 732 | 0.0% | 0.04% | +4.9% | |
| ZBRA | ZEBRA TECH | $286,000 | +26.0% | 590 | 0.0% | 0.04% | +20.0% | |
| VYM | VANGUARD WHITEHALL HIGH DIV YL | $278,000 | +10.3% | 2,750 | 0.0% | 0.04% | +5.1% | |
| POOL | POOL CORP | $223,000 | -7.1% | 645 | 0.0% | 0.03% | -10.8% | |
| VEEV | VEEVA SYS INC | $209,000 | -4.1% | 800 | 0.0% | 0.03% | -8.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-06
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.