$545 Million is the total value of Suncoast Equity Management's 57 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $330,440 | +6.6% | 2,000 | 0.0% | 0.06% | 0.0% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $283,145 | +0.1% | 4,897 | 0.0% | 0.05% | -5.5% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $274,398 | +12.5% | 2,175 | 0.0% | 0.05% | +4.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-27
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.