Suncoast Equity Management Long-Term Concentrated

CIK: 0001315059 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 28, 2022

Total Value ($000): $789,109 (100.0% shares, 0.0% debt)

Holdings (56)

MSFT MICROSOFT CORP 10.5%
Value ($000) $82,848 Shares 246,336 Est. Cost $111.91 Unrealized +180.1%
ACN ACCENTURE PLC 10.3%
Value ($000) $81,011 Shares 195,420 Est. Cost $95.51 Unrealized +259.4%
AAPL APPLE 7.2%
Value ($000) $56,906 Shares 320,471 Est. Cost $91.97 Unrealized +68.2%
GOOG ALPHABET CL C 7.0%
Value ($000) $55,305 Shares 19,113 Est. Cost $48.45 Unrealized +196.1%
HD HOME DEPOT 6.7%
Value ($000) $52,843 Shares 127,329 Est. Cost $145.74 Unrealized +135.5%
ADBE ADOBE SYSTEMS 5.7%
Value ($000) $44,900 Shares 79,181 Est. Cost $189.52 Unrealized +229.8%
INTU INTUIT 5.1%
Value ($000) $40,326 Shares 62,694 Est. Cost $266.09 Unrealized +126.0%
V VISA 4.9%
Value ($000) $38,400 Shares 177,193 Est. Cost $75.11 Unrealized +177.1%
META META PLATFORMS 4.6%
Value ($000) $36,150 Shares 107,477 Est. Cost $145.61 Unrealized +126.4%
SYK STRYKER CORP. 4.5%
Value ($000) $35,214 Shares 131,681 Est. Cost $154.06 Unrealized +63.0%
PYPL PAYPAL HLDGS 4.3%
Value ($000) $33,876 Shares 179,639 Est. Cost $50.08 Unrealized +331.0%
NKE NIKE INC CLASS B 3.9%
Value ($000) $30,642 Shares 183,847 Est. Cost $54.02 Unrealized +186.1%
MA MASTERCARD CL A 3.5%
Value ($000) $27,515 Shares 76,574 Est. Cost $103.66 Unrealized +225.9%
AMZN AMAZON 3.4%
Value ($000) $26,848 Shares 8,052 Est. Cost $123.03 Unrealized +39.1%
MERCK & CO 3.0%
Value ($000) $23,545 Shares 307,221 Est. Cost $79.81 Unrealized
TSCO TRACTOR SUPPLY 2.6%
Value ($000) $20,376 Shares 85,400 Est. Cost $20.54 Unrealized +98.2%
UNH UNITEDHEALTH 2.5%
Value ($000) $19,735 Shares 39,303 Est. Cost $401.95 Unrealized +5.0%
ABT ABBOTT LABS 2.4%
Value ($000) $19,224 Shares 136,593 Est. Cost $76.51 Unrealized +55.1%
BRK/B BERKSHIRE HATHAWAY 2.0%
Value ($000) $16,166 Shares 54,066 Est. Cost $140.45 Unrealized +103.9%
GOOGL ALPHABET CL A 1.9%
Value ($000) $15,175 Shares 5,238 Est. Cost $50.25 Unrealized +184.5%
KLAC KLA CORP 1.6%
Value ($000) $12,764 Shares 29,675 Est. Cost $369.50 Unrealized 0.0%
SHW SHERWIN WILLIAMS 0.2%
Value ($000) $1,754 Shares 4,980 Est. Cost $237.40 Unrealized +31.1%
BR BROADRIDGE FINL 0.2%
Value ($000) $1,710 Shares 9,355 Est. Cost $140.57 Unrealized +16.4%
COR AMERISOURCEBERGEN 0.2%
Value ($000) $1,650 Shares 12,420 Est. Cost $102.10 Unrealized +14.7%
LLY LILLY, ELI & CO. 0.2%
Value ($000) $1,358 Shares 4,915 Est. Cost $146.56 Unrealized +66.4%
ADV. AUTO PARTS 0.1%
Value ($000) $1,135 Shares 4,730 Est. Cost $239.96 Unrealized
PEP PEPSICO 0.1%
Value ($000) $1,051 Shares 6,050 Est. Cost $109.03 Unrealized +31.6%
ABBVIE 0.1%
Value ($000) $979 Shares 7,230 Est. Cost $91.68 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $965 Shares 4,990 Est. Cost $125.57 Unrealized +30.3%
TROW PRICE T ROWE GRP 0.1%
Value ($000) $844 Shares 4,290 Est. Cost $145.91 Unrealized +15.6%
EPAM EPAM SYS 0.1%
Value ($000) $504 Shares 754 Est. Cost $374.62 Unrealized +71.8%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $479 Shares 7,490 Est. Cost $27.84 Unrealized +109.8%
POOL POOL CORP 0.1%
Value ($000) $470 Shares 830 Est. Cost $360.23 Unrealized +38.1%
SPY SPDR TR UNIT SER 1 ETF 0.1%
Value ($000) $464 Shares 977 Est. Cost $450.22 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $377 Shares 2,000 Est. Cost $99.52 Unrealized +71.0%
EW EDWARDS LIFESCI 0.0%
Value ($000) $371 Shares 2,860 Est. Cost $98.54 Unrealized +18.4%
CTAS CINTAS CORP 0.0%
Value ($000) $370 Shares 835 Est. Cost $85.02 Unrealized +22.0%
ZBRA ZEBRA TECH 0.0%
Value ($000) $356 Shares 598 Est. Cost $369.87 Unrealized +53.5%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $315 Shares 1,844 Est. Cost $111.17 Unrealized +30.5%
VYM VANGUARD WHITEHALL HIGH DIV YL 0.0%
Value ($000) $308 Shares 2,750 Est. Cost $78.91 Unrealized
CPRT COPART 0.0%
Value ($000) $303 Shares 2,000 Est. Cost $35.89 Unrealized +3.4%
VGSH VANGUARD SCOTTSDALE FD SHORT T 0.0%
Value ($000) $298 Shares 4,897 Est. Cost $61.67 Unrealized
KEYS KEYSIGHT TECH. 0.0%
Value ($000) $282 Shares 1,365 Est. Cost $187.06 Unrealized 0.0%
IDXX IDEXX LABS 0.0%
Value ($000) $260 Shares 395 Est. Cost $668.03 Unrealized -6.0%
VEEV VEEVA SYSTEMS 0.0%
Value ($000) $259 Shares 1,015 Est. Cost $286.72 Unrealized +1.4%
CHKP CHECK POINT 0.0%
Value ($000) $254 Shares 2,175 Est. Cost $72.18 Unrealized +60.6%
FLEETCOR TECH. 0.0%
Value ($000) $251 Shares 1,123 Est. Cost $223.51 Unrealized
1/100th BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $248 Shares 55 Est. Cost $2130.00 Unrealized
FTNT FORTINET 0.0%
Value ($000) $243 Shares 675 Est. Cost $57.90 Unrealized +13.7%
STE STERIS PLC 0.0%
Value ($000) $226 Shares 930 Est. Cost $195.39 Unrealized +12.7%
MTD METTLER TOLEDO 0.0%
Value ($000) $217 Shares 128 Est. Cost $1511.82 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $215 Shares 455 Est. Cost $441.83 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $210 Shares 1,025 Est. Cost $180.53 Unrealized 0.0%
YETI YETI HLDGS 0.0%
Value ($000) $207 Shares 2,495 Est. Cost $91.78 Unrealized 0.0%
FAST FASTENAL 0.0%
Value ($000) $205 Shares 3,200 Est. Cost $26.67 Unrealized 0.0%
ROP ROPER TECH. 0.0%
Value ($000) $202 Shares 410 Est. Cost $463.97 Unrealized 0.0%