Suncoast Equity Management Long-Term Concentrated

CIK: 0001315059 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $676,123 (100.0% shares, 0.0% debt)

Holdings (56)

MSFT MICROSOFT CORP 10.6%
Value ($000) $71,856 Shares 233,065 Est. Cost $111.91 Unrealized +160.4%
ACN ACCENTURE PLC 9.2%
Value ($000) $62,460 Shares 185,215 Est. Cost $95.51 Unrealized +233.5%
AAPL APPLE 7.9%
Value ($000) $53,209 Shares 304,732 Est. Cost $91.97 Unrealized +79.2%
GOOG ALPHABET CL C 7.4%
Value ($000) $50,182 Shares 17,967 Est. Cost $48.45 Unrealized +178.5%
V VISA 5.5%
Value ($000) $37,065 Shares 167,132 Est. Cost $75.11 Unrealized +179.7%
HD HOME DEPOT 5.3%
Value ($000) $36,065 Shares 120,485 Est. Cost $145.74 Unrealized +115.4%
ADBE ADOBE SYSTEMS 5.0%
Value ($000) $33,982 Shares 74,583 Est. Cost $189.52 Unrealized +153.8%
SYK STRYKER CORP. 4.9%
Value ($000) $33,312 Shares 124,600 Est. Cost $154.06 Unrealized +61.1%
INTU INTUIT 4.2%
Value ($000) $28,346 Shares 58,951 Est. Cost $266.09 Unrealized +87.7%
MA MASTERCARD CL A 3.8%
Value ($000) $25,694 Shares 71,895 Est. Cost $103.66 Unrealized +239.2%
AMZN AMAZON 3.6%
Value ($000) $24,671 Shares 7,568 Est. Cost $123.03 Unrealized +25.6%
MERCK & CO 3.5%
Value ($000) $23,913 Shares 291,449 Est. Cost $79.81 Unrealized
NKE NIKE INC CLASS B 3.5%
Value ($000) $23,428 Shares 174,108 Est. Cost $54.02 Unrealized +144.2%
KLAC KLA CORP 3.3%
Value ($000) $22,650 Shares 61,875 Est. Cost $364.03 Unrealized -1.4%
GWW GRAINGER WW 3.1%
Value ($000) $21,048 Shares 40,808 Est. Cost $473.40 Unrealized 0.0%
TSCO TRACTOR SUPPLY 2.9%
Value ($000) $19,517 Shares 83,633 Est. Cost $20.54 Unrealized +100.9%
UNH UNITEDHEALTH 2.8%
Value ($000) $19,242 Shares 37,731 Est. Cost $401.95 Unrealized +12.2%
BRK/B BERKSHIRE HATHAWAY 2.7%
Value ($000) $18,041 Shares 51,121 Est. Cost $140.45 Unrealized +130.3%
AAP ADV AUTO PARTS 2.6%
Value ($000) $17,354 Shares 83,852 Est. Cost $198.66 Unrealized 0.0%
ADP AUTO DATA PROC 2.2%
Value ($000) $14,698 Shares 64,594 Est. Cost $196.92 Unrealized 0.0%
GOOGL ALPHABET CL A 2.0%
Value ($000) $13,595 Shares 4,888 Est. Cost $50.25 Unrealized +168.3%
COR AMERISOURCEBERGEN 0.3%
Value ($000) $2,072 Shares 13,395 Est. Cost $104.58 Unrealized +30.2%
BR BROADRIDGE FINL 0.3%
Value ($000) $1,872 Shares 12,025 Est. Cost $141.20 Unrealized +1.6%
HSY HERSHEY CO 0.2%
Value ($000) $1,511 Shares 6,975 Est. Cost $142.31 Unrealized +29.6%
LLY LILLY, ELI & CO. 0.2%
Value ($000) $1,491 Shares 5,205 Est. Cost $152.24 Unrealized +63.2%
SHW SHERWIN WILLIAMS 0.2%
Value ($000) $1,339 Shares 5,365 Est. Cost $239.49 Unrealized +11.3%
ABBVIE 0.2%
Value ($000) $1,251 Shares 7,716 Est. Cost $96.12 Unrealized
PEP PEPSICO 0.2%
Value ($000) $1,080 Shares 6,455 Est. Cost $111.50 Unrealized +33.1%
CTAS CINTAS CORP 0.1%
Value ($000) $949 Shares 2,230 Est. Cost $90.56 Unrealized +3.7%
POOL POOL CORP 0.1%
Value ($000) $907 Shares 2,145 Est. Cost $411.40 Unrealized +7.9%
EW EDWARDS LIFESCI 0.1%
Value ($000) $886 Shares 7,530 Est. Cost $107.00 Unrealized +4.8%
FLEETCOR TECH. 0.1%
Value ($000) $777 Shares 3,118 Est. Cost $239.95 Unrealized
TROW PRICE T ROWE GRP 0.1%
Value ($000) $717 Shares 4,745 Est. Cost $144.29 Unrealized -10.6%
CPRT COPART 0.1%
Value ($000) $662 Shares 5,275 Est. Cost $33.32 Unrealized -4.7%
ZBRA ZEBRA TECH 0.1%
Value ($000) $647 Shares 1,563 Est. Cost $425.16 Unrealized +8.1%
FTNT FORTINET 0.1%
Value ($000) $627 Shares 1,835 Est. Cost $60.60 Unrealized +2.6%
EPAM EPAM SYS 0.1%
Value ($000) $624 Shares 2,104 Est. Cost $385.91 Unrealized +1.6%
STE STERIS PLC 0.1%
Value ($000) $592 Shares 2,450 Est. Cost $213.04 Unrealized +5.1%
IDXX IDEXX LABS 0.1%
Value ($000) $580 Shares 1,060 Est. Cost $578.94 Unrealized -9.1%
KEYS KEYSIGHT TECH. 0.1%
Value ($000) $577 Shares 3,650 Est. Cost $174.23 Unrealized -4.4%
VEEV VEEVA SYSTEMS 0.1%
Value ($000) $530 Shares 2,495 Est. Cost $245.32 Unrealized -11.6%
FAST FASTENAL 0.1%
Value ($000) $526 Shares 8,855 Est. Cost $25.86 Unrealized -1.8%
CDW CDW CORP 0.1%
Value ($000) $511 Shares 2,855 Est. Cost $176.48 Unrealized -1.3%
ROP ROPER TECH. 0.1%
Value ($000) $498 Shares 1,055 Est. Cost $448.80 Unrealized -2.1%
DECK DECKERS OUTDOOR 0.1%
Value ($000) $497 Shares 1,815 Est. Cost $49.61 Unrealized 0.0%
FICO FAIR ISAAC 0.1%
Value ($000) $492 Shares 1,055 Est. Cost $472.12 Unrealized 0.0%
MTD METTLER TOLEDO 0.1%
Value ($000) $479 Shares 349 Est. Cost $1468.46 Unrealized -1.7%
YETI YETI HLDGS 0.1%
Value ($000) $444 Shares 7,410 Est. Cost $73.73 Unrealized -12.4%
G GENPACT LTD 0.1%
Value ($000) $428 Shares 9,845 Est. Cost $43.98 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $367 Shares 2,000 Est. Cost $99.52 Unrealized +58.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $343 Shares 1,938 Est. Cost $113.14 Unrealized +34.2%
MTCH MATCH GROUP 0.0%
Value ($000) $328 Shares 3,015 Est. Cost $107.89 Unrealized 0.0%
VYM VANGUARD WHITEHALL HIGH DIV YL 0.0%
Value ($000) $309 Shares 2,750 Est. Cost $78.91 Unrealized
CHKP CHECK POINT 0.0%
Value ($000) $301 Shares 2,175 Est. Cost $72.18 Unrealized +80.9%
1/100th BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $291 Shares 55 Est. Cost $2130.00 Unrealized
VGSH VANGUARD SCOTTSDALE FD SHORT T 0.0%
Value ($000) $290 Shares 4,897 Est. Cost $61.67 Unrealized