Suncoast Equity Management Long-Term Concentrated

CIK: 0001315059 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $566,022 (100.0% shares, 0.0% debt)

Holdings (56)

MSFT MICROSOFT CORP 10.5%
Value ($000) $59,714 Shares 232,504 Est. Cost $111.91 Unrealized +135.4%
ACN ACCENTURE PLC 9.0%
Value ($000) $51,172 Shares 184,306 Est. Cost $95.51 Unrealized +198.0%
AAPL APPLE 7.4%
Value ($000) $41,664 Shares 304,740 Est. Cost $91.97 Unrealized +61.6%
GOOG ALPHABET CL C 6.9%
Value ($000) $38,958 Shares 17,810 Est. Cost $48.45 Unrealized +142.1%
HD HOME DEPOT 5.8%
Value ($000) $32,900 Shares 119,953 Est. Cost $145.74 Unrealized +84.6%
V VISA 5.8%
Value ($000) $32,729 Shares 166,230 Est. Cost $75.11 Unrealized +167.7%
ADBE ADOBE SYSTEMS 4.8%
Value ($000) $27,009 Shares 73,782 Est. Cost $189.52 Unrealized +114.7%
MERCK & CO 4.7%
Value ($000) $26,523 Shares 290,921 Est. Cost $79.81 Unrealized
SYK STRYKER CORP. 4.4%
Value ($000) $24,748 Shares 124,407 Est. Cost $154.06 Unrealized +46.6%
INTU INTUIT 4.0%
Value ($000) $22,610 Shares 58,659 Est. Cost $266.09 Unrealized +52.0%
MA MASTERCARD CL A 4.0%
Value ($000) $22,503 Shares 71,329 Est. Cost $103.66 Unrealized +225.4%
UNH UNITEDHEALTH 3.5%
Value ($000) $19,577 Shares 38,115 Est. Cost $402.65 Unrealized +17.0%
KLAC KLA CORP 3.5%
Value ($000) $19,562 Shares 61,307 Est. Cost $364.03 Unrealized -11.1%
GWW GRAINGER WW 3.3%
Value ($000) $18,408 Shares 40,507 Est. Cost $473.40 Unrealized -0.8%
NKE NIKE INC CLASS B 3.2%
Value ($000) $17,847 Shares 174,628 Est. Cost $54.02 Unrealized +106.0%
TSCO TRACTOR SUPPLY 2.9%
Value ($000) $16,212 Shares 83,631 Est. Cost $20.54 Unrealized +85.6%
AMZN AMAZON 2.8%
Value ($000) $15,970 Shares 150,360 Est. Cost $125.03 Unrealized +0.1%
AAP ADV AUTO PARTS 2.6%
Value ($000) $14,558 Shares 84,105 Est. Cost $198.66 Unrealized -9.2%
ADP AUTO DATA PROC 2.5%
Value ($000) $14,087 Shares 67,066 Est. Cost $197.13 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY 2.5%
Value ($000) $13,898 Shares 50,904 Est. Cost $140.45 Unrealized +123.4%
GOOGL ALPHABET CL A 1.9%
Value ($000) $10,781 Shares 4,947 Est. Cost $51.04 Unrealized +128.9%
BR BROADRIDGE FINL 0.4%
Value ($000) $2,177 Shares 15,270 Est. Cost $140.15 Unrealized -2.8%
COR AMERISOURCEBERGEN 0.4%
Value ($000) $2,161 Shares 15,275 Est. Cost $109.89 Unrealized +34.4%
LLY LILLY, ELI & CO. 0.3%
Value ($000) $1,928 Shares 5,945 Est. Cost $169.50 Unrealized +71.6%
HSY HERSHEY CO 0.3%
Value ($000) $1,651 Shares 7,675 Est. Cost $147.45 Unrealized +34.7%
SHW SHERWIN WILLIAMS 0.3%
Value ($000) $1,611 Shares 7,193 Est. Cost $241.69 Unrealized +2.7%
PEP PEPSICO 0.2%
Value ($000) $1,233 Shares 7,397 Est. Cost $116.38 Unrealized +28.7%
CTAS CINTAS CORP 0.1%
Value ($000) $837 Shares 2,240 Est. Cost $90.56 Unrealized +4.1%
POOL POOL CORP 0.1%
Value ($000) $803 Shares 2,285 Est. Cost $409.33 Unrealized -7.7%
EW EDWARDS LIFESCI 0.1%
Value ($000) $746 Shares 7,845 Est. Cost $106.86 Unrealized -3.1%
FLEETCOR TECH. 0.1%
Value ($000) $675 Shares 3,213 Est. Cost $239.06 Unrealized
EPAM EPAM SYS 0.1%
Value ($000) $631 Shares 2,139 Est. Cost $384.59 Unrealized -20.6%
TROW PRICE T ROWE GRP 0.1%
Value ($000) $612 Shares 5,385 Est. Cost $139.88 Unrealized -23.4%
CPRT COPART 0.1%
Value ($000) $600 Shares 5,525 Est. Cost $33.10 Unrealized -14.0%
VEEV VEEVA SYSTEMS 0.1%
Value ($000) $546 Shares 2,755 Est. Cost $239.54 Unrealized -23.2%
STE STERIS PLC 0.1%
Value ($000) $531 Shares 2,575 Est. Cost $213.29 Unrealized +2.2%
FTNT FORTINET 0.1%
Value ($000) $522 Shares 9,225 Est. Cost $59.63 Unrealized -0.4%
KEYS KEYSIGHT TECH. 0.1%
Value ($000) $511 Shares 3,710 Est. Cost $173.72 Unrealized -18.1%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $493 Shares 2,703 Est. Cost $153.35 Unrealized 0.0%
ZBRA ZEBRA TECH 0.1%
Value ($000) $486 Shares 1,655 Est. Cost $420.88 Unrealized -17.3%
DECK DECKERS OUTDOOR 0.1%
Value ($000) $476 Shares 1,865 Est. Cost $49.45 Unrealized -11.8%
FAST FASTENAL 0.1%
Value ($000) $475 Shares 9,515 Est. Cost $25.78 Unrealized -4.4%
CDW CDW CORP 0.1%
Value ($000) $460 Shares 2,920 Est. Cost $176.12 Unrealized -8.9%
FICO FAIR ISAAC 0.1%
Value ($000) $433 Shares 1,080 Est. Cost $470.32 Unrealized -16.1%
ROP ROPER TECH. 0.1%
Value ($000) $432 Shares 1,095 Est. Cost $447.93 Unrealized -5.1%
MTD METTLER TOLEDO 0.1%
Value ($000) $423 Shares 368 Est. Cost $1457.51 Unrealized -13.8%
G GENPACT LTD 0.1%
Value ($000) $418 Shares 9,875 Est. Cost $43.98 Unrealized -8.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $382 Shares 2,150 Est. Cost $117.75 Unrealized +35.8%
IDXX IDEXX LABS 0.1%
Value ($000) $379 Shares 1,080 Est. Cost $575.77 Unrealized -29.2%
YETI YETI HLDGS 0.1%
Value ($000) $341 Shares 7,890 Est. Cost $72.20 Unrealized -32.7%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $307 Shares 2,000 Est. Cost $99.52 Unrealized +51.7%
VGSH VANGUARD SCOTTSDALE FD SHORT T 0.1%
Value ($000) $288 Shares 4,897 Est. Cost $61.67 Unrealized
VYM VANGUARD WHITEHALL HIGH DIV YL 0.0%
Value ($000) $280 Shares 2,750 Est. Cost $78.91 Unrealized
1/100th BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $266 Shares 65 Est. Cost $2431.89 Unrealized
CHKP CHECK POINT 0.0%
Value ($000) $265 Shares 2,175 Est. Cost $72.18 Unrealized +77.9%
MTCH MATCH GROUP 0.0%
Value ($000) $213 Shares 3,060 Est. Cost $107.47 Unrealized -26.3%