Suncoast Equity Management Long-Term Concentrated

CIK: 0001315059 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 14, 2022

Total Value ($000): $511,528 (100.0% shares, 0.0% debt)

Holdings (54)

MSFT MICROSOFT CORP 10.1%
Value ($000) $51,422 Shares 220,789 Est. Cost $111.91 Unrealized +129.5%
ACN ACCENTURE PLC 8.8%
Value ($000) $44,974 Shares 174,794 Est. Cost $95.51 Unrealized +187.6%
AAPL APPLE 7.8%
Value ($000) $40,078 Shares 289,998 Est. Cost $91.97 Unrealized +67.8%
GOOG ALPHABET CL C 6.2%
Value ($000) $31,768 Shares 330,405 Est. Cost $107.47 Unrealized +3.1%
HD HOME DEPOT 6.2%
Value ($000) $31,517 Shares 114,217 Est. Cost $145.74 Unrealized +85.7%
V VISA 5.5%
Value ($000) $28,017 Shares 157,712 Est. Cost $75.11 Unrealized +164.1%
UNH UNITEDHEALTH 4.7%
Value ($000) $24,258 Shares 48,033 Est. Cost $421.74 Unrealized +17.4%
SYK STRYKER CORP. 4.7%
Value ($000) $23,919 Shares 118,097 Est. Cost $154.06 Unrealized +31.8%
MERCK & CO 4.6%
Value ($000) $23,460 Shares 272,414 Est. Cost $79.81 Unrealized
INTU INTUIT 4.2%
Value ($000) $21,483 Shares 55,467 Est. Cost $266.09 Unrealized +58.8%
ADBE ADOBE SYSTEMS 3.8%
Value ($000) $19,258 Shares 69,980 Est. Cost $189.52 Unrealized +99.6%
MA MASTERCARD CL A 3.8%
Value ($000) $19,239 Shares 67,661 Est. Cost $103.66 Unrealized +213.7%
GWW GRAINGER WW 3.7%
Value ($000) $18,773 Shares 38,375 Est. Cost $473.40 Unrealized +7.7%
KLAC KLA CORP 3.4%
Value ($000) $17,481 Shares 57,762 Est. Cost $364.03 Unrealized -8.1%
AMZN AMAZON 3.1%
Value ($000) $16,004 Shares 141,626 Est. Cost $125.03 Unrealized +1.1%
ADP AUTO DATA PROC 2.9%
Value ($000) $14,828 Shares 65,556 Est. Cost $197.13 Unrealized +11.1%
TSCO TRACTOR SUPPLY 2.9%
Value ($000) $14,779 Shares 79,506 Est. Cost $20.54 Unrealized +78.6%
NKE NIKE INC CLASS B 2.7%
Value ($000) $13,682 Shares 164,605 Est. Cost $54.02 Unrealized +88.0%
BRK/B BERKSHIRE HATHAWAY 2.5%
Value ($000) $12,879 Shares 48,231 Est. Cost $140.45 Unrealized +102.6%
AAP ADV AUTO PARTS 2.4%
Value ($000) $12,521 Shares 80,090 Est. Cost $198.66 Unrealized -15.6%
GOOGL ALPHABET CL A 1.9%
Value ($000) $9,545 Shares 99,795 Est. Cost $107.13 Unrealized +2.7%
BR BROADRIDGE FINL 0.4%
Value ($000) $2,175 Shares 15,070 Est. Cost $140.15 Unrealized +9.2%
COR AMERISOURCEBERGEN 0.4%
Value ($000) $2,020 Shares 14,930 Est. Cost $109.89 Unrealized +26.5%
HSY HERSHEY CO 0.3%
Value ($000) $1,694 Shares 7,685 Est. Cost $147.45 Unrealized +39.2%
SHW SHERWIN WILLIAMS 0.3%
Value ($000) $1,492 Shares 7,288 Est. Cost $241.54 Unrealized -4.9%
LLY LILLY, ELI & CO. 0.3%
Value ($000) $1,363 Shares 4,215 Est. Cost $169.50 Unrealized +81.8%
PEP PEPSICO 0.2%
Value ($000) $1,183 Shares 7,245 Est. Cost $116.38 Unrealized +32.7%
CTAS CINTAS CORP 0.1%
Value ($000) $765 Shares 1,970 Est. Cost $90.56 Unrealized +9.4%
EPAM EPAM SYS 0.1%
Value ($000) $684 Shares 1,889 Est. Cost $384.59 Unrealized -0.5%
POOL POOL CORP 0.1%
Value ($000) $646 Shares 2,030 Est. Cost $409.33 Unrealized -16.7%
TROW PRICE T ROWE GRP 0.1%
Value ($000) $582 Shares 5,540 Est. Cost $138.81 Unrealized -26.7%
EW EDWARDS LIFESCI 0.1%
Value ($000) $570 Shares 6,895 Est. Cost $106.86 Unrealized -10.0%
KEYS KEYSIGHT TECH. 0.1%
Value ($000) $563 Shares 3,575 Est. Cost $173.72 Unrealized -7.9%
CPRT COPART 0.1%
Value ($000) $522 Shares 4,910 Est. Cost $33.10 Unrealized -10.1%
DECK DECKERS OUTDOOR 0.1%
Value ($000) $511 Shares 1,635 Est. Cost $49.45 Unrealized +5.2%
FLEETCOR TECH. 0.1%
Value ($000) $507 Shares 2,878 Est. Cost $239.06 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $413 Shares 2,558 Est. Cost $153.35 Unrealized +4.7%
CDW CDW CORP 0.1%
Value ($000) $407 Shares 2,605 Est. Cost $176.12 Unrealized -6.8%
VEEV VEEVA SYSTEMS 0.1%
Value ($000) $406 Shares 2,460 Est. Cost $239.54 Unrealized -16.6%
ITT ITT INC COM 0.1%
Value ($000) $404 Shares 6,190 Est. Cost $72.91 Unrealized 0.0%
FTNT FORTINET 0.1%
Value ($000) $403 Shares 8,195 Est. Cost $59.63 Unrealized -9.2%
FAST FASTENAL 0.1%
Value ($000) $392 Shares 8,510 Est. Cost $25.78 Unrealized -10.0%
FICO FAIR ISAAC 0.1%
Value ($000) $391 Shares 950 Est. Cost $470.32 Unrealized -3.5%
G GENPACT LTD 0.1%
Value ($000) $385 Shares 8,795 Est. Cost $43.98 Unrealized -0.3%
ZBRA ZEBRA TECH 0.1%
Value ($000) $383 Shares 1,460 Est. Cost $420.88 Unrealized -26.5%
STE STERIS PLC 0.1%
Value ($000) $378 Shares 2,275 Est. Cost $213.29 Unrealized -7.5%
MTD METTLER TOLEDO 0.1%
Value ($000) $353 Shares 326 Est. Cost $1457.51 Unrealized -14.7%
ROP ROPER TECH. 0.1%
Value ($000) $348 Shares 968 Est. Cost $447.93 Unrealized -11.1%
IDXX IDEXX LABS 0.1%
Value ($000) $311 Shares 955 Est. Cost $575.77 Unrealized -36.2%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $310 Shares 2,000 Est. Cost $99.52 Unrealized +52.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $291 Shares 1,780 Est. Cost $117.75 Unrealized +29.9%
VGSH VANGUARD SCOTTSDALE FD SHORT T 0.1%
Value ($000) $283 Shares 4,897 Est. Cost $61.67 Unrealized
1/100th BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $264 Shares 65 Est. Cost $2431.89 Unrealized
CHKP CHECK POINT 0.0%
Value ($000) $244 Shares 2,175 Est. Cost $72.18 Unrealized +67.6%