SE

Suncoast Equity Management

13F
Suncoast Equity Management
Last update 2024-10-21 74 Stocks (7 new)
Value $877.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(8.70%)NVDA(7.65%)AAPL(6.34%)BKNG(5.24%)INTU(5.13%)
Portfolio Report
Summary Stock Picks Current Portfolio
Suncoast Equity Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
177,350
76313.920
-5.45%
8.700
-0.51%
0.000
+5.12%
+12.98%
3141534.523
Software
NVDA 		NVIDIA Corp
552,837
67136.520
-6.11%
7.650
-0.49%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
AAPL 		Apple Inc
238,868
55656.230
-5.24%
6.340
-0.31%
0.000
+6.64%
+18.46%
3430687.188
Hardware
BKNG 		Booking Holdings Inc
10,918
45987.970
-6.41%
5.240
-0.33%
0.030
+45.95%
+40.36%
163605.988
Travel & Leisure
INTU 		Intuit Inc
72,496
45019.710
-6.13%
5.130
-0.34%
0.030
+9.46%
+10.12%
191781.392
Software
ACN 		Accenture PLC
127,060
44913.180
-5.57%
5.120
-0.25%
0.020
+13.01%
+2.95%
222154.929
Software
SYK 		Stryker Corp
120,254
43443.120
-5.57%
4.950
-0.27%
0.030
+15.59%
+26.41%
143321.882
Medical Devices & Instruments
GOOG 		Alphabet Inc
257,283
43015.110
-10.01%
4.900
-0.58%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
V 		Visa Inc
152,365
41892.880
-5.95%
4.770
-0.28%
0.010
+18.73%
+18.93%
597786.897
Credit Services
FI 		Fiserv Inc
216,227
38845.180
-6.08%
4.430
-0.23%
0.040
+31.56%
+58.61%
119871.177
Software

Suncoast Equity Management's Historical Top Holdings Breakdowns

Suncoast Equity Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MRK 		Merck & Co Inc2024-09-30Reduce
-2.23%
●
111.15 ($118.8) 128.97
$102.92
-13.37%
Reduce -89.05%
19,975
-162,380
LLY 		Eli Lilly and Co2024-09-30Add
+2.05%
●
772.14 ($899.05) 960.02
$831.54
-7.51%
Add 354.61%
26,081
20,344
NKE 		Nike Inc2024-09-30Sold Out
-1.44%
●
71.09 ($78.43) 89.44
$75.88
-3.25%
Sold Out
0
-172,788
GOOG 		Alphabet Inc2024-09-30Reduce
-0.58%
●
149.54 ($169.25) 192.66
$179.86
6.27%
Reduce -10.01%
257,283
-28,620
MSFT 		Microsoft Corp2024-09-30Reduce
-0.51%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -5.45%
177,350
-10,215
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.49%
●
98.91 ($118.12) 134.91
$147.63
24.98%
Reduce -6.11%
552,837
-35,981
UNH 		UnitedHealth Group Inc2024-09-30Reduce
-0.38%
●
488.01 ($565.61) 604.18
$615.81
8.88%
Reduce -10.23%
58,876
-6,713
INTU 		Intuit Inc2024-09-30Reduce
-0.34%
●
602.97 ($638.32) 670.49
$684.22
7.19%
Reduce -6.13%
72,496
-4,736
BKNG 		Booking Holdings Inc2024-09-30Reduce
-0.33%
●
3305.62 ($3834.96) 4268.94
$4,943.27
28.90%
Reduce -6.41%
10,918
-748
AAPL 		Apple Inc2024-09-30Reduce
-0.31%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Reduce -5.24%
238,868
-13,213

Suncoast Equity Management Total Holding History ($B)

To

Suncoast Equity Management's Asset Allocation

To

Suncoast Equity Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Suncoast Equity Management's Hypothetical Growth since 2024-09-30

Suncoast Equity Management's Yearly Returns

Year Portfolio % % Excess Gain %

Suncoast Equity Management's Holdings Heat Map

Size field:

Suncoast Equity Management's Holdings Bubble Chart

Suncoast Equity Management News

  • 1

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