HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
177,701 | +2,447 | $66,823 |
| MSFT | 177,701 | +2,447 | $66,823 |
| APPLE INC |
298,046 | +3,222 | $57,383 |
| AAPL | 298,046 | +3,222 | $57,383 |
| INTUIT |
73,707 | +528 | $46,069 |
| INTU | 73,707 | +528 | $46,069 |
| ACCENTURE PLC IRELAND |
127,048 | +1,670 | $44,582 |
| ACN | 127,048 | +1,670 | $44,582 |
| ALPHABET INC |
291,731 | -1,887 | $41,114 |
| GOOG | 291,731 | -1,887 | $41,114 |
| ADOBE INC |
68,800 | +459 | $41,046 |
| ADBE | 68,800 | +459 | $41,046 |
| VISA INC |
155,778 | +1,706 | $40,557 |
| V | 155,778 | +1,706 | $40,557 |
| BOOKING HOLDINGS INC |
11,065 | +152 | $39,250 |
| BKNG | 11,065 | +152 | $39,250 |
| STRYKER CORPORATION |
120,886 | +1,267 | $36,200 |
| SYK | 120,886 | +1,267 | $36,200 |
| UNITEDHEALTH GROUP INC |
62,530 | +864 | $32,920 |
| UNH | 62,530 | +864 | $32,920 |
| GRAINGER W W INC |
37,325 | +346 | $30,931 |
| GWW | 37,325 | +346 | $30,931 |
| FISERV INC |
218,186 | +218,186 | $28,984 |
| FI | 218,186 | +218,186 | $28,984 |
| MASTERCARD INCORPORATED |
66,580 | +377 | $28,397 |
| MA | 66,580 | +377 | $28,397 |
| NVIDIA CORPORATION |
55,535 | +441 | $27,502 |
| NVDA | 55,535 | +441 | $27,502 |
| AUTOMATIC DATA PROCESSING IN |
97,016 | +767 | $22,602 |
| ADP | 97,016 | +767 | $22,602 |
| ALPHABET INC |
133,046 | +9,112 | $18,585 |
| GOOGL | 133,046 | +9,112 | $18,585 |
| MERCK & CO INC |
165,493 | +1,886 | $18,042 |
| MRK | 165,493 | +1,886 | $18,042 |
| NIKE INC |
165,772 | +752 | $17,998 |
| NKE | 165,772 | +752 | $17,998 |
 BERKSHIRE HATHAWAY INC DEL |
$17,546 | ||
| BRK.B | 49,196 | +714 | $17,546 |
| TRACTOR SUPPLY CO |
79,761 | -3,565 | $17,151 |
| TSCO | 79,761 | -3,565 | $17,151 |
| MCKESSON CORP |
29,771 | +29,771 | $13,784 |
| MCK | 29,771 | +29,771 | $13,784 |
| SALESFORCE INC |
52,207 | +52,207 | $13,738 |
| CRM | 52,207 | +52,207 | $13,738 |
| BROADRIDGE FINL SOLUTIONS IN |
21,745 | +505 | $4,474 |
| BR | 21,745 | +505 | $4,474 |
| EATON CORP PLC |
18,215 | +4,049 | $4,387 |
| ETN | 18,215 | +4,049 | $4,387 |
| CENCORA INC |
23,376 | +1,035 | $4,207 |
| ABC | 23,376 | +1,035 | $4,207 |
| SHERWIN WILLIAMS CO |
11,061 | +398 | $3,450 |
| SHW | 11,061 | +398 | $3,450 |
| ELI LILLY & CO |
5,055 | +143 | $2,947 |
| LLY | 5,055 | +143 | $2,947 |
| TJX COS INC NEW |
25,495 | +1,280 | $2,392 |
| TJX | 25,495 | +1,280 | $2,392 |
| HERSHEY CO |
12,005 | +427 | $2,238 |
| HSY | 12,005 | +427 | $2,238 |
| PEPSICO INC |
12,147 | +375 | $2,063 |
| PEP | 12,147 | +375 | $2,063 |
| ISHARES TR (IWF) |
6,780 | UNCH | $2,055 |
| IWF | 6,780 | UNCH | $2,055 |
| HOME DEPOT INC |
5,449 | -62,027 | $1,888 |
| HD | 5,449 | -62,027 | $1,888 |
| MARSH & MCLENNAN COS INC |
8,045 | +8,045 | $1,524 |
| MMC | 8,045 | +8,045 | $1,524 |
| SPDR S&P 500 ETF TR (SPY) |
3,158 | +302 | $1,501 |
| SPY | 3,158 | +302 | $1,501 |
| MCDONALDS CORP |
5,043 | -220 | $1,495 |
| MCD | 5,043 | -220 | $1,495 |
| CINTAS CORP |
2,405 | -15 | $1,449 |
| CTAS | 2,405 | -15 | $1,449 |
| FAIR ISAAC CORP |
1,175 | -12 | $1,368 |
| FICO | 1,175 | -12 | $1,368 |
| CISCO SYS INC |
26,778 | +790 | $1,353 |
| CSCO | 26,778 | +790 | $1,353 |
| COPART INC |
23,840 | -850 | $1,168 |
| CPRT | 23,840 | -850 | $1,168 |
| ITT INC |
8,885 | +1,100 | $1,060 |
| ITT | 8,885 | +1,100 | $1,060 |
| FLEETCOR TECHNOLOGIES INC |
3,488 | -105 | $986 |
| FLT | 3,488 | -105 | $986 |
| DECKERS OUTDOOR CORP |
1,285 | -10 | $859 |
| DECK | 1,285 | -10 | $859 |
| MSA SAFETY INC |
4,395 | +600 | $742 |
| MSA | 4,395 | +600 | $742 |
| HUBBELL INC |
2,151 | -77 | $707 |
| HUBB | 2,151 | -77 | $707 |
| FASTENAL CO |
10,290 | -265 | $666 |
| FAST | 10,290 | -265 | $666 |
| IDEXX LABS INC |
1,182 | UNCH | $656 |
| IDXX | 1,182 | UNCH | $656 |
| ROPER TECHNOLOGIES INC |
1,190 | -13 | $649 |
| ROP | 1,190 | -13 | $649 |
| EDWARDS LIFESCIENCES CORP |
8,465 | +15 | $645 |
| EW | 8,465 | +15 | $645 |
| NICE LTD |
3,215 | +860 | $641 |
| NICE | 3,215 | +860 | $641 |
| FEDEX CORP |
2,490 | -350 | $630 |
| FDX | 2,490 | -350 | $630 |
See Full List: All Stocks Held By Suncoast Equity Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Suncoast Equity Management
|
Size ($ in 1000's)
At 12/31/2023: $756,891 At 09/30/2023: $661,723 Suncoast Equity Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Suncoast Equity Management 13F filings. Link to 13F filings: SEC filings |
