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Livermore
Livermore
ZHEN

Suncoast Equity Management

SEC CIK
0001315059
Latest filing
Aug 4, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 29, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
46
+2 vs. Q1 2021
Portfolio value
$765.7M
+$86.5M (+12.7%) vs. Q1 2021
Filed
Jul 29, 2021
SEC
Holdings of Suncoast Equity Management in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock259,012$70.2M9.2%−406−0.2%ReducedHistory
ACNAccenture plcStock204,423$60.3M7.9%−560.0%ReducedHistory
PYPLPayPal Holdings, Inc.Stock189,181$55.1M7.2%+410+0.2%AddedHistory
GOOGAlphabet Inc.Stock20,692$51.9M6.8%−316−1.5%ReducedHistory
METAMeta Platforms, Inc.Stock140,649$48.9M6.4%+360.0%AddedHistory
ADBEAdobe Inc.Stock83,124$48.7M6.4%−542−0.6%ReducedHistory
AAPLApple Inc.Stock333,846$45.7M6.0%+2,722+0.8%AddedHistory
VVisa Inc.Stock185,147$43.3M5.7%−649−0.3%ReducedHistory
HDHome Depot, Inc.Stock132,729$42.3M5.5%+640+0.5%AddedHistory
SYKStryker CorpStock137,389$35.7M4.7%+245+0.2%AddedHistory
INTUIntuit Inc.Stock65,541$32.1M4.2%−824−1.2%ReducedHistory
MAMastercard IncStock80,808$29.5M3.9%−125−0.2%ReducedHistory
NKENIKE, Inc.Stock189,107$29.2M3.8%−1,129−0.6%ReducedHistory
AMZNAmazon Com IncStock8,457$29.1M3.8%−5−0.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock97,723$27.2M3.5%−428−0.4%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM44,000$24.6M3.2%−440−1.0%ReducedHistory
VMWVmware LLCCL A COM118,122$18.9M2.5%+315+0.3%AddedHistory
ABTAbbott LaboratoriesStock147,449$17.1M2.2%+190+0.1%AddedHistory
TSCOTractor Supply CoCOM89,400$16.6M2.2%+183+0.2%AddedHistory
MRKMerck & Co., Inc.Stock167,677$13.0M1.7%+1,007+0.6%AddedHistory
GOOGLAlphabet Inc.Stock4,774$11.7M1.5%+292+6.5%AddedHistory
UNHUnitedHealth Group IncStock4,436$1.78M0.2%+196+4.6%AddedHistory
LLYEli Lilly & CoStock6,320$1.45M0.2%+230+3.8%AddedHistory
SHWSherwin Williams CoCOM4,409$1.20M0.2%+305+7.4%AddedConverted for a 3-for-1 splitHistory
BRBroadridge Financial Solutions, Inc.Stock6,855$1.11M0.1%+400+6.2%AddedHistory
LMTLockheed Martin CorpStock2,458$930.0K0.1%+160+7.0%AddedHistory
ABBVAbbVie Inc.Stock7,450$839.0K0.1%+1,615+27.7%AddedHistory
PEPPepsiCo IncStock5,320$788.0K0.1%+375+7.6%AddedHistory
HSYHershey CoCOM4,320$752.0K0.1%+205+5.0%AddedHistory
CORCencora, Inc.Stock5,605$642.0K0.1%+470+9.2%AddedHistory
TROWPrice T Rowe Group IncStock2,945$583.0K0.1%+215+7.9%AddedHistory
MPCMarathon Petroleum CorpStock7,490$453.0K0.1%00.0%UnchangedHistory
Berkshire Hat A 100th084990175COM100$419.0K0.1%00.0%Unchanged–
TXNTexas Instruments IncStock2,000$385.0K0.1%00.0%UnchangedHistory
EPAMEPAM Systems, Inc.COM732$374.0K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,410$326.0K<0.1%+5+0.4%AddedHistory
ZBRAZebra Technologies CorpCL A590$312.0K<0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock1,836$302.0K<0.1%+5+0.3%AddedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS4,897$301.0K<0.1%00.0%Unchanged–
POOLPool CorpCOM645$296.0K<0.1%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,750$288.0K<0.1%00.0%Unchanged–
CHKPCheck Point Software Technologies LtdORD2,175$253.0K<0.1%−785−26.5%ReducedHistory
VEEVVeeva Systems IncStock800$249.0K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock640$244.0K<0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock2,270$235.0K<0.1%+2,270NewHistory
STESTERIS plcSHS USD980$202.0K<0.1%+980NewHistory