Suncoast Equity Management
- SEC CIK
- 0001315059
- 最新申報
- 2026/8/4
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/18 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 56
- 較 2022 年第 1 季 0
- 總值
- $5.66 億
- 較 2022 年第 1 季 −$1.10 億 (−16.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 232,504 | $5,971 萬 | 10.5% | −561−0.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 184,306 | $5,117 萬 | 9.0% | −909−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 304,740 | $4,166 萬 | 7.4% | +80.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,810 | $3,896 萬 | 6.9% | −157−0.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 119,953 | $3,290 萬 | 5.8% | −532−0.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 166,230 | $3,273 萬 | 5.8% | −902−0.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 73,782 | $2,701 萬 | 4.8% | −801−1.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 290,921 | $2,652 萬 | 4.7% | −528−0.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 124,407 | $2,475 萬 | 4.4% | −193−0.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 58,659 | $2,261 萬 | 4.0% | −292−0.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 71,329 | $2,250 萬 | 4.0% | −566−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 38,115 | $1,958 萬 | 3.5% | +384+1.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 61,307 | $1,956 萬 | 3.5% | −568−0.9% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 40,507 | $1,841 萬 | 3.3% | −301−0.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 174,628 | $1,785 萬 | 3.2% | +520+0.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 83,631 | $1,621 萬 | 2.9% | −20.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 150,360 | $1,597 萬 | 2.8% | −1,000−0.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 84,105 | $1,456 萬 | 2.6% | +253+0.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 67,066 | $1,409 萬 | 2.5% | +2,472+3.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 50,904 | $1,390 萬 | 2.5% | −217−0.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,947 | $1,078 萬 | 1.9% | +59+1.2% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 15,270 | $217.7 萬 | 0.4% | +3,245+27.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 15,275 | $216.1 萬 | 0.4% | +1,880+14.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,945 | $192.8 萬 | 0.3% | +740+14.2% | 加碼 | 歷史 |
| HSYHershey Co | COM | 7,675 | $165.1 萬 | 0.3% | +700+10.0% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 7,193 | $161.1 萬 | 0.3% | +1,828+34.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,397 | $123.3 萬 | 0.2% | +942+14.6% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 2,240 | $83.7 萬 | 0.1% | +10+0.4% | 加碼 | 歷史 |
| POOLPool Corp | COM | 2,285 | $80.3 萬 | 0.1% | +140+6.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,845 | $74.6 萬 | 0.1% | +315+4.2% | 加碼 | 歷史 |
| CPAYCorpay, Inc. | COM | 3,213 | $67.5 萬 | 0.1% | +95+3.0% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 2,139 | $63.1 萬 | 0.1% | +35+1.7% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 5,385 | $61.2 萬 | 0.1% | +640+13.5% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 5,525 | $60.0 萬 | 0.1% | +250+4.7% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,755 | $54.6 萬 | 0.1% | +260+10.4% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 2,575 | $53.1 萬 | 0.1% | +125+5.1% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 9,225 | $52.2 萬 | 0.1% | +50+0.5% | 加碼依 5 比 1 拆股換算 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 3,710 | $51.1 萬 | 0.1% | +60+1.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,703 | $49.3 萬 | 0.1% | +2,703 | 新進 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,655 | $48.6 萬 | 0.1% | +92+5.9% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 1,865 | $47.6 萬 | 0.1% | +50+2.8% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 9,515 | $47.5 萬 | 0.1% | +660+7.5% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 2,920 | $46.0 萬 | 0.1% | +65+2.3% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 1,080 | $43.3 萬 | 0.1% | +25+2.4% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,095 | $43.2 萬 | 0.1% | +40+3.8% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 368 | $42.3 萬 | 0.1% | +19+5.4% | 加碼 | 歷史 |
| GGenpact LTD | SHS | 9,875 | $41.8 萬 | 0.1% | +30+0.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,150 | $38.2 萬 | 0.1% | +212+10.9% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,080 | $37.9 萬 | 0.1% | +20+1.9% | 加碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 7,890 | $34.1 萬 | 0.1% | +480+6.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,000 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,897 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,750 | $28.0 萬 | <0.1% | 00.0% | 不變 | – |
| Berkshire Hat A 100th084990175 | COM | 65 | $26.6 萬 | <0.1% | +10+18.2% | 加碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,175 | $26.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTCHMatch Group, Inc. | COM | 3,060 | $21.3 萬 | <0.1% | +45+1.5% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（1 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。