Suncoast Equity Management
- SEC CIK
- 0001315059
- 最新申報
- 2026/8/4
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/24 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 71
- 較 2024 年第 1 季 −1
- 總值
- $9.04 億
- 較 2024 年第 1 季 +$5,134 萬 (+6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 187,565 | $8,383 萬 | 9.3% | +4,590+2.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 588,818 | $7,274 萬 | 8.0% | +15,298+2.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 252,081 | $5,309 萬 | 5.9% | +5,400+2.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 285,903 | $5,244 萬 | 5.8% | −1,535−0.5% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 77,232 | $5,076 萬 | 5.6% | +1,479+2.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 11,666 | $4,621 萬 | 5.1% | +264+2.3% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 127,343 | $4,333 萬 | 4.8% | +2,570+2.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 162,000 | $4,252 萬 | 4.7% | +2,493+1.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 134,551 | $4,082 萬 | 4.5% | +3,552+2.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 72,021 | $4,001 萬 | 4.4% | +1,371+1.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 140,365 | $3,609 萬 | 4.0% | +43,572+45.0% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 230,230 | $3,431 萬 | 3.8% | +5,472+2.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 65,589 | $3,340 萬 | 3.7% | +1,187+1.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 69,467 | $3,065 萬 | 3.4% | +1,163+1.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 158,681 | $2,890 萬 | 3.2% | +12,030+8.2% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 31,655 | $2,856 萬 | 3.2% | −6,541−17.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 105,688 | $2,523 萬 | 2.8% | +2,557+2.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 182,355 | $2,258 萬 | 2.5% | +4,474+2.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 71,212 | $2,233 萬 | 2.5% | +2,229+3.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 51,352 | $2,089 萬 | 2.3% | +946+1.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 31,766 | $1,855 萬 | 2.1% | +230+0.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 172,788 | $1,302 萬 | 1.4% | +4,669+2.8% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 25,776 | $580.7 萬 | 0.6% | +780+3.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,737 | $519.5 萬 | 0.6% | +406+7.6% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 24,580 | $484.2 萬 | 0.5% | +1,514+6.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 35,434 | $390.1 萬 | 0.4% | +8,225+30.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 12,656 | $377.7 萬 | 0.4% | +600+5.0% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 14,020 | $295.4 萬 | 0.3% | +5,262+60.1% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 10,119 | $273.2 萬 | 0.3% | +720+7.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,780 | $247.1 萬 | 0.3% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 14,584 | $240.5 萬 | 0.3% | +517+3.7% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 1,310 | $195.0 萬 | 0.2% | +87+7.1% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 2,700 | $189.1 萬 | 0.2% | +195+7.8% | 加碼 | 歷史 |
| HSYHershey Co | COM | 9,487 | $174.4 萬 | 0.2% | −3,560−27.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,766 | $150.5 萬 | 0.2% | +127+4.8% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 27,150 | $147.0 萬 | 0.2% | +2,150+8.6% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 1,463 | $141.6 萬 | 0.2% | +111+8.2% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 10,166 | $131.3 萬 | 0.1% | +801+8.6% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 13,955 | $124.8 萬 | 0.1% | +707+5.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,615 | $117.6 萬 | 0.1% | −9−0.2% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 6,005 | $112.7 萬 | 0.1% | +260+4.5% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 6,255 | $107.6 萬 | 0.1% | +1,630+35.2% | 加碼 | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 3,908 | $104.1 萬 | 0.1% | +270+7.4% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 2,421 | $88.5 萬 | 0.1% | +125+5.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 9,474 | $87.5 萬 | 0.1% | +589+6.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,334 | $75.2 萬 | 0.1% | +76+6.0% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 11,595 | $72.9 萬 | 0.1% | +790+7.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 2,390 | $71.7 萬 | 0.1% | −40−1.6% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 3,093 | $67.9 萬 | 0.1% | +133+4.5% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 1,577 | $64.9 萬 | 0.1% | +159+11.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,321 | $64.4 萬 | 0.1% | +86+7.0% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 451 | $63.0 萬 | 0.1% | +24+5.6% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,303 | $60.4 萬 | 0.1% | +115+3.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,096 | $59.8 萬 | 0.1% | +112+3.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,558 | $53.6 萬 | 0.1% | −272−14.9% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 2,072 | $46.4 萬 | 0.1% | +75+3.8% | 加碼 | 歷史 |
| NWBINorthwest Bancshares, Inc. | COM | 38,859 | $44.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,048 | $39.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GGenpact LTD | SHS | 12,225 | $39.4 萬 | <0.1% | +725+6.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,652 | $36.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,175 | $35.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 577 | $31.6 萬 | <0.1% | +577 | 新進 | – |
| HCIHCI Group, Inc. | COM | 2,915 | $26.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,837 | $26.9 萬 | <0.1% | +27+1.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 495 | $23.7 萬 | <0.1% | −62−11.1% | 減碼 | – |
| DNPDNP Select Income Fund Inc | COM | 25,653 | $21.1 萬 | <0.1% | +363+1.4% | 加碼 | 歷史 |
| TELOTelomir Pharmaceuticals, Inc. | COM | 24,391 | $11.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 20,400 | $8.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIOWestern Asset High Income Opportunity Fund Inc. | COM | 15,914 | $6.06 萬 | <0.1% | −14,767−48.1% | 減碼 | 歷史 |
| ICCTiCoreConnect Inc. | COM | 34,476 | $3.20 萬 | <0.1% | +34,476 | 新進 | 歷史 |
| MIRAMira Pharmaceuticals, Inc. | COM | 40,000 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。