0001315059-23-000003.txt : 20230807 0001315059-23-000003.hdr.sgml : 20230807 20230807103455 ACCESSION NUMBER: 0001315059-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Suncoast Equity Management CENTRAL INDEX KEY: 0001315059 IRS NUMBER: 593464224 STATE OF INCORPORATION: FL FISCAL YEAR END: 1204 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11066 FILM NUMBER: 231146055 BUSINESS ADDRESS: STREET 1: 5550 W. EXECUTIVE DRIVE STREET 2: SUITE 320 CITY: TAMPA STATE: FL ZIP: 33609 BUSINESS PHONE: 813-963-0502 MAIL ADDRESS: STREET 1: 5550 W. EXECUTIVE DRIVE STREET 2: SUITE 320 CITY: TAMPA STATE: FL ZIP: 33609 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001315059 XXXXXXXX 06-30-2023 06-30-2023 Suncoast Equity Management

5550 W. EXECUTIVE DRIVE SUITE 320 TAMPA FL 33609

13F HOLDINGS REPORT 028-11066 000108289 801-62262 N Donald R. Jowdy 813-963-0502 Donald R. Jowdy Tampa FL 08-07-2023 0 73 666328422 false INFORMATION TABLE 2 inftable.xml 2023Q2 SEM 13F HOLDINGS ACCENTURE PLC IRELAND SHS CLASS A G1151C101 37860203 122692 SH SOLE 0 0 0 122692 ACTIVISION BLIZZARD INC COM 00507V109 28899297 342816 SH SOLE 0 0 0 342816 ADOBE SYSTEMS INCORPORATED COM 00724F101 32770643 67017 SH SOLE 0 0 0 67017 AGILENT TECHNOLOGIES INC COM 00846U101 306036 2545 SH SOLE 0 0 0 2545 ALPHABET INC CAP STK CL A 02079K305 13840672 115628 SH SOLE 0 0 0 115628 ALPHABET INC CAP STK CL C 02079K107 36353058 300513 SH SOLE 0 0 0 300513 AMAZON COM INC COM 023135106 341282 2618 SH SOLE 0 0 0 2618 AMERISOURCEBERGEN CORP COM 03073E105 3903635 20286 SH SOLE 0 0 0 20286 APPLE INC COM 037833100 56383466 290681 SH SOLE 0 0 0 290681 AUTOMATIC DATA PROCESSING IN COM 053015103 20662678 94011 SH SOLE 0 0 0 94011 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16213868 47548 SH SOLE 0 0 0 47548 BOOKING HOLDINGS INC COM 09857L108 28907033 10705 SH SOLE 0 0 0 10705 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3189206 19255 SH SOLE 0 0 0 19255 CDW CORP COM 12514G108 321125 1750 SH SOLE 0 0 0 1750 CHECK POINT SOFTWARE TECH LT ORD M22465104 273224 2175 SH SOLE 0 0 0 2175 CINTAS CORP COM 172908105 1096061 2205 SH SOLE 0 0 0 2205 CISCO SYS INC COM 17275R102 1272985 24604 SH SOLE 0 0 0 24604 COCA COLA CO COM 191216100 340144 5648 SH SOLE 0 0 0 5648 COPART INC COM 217204106 1051195 11525 SH SOLE 0 0 0 11525 DECKERS OUTDOOR CORP COM 243537107 656937 1245 SH SOLE 0 0 0 1245 DNP SELECT INCOME FD INC COM 23325P104 263221 25117 SH SOLE 0 0 0 25117 EATON CORP PLC SHS G29183103 2594391 12901 SH SOLE 0 0 0 12901 EDWARDS LIFESCIENCES CORP COM 28176E108 769261 8155 SH SOLE 0 0 0 8155 EPAM SYS INC COM 29414B104 345890 1539 SH SOLE 0 0 0 1539 FAIR ISAAC CORP COM 303250104 910361 1125 SH SOLE 0 0 0 1125 FASTENAL CO COM 311900104 589605 9995 SH SOLE 0 0 0 9995 FEDEX CORP COM 31428X106 722660 2915 SH SOLE 0 0 0 2915 FISERV INC COM 337738108 15413007 122180 SH SOLE 0 0 0 122180 FLEETCOR TECHNOLOGIES INC COM 339041105 844382 3363 SH SOLE 0 0 0 3363 FORTINET INC COM 34959E109 735188 9726 SH SOLE 0 0 0 9726 GENPACT LIMITED SHS G3922B107 389413 10365 SH SOLE 0 0 0 10365 GRAINGER W W INC COM 384802104 28762383 36473 SH SOLE 0 0 0 36473 HERSHEY CO COM 427866108 2563920 10268 SH SOLE 0 0 0 10268 HOME DEPOT INC COM 437076102 20474077 65909 SH SOLE 0 0 0 65909 HUBBELL INC COM 443510607 465801 1405 SH SOLE 0 0 0 1405 IDEXX LABS INC COM 45168D104 567520 1130 SH SOLE 0 0 0 1130 INTUIT COM 461202103 32940673 71893 SH SOLE 0 0 0 71893 ISHARES TR RUS 1000 GRW ETF 464287614 997252 3624 SH SOLE 0 0 0 3624 ITT INC COM 45073V108 681365 7310 SH SOLE 0 0 0 7310 JOHNSON & JOHNSON COM 478160104 366841 2216 SH SOLE 0 0 0 2216 KEYSIGHT TECHNOLOGIES INC COM 49338L103 699941 4180 SH SOLE 0 0 0 4180 KLA CORP COM NEW 482480100 14291580 29466 SH SOLE 0 0 0 29466 LILLY ELI & CO COM 532457108 2535306 5406 SH SOLE 0 0 0 5406 MASTERCARD INCORPORATED CL A 57636Q104 25604765 65102 SH SOLE 0 0 0 65102 MCDONALDS CORP COM 580135101 1530806 5130 SH SOLE 0 0 0 5130 MERCK & CO INC COM 58933Y105 18387961 159355 SH SOLE 0 0 0 159355 METTLER TOLEDO INTERNATIONAL COM 592688105 508916 388 SH SOLE 0 0 0 388 MICROSOFT CORP COM 594918104 58042736 170443 SH SOLE 0 0 0 170443 MSA SAFETY INC COM 553498106 444468 2555 SH SOLE 0 0 0 2555 NICE LTD SPONSORED ADR 653656108 459463 2225 SH SOLE 0 0 0 2225 NIKE INC CL B 654106103 17746111 160787 SH SOLE 0 0 0 160787 NORTHWEST BANCSHARES INC MD COM 667340103 411905 38859 SH SOLE 0 0 0 38859 NUVEEN AMT FREE QLTY MUN INC COM 670657105 130302 11921 SH SOLE 0 0 0 11921 NUVEEN VIRGINIA QLTY MUNCPL COM 67064R102 246651 22859 SH SOLE 0 0 0 22859 PEPSICO INC COM 713448108 1818726 9819 SH SOLE 0 0 0 9819 PLUG POWER INC COM NEW 72919P202 176630 17000 SH SOLE 0 0 0 17000 POOL CORP COM 73278L105 462680 1235 SH SOLE 0 0 0 1235 ROPER TECHNOLOGIES INC COM 776696106 549561 1143 SH SOLE 0 0 0 1143 SHERWIN WILLIAMS CO COM 824348106 2568375 9673 SH SOLE 0 0 0 9673 SOFI TECHNOLOGIES INC COM 83406F102 100080 12000 SH SOLE 0 0 0 12000 SPDR S&P 500 ETF TR TR UNIT 78462F103 982993 2218 SH SOLE 0 0 0 2218 STERIS PLC SHS USD G8473T100 601822 2675 SH SOLE 0 0 0 2675 STRYKER CORPORATION COM 863667101 35637913 116811 SH SOLE 0 0 0 116811 TEMPLETON GLOBAL INCOME FD COM 880198106 42585 10286 SH SOLE 0 0 0 10286 TESLA INC COM 88160R101 408885 1562 SH SOLE 0 0 0 1562 TEXAS INSTRS INC COM 882508104 368681 2048 SH SOLE 0 0 0 2048 TJX COS INC NEW COM 872540109 1195079 14095 SH SOLE 0 0 0 14095 TRACTOR SUPPLY CO COM 892356106 17914556 81025 SH SOLE 0 0 0 81025 UNITED PARCEL SERVICE INC CL B 911312106 475371 2652 SH SOLE 0 0 0 2652 UNITEDHEALTH GROUP INC COM 91324P102 29091437 60526 SH SOLE 0 0 0 60526 VEEVA SYS INC CL A COM 922475108 562542 2845 SH SOLE 0 0 0 2845 VISA INC COM CL A 92826C839 36175730 152332 SH SOLE 0 0 0 152332 WESTERN ASSET HIGH INCOME OP COM 95766K109 113906 30134 SH SOLE 0 0 0 30134