Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNCOAST EQUITY MANAGEMENT | 01-30-2024 | 12-31-2023 | 72 | 757,486,648 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $66,822,839 | 177,701 | 0.01 | 0.01 | 2,447 | 1.40 | 12-31-2023 |
| APPLE INC | COM | 2 | $57,382,689 | 298,046 | 0.01 | 0.01 | 3,222 | 1.09 | 12-31-2023 |
| INTUIT | COM | 3 | $46,069,203 | 73,707 | 0.01 | 0.01 | 528 | 0.72 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 4 | $44,582,306 | 127,048 | 0.01 | 0.01 | 1,670 | 1.33 | 12-31-2023 |
