Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNCOAST EQUITY MANAGEMENT | 05-02-2024 | 03-31-2024 | 72 | 852,318,591 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COPART INC | COM | 51 | $1,448,000 | 25,000 | 0.00 | 0.00 | 1,160 | 4.87 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 52 | $1,380,280 | 2,639 | 0.00 | 0.00 | -519 | -16.43 | 03-31-2024 |
| CISCO SYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 790 | 3.04 | 03-31-2024 |
| MCDONALDS CORP | COM | 54 | $1,303,834 | 4,624 | 0.00 | 0.00 | -419 | -8.31 | 03-31-2024 |
