Suncoast Equity Management
Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AAPL, BKNG, V, and represent 34.29% of Suncoast Equity Management's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$12M), TSCO, ZTS, SPY, YELP, NTAP, SYK, Tuhura Biosciences, IVV, PLTR.
- Started 9 new stock positions in NTAP, IVV, HIG, PLTR, Tuhura Biosciences, YELP, ZTS, VIG, WMT.
- Reduced shares in these 10 stocks: , HSY, GOOG, MSA, AAPL, V, BKNG, INTU, NVDA, MSFT.
- Sold out of its positions in FOR, Grayscale Ethereum Mini Tr E, HSY, ICCT, MSA, MEDP, UNH.
- Suncoast Equity Management was a net seller of stock by $-25M.
- Suncoast Equity Management has $896M in assets under management (AUM), dropping by 2.10%.
- Central Index Key (CIK): 0001315059
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Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 76 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.3 | $74M | 176k | 421.50 |
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| NVIDIA Corporation (NVDA) | 8.2 | $74M | 547k | 134.29 |
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| Apple (AAPL) | 6.6 | $59M | 235k | 250.42 |
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| Booking Holdings (BKNG) | 6.0 | $54M | 11k | 4968.43 |
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| Visa Com Cl A (V) | 5.3 | $47M | 150k | 316.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $47M | -3% | 248k | 190.44 |
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| Intuit (INTU) | 5.0 | $45M | 71k | 628.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 4.9 | $44M | 126k | 351.79 |
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| Stryker Corporation (SYK) | 4.9 | $44M | 122k | 360.05 |
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| Fiserv (FI) | 4.9 | $44M | 213k | 205.42 |
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| salesforce (CRM) | 4.9 | $44M | 130k | 334.33 |
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| Mastercard Incorporated Cl A (MA) | 3.8 | $34M | 64k | 526.57 |
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| Eli Lilly & Co. (LLY) | 3.6 | $32M | +60% | 42k | 772.00 |
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| W.W. Grainger (GWW) | 3.4 | $31M | 29k | 1054.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $30M | 160k | 189.30 |
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| Adobe Systems Incorporated (ADBE) | 3.3 | $29M | 66k | 444.68 |
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| Automatic Data Processing (ADP) | 3.2 | $29M | 99k | 292.73 |
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| Eaton Corp SHS (ETN) | 2.5 | $22M | 68k | 331.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $22M | 48k | 453.28 |
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| McKesson Corporation (MCK) | 1.8 | $17M | 29k | 569.91 |
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| AmerisourceBergen (COR) | 0.7 | $6.2M | +2% | 27k | 224.68 |
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| Broadridge Financial Solutions (BR) | 0.7 | $5.9M | +3% | 26k | 226.09 |
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| Sherwin-Williams Company (SHW) | 0.5 | $4.5M | +2% | 13k | 339.93 |
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| TJX Companies (TJX) | 0.5 | $4.4M | +2% | 37k | 120.81 |
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| Marsh & McLennan Companies (MMC) | 0.5 | $4.1M | +2% | 19k | 212.41 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.9M | 7.2k | 401.58 |
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| Fair Isaac Corporation (FICO) | 0.3 | $2.9M | +10% | 1.4k | 1990.93 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.7M | +57% | 4.6k | 586.04 |
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| Tractor Supply Company (TSCO) | 0.3 | $2.5M | +407% | 48k | 53.06 |
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| Pepsi (PEP) | 0.3 | $2.3M | 15k | 152.06 |
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| Cintas Corporation (CTAS) | 0.2 | $2.2M | +8% | 12k | 182.70 |
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| Merck & Co (MRK) | 0.2 | $2.0M | 20k | 99.48 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $2.0M | +10% | 9.8k | 203.09 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.9M | NEW | 12k | 162.93 |
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| Rollins (ROL) | 0.2 | $1.9M | +2% | 41k | 46.35 |
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| Copart (CPRT) | 0.2 | $1.7M | +7% | 30k | 57.39 |
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| Itt (ITT) | 0.2 | $1.7M | +11% | 12k | 142.88 |
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| Brown & Brown (BRO) | 0.2 | $1.6M | +11% | 16k | 102.02 |
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| Corpay Com Shs (CPAY) | 0.2 | $1.5M | +10% | 4.5k | 338.42 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.3k | 289.89 |
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| Nice Sponsored Adr (NICE) | 0.1 | $1.2M | +11% | 7.1k | 169.84 |
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| Hubbell (HUBB) | 0.1 | $1.1M | +8% | 2.7k | 418.83 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.1M | +6% | 5.8k | 186.70 |
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| Fastenal Company (FAST) | 0.1 | $943k | +10% | 13k | 71.91 |
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| Edwards Lifesciences (EW) | 0.1 | $806k | +14% | 11k | 74.03 |
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| Roper Industries (ROP) | 0.1 | $801k | +11% | 1.5k | 519.86 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $781k | +8% | 3.7k | 210.25 |
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| Amazon (AMZN) | 0.1 | $776k | +11% | 3.5k | 219.39 |
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| Steris Shs Usd (STE) | 0.1 | $732k | +9% | 3.6k | 205.57 |
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| Ye Cl A (YELP) | 0.1 | $721k | NEW | 19k | 38.70 |
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| FedEx Corporation (FDX) | 0.1 | $667k | 2.4k | 281.35 |
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| NetApp (NTAP) | 0.1 | $648k | NEW | 5.6k | 116.08 |
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| IDEXX Laboratories (IDXX) | 0.1 | $630k | +11% | 1.5k | 413.44 |
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| Mettler-Toledo International (MTD) | 0.1 | $623k | +10% | 509.00 | 1223.68 |
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| Genpact SHS (G) | 0.1 | $608k | +12% | 14k | 42.95 |
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| Home Depot (HD) | 0.1 | $600k | -3% | 1.5k | 389.02 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $546k | 20k | 28.02 |
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| Tesla Motors (TSLA) | 0.0 | $430k | +31% | 1.1k | 403.84 |
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| Tuhura Biosciences | 0.0 | $421k | NEW | 103k | 4.09 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $416k | +4% | 772.00 | 538.63 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $415k | NEW | 706.00 | 588.29 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $413k | 21k | 19.84 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $384k | 2.0k | 187.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $378k | +49% | 740.00 | 511.07 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $378k | NEW | 5.0k | 75.63 |
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| United Parcel Service CL B (UPS) | 0.0 | $334k | 2.7k | 126.10 |
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| Hartford Financial Services (HIG) | 0.0 | $311k | NEW | 2.8k | 109.40 |
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| Wal-Mart Stores (WMT) | 0.0 | $292k | NEW | 3.2k | 90.35 |
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| D.R. Horton (DHI) | 0.0 | $286k | 2.0k | 139.82 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $282k | NEW | 1.4k | 195.89 |
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| Johnson & Johnson (JNJ) | 0.0 | $261k | 1.8k | 144.63 |
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| DNP Select Income Fund (DNP) | 0.0 | $233k | 26k | 8.82 |
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| Telomir Pharmaceuticals (TELO) | 0.0 | $211k | 51k | 4.12 |
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| Hci (HCI) | 0.0 | $210k | -13% | 1.8k | 116.53 |
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| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $67k | +3% | 17k | 3.93 |
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| Mira Pharmaceuticals (MIRA) | 0.0 | $26k | -74% | 23k | 1.14 |
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Past Filings by Suncoast Equity Management
SEC 13F filings are viewable for Suncoast Equity Management going back to 2011
- Suncoast Equity Management 2024 Q4 filed Feb. 3, 2025
- Suncoast Equity Management 2024 Q3 filed Oct. 21, 2024
- Suncoast Equity Management 2024 Q2 filed July 24, 2024
- Suncoast Equity Management 2024 Q1 filed May 2, 2024
- Suncoast Equity Management 2023 Q4 filed Jan. 30, 2024
- Suncoast Equity Management 2023 Q3 filed Oct. 23, 2023
- Suncoast Equity Management 2023 Q2 filed Aug. 7, 2023
- Suncoast Equity Management 2023 Q1 filed May 8, 2023
- Suncoast Equity Management 2022 Q4 filed Jan. 27, 2023
- Suncoast Equity Management 2022 Q3 filed Oct. 14, 2022
- Suncoast Equity Management 2022 Q2 filed July 18, 2022
- Suncoast Equity Management 2022 Q1 filed April 26, 2022
- Suncoast Equity Management 2021 Q4 filed Jan. 28, 2022
- Suncoast Equity Management 2021 Q3 filed Oct. 29, 2021
- Suncoast Equity Management 2021 Q2 filed July 29, 2021
- Suncoast Equity Management 2021 Q1 filed May 6, 2021