Suncoast Equity Management
Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, BKNG, GOOG, V, and represent 34.43% of Suncoast Equity Management's stock portfolio.
- Added to shares of these 10 stocks: UBER (+$17M), MCK (+$17M), AVGO (+$16M), FAST, SEMG, SFM, HQY, GOOGL, HD, SPY.
- Started 7 new stock positions in UBER, RJF, OKLO, SFM, OEF, HQY, ORCL.
- Reduced shares in these 10 stocks: ACN (-$29M), NVDA (-$17M), ROP, GOOG, MTD, CRM, LLY, IWF, AMZN, ADP.
- Sold out of its positions in MTD, ROP.
- Suncoast Equity Management was a net buyer of stock by $8.9M.
- Suncoast Equity Management has $1.0B in assets under management (AUM), dropping by 2.63%.
- Central Index Key (CIK): 0001315059
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Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 90 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.1 | $91M | 176k | 517.95 |
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| NVIDIA Corporation (NVDA) | 8.7 | $87M | -16% | 466k | 186.58 |
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| Booking Holdings (BKNG) | 5.9 | $59M | 11k | 5399.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $56M | 231k | 243.55 |
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| Visa Com Cl A (V) | 5.2 | $52M | 152k | 341.38 |
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| Intuit (INTU) | 4.9 | $49M | 72k | 682.91 |
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| Stryker Corporation (SYK) | 4.6 | $46M | 124k | 369.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $44M | 182k | 243.10 |
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| Apple (AAPL) | 4.4 | $44M | 174k | 254.63 |
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| McKesson Corporation (MCK) | 4.0 | $40M | +75% | 51k | 772.54 |
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| Mastercard Incorporated Cl A (MA) | 3.7 | $37M | 65k | 568.81 |
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| Meta Platforms Cl A (META) | 3.4 | $34M | 46k | 734.38 |
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| Eli Lilly & Co. (LLY) | 3.3 | $33M | 43k | 762.99 |
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| salesforce (CRM) | 3.1 | $31M | 132k | 237.00 |
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| Automatic Data Processing (ADP) | 3.0 | $30M | 101k | 293.50 |
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| W.W. Grainger (GWW) | 2.8 | $29M | 30k | 952.94 |
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| Fiserv (FI) | 2.8 | $28M | 217k | 128.93 |
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| Eaton Corp SHS (ETN) | 2.6 | $26M | 70k | 374.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $24M | 48k | 502.74 |
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| Adobe Systems Incorporated (ADBE) | 2.3 | $24M | 67k | 352.75 |
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| Uber Technologies (UBER) | 1.7 | $17M | NEW | 177k | 97.97 |
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| Broadcom (AVGO) | 1.6 | $16M | +6233% | 48k | 329.91 |
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| AmerisourceBergen (COR) | 0.9 | $8.9M | 29k | 312.53 |
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| Broadridge Financial Solutions (BR) | 0.7 | $6.7M | 28k | 238.17 |
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| Fastenal Company (FAST) | 0.6 | $5.8M | +43% | 119k | 49.04 |
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| TJX Companies (TJX) | 0.5 | $5.5M | 38k | 144.54 |
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| Sherwin-Williams Company (SHW) | 0.5 | $4.7M | 14k | 346.26 |
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| Rollins (ROL) | 0.4 | $4.5M | 76k | 58.74 |
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| Trane Technologies SHS (TT) | 0.4 | $4.0M | 9.5k | 421.96 |
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| Marsh & McLennan Companies (MMC) | 0.4 | $4.0M | 20k | 201.53 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.2M | -3% | 6.9k | 468.41 |
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| Cintas Corporation (CTAS) | 0.3 | $3.2M | +3% | 16k | 205.26 |
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| Tractor Supply Company (TSCO) | 0.3 | $2.9M | 50k | 56.87 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.8M | +13% | 4.1k | 666.17 |
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| Itt (ITT) | 0.3 | $2.6M | +2% | 15k | 178.76 |
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| Ea Series Trust Suncoast Select (SEMG) | 0.2 | $2.5M | +164% | 93k | 26.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.3M | -92% | 9.2k | 246.59 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754200.00 |
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| Fair Isaac Corporation (FICO) | 0.2 | $2.0M | +3% | 1.4k | 1496.53 |
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| Celestica (CLS) | 0.2 | $1.9M | +2% | 7.6k | 246.32 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.8M | +3% | 13k | 146.33 |
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| Paychex (PAYX) | 0.2 | $1.8M | 14k | 126.76 |
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| Copart (CPRT) | 0.2 | $1.7M | +2% | 38k | 44.97 |
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| Corpay Com Shs (CPAY) | 0.2 | $1.6M | +3% | 5.6k | 288.06 |
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| Hubbell (HUBB) | 0.1 | $1.4M | +2% | 3.3k | 430.28 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.4M | +2% | 4.6k | 297.91 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.4M | 6.6k | 206.91 |
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| Nice Sponsored Adr (NICE) | 0.1 | $1.3M | +2% | 8.9k | 144.78 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.2k | 303.86 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | +3% | 1.9k | 638.89 |
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| Brown & Brown (BRO) | 0.1 | $1.2M | 13k | 93.79 |
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| Steris Shs Usd (STE) | 0.1 | $1.1M | +3% | 4.5k | 247.46 |
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| Edwards Lifesciences (EW) | 0.1 | $1.1M | +2% | 14k | 77.77 |
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| Genpact SHS (G) | 0.1 | $1.0M | +3% | 25k | 41.89 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.0M | +4% | 1.1k | 920.65 |
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| Amazon (AMZN) | 0.1 | $998k | -10% | 4.5k | 219.57 |
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| Home Depot (HD) | 0.1 | $957k | +53% | 2.4k | 405.18 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $917k | 5.0k | 182.42 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $876k | 11k | 76.62 |
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| Huron Consulting (HURN) | 0.1 | $842k | +3% | 5.7k | 146.77 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $824k | NEW | 7.6k | 108.80 |
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| NetApp (NTAP) | 0.1 | $804k | +2% | 6.8k | 118.45 |
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| Ye Cl A (YELP) | 0.1 | $703k | +2% | 23k | 31.20 |
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| Healthequity (HQY) | 0.1 | $694k | NEW | 7.3k | 94.77 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $668k | 20k | 34.27 |
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| Wal-Mart Stores (WMT) | 0.1 | $572k | +20% | 5.6k | 103.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $455k | -2% | 758.00 | 600.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $446k | 728.00 | 612.07 |
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| FedEx Corporation (FDX) | 0.0 | $416k | -13% | 1.8k | 235.83 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $395k | +5% | 2.2k | 183.73 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $389k | +9% | 6.0k | 65.00 |
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| Tesla Motors (TSLA) | 0.0 | $387k | +7% | 869.00 | 444.72 |
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| Hartford Financial Services (HIG) | 0.0 | $379k | 2.8k | 133.39 |
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| Johnson & Johnson (JNJ) | 0.0 | $361k | +7% | 1.9k | 185.38 |
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| D.R. Horton (DHI) | 0.0 | $346k | 2.0k | 169.47 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $335k | 21k | 16.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $315k | 1.5k | 215.79 |
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| Hci (HCI) | 0.0 | $307k | -11% | 1.6k | 191.93 |
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| Oklo Com Cl A (OKLO) | 0.0 | $283k | NEW | 2.5k | 111.63 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $278k | NEW | 835.00 | 332.89 |
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| DNP Select Income Fund (DNP) | 0.0 | $275k | 28k | 10.01 |
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| Raymond James Financial (RJF) | 0.0 | $263k | NEW | 1.5k | 172.60 |
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| Pepsi (PEP) | 0.0 | $260k | 1.9k | 140.44 |
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| Tuhura Biosciences (HURA) | 0.0 | $259k | 104k | 2.48 |
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| Oracle Corporation (ORCL) | 0.0 | $223k | NEW | 791.00 | 281.40 |
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| United Parcel Service CL B (UPS) | 0.0 | $222k | 2.7k | 83.53 |
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| Mira Pharmaceuticals (MIRA) | 0.0 | $141k | 103k | 1.36 |
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| Telomir Pharmaceuticals (TELO) | 0.0 | $71k | 51k | 1.39 |
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| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $70k | +2% | 18k | 3.84 |
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| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $24k | 18k | 1.30 |
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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 2025 Q3 filed Oct. 21, 2025
- Suncoast Equity Management 2025 Q2 restated filed Aug. 11, 2025
- Suncoast Equity Management 2025 Q2 filed Aug. 6, 2025
- Suncoast Equity Management 2025 Q1 filed April 22, 2025
- 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