Suncoast Equity Management
Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, BKNG, GOOG, V, and represent 33.77% of Suncoast Equity Management's stock portfolio.
- Added to shares of these 10 stocks: APH (+$14M), AVGO (+$14M), SLDE, CTAS, SPY, NBIX, IWF, SEMG, HURN, HQY.
- Started 5 new stock positions in SLDE, LMND, APH, NBIX, GRAB.
- Reduced shares in these 10 stocks: FI (-$28M), GOOG (-$17M), GOOGL (-$11M), , NVDA, MSFT, NICE, AAPL, BKNG, V.
- Sold out of its positions in OKLO, FI, NICE, ORCL, ZTS.
- Suncoast Equity Management was a net seller of stock by $-42M.
- Suncoast Equity Management has $990M in assets under management (AUM), dropping by -1.26%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.6 | $85M | 457k | 186.50 |
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| Microsoft Corporation (MSFT) | 8.4 | $84M | 173k | 483.62 |
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| Booking Holdings (BKNG) | 5.8 | $58M | 11k | 5355.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $56M | -22% | 178k | 313.80 |
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| Visa Com Cl A (V) | 5.3 | $52M | -2% | 148k | 350.71 |
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| Intuit (INTU) | 4.7 | $47M | 71k | 662.42 |
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| Apple (AAPL) | 4.7 | $46M | -2% | 169k | 271.86 |
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| Eli Lilly & Co. (LLY) | 4.6 | $46M | 43k | 1074.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $46M | -19% | 146k | 313.00 |
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| Stryker Corporation (SYK) | 4.3 | $43M | 122k | 351.47 |
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| McKesson Corporation (MCK) | 4.2 | $41M | -2% | 50k | 820.29 |
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| Mastercard Incorporated Cl A (MA) | 3.6 | $36M | -2% | 63k | 570.88 |
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| salesforce (CRM) | 3.5 | $34M | -2% | 129k | 264.91 |
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| Broadcom (AVGO) | 3.1 | $31M | +83% | 89k | 346.10 |
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| Meta Platforms Cl A (META) | 3.0 | $30M | 46k | 660.09 |
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| W.W. Grainger (GWW) | 3.0 | $30M | -2% | 29k | 1009.03 |
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| Automatic Data Processing (ADP) | 2.6 | $26M | 99k | 257.23 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $24M | -2% | 47k | 502.65 |
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| Adobe Systems Incorporated (ADBE) | 2.3 | $22M | -3% | 64k | 349.99 |
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| Eaton Corp SHS (ETN) | 2.2 | $22M | 68k | 318.51 |
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| Amphenol Corp Cl A (APH) | 1.4 | $14M | NEW | 103k | 135.14 |
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| Uber Technologies (UBER) | 1.4 | $14M | -4% | 170k | 81.71 |
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| AmerisourceBergen (COR) | 1.0 | $9.5M | 28k | 337.75 |
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| Broadridge Financial Solutions (BR) | 0.6 | $6.1M | -2% | 28k | 223.17 |
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| TJX Companies (TJX) | 0.6 | $5.7M | -2% | 37k | 153.61 |
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| Fastenal Company (FAST) | 0.5 | $4.7M | -2% | 117k | 40.13 |
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| Rollins (ROL) | 0.5 | $4.5M | 75k | 60.02 |
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| Cintas Corporation (CTAS) | 0.5 | $4.5M | +53% | 24k | 188.07 |
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| Sherwin-Williams Company (SHW) | 0.4 | $4.4M | 13k | 324.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.8M | +16% | 8.1k | 473.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.7M | +31% | 5.4k | 681.97 |
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| Trane Technologies SHS (TT) | 0.4 | $3.6M | 9.3k | 389.20 |
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| Marsh & McLennan Companies | 0.4 | $3.6M | -3% | 19k | 185.52 |
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| Ea Series Trust Suncoast Select (SEMG) | 0.3 | $3.1M | +20% | 112k | 27.40 |
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| Tractor Supply Company (TSCO) | 0.3 | $2.5M | 50k | 50.01 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.5M | 9.2k | 268.29 |
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| Itt (ITT) | 0.2 | $2.4M | -2% | 14k | 173.51 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754800.00 |
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| Fair Isaac Corporation (FICO) | 0.2 | $2.2M | -3% | 1.3k | 1690.62 |
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| Celestica (CLS) | 0.2 | $2.2M | -2% | 7.4k | 295.75 |
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| Slide Ins Hldgs (SLDE) | 0.2 | $1.8M | NEW | 92k | 19.48 |
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| Corpay Com Shs (CPAY) | 0.2 | $1.6M | -3% | 5.4k | 300.93 |
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| Paychex (PAYX) | 0.2 | $1.5M | -2% | 14k | 112.18 |
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| Huron Consulting (HURN) | 0.2 | $1.5M | +50% | 8.6k | 172.91 |
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| Hubbell (HUBB) | 0.1 | $1.4M | -2% | 3.2k | 444.09 |
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| Copart (CPRT) | 0.1 | $1.4M | -4% | 36k | 39.15 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.2k | 305.61 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | -4% | 1.8k | 676.53 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.2M | -3% | 6.4k | 185.56 |
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| Genpact SHS (G) | 0.1 | $1.1M | -4% | 24k | 46.78 |
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| Edwards Lifesciences (EW) | 0.1 | $1.1M | -3% | 13k | 85.25 |
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| Amazon (AMZN) | 0.1 | $1.1M | +5% | 4.8k | 230.82 |
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| Steris Shs Usd (STE) | 0.1 | $1.1M | -4% | 4.3k | 253.54 |
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| Healthequity (HQY) | 0.1 | $1.1M | +56% | 12k | 91.61 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $988k | -4% | 4.4k | 223.23 |
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| Monolithic Power Systems (MPWR) | 0.1 | $974k | -4% | 1.1k | 906.38 |
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| Brown & Brown (BRO) | 0.1 | $945k | -5% | 12k | 79.70 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $889k | 5.0k | 177.75 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $827k | -3% | 11k | 75.32 |
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| Home Depot (HD) | 0.1 | $792k | -2% | 2.3k | 344.05 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $721k | NEW | 5.1k | 141.83 |
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| NetApp (NTAP) | 0.1 | $703k | -3% | 6.6k | 107.08 |
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| Ye Cl A (YELP) | 0.1 | $642k | -6% | 21k | 30.39 |
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| Wal-Mart Stores (WMT) | 0.1 | $602k | -2% | 5.4k | 111.41 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $577k | -4% | 7.2k | 79.67 |
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| FedEx Corporation (FDX) | 0.0 | $487k | -4% | 1.7k | 288.88 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $475k | 20k | 24.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $473k | +3% | 755.00 | 626.96 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $467k | 759.00 | 614.60 |
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| Hartford Financial Services (HIG) | 0.0 | $392k | 2.8k | 137.80 |
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| Tesla Motors (TSLA) | 0.0 | $391k | 869.00 | 449.72 |
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| Johnson & Johnson (JNJ) | 0.0 | $390k | -3% | 1.9k | 206.91 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $372k | +25% | 7.5k | 49.65 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $362k | -2% | 2.1k | 173.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $322k | 1.5k | 219.74 |
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| Hci (HCI) | 0.0 | $307k | 1.6k | 191.69 |
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| D.R. Horton (DHI) | 0.0 | $294k | 2.0k | 144.03 |
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| DNP Select Income Fund (DNP) | 0.0 | $278k | 28k | 9.99 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $269k | -5% | 785.00 | 342.85 |
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| Pepsi (PEP) | 0.0 | $266k | 1.9k | 143.52 |
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| United Parcel Service CL B (UPS) | 0.0 | $263k | 2.7k | 99.19 |
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| Raymond James Financial (RJF) | 0.0 | $245k | 1.5k | 160.59 |
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| Lemonade (LMND) | 0.0 | $214k | NEW | 3.0k | 71.18 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $207k | 21k | 9.97 |
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| Mira Pharmaceuticals (MIRA) | 0.0 | $156k | 103k | 1.51 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $100k | NEW | 20k | 4.99 |
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| Tuhura Biosciences (HURA) | 0.0 | $79k | 104k | 0.76 |
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| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $70k | +3% | 19k | 3.71 |
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| Telomir Pharmaceuticals (TELO) | 0.0 | $68k | 51k | 1.33 |
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| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $33k | 18k | 1.82 |
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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 Q4 filed Feb. 10, 2026
- Suncoast Equity Management 2025 Q4 restated filed Feb. 10, 2026
- 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