Suncoast Equity Management
Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOG, V, LLY, and represent 33.92% of Suncoast Equity Management's stock portfolio.
- Added to shares of these 10 stocks: AMAT (+$29M), ASML (+$16M), AVGO (+$6.2M), CSCO, ABBV, COST, TEL, WAB, CRDO, MRVL.
- Started 8 new stock positions in COST, CSCO, ABBV, AMAT, WAB, CRDO, MRVL, ASML.
- Reduced shares in these 10 stocks: INTU (-$29M), ADP (-$19M), GOOG (-$12M), GOOGL (-$9.5M), NVDA (-$7.7M), AAPL (-$7.4M), MSFT (-$5.7M), V, SLDE, LLY.
- Sold out of its positions in AMZN, BRK.A, CAT, KO, CPRT, DNP, DHI, Duke Energy Corp, Envista Holdings Corporation, FDX.
- Suncoast Equity Management was a net seller of stock by $-110M.
- Suncoast Equity Management has $798M in assets under management (AUM), dropping by -4.19%.
- Central Index Key (CIK): 0001315059
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Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.9 | $79M | -8% | 395k | 200.09 |
|
| Microsoft Corporation (MSFT) | 7.0 | $56M | -9% | 150k | 373.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.1 | $49M | -19% | 139k | 353.33 |
|
| Visa Com Cl A (V) | 5.5 | $44M | -9% | 128k | 343.09 |
|
| Eli Lilly & Co. (LLY) | 5.4 | $43M | -8% | 36k | 1199.43 |
|
| Apple (AAPL) | 5.0 | $40M | -15% | 139k | 289.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $40M | -19% | 110k | 357.37 |
|
| Broadcom (AVGO) | 4.8 | $39M | +19% | 102k | 377.75 |
|
| W.W. Grainger (GWW) | 4.4 | $35M | -7% | 26k | 1360.38 |
|
| McKesson Corporation (MCK) | 4.2 | $34M | -7% | 45k | 755.60 |
|
| Stryker Corporation (SYK) | 4.2 | $33M | -8% | 106k | 314.84 |
|
| Applied Materials (AMAT) | 3.6 | $29M | NEW | 40k | 723.00 |
|
| Mastercard Incorporated Cl A (MA) | 3.6 | $29M | -8% | 55k | 513.60 |
|
| Eaton Corp SHS (ETN) | 2.9 | $24M | -8% | 55k | 426.12 |
|
| Meta Platforms Cl A (META) | 2.8 | $22M | -8% | 40k | 563.29 |
|
| S&p Global (SPGI) | 2.5 | $20M | -7% | 49k | 407.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $19M | -16% | 38k | 500.39 |
|
| TJX Companies (TJX) | 2.3 | $18M | -9% | 120k | 151.50 |
|
| Airbnb Com Cl A (ABNB) | 2.2 | $18M | -7% | 124k | 143.10 |
|
| Amphenol Corp Cl A (APH) | 2.1 | $17M | -8% | 93k | 176.32 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.0 | $16M | NEW | 7.9k | 1989.44 |
|
| Aon Shs Cl A (AON) | 1.7 | $14M | -8% | 41k | 331.69 |
|
| Servicenow (NOW) | 1.6 | $13M | -7% | 129k | 99.28 |
|
| Uber Technologies (UBER) | 1.4 | $11M | -9% | 150k | 72.16 |
|
| AmerisourceBergen (COR) | 0.7 | $5.4M | -30% | 19k | 282.98 |
|
| Trane Technologies SHS (TT) | 0.6 | $4.8M | -11% | 9.8k | 491.16 |
|
| Fastenal Company (FAST) | 0.6 | $4.7M | -9% | 99k | 48.03 |
|
| Cintas Corporation (CTAS) | 0.4 | $3.2M | -9% | 19k | 170.08 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $3.1M | -31% | 9.0k | 344.30 |
|
| Marsh & McLennan Companies (MRSH) | 0.3 | $2.8M | -12% | 17k | 166.67 |
|
| Rollins (ROL) | 0.3 | $2.7M | -12% | 64k | 41.74 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $2.6M | +56% | 13k | 201.61 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $2.3M | -10% | 17k | 136.95 |
|
| Celestica (CLS) | 0.3 | $2.1M | -5% | 5.7k | 364.80 |
|
| Cisco Systems (CSCO) | 0.2 | $1.7M | NEW | 14k | 117.46 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $1.5M | +20% | 1.3k | 1194.78 |
|
| Itt (ITT) | 0.2 | $1.5M | -33% | 7.6k | 197.76 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.4M | -93% | 6.1k | 223.97 |
|
| Corpay Com Shs (CPAY) | 0.2 | $1.4M | -6% | 4.1k | 333.27 |
|
| Abbvie (ABBV) | 0.2 | $1.4M | NEW | 5.4k | 251.64 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | NEW | 1.4k | 935.47 |
|
| ResMed (RMD) | 0.2 | $1.3M | -12% | 6.5k | 194.89 |
|
| Hubbell (HUBB) | 0.1 | $1.2M | -13% | 2.3k | 523.20 |
|
| Paychex (PAYX) | 0.1 | $1.2M | -11% | 12k | 98.33 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $1.1M | -6% | 826.00 | 1382.36 |
|
| Cardinal Health (CAH) | 0.1 | $982k | -6% | 4.1k | 237.56 |
|
| Neurocrine Biosciences (NBIX) | 0.1 | $903k | +32% | 5.4k | 168.53 |
|
| Edwards Lifesciences (EW) | 0.1 | $878k | -6% | 9.7k | 90.46 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $857k | -6% | 8.4k | 102.25 |
|
| Healthequity (HQY) | 0.1 | $780k | -6% | 8.6k | 90.32 |
|
| Ea Series Trust Suncoast Select (SEMG) | 0.1 | $736k | -79% | 28k | 26.52 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $734k | -6% | 1.4k | 526.44 |
|
| Steris Shs Usd (STE) | 0.1 | $681k | -7% | 3.2k | 210.57 |
|
| Cadence Design Systems (CDNS) | 0.1 | $629k | -6% | 1.7k | 375.32 |
|
| Wabtec Corporation (WAB) | 0.1 | $618k | NEW | 2.3k | 269.60 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $615k | -6% | 3.5k | 177.47 |
|
| Huron Consulting (HURN) | 0.1 | $579k | -7% | 6.4k | 90.16 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $547k | NEW | 2.0k | 271.95 |
|
| Genpact SHS (G) | 0.1 | $490k | -8% | 18k | 27.50 |
|
| Autodesk (ADSK) | 0.0 | $377k | -10% | 1.9k | 194.42 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $354k | -87% | 474.00 | 747.12 |
|
| Marvell Technology (MRVL) | 0.0 | $322k | NEW | 1.1k | 297.89 |
|
| Tuhura Biosciences (HURA) | 0.0 | $51k | -79% | 22k | 2.34 |
|
Past Filings by Suncoast Equity Management
SEC 13F filings are viewable for Suncoast Equity Management going back to 2011
- Suncoast Equity Management 2026 Q2 filed Aug. 4, 2026
- Suncoast Equity Management 2026 Q1 filed May 8, 2026
- 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