Suncoast Equity Management
Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, INTU, ACN, SYK, and represent 31.46% of Suncoast Equity Management's stock portfolio.
- Added to shares of these 10 stocks: ETN (+$16M), CRM (+$13M), MSFT, GOOGL, NVDA, MRK, ADP, SYK, ACN, INTU.
- Started 6 new stock positions in Telomir Pharmaceuticals, HCI, Corpay, MIRA, QQQ, SOUN.
- Reduced shares in these 10 stocks: TSCO (-$18M), AAPL (-$8.8M), HD, , FleetCor Technologies, GOOG, , , SPY, SOFI.
- Sold out of its positions in CSCO, EPAM, FleetCor Technologies, PLUG, SOFI, TSLA.
- Suncoast Equity Management was a net buyer of stock by $24M.
- Suncoast Equity Management has $852M in assets under management (AUM), dropping by 12.52%.
- Central Index Key (CIK): 0001315059
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Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 72 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.0 | $77M | +2% | 183k | 420.72 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $52M | +3% | 57k | 903.56 |
|
| Intuit (INTU) | 5.8 | $49M | +2% | 76k | 650.00 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 5.3 | $45M | +3% | 131k | 346.61 |
|
| Stryker Corporation (SYK) | 5.2 | $45M | +3% | 125k | 357.87 |
|
| Visa Com Cl A (V) | 5.2 | $45M | +2% | 160k | 279.08 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $44M | 287k | 152.26 |
|
|
| Apple (AAPL) | 5.0 | $42M | -17% | 247k | 171.48 |
|
| Booking Holdings (BKNG) | 4.9 | $41M | +3% | 11k | 3627.88 |
|
| W.W. Grainger (GWW) | 4.6 | $39M | +2% | 38k | 1017.31 |
|
| Fiserv (FI) | 4.2 | $36M | +3% | 225k | 159.82 |
|
| Adobe Systems Incorporated (ADBE) | 4.2 | $36M | +2% | 71k | 504.60 |
|
| Mastercard Incorporated Cl A (MA) | 3.9 | $33M | +2% | 68k | 481.57 |
|
| UnitedHealth (UNH) | 3.7 | $32M | +2% | 64k | 494.70 |
|
| salesforce (CRM) | 3.4 | $29M | +85% | 97k | 301.18 |
|
| Automatic Data Processing (ADP) | 3.0 | $26M | +6% | 103k | 249.74 |
|
| Merck & Co (MRK) | 2.8 | $24M | +7% | 178k | 131.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $22M | +10% | 147k | 150.93 |
|
| Eaton Corp SHS (ETN) | 2.5 | $22M | +278% | 69k | 312.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $21M | +2% | 50k | 420.52 |
|
| McKesson Corporation (MCK) | 2.0 | $17M | +5% | 32k | 536.86 |
|
| Nike CL B (NKE) | 1.9 | $16M | 168k | 93.98 |
|
|
| AmerisourceBergen (COR) | 0.7 | $6.1M | +6% | 25k | 242.99 |
|
| Broadridge Financial Solutions (BR) | 0.6 | $4.7M | +6% | 23k | 204.86 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $4.2M | +8% | 12k | 347.33 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.1M | +5% | 5.3k | 778.01 |
|
| TJX Companies (TJX) | 0.3 | $2.8M | +6% | 27k | 101.42 |
|
| Hershey Company (HSY) | 0.3 | $2.5M | +8% | 13k | 194.50 |
|
| Pepsi (PEP) | 0.3 | $2.5M | +15% | 14k | 175.01 |
|
| Tractor Supply Company (TSCO) | 0.3 | $2.5M | -88% | 9.4k | 261.71 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.3M | 6.8k | 337.05 |
|
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.8M | +8% | 8.8k | 205.98 |
|
| Cintas Corporation (CTAS) | 0.2 | $1.7M | +4% | 2.5k | 687.03 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $1.5M | +4% | 1.2k | 1249.61 |
|
| Copart (CPRT) | 0.2 | $1.4M | +4% | 25k | 57.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.4M | -16% | 2.6k | 523.03 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.3M | -8% | 4.6k | 281.97 |
|
| Itt (ITT) | 0.1 | $1.3M | +5% | 9.4k | 136.03 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.3M | +5% | 1.4k | 941.26 |
|
| Nice Sponsored Adr (NICE) | 0.1 | $1.2M | +43% | 4.6k | 260.62 |
|
| Brown & Brown (BRO) | 0.1 | $1.2M | +192% | 13k | 87.54 |
|
| Corpay Com Shs | 0.1 | $1.1M | NEW | 3.6k | 308.54 |
|
| Msa Safety Inc equity (MSA) | 0.1 | $1.1M | +30% | 5.7k | 193.59 |
|
| Hubbell (HUBB) | 0.1 | $953k | +6% | 2.3k | 414.97 |
|
| Edwards Lifesciences (EW) | 0.1 | $849k | +4% | 8.9k | 95.56 |
|
| Fastenal Company (FAST) | 0.1 | $834k | +5% | 11k | 77.14 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $739k | +8% | 3.2k | 231.69 |
|
| Roper Industries (ROP) | 0.1 | $706k | +5% | 1.3k | 560.85 |
|
| FedEx Corporation (FDX) | 0.1 | $704k | -2% | 2.4k | 289.76 |
|
| Home Depot (HD) | 0.1 | $702k | -66% | 1.8k | 383.52 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $667k | +4% | 1.2k | 539.93 |
|
| Steris Shs Usd (STE) | 0.1 | $666k | +7% | 3.0k | 224.82 |
|
| Medpace Hldgs (MEDP) | 0.1 | $573k | +5% | 1.4k | 404.15 |
|
| Mettler-Toledo International (MTD) | 0.1 | $569k | +6% | 427.00 | 1331.29 |
|
| Amazon (AMZN) | 0.1 | $538k | 3.0k | 180.38 |
|
|
| Cdw (CDW) | 0.1 | $511k | +8% | 2.0k | 255.78 |
|
| Northwest Bancshares (NWBI) | 0.1 | $453k | 39k | 11.65 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $409k | +6% | 2.8k | 145.51 |
|
| United Parcel Service CL B (UPS) | 0.0 | $394k | 2.7k | 148.63 |
|
|
| Genpact SHS (G) | 0.0 | $379k | +7% | 12k | 32.95 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $357k | 2.0k | 174.21 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $357k | 2.2k | 164.01 |
|
|
| Hci (HCI) | 0.0 | $338k | NEW | 2.9k | 116.08 |
|
| Johnson & Johnson (JNJ) | 0.0 | $286k | -4% | 1.8k | 158.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $247k | NEW | 557.00 | 443.65 |
|
| DNP Select Income Fund (DNP) | 0.0 | $229k | 25k | 9.07 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $204k | -30% | 425.00 | 480.61 |
|
| Telomir Pharmaceuticals | 0.0 | $126k | NEW | 24k | 5.15 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $120k | NEW | 20k | 5.89 |
|
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $120k | 31k | 3.90 |
|
|
| Mira Pharmaceuticals (MIRA) | 0.0 | $44k | NEW | 40k | 1.10 |
|
| Templeton Global Income Fund (SABA) | 0.0 | $40k | +2% | 11k | 3.82 |
|
Past Filings by Suncoast Equity Management
SEC 13F filings are viewable for Suncoast Equity Management going back to 2011
- 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
- Suncoast Equity Management 2020 Q4 filed Feb. 9, 2021
- Suncoast Equity Management 2020 Q3 filed Oct. 22, 2020
- Suncoast Equity Management 2020 Q2 filed Aug. 12, 2020