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, MCK, and represent 32.52% of Suncoast Equity Management's stock portfolio.
- Added to shares of these 10 stocks: SPGI (+$23M), ABNB (+$17M), TJX (+$15M), NOW (+$15M), AON (+$14M), SLDE, TEL, RMD, CAH, TT.
- Started 20 new stock positions in Meritage Homes Corp, AON, CEF, KO, Ventas Rlty Ltd Partnership, TEL, ADSK, RMD, CAT, ABNB. Global Pmts, SPGI, CAH, Duke Energy Corp, CDNS, NOW, Parsons Corp 2.625 01-Mar-2029, Southern, UEC, Envista Holdings Corporation.
- Reduced shares in these 10 stocks: BKNG (-$58M), , , NVDA, LLY, ETN, MSFT, GOOGL, V, GOOG.
- Sold out of its positions in ADBE, BKNG, BRO, ETHE, IBIT, LMND, NTAP, CRM, YELP.
- Suncoast Equity Management was a net seller of stock by $-67M.
- Suncoast Equity Management has $833M in assets under management (AUM), dropping by -15.82%.
- Central Index Key (CIK): 0001315059
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Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 101 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.1 | $76M | -5% | 434k | 174.40 |
|
| Microsoft Corporation (MSFT) | 7.4 | $61M | -4% | 166k | 370.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $49M | -3% | 172k | 286.86 |
|
| Visa Com Cl A (V) | 5.1 | $43M | -4% | 142k | 302.24 |
|
| McKesson Corporation (MCK) | 5.0 | $42M | -3% | 49k | 865.36 |
|
| Apple (AAPL) | 5.0 | $42M | -2% | 165k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $39M | -5% | 137k | 287.56 |
|
| Stryker Corporation (SYK) | 4.6 | $38M | -4% | 116k | 328.59 |
|
| Eli Lilly & Co. (LLY) | 4.3 | $36M | -8% | 39k | 919.77 |
|
| W.W. Grainger (GWW) | 3.7 | $31M | -4% | 28k | 1090.79 |
|
| Mastercard Incorporated Cl A (MA) | 3.6 | $30M | -4% | 60k | 499.66 |
|
| Intuit (INTU) | 3.5 | $29M | -4% | 67k | 432.38 |
|
| Broadcom (AVGO) | 3.2 | $27M | -3% | 86k | 309.51 |
|
| Meta Platforms Cl A (META) | 3.0 | $25M | -4% | 43k | 572.13 |
|
| S&p Global (SPGI) | 2.7 | $23M | NEW | 53k | 425.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $22M | -3% | 45k | 479.20 |
|
| Eaton Corp SHS (ETN) | 2.6 | $22M | -11% | 60k | 357.67 |
|
| TJX Companies (TJX) | 2.5 | $21M | +258% | 133k | 159.70 |
|
| Automatic Data Processing (ADP) | 2.2 | $18M | -9% | 90k | 203.18 |
|
| Airbnb Com Cl A (ABNB) | 2.0 | $17M | NEW | 134k | 126.28 |
|
| Servicenow (NOW) | 1.7 | $15M | NEW | 139k | 104.55 |
|
| Aon Shs Cl A (AON) | 1.7 | $14M | NEW | 44k | 322.78 |
|
| Amphenol Corp Cl A (APH) | 1.5 | $13M | 102k | 126.35 |
|
|
| Uber Technologies (UBER) | 1.4 | $12M | -2% | 166k | 71.93 |
|
| AmerisourceBergen (COR) | 1.0 | $8.6M | -2% | 27k | 314.14 |
|
| Fastenal Company (FAST) | 0.6 | $5.1M | -6% | 109k | 46.40 |
|
| Trane Technologies SHS (TT) | 0.6 | $4.6M | +18% | 11k | 416.74 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $4.2M | -3% | 13k | 320.55 |
|
| Slide Ins Hldgs (SLDE) | 0.5 | $3.9M | +139% | 219k | 18.00 |
|
| Rollins (ROL) | 0.5 | $3.9M | -2% | 74k | 53.41 |
|
| Cintas Corporation (CTAS) | 0.4 | $3.5M | -13% | 21k | 169.14 |
|
| Marsh & McLennan Companies (MRSH) | 0.4 | $3.3M | 19k | 173.45 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.3M | -4% | 7.7k | 426.40 |
|
| Ea Series Trust Suncoast Select (SEMG) | 0.4 | $3.2M | +20% | 134k | 24.07 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $3.0M | -33% | 18k | 162.48 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.4M | -32% | 3.7k | 650.33 |
|
| Tractor Supply Company (TSCO) | 0.3 | $2.2M | -2% | 48k | 45.30 |
|
| Itt (ITT) | 0.3 | $2.2M | -19% | 11k | 190.53 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $2.2M | 3.00 | 718140.00 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.8M | -2% | 9.0k | 198.28 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $1.7M | NEW | 8.2k | 209.02 |
|
| Celestica (CLS) | 0.2 | $1.7M | -18% | 6.0k | 281.65 |
|
| ResMed (RMD) | 0.2 | $1.7M | NEW | 7.5k | 224.48 |
|
| Hubbell (HUBB) | 0.2 | $1.3M | -18% | 2.6k | 490.72 |
|
| Corpay Com Shs (CPAY) | 0.2 | $1.3M | -18% | 4.4k | 290.99 |
|
| Paychex (PAYX) | 0.1 | $1.2M | 14k | 92.12 |
|
|
| Fair Isaac Corporation (FICO) | 0.1 | $1.1M | -19% | 1.1k | 1067.54 |
|
| Amazon (AMZN) | 0.1 | $1.1M | +7% | 5.2k | 208.27 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.0M | -22% | 3.2k | 310.76 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $961k | -18% | 879.00 | 1093.39 |
|
| Cardinal Health (CAH) | 0.1 | $935k | NEW | 4.4k | 211.31 |
|
| Huron Consulting (HURN) | 0.1 | $883k | -19% | 6.9k | 127.49 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $838k | -18% | 1.5k | 561.89 |
|
| Edwards Lifesciences (EW) | 0.1 | $828k | -21% | 10k | 80.08 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $823k | -18% | 8.9k | 92.21 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $804k | -12% | 5.6k | 142.85 |
|
| Healthequity (HQY) | 0.1 | $773k | -19% | 9.3k | 83.57 |
|
| Steris Shs Usd (STE) | 0.1 | $771k | -19% | 3.5k | 221.16 |
|
| Home Depot (HD) | 0.1 | $755k | 2.3k | 328.93 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $735k | 5.0k | 146.28 |
|
|
| Genpact SHS (G) | 0.1 | $722k | -19% | 19k | 37.25 |
|
| Wal-Mart Stores (WMT) | 0.1 | $691k | +2% | 5.6k | 124.28 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $648k | -16% | 3.7k | 175.66 |
|
| FedEx Corporation (FDX) | 0.1 | $579k | -3% | 1.6k | 356.21 |
|
| Neurocrine Biosciences (NBIX) | 0.1 | $532k | -20% | 4.0k | 131.74 |
|
| Johnson & Johnson (JNJ) | 0.1 | $521k | +13% | 2.1k | 244.39 |
|
| Autodesk (ADSK) | 0.1 | $520k | NEW | 2.2k | 239.40 |
|
| Cadence Design Systems (CDNS) | 0.1 | $500k | NEW | 1.8k | 277.87 |
|
| Copart (CPRT) | 0.1 | $494k | -59% | 15k | 33.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $449k | +2% | 778.00 | 577.10 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $447k | -19% | 5.8k | 77.13 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $405k | 2.1k | 194.14 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $385k | 2.8k | 135.23 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $380k | -15% | 636.00 | 597.98 |
|
| Coca-Cola Company (KO) | 0.0 | $339k | NEW | 4.5k | 76.04 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $315k | 1.5k | 215.00 |
|
|
| Tesla Motors (TSLA) | 0.0 | $301k | -6% | 809.00 | 371.75 |
|
| Pepsi (PEP) | 0.0 | $299k | +4% | 1.9k | 155.29 |
|
| DNP Select Income Fund (DNP) | 0.0 | $290k | 28k | 10.30 |
|
|
| D.R. Horton (DHI) | 0.0 | $281k | 2.0k | 137.22 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $261k | 2.7k | 98.38 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $250k | 785.00 | 318.25 |
|
|
| Hci (HCI) | 0.0 | $247k | 1.6k | 154.61 |
|
|
| Caterpillar (CAT) | 0.0 | $241k | NEW | 339.00 | 709.42 |
|
| Raymond James Financial (RJF) | 0.0 | $221k | 1.5k | 144.79 |
|
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $212k | NEW | 4.4k | 47.72 |
|
| Tuhura Biosciences (HURA) | 0.0 | $187k | 104k | 1.79 |
|
|
| Uranium Energy (UEC) | 0.0 | $176k | NEW | 13k | 13.50 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $143k | 21k | 6.87 |
|
|
| Mira Pharmaceuticals (MIRA) | 0.0 | $97k | -12% | 91k | 1.07 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $73k | 20k | 3.66 |
|
|
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $73k | +6% | 20k | 3.63 |
|
| Telomir Pharmaceuticals (TELO) | 0.0 | $67k | 51k | 1.30 |
|
|
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $23k | 18k | 1.29 |
|
|
| Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal) | 0.0 | $15k | NEW | 10k | 1.51 |
|
| Duke Energy Corp Note 4.125% 4/1 (Principal) | 0.0 | $13k | NEW | 12k | 1.10 |
|
| Meritage Homes Corp Note 1.750% 5/1 (Principal) | 0.0 | $13k | NEW | 13k | 0.97 |
|
| Southern Note 4.500% 6/1 (Principal) | 0.0 | $12k | NEW | 11k | 1.11 |
|
| Global Pmts Note 1.500% 3/0 (Principal) | 0.0 | $12k | NEW | 14k | 0.87 |
|
| Envista Holdings Corporation Note 1.750% 8/1 (Principal) | 0.0 | $12k | NEW | 12k | 1.00 |
|
| Parsons Corp Del Note 2.625% 3/0 (Principal) | 0.0 | $9.9k | NEW | 10k | 0.99 |
|
Past Filings by Suncoast Equity Management
SEC 13F filings are viewable for Suncoast Equity Management going back to 2011
- 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
- Suncoast Equity Management 2022 Q4 filed Jan. 27, 2023