Suncoast Equity Management as of March 31, 2025
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 82 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.5 | $67M | 178k | 375.39 | |
| NVIDIA Corporation (NVDA) | 6.9 | $61M | 560k | 108.38 | |
| Visa Com Cl A (V) | 6.0 | $53M | 152k | 350.46 | |
| Booking Holdings (BKNG) | 5.7 | $51M | 11k | 4606.92 | |
| Fiserv (FI) | 5.4 | $48M | 217k | 220.83 | |
| Stryker Corporation (SYK) | 5.2 | $46M | 124k | 372.25 | |
| Intuit (INTU) | 5.0 | $44M | 72k | 613.99 | |
| Apple (AAPL) | 4.6 | $41M | 183k | 222.13 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.5 | $40M | 128k | 312.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $38M | 244k | 156.23 | |
| salesforce (CRM) | 4.1 | $36M | 134k | 268.36 | |
| Eli Lilly & Co. (LLY) | 4.1 | $36M | 43k | 825.91 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $36M | 65k | 548.12 | |
| Automatic Data Processing (ADP) | 3.5 | $31M | 101k | 305.53 | |
| W.W. Grainger (GWW) | 3.3 | $29M | 30k | 987.81 | |
| Meta Platforms Cl A (META) | 3.0 | $26M | 46k | 576.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $26M | 171k | 154.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $26M | 48k | 532.58 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $26M | 67k | 383.53 | |
| McKesson Corporation (MCK) | 2.2 | $20M | 29k | 672.99 | |
| Eaton Corp SHS (ETN) | 2.1 | $19M | 69k | 271.83 | |
| AmerisourceBergen (COR) | 0.9 | $7.8M | 28k | 278.09 | |
| Broadridge Financial Solutions (BR) | 0.7 | $6.6M | 27k | 242.46 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $4.8M | 20k | 244.03 | |
| Sherwin-Williams Company (SHW) | 0.5 | $4.7M | 14k | 349.19 | |
| TJX Companies (TJX) | 0.5 | $4.6M | 38k | 121.80 | |
| Rollins (ROL) | 0.5 | $4.1M | 75k | 54.03 | |
| Cintas Corporation (CTAS) | 0.3 | $3.0M | 14k | 205.54 | |
| Tractor Supply Company (TSCO) | 0.3 | $2.7M | 49k | 55.10 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.6M | 7.2k | 361.09 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $2.4M | 3.00 | 798441.67 | |
| Pepsi (PEP) | 0.3 | $2.3M | 15k | 149.94 | |
| Brown & Brown (BRO) | 0.3 | $2.3M | 18k | 124.40 | |
| Fair Isaac Corporation (FICO) | 0.3 | $2.3M | 1.2k | 1844.16 | |
| Trane Technologies SHS (TT) | 0.2 | $2.1M | 6.3k | 336.92 | |
| Copart (CPRT) | 0.2 | $2.0M | 36k | 56.59 | |
| Zoetis Cl A (ZTS) | 0.2 | $1.9M | 12k | 164.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 3.3k | 559.34 | |
| Corpay Com Shs (CPAY) | 0.2 | $1.8M | 5.2k | 348.72 | |
| Itt (ITT) | 0.2 | $1.8M | 14k | 129.16 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $1.4M | 6.3k | 227.92 | |
| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.1k | 312.40 | |
| Nice Sponsored Adr (NICE) | 0.1 | $1.3M | 8.3k | 154.17 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.3M | 11k | 111.81 | |
| Fastenal Company (FAST) | 0.1 | $1.2M | 15k | 77.55 | |
| Genpact SHS (G) | 0.1 | $1.2M | 23k | 50.38 | |
| Roper Industries (ROP) | 0.1 | $1.1M | 1.8k | 589.59 | |
| Hubbell (HUBB) | 0.1 | $1.0M | 3.1k | 330.88 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.0M | 4.3k | 231.63 | |
| Steris Shs Usd (STE) | 0.1 | $942k | 4.2k | 226.66 | |
| Edwards Lifesciences (EW) | 0.1 | $924k | 13k | 72.48 | |
| Ye Cl A (YELP) | 0.1 | $786k | 21k | 37.03 | |
| IDEXX Laboratories (IDXX) | 0.1 | $746k | 1.8k | 419.95 | |
| Amazon (AMZN) | 0.1 | $738k | 3.9k | 190.26 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $715k | 20k | 35.49 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $713k | 11k | 65.46 | |
| Mettler-Toledo International (MTD) | 0.1 | $692k | 586.00 | 1180.91 | |
| Home Depot (HD) | 0.1 | $567k | 1.5k | 366.44 | |
| NetApp (NTAP) | 0.1 | $559k | 6.4k | 87.84 | |
| FedEx Corporation (FDX) | 0.1 | $552k | 2.3k | 243.79 | |
| Celestica (CLS) | 0.1 | $547k | 6.9k | 78.83 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $422k | 5.0k | 84.40 | |
| Wal-Mart Stores (WMT) | 0.0 | $405k | 4.6k | 87.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $371k | 723.00 | 513.74 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $368k | 2.0k | 179.70 | |
| Hartford Financial Services (HIG) | 0.0 | $352k | 2.8k | 123.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $347k | 740.00 | 468.77 | |
| Tuhura Biosciences (HURA) | 0.0 | $323k | 100k | 3.23 | |
| Johnson & Johnson (JNJ) | 0.0 | $300k | 1.8k | 165.82 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $297k | 20k | 15.22 | |
| United Parcel Service CL B (UPS) | 0.0 | $292k | 2.7k | 109.99 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $283k | 1.5k | 193.99 | |
| Hci (HCI) | 0.0 | $269k | 1.8k | 149.23 | |
| DNP Select Income Fund (DNP) | 0.0 | $264k | 27k | 9.89 | |
| D.R. Horton (DHI) | 0.0 | $260k | 2.0k | 127.13 | |
| Tesla Motors (TSLA) | 0.0 | $210k | 810.00 | 259.16 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $169k | 21k | 8.12 | |
| Telomir Pharmaceuticals (TELO) | 0.0 | $165k | 51k | 3.23 | |
| Mira Pharmaceuticals (MIRA) | 0.0 | $101k | 103k | 0.98 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $69k | 17k | 3.98 | |
| Composecure *w Exp 12/27/202 (CMPOW) | 0.0 | $48k | 12k | 3.82 | |
| Odyssey Marine Expl Com New (OMEX) | 0.0 | $6.0k | 15k | 0.40 |
