Suncoast Equity Management as of June 30, 2025
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 85 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.0 | $88M | 558k | 157.99 | |
| Microsoft Corporation (MSFT) | 8.9 | $87M | 176k | 497.41 | |
| Booking Holdings (BKNG) | 6.5 | $63M | 11k | 5789.25 | |
| Intuit (INTU) | 5.8 | $57M | 72k | 787.63 | |
| Visa Com Cl A (V) | 5.5 | $54M | 152k | 355.05 | |
| Stryker Corporation (SYK) | 5.0 | $49M | 124k | 395.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $42M | 234k | 177.39 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.9 | $38M | 128k | 298.89 | |
| Fiserv (FI) | 3.8 | $37M | 217k | 172.41 | |
| salesforce (CRM) | 3.7 | $36M | 133k | 272.69 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $36M | 65k | 561.94 | |
| Apple (AAPL) | 3.6 | $35M | 173k | 205.17 | |
| Meta Platforms Cl A (META) | 3.5 | $34M | 46k | 738.09 | |
| Eli Lilly & Co. (LLY) | 3.5 | $34M | 44k | 779.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $32M | 179k | 176.23 | |
| Automatic Data Processing (ADP) | 3.2 | $31M | 101k | 308.40 | |
| W.W. Grainger (GWW) | 3.2 | $31M | 30k | 1040.22 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $26M | 67k | 386.88 | |
| Eaton Corp SHS (ETN) | 2.5 | $25M | 69k | 356.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $23M | 48k | 485.77 | |
| McKesson Corporation (MCK) | 2.2 | $21M | 29k | 732.78 | |
| AmerisourceBergen (COR) | 0.9 | $8.6M | 29k | 299.85 | |
| Broadridge Financial Solutions (BR) | 0.7 | $6.8M | 28k | 243.03 | |
| Sherwin-Williams Company (SHW) | 0.5 | $4.7M | 14k | 343.36 | |
| TJX Companies (TJX) | 0.5 | $4.7M | 38k | 123.49 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $4.4M | 20k | 218.64 | |
| Rollins (ROL) | 0.4 | $4.3M | 77k | 56.42 | |
| Trane Technologies SHS (TT) | 0.4 | $4.1M | 9.5k | 437.41 | |
| Fastenal Company (FAST) | 0.4 | $3.5M | 83k | 42.00 | |
| Cintas Corporation (CTAS) | 0.3 | $3.4M | 15k | 222.86 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.1M | 7.2k | 424.58 | |
| Tractor Supply Company (TSCO) | 0.3 | $2.6M | 50k | 52.77 | |
| Fair Isaac Corporation (FICO) | 0.2 | $2.4M | 1.3k | 1827.96 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.3M | 3.7k | 617.83 | |
| Itt (ITT) | 0.2 | $2.2M | 14k | 156.83 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.2M | 3.00 | 728800.00 | |
| Paychex (PAYX) | 0.2 | $2.0M | 14k | 145.46 | |
| Zoetis Cl A (ZTS) | 0.2 | $1.9M | 12k | 155.96 | |
| Copart (CPRT) | 0.2 | $1.8M | 37k | 49.07 | |
| Corpay Com Shs (CPAY) | 0.2 | $1.8M | 5.4k | 331.82 | |
| Nice Sponsored Adr (NICE) | 0.1 | $1.5M | 8.6k | 168.91 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.4M | 6.5k | 221.25 | |
| Brown & Brown (BRO) | 0.1 | $1.4M | 12k | 110.87 | |
| Hubbell (HUBB) | 0.1 | $1.3M | 3.2k | 408.38 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.3M | 4.5k | 287.98 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.1k | 292.14 | |
| Celestica (CLS) | 0.1 | $1.2M | 7.4k | 156.07 | |
| Amazon (AMZN) | 0.1 | $1.1M | 5.1k | 219.39 | |
| Genpact SHS (G) | 0.1 | $1.1M | 24k | 44.01 | |
| Roper Industries (ROP) | 0.1 | $1.1M | 1.9k | 566.86 | |
| Steris Shs Usd (STE) | 0.1 | $1.0M | 4.4k | 240.23 | |
| Edwards Lifesciences (EW) | 0.1 | $1.0M | 13k | 78.21 | |
| IDEXX Laboratories (IDXX) | 0.1 | $987k | 1.8k | 536.34 | |
| Ea Series Trust Suncoast Select (SEMG) | 0.1 | $930k | 35k | 26.50 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $866k | 11k | 77.01 | |
| Monolithic Power Systems (MPWR) | 0.1 | $783k | 1.1k | 731.38 | |
| Huron Consulting (HURN) | 0.1 | $765k | 5.6k | 137.54 | |
| Ye Cl A (YELP) | 0.1 | $756k | 22k | 34.27 | |
| Mettler-Toledo International (MTD) | 0.1 | $724k | 616.00 | 1174.72 | |
| NetApp (NTAP) | 0.1 | $706k | 6.6k | 106.56 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $682k | 5.0k | 136.32 | |
| Home Depot (HD) | 0.1 | $565k | 1.5k | 366.54 | |
| FedEx Corporation (FDX) | 0.0 | $466k | 2.0k | 227.32 | |
| Wal-Mart Stores (WMT) | 0.0 | $451k | 4.6k | 97.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $431k | 781.00 | 551.51 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $425k | 2.0k | 207.62 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $411k | 723.00 | 567.84 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $407k | 20k | 20.86 | |
| Hartford Financial Services (HIG) | 0.0 | $361k | 2.8k | 126.87 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $336k | 5.5k | 61.21 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $298k | 1.5k | 204.67 | |
| Johnson & Johnson (JNJ) | 0.0 | $277k | 1.8k | 152.74 | |
| Hci (HCI) | 0.0 | $274k | 1.8k | 152.20 | |
| United Parcel Service CL B (UPS) | 0.0 | $268k | 2.7k | 100.94 | |
| DNP Select Income Fund (DNP) | 0.0 | $265k | 27k | 9.79 | |
| D.R. Horton (DHI) | 0.0 | $264k | 2.0k | 128.92 | |
| Tesla Motors (TSLA) | 0.0 | $257k | 809.00 | 317.66 | |
| Pepsi (PEP) | 0.0 | $244k | 1.9k | 132.04 | |
| Tuhura Biosciences (HURA) | 0.0 | $233k | 104k | 2.23 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $223k | 21k | 10.73 | |
| Broadcom (AVGO) | 0.0 | $211k | 764.00 | 275.55 | |
| Mira Pharmaceuticals (MIRA) | 0.0 | $125k | 103k | 1.21 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $71k | 18k | 3.98 | |
| Telomir Pharmaceuticals (TELO) | 0.0 | $64k | 51k | 1.25 | |
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $28k | 18k | 1.52 |
