Suncoast Equity Management as of Sept. 30, 2025
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 90 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.1 | $91M | 176k | 517.95 | |
| NVIDIA Corporation (NVDA) | 8.7 | $87M | 466k | 186.58 | |
| Booking Holdings (BKNG) | 5.9 | $59M | 11k | 5399.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $56M | 231k | 243.55 | |
| Visa Com Cl A (V) | 5.2 | $52M | 152k | 341.38 | |
| Intuit (INTU) | 4.9 | $49M | 72k | 682.91 | |
| Stryker Corporation (SYK) | 4.6 | $46M | 124k | 369.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $44M | 182k | 243.10 | |
| Apple (AAPL) | 4.4 | $44M | 174k | 254.63 | |
| McKesson Corporation (MCK) | 4.0 | $40M | 51k | 772.54 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $37M | 65k | 568.81 | |
| Meta Platforms Cl A (META) | 3.4 | $34M | 46k | 734.38 | |
| Eli Lilly & Co. (LLY) | 3.3 | $33M | 43k | 762.99 | |
| salesforce (CRM) | 3.1 | $31M | 132k | 237.00 | |
| Automatic Data Processing (ADP) | 3.0 | $30M | 101k | 293.50 | |
| W.W. Grainger (GWW) | 2.8 | $29M | 30k | 952.94 | |
| Fiserv (FI) | 2.8 | $28M | 217k | 128.93 | |
| Eaton Corp SHS (ETN) | 2.6 | $26M | 70k | 374.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $24M | 48k | 502.74 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $24M | 67k | 352.75 | |
| Uber Technologies (UBER) | 1.7 | $17M | 177k | 97.97 | |
| Broadcom (AVGO) | 1.6 | $16M | 48k | 329.91 | |
| AmerisourceBergen (COR) | 0.9 | $8.9M | 29k | 312.53 | |
| Broadridge Financial Solutions (BR) | 0.7 | $6.7M | 28k | 238.17 | |
| Fastenal Company (FAST) | 0.6 | $5.8M | 119k | 49.04 | |
| TJX Companies (TJX) | 0.5 | $5.5M | 38k | 144.54 | |
| Sherwin-Williams Company (SHW) | 0.5 | $4.7M | 14k | 346.26 | |
| Rollins (ROL) | 0.4 | $4.5M | 76k | 58.74 | |
| Trane Technologies SHS (TT) | 0.4 | $4.0M | 9.5k | 421.96 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $4.0M | 20k | 201.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.2M | 6.9k | 468.41 | |
| Cintas Corporation (CTAS) | 0.3 | $3.2M | 16k | 205.26 | |
| Tractor Supply Company (TSCO) | 0.3 | $2.9M | 50k | 56.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.8M | 4.1k | 666.17 | |
| Itt (ITT) | 0.3 | $2.6M | 15k | 178.76 | |
| Ea Series Trust Suncoast Select (SEMG) | 0.2 | $2.5M | 93k | 26.84 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.3M | 9.2k | 246.59 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754200.00 | |
| Fair Isaac Corporation (FICO) | 0.2 | $2.0M | 1.4k | 1496.53 | |
| Celestica (CLS) | 0.2 | $1.9M | 7.6k | 246.32 | |
| Zoetis Cl A (ZTS) | 0.2 | $1.8M | 13k | 146.33 | |
| Paychex (PAYX) | 0.2 | $1.8M | 14k | 126.76 | |
| Copart (CPRT) | 0.2 | $1.7M | 38k | 44.97 | |
| Corpay Com Shs (CPAY) | 0.2 | $1.6M | 5.6k | 288.06 | |
| Hubbell (HUBB) | 0.1 | $1.4M | 3.3k | 430.28 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.4M | 4.6k | 297.91 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.4M | 6.6k | 206.91 | |
| Nice Sponsored Adr (NICE) | 0.1 | $1.3M | 8.9k | 144.78 | |
| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.2k | 303.86 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | 1.9k | 638.89 | |
| Brown & Brown (BRO) | 0.1 | $1.2M | 13k | 93.79 | |
| Steris Shs Usd (STE) | 0.1 | $1.1M | 4.5k | 247.46 | |
| Edwards Lifesciences (EW) | 0.1 | $1.1M | 14k | 77.77 | |
| Genpact SHS (G) | 0.1 | $1.0M | 25k | 41.89 | |
| Monolithic Power Systems (MPWR) | 0.1 | $1.0M | 1.1k | 920.65 | |
| Amazon (AMZN) | 0.1 | $998k | 4.5k | 219.57 | |
| Home Depot (HD) | 0.1 | $957k | 2.4k | 405.18 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $917k | 5.0k | 182.42 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $876k | 11k | 76.62 | |
| Huron Consulting (HURN) | 0.1 | $842k | 5.7k | 146.77 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $824k | 7.6k | 108.80 | |
| NetApp (NTAP) | 0.1 | $804k | 6.8k | 118.45 | |
| Ye Cl A (YELP) | 0.1 | $703k | 23k | 31.20 | |
| Healthequity (HQY) | 0.1 | $694k | 7.3k | 94.77 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $668k | 20k | 34.27 | |
| Wal-Mart Stores (WMT) | 0.1 | $572k | 5.6k | 103.06 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $455k | 758.00 | 600.67 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $446k | 728.00 | 612.07 | |
| FedEx Corporation (FDX) | 0.0 | $416k | 1.8k | 235.83 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $395k | 2.2k | 183.73 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $389k | 6.0k | 65.00 | |
| Tesla Motors (TSLA) | 0.0 | $387k | 869.00 | 444.72 | |
| Hartford Financial Services (HIG) | 0.0 | $379k | 2.8k | 133.39 | |
| Johnson & Johnson (JNJ) | 0.0 | $361k | 1.9k | 185.38 | |
| D.R. Horton (DHI) | 0.0 | $346k | 2.0k | 169.47 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $335k | 21k | 16.08 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $315k | 1.5k | 215.79 | |
| Hci (HCI) | 0.0 | $307k | 1.6k | 191.93 | |
| Oklo Com Cl A (OKLO) | 0.0 | $283k | 2.5k | 111.63 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $278k | 835.00 | 332.89 | |
| DNP Select Income Fund (DNP) | 0.0 | $275k | 28k | 10.01 | |
| Raymond James Financial (RJF) | 0.0 | $263k | 1.5k | 172.60 | |
| Pepsi (PEP) | 0.0 | $260k | 1.9k | 140.44 | |
| Tuhura Biosciences (HURA) | 0.0 | $259k | 104k | 2.48 | |
| Oracle Corporation (ORCL) | 0.0 | $223k | 791.00 | 281.40 | |
| United Parcel Service CL B (UPS) | 0.0 | $222k | 2.7k | 83.53 | |
| Mira Pharmaceuticals (MIRA) | 0.0 | $141k | 103k | 1.36 | |
| Telomir Pharmaceuticals (TELO) | 0.0 | $71k | 51k | 1.39 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $70k | 18k | 3.84 | |
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $24k | 18k | 1.30 |
