Suncoast Equity Management as of Dec. 31, 2025
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.6 | $85M | 457k | 186.50 | |
| Microsoft Corporation (MSFT) | 8.4 | $84M | 173k | 483.62 | |
| Booking Holdings (BKNG) | 5.8 | $58M | 11k | 5355.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $56M | 178k | 313.80 | |
| Visa Com Cl A (V) | 5.3 | $52M | 148k | 350.71 | |
| Intuit (INTU) | 4.7 | $47M | 71k | 662.42 | |
| Apple (AAPL) | 4.7 | $46M | 169k | 271.86 | |
| Eli Lilly & Co. (LLY) | 4.6 | $46M | 43k | 1074.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $46M | 146k | 313.00 | |
| Stryker Corporation (SYK) | 4.3 | $43M | 122k | 351.47 | |
| McKesson Corporation (MCK) | 4.2 | $41M | 50k | 820.29 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $36M | 63k | 570.88 | |
| salesforce (CRM) | 3.5 | $34M | 129k | 264.91 | |
| Broadcom (AVGO) | 3.1 | $31M | 89k | 346.10 | |
| Meta Platforms Cl A (META) | 3.0 | $30M | 46k | 660.09 | |
| W.W. Grainger (GWW) | 3.0 | $30M | 29k | 1009.03 | |
| Automatic Data Processing (ADP) | 2.6 | $26M | 99k | 257.23 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $24M | 47k | 502.65 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $22M | 64k | 349.99 | |
| Eaton Corp SHS (ETN) | 2.2 | $22M | 68k | 318.51 | |
| Amphenol Corp Cl A (APH) | 1.4 | $14M | 103k | 135.14 | |
| Uber Technologies (UBER) | 1.4 | $14M | 170k | 81.71 | |
| AmerisourceBergen (COR) | 1.0 | $9.5M | 28k | 337.75 | |
| Broadridge Financial Solutions (BR) | 0.6 | $6.1M | 28k | 223.17 | |
| TJX Companies (TJX) | 0.6 | $5.7M | 37k | 153.61 | |
| Fastenal Company (FAST) | 0.5 | $4.7M | 117k | 40.13 | |
| Rollins (ROL) | 0.5 | $4.5M | 75k | 60.02 | |
| Cintas Corporation (CTAS) | 0.5 | $4.5M | 24k | 188.07 | |
| Sherwin-Williams Company (SHW) | 0.4 | $4.4M | 13k | 324.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.8M | 8.1k | 473.30 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.7M | 5.4k | 681.97 | |
| Trane Technologies SHS (TT) | 0.4 | $3.6M | 9.3k | 389.20 | |
| Marsh & McLennan Companies | 0.4 | $3.6M | 19k | 185.52 | |
| Ea Series Trust Suncoast Select (SEMG) | 0.3 | $3.1M | 112k | 27.40 | |
| Tractor Supply Company (TSCO) | 0.3 | $2.5M | 50k | 50.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.5M | 9.2k | 268.29 | |
| Itt (ITT) | 0.2 | $2.4M | 14k | 173.51 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754800.00 | |
| Fair Isaac Corporation (FICO) | 0.2 | $2.2M | 1.3k | 1690.62 | |
| Celestica (CLS) | 0.2 | $2.2M | 7.4k | 295.75 | |
| Slide Ins Hldgs (SLDE) | 0.2 | $1.8M | 92k | 19.48 | |
| Corpay Com Shs (CPAY) | 0.2 | $1.6M | 5.4k | 300.93 | |
| Paychex (PAYX) | 0.2 | $1.5M | 14k | 112.18 | |
| Huron Consulting (HURN) | 0.2 | $1.5M | 8.6k | 172.91 | |
| Hubbell (HUBB) | 0.1 | $1.4M | 3.2k | 444.09 | |
| Copart (CPRT) | 0.1 | $1.4M | 36k | 39.15 | |
| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.2k | 305.61 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | 1.8k | 676.53 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.2M | 6.4k | 185.56 | |
| Genpact SHS (G) | 0.1 | $1.1M | 24k | 46.78 | |
| Edwards Lifesciences (EW) | 0.1 | $1.1M | 13k | 85.25 | |
| Amazon (AMZN) | 0.1 | $1.1M | 4.8k | 230.82 | |
| Steris Shs Usd (STE) | 0.1 | $1.1M | 4.3k | 253.54 | |
| Healthequity (HQY) | 0.1 | $1.1M | 12k | 91.61 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $988k | 4.4k | 223.23 | |
| Monolithic Power Systems (MPWR) | 0.1 | $974k | 1.1k | 906.38 | |
| Brown & Brown (BRO) | 0.1 | $945k | 12k | 79.70 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $889k | 5.0k | 177.75 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $827k | 11k | 75.32 | |
| Home Depot (HD) | 0.1 | $792k | 2.3k | 344.05 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $721k | 5.1k | 141.83 | |
| NetApp (NTAP) | 0.1 | $703k | 6.6k | 107.08 | |
| Ye Cl A (YELP) | 0.1 | $642k | 21k | 30.39 | |
| Wal-Mart Stores (WMT) | 0.1 | $602k | 5.4k | 111.41 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $577k | 7.2k | 79.67 | |
| FedEx Corporation (FDX) | 0.0 | $487k | 1.7k | 288.88 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $475k | 20k | 24.37 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $473k | 755.00 | 626.96 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $467k | 759.00 | 614.60 | |
| Hartford Financial Services (HIG) | 0.0 | $392k | 2.8k | 137.80 | |
| Tesla Motors (TSLA) | 0.0 | $391k | 869.00 | 449.72 | |
| Johnson & Johnson (JNJ) | 0.0 | $390k | 1.9k | 206.91 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $372k | 7.5k | 49.65 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $362k | 2.1k | 173.49 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $322k | 1.5k | 219.74 | |
| Hci (HCI) | 0.0 | $307k | 1.6k | 191.69 | |
| D.R. Horton (DHI) | 0.0 | $294k | 2.0k | 144.03 | |
| DNP Select Income Fund (DNP) | 0.0 | $278k | 28k | 9.99 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $269k | 785.00 | 342.85 | |
| Pepsi (PEP) | 0.0 | $266k | 1.9k | 143.52 | |
| United Parcel Service CL B (UPS) | 0.0 | $263k | 2.7k | 99.19 | |
| Raymond James Financial (RJF) | 0.0 | $245k | 1.5k | 160.59 | |
| Lemonade (LMND) | 0.0 | $214k | 3.0k | 71.18 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $207k | 21k | 9.97 | |
| Mira Pharmaceuticals (MIRA) | 0.0 | $156k | 103k | 1.51 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $100k | 20k | 4.99 | |
| Tuhura Biosciences (HURA) | 0.0 | $79k | 104k | 0.76 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $70k | 19k | 3.71 | |
| Telomir Pharmaceuticals (TELO) | 0.0 | $68k | 51k | 1.33 | |
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $33k | 18k | 1.82 |
