Suncoast Equity Management

Suncoast Equity Management as of June 30, 2026

Portfolio Holdings for Suncoast Equity Management

Suncoast Equity Management holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.9 $79M 395k 200.09
Microsoft Corporation (MSFT) 7.0 $56M 150k 373.02
Alphabet Cap Stk Cl C (GOOG) 6.1 $49M 139k 353.33
Visa Com Cl A (V) 5.5 $44M 128k 343.09
Eli Lilly & Co. (LLY) 5.4 $43M 36k 1199.43
Apple (AAPL) 5.0 $40M 139k 289.36
Alphabet Cap Stk Cl A (GOOGL) 4.9 $40M 110k 357.37
Broadcom (AVGO) 4.8 $39M 102k 377.75
W.W. Grainger (GWW) 4.4 $35M 26k 1360.38
McKesson Corporation (MCK) 4.2 $34M 45k 755.60
Stryker Corporation (SYK) 4.2 $33M 106k 314.84
Applied Materials (AMAT) 3.6 $29M 40k 723.00
Mastercard Incorporated Cl A (MA) 3.6 $29M 55k 513.60
Eaton Corp SHS (ETN) 2.9 $24M 55k 426.12
Meta Platforms Cl A (META) 2.8 $22M 40k 563.29
S&p Global (SPGI) 2.5 $20M 49k 407.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $19M 38k 500.39
TJX Companies (TJX) 2.3 $18M 120k 151.50
Airbnb Com Cl A (ABNB) 2.2 $18M 124k 143.10
Amphenol Corp Cl A (APH) 2.1 $17M 93k 176.32
Asml Hldg Nv N Y Registry Shs (ASML) 2.0 $16M 7.9k 1989.44
Aon Shs Cl A (AON) 1.7 $14M 41k 331.69
Servicenow (NOW) 1.6 $13M 129k 99.28
Uber Technologies (UBER) 1.4 $11M 150k 72.16
AmerisourceBergen (COR) 0.7 $5.4M 19k 282.98
Trane Technologies SHS (TT) 0.6 $4.8M 9.8k 491.16
Fastenal Company (FAST) 0.6 $4.7M 99k 48.03
Cintas Corporation (CTAS) 0.4 $3.2M 19k 170.08
Sherwin-Williams Company (SHW) 0.4 $3.1M 9.0k 344.30
Marsh & McLennan Companies (MRSH) 0.3 $2.8M 17k 166.67
Rollins (ROL) 0.3 $2.7M 64k 41.74
Te Connectivity Ord Shs (TEL) 0.3 $2.6M 13k 201.61
Broadridge Financial Solutions (BR) 0.3 $2.3M 17k 136.95
Celestica (CLS) 0.3 $2.1M 5.7k 364.80
Cisco Systems (CSCO) 0.2 $1.7M 14k 117.46
Fair Isaac Corporation (FICO) 0.2 $1.5M 1.3k 1194.78
Itt (ITT) 0.2 $1.5M 7.6k 197.76
Automatic Data Processing (ADP) 0.2 $1.4M 6.1k 223.97
Corpay Com Shs (CPAY) 0.2 $1.4M 4.1k 333.27
Abbvie (ABBV) 0.2 $1.4M 5.4k 251.64
Costco Wholesale Corporation (COST) 0.2 $1.3M 1.4k 935.47
ResMed (RMD) 0.2 $1.3M 6.5k 194.89
Hubbell (HUBB) 0.1 $1.2M 2.3k 523.20
Paychex (PAYX) 0.1 $1.2M 12k 98.33
Monolithic Power Systems (MPWR) 0.1 $1.1M 826.00 1382.36
Cardinal Health (CAH) 0.1 $982k 4.1k 237.56
Neurocrine Biosciences (NBIX) 0.1 $903k 5.4k 168.53
Edwards Lifesciences (EW) 0.1 $878k 9.7k 90.46
Us Foods Hldg Corp call (USFD) 0.1 $857k 8.4k 102.25
Healthequity (HQY) 0.1 $780k 8.6k 90.32
Ea Series Trust Suncoast Select (SEMG) 0.1 $736k 28k 26.52
IDEXX Laboratories (IDXX) 0.1 $734k 1.4k 526.44
Steris Shs Usd (STE) 0.1 $681k 3.2k 210.57
Cadence Design Systems (CDNS) 0.1 $629k 1.7k 375.32
Wabtec Corporation (WAB) 0.1 $618k 2.3k 269.60
Veeva Sys Cl A Com (VEEV) 0.1 $615k 3.5k 177.47
Huron Consulting (HURN) 0.1 $579k 6.4k 90.16
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $547k 2.0k 271.95
Genpact SHS (G) 0.1 $490k 18k 27.50
Autodesk (ADSK) 0.0 $377k 1.9k 194.42
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $354k 474.00 747.12
Marvell Technology (MRVL) 0.0 $322k 1.1k 297.89
Tuhura Biosciences (HURA) 0.0 $51k 22k 2.34