Suncoast Equity Management - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Suncoast Equity Management held in its portfolio 90 assets valued at $989,898,279 (i.e. $989.90M).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($85.19M), MICROSOFT CORP ($83.63M), and BOOKING HOLDINGS INC ($57.57M).

The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Suncoast Equity Management Portfolio
NVIDIA CORPORATION
MICROSOFT CORP
BOOKING HOLDINGS INC
ALPHABET INC
VISA INC
INTUIT
APPLE INC
ELI LILLY & CO
ALPHABET INC
STRYKER CORPORATION
Suncoast Equity Management - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
NVIDIA CORPORATION 456762 85186039 COM
MICROSOFT CORP 172915 83624983 COM
BOOKING HOLDINGS INC 10750 57569955 COM
ALPHABET INC 178022 55863349 CAP STK CL C
VISA INC 148389 52041455 COM CL A
INTUIT 70654 46802599 COM
APPLE INC 169375 46046410 COM
ELI LILLY & CO 42711 45900459 COM
ALPHABET INC 145838 45647236 CAP STK CL A
STRYKER CORPORATION 121793 42806538 COM
MCKESSON CORP 50255 41223852 COM
MASTERCARD INCORPORATED 63269 36118773 CL A
SALESFORCE INC 129109 34202231 COM
BROADCOM INC 88630 30674971 COM
META PLATFORMS INC 45548 30065843 CL A
WW GRAINGER INC 29334 29598994 COM
AUTOMATIC DATA PROCESSING IN 98967 25457370 COM
BERKSHIRE HATHAWAY INC DEL 47100 23674815 CL B NEW
ADOBE INC 64122 22442059 COM
EATON CORP PLC 68343 21768022 SHS
AMPHENOL CORP NEW 103230 13950502 CL A
UBER TECHNOLOGIES INC 169499 13849763 COM
CENCORA INC 28168 9513826 COM
BROADRIDGE FINL SOLUTIONS IN 27547 6147572 COM
TJX COS INC NEW 37048 5690893 COM
FASTENAL CO 116460 4673528 COM
ROLLINS INC 75240 4515905 COM
CINTAS CORP 23845 4484506 COM
SHERWIN WILLIAMS CO 13427 4350810 COM
ISHARES TR 8051 3810538 RUS 1000 GRW ETF
SPDR S&P 500 ETF TR 5449 3716080 TR UNIT
TRANE TECHNOLOGIES PLC 9346 3637463 SHS
MARSH & MCLENNAN COS INC 19220 3565672 COM
EA SERIES TRUST 111781 3062799 SUNCOAST SELECT
TRACTOR SUPPLY CO 49845 2492748 COM
ACCENTURE PLC IRELAND 9189 2465319 SHS CLASS A
ITT INC 14096 2445796 COM
BERKSHIRE HATHAWAY INC DEL 3 2264400 CL A
FAIR ISAAC CORP 1315 2223165 COM
CELESTICA INC 7410 2191533 COM
SLIDE INS HLDGS INC 91494 1782303 COM
CORPAY INC 5400 1625022 COM SHS
PAYCHEX INC 13647 1530875 COM
HURON CONSULTING GROUP INC 8603 1487545 COM
HUBBELL INC 3228 1433515 COM
COPART INC 36375 1424081 COM
MCDONALDS CORP 4173 1275328 COM
IDEXX LABS INC 1826 1235344 COM
CHECK POINT SOFTWARE TECH LT 6430 1193151 ORD
GENPACT LIMITED 24057 1125408 SHS
EDWARDS LIFESCIENCES CORP 13163 1122146 COM
AMAZON COM INC 4807 1109552 COM
STERIS PLC 4317 1094536 SHS USD
HEALTHEQUITY INC 11490 1052599 COM
VEEVA SYS INC 4425 987793 CL A COM
MONOLITHIC PWR SYS INC 1075 974357 COM
BROWN & BROWN INC 11856 944904 COM
PALANTIR TECHNOLOGIES INC 5000 888750 CL A
US FOODS HLDG CORP 10980 827014 COM
HOME DEPOT INC 2303 792342 COM
NEUROCRINE BIOSCIENCES INC 5085 721206 COM
NETAPP INC 6561 702585 COM
YELP INC 21130 642141 CL A
WALMART INC 5402 601819 COM
SPROUTS FMRS MKT INC 7240 576811 COM
FEDEX CORP 1686 487054 COM
GRAYSCALE ETHEREUM TRUST ETF 19500 475215 SHS
VANGUARD INDEX FDS 755 473358 S&P 500 ETF SHS
INVESCO QQQ TR 759 466481 UNIT SER 1
HARTFORD INSURANCE GROUP INC 2843 391765 COM
TESLA INC 869 390807 COM
JOHNSON & JOHNSON 1883 389604 COM
ISHARES BITCOIN TRUST ETF 7484 371581 SHS BEN INT
TEXAS INSTRS INC 2087 362074 COM
VANGUARD SPECIALIZED FUNDS 1464 321700 DIV APP ETF
HCI GROUP INC 1600 306704 COM
D R HORTON INC 2044 294397 COM
DNP SELECT INCOME FD INC 27821 277935 COM
ISHARES TR 785 269139 S&P 100 ETF
PEPSICO INC 1851 265656 COM
UNITED PARCEL SERVICE INC 2652 263052 CL B
RAYMOND JAMES FINL INC 1526 245060 COM
LEMONADE INC 3000 213540 COM
SOUNDHOUND AI INC 20800 207376 CLASS A COM
MIRA PHARMACEUTICALS INC 103289 155966 COM
GRAB HOLDINGS LIMITED 20000 99800 CLASS A ORD
TUHURA BIOSCIENCES INC 104409 79006 COM
WESTERN ASSET HIGH INCOME OP 18882 70054 COM
TELOMIR PHARMACEUTICALS INC 51194 68088 COM
PATRIOT NATL BANCORP INC 18115 32969 COM NEW