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 ($57.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Suncoast Equity Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |