Suncoast Equity Management 13F Holdings
CIK 0001315059 · TAMPA, FL
As of Sep 30, 2025, Suncoast Equity Management reported 90 positions worth
CIK 0001315059 · TAMPA, FL
As of Sep 30, 2025, Suncoast Equity Management reported 90 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 176,047 | $91.2M | 9.10% |
| NVIDIA CORP | NVDA | Technology | 465,534 | $86.9M | 8.66% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 10,965 | $59.2M | 5.91% |
| ALPHABET INC | GOOG | Equity | 230,868 | $56.2M | 5.61% |
| VISA INC-CLASS A SHARES | V | Financial Services | 151,487 | $51.7M | 5.16% |
| INTUIT INC | INTU | Technology | 71,990 | $49.2M | 4.90% |
| STRYKER CORP | SYK | Healthcare | 123,828 | $45.8M | 4.57% |
| ALPHABET INC | GOOGL | Equity | 181,860 | $44.2M | 4.41% |
| APPLE INC | AAPL | Technology | 173,621 | $44.2M | 4.41% |
| MCKESSON CORP | MCK | Healthcare | 51,385 | $39.7M | 3.96% |
| MASTERCARD INC | MA | Financial Services | 64,734 | $36.8M | 3.67% |
| META PLATFORMS INC | META | Communication Services | 46,367 | $34.1M | 3.40% |
| ELI LILLY & CO | LLY | Healthcare | 43,247 | $33.0M | 3.29% |
| SALESFORCE INC | CRM | Technology | 132,238 | $31.3M | 3.13% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 100,874 | $29.6M | 2.95% |
| WW GRAINGER INC | GWW | Industrials | 29,933 | $28.5M | 2.85% |
| FISERV INC | FISV | Technology | 216,544 | $27.9M | 2.78% |
| EATON CORP PLC | ETN | Industrials | 69,700 | $26.1M | 2.60% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 48,291 | $24.3M | 2.42% |
| ADOBE INC | ADBE | Technology | 66,641 | $23.5M | 2.34% |
| UBER TECHNOLOGIES INC | UBER | Technology | 176,859 | 7.3M | 1.73% |
| BROADCOM INC | AVGO | Technology | 48,390 | 6.0M | 1.59% |
| CENCORA INC | COR | Healthcare | 28,563 | $8.9M | 0.89% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | BR | Technology | 28,181 | $6.7M | 0.67% |
| FASTENAL CO | FAST | Industrials | 119,229 | $5.8M | 0.58% |