Suncoast Equity Management Top Holdings and 13F Report (2025) About Suncoast Equity ManagementInvestment ActivitySuncoast Equity Management has $976.79 million in total holdings as of June 30, 2025.Suncoast Equity Management owns shares of 85 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.43% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Suncoast Equity Management has purchased 82 new stocks and bought additional shares in 44 stocks.Suncoast Equity Management sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $88,162,424Microsoft $87,329,115Booking $63,432,831Intuit $56,744,647Visa $53,857,479 Largest New Holdings this Quarter 704326107 - Paychex $2,032,076 Holding02072Q580 - EA SERIES TRUST $929,762 Holding609839105 - Monolithic Power Systems $783,308 Holding447462102 - Huron Consulting Group $765,410 Holding46438F101 - ISHARES BITCOIN TRUST ETF $335,676 Holding Largest Purchases this Quarter Fastenal 67,537 shares (about $2.84M)Paychex 13,970 shares (about $2.03M)Alphabet 8,566 shares (about $1.51M)Trane Technologies 3,209 shares (about $1.40M)EA SERIES TRUST 35,079 shares (about $929.76K) Largest Sales this Quarter Apple 9,892 shares (about $2.03M)PepsiCo 13,490 shares (about $1.78M)Alphabet 9,092 shares (about $1.61M)Microsoft 2,406 shares (about $1.20M)Brown & Brown 6,001 shares (about $665.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSuncoast Equity Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$88,162,424$321,668 ▼-0.4%558,0259.0%Computer and TechnologyMSFTMicrosoft$87,329,115$1,196,766 ▼-1.4%175,5688.9%Computer and TechnologyBKNGBooking$63,432,831$34,736 ▼-0.1%10,9576.5%Retail/WholesaleINTUIntuit$56,744,647$259,917 ▼-0.5%72,0455.8%Computer and TechnologyVVisa$53,857,479$23,078 ▼0.0%151,6905.5%Business ServicesSYKStryker$49,091,312$15,430 ▼0.0%124,0845.0%MedicalGOOGAlphabet$41,577,158$1,612,828 ▼-3.7%234,3834.3%Computer and TechnologyACNAccenture$38,162,124$598 ▼0.0%127,6793.9%Computer and TechnologyFIFiserv$37,346,247$113,791 ▼-0.3%216,6133.8%Business ServicesCRMSalesforce$36,370,761$139,344 ▼-0.4%133,3783.7%Computer and TechnologyMAMastercard$36,326,674$209,042 ▼-0.6%64,6453.7%Business ServicesAAPLApple$35,412,232$2,029,547 ▼-5.4%172,5993.6%Computer and TechnologyMETAMeta Platforms$34,192,789$383,807 ▲1.1%46,3263.5%Computer and TechnologyLLYEli Lilly and Company$33,896,583$65,481 ▲0.2%43,4833.5%MedicalGOOGLAlphabet$31,577,239$1,509,586 ▲5.0%179,1823.2%Computer and TechnologyADPAutomatic Data Processing$31,217,703$41,017 ▲0.1%101,2253.2%Computer and TechnologyGWWW.W. Grainger$31,071,476$119,626 ▲0.4%29,8703.2%IndustrialsADBEAdobe$25,849,000$112,195 ▼-0.4%66,8142.6%Computer and TechnologyETNEaton$24,688,700$8,568 ▲0.0%69,1582.5%IndustrialsBRK.BBerkshire Hathaway$23,371,852$119,985 ▼-0.5%48,1132.4%FinanceMCKMcKesson$21,426,604$91,598 ▼-0.4%29,2402.2%MedicalCORCencora$8,627,660$216,194 ▲2.6%28,7730.9%MedicalBRBroadridge Financial Solutions$6,833,117$181,060 ▲2.7%28,1160.7%Computer and TechnologySHWSherwin-Williams$4,723,667$89,275 ▲1.9%13,7570.5%Basic MaterialsTJXTJX Companies$4,696,037$8,768 ▲0.2%38,0280.5%Retail/WholesaleMMCMarsh & McLennan Companies$4,390,702$76,524 ▲1.8%20,0820.4%FinanceROLRollins$4,342,365$99,581 ▲2.3%76,9650.4%ConstructionTTTrane Technologies$4,141,398$1,403,649 ▲51.3%9,4680.4%ConstructionFASTFastenal$3,484,231$2,836,550 ▲438.0%82,9580.4%Retail/WholesaleCTASCintas$3,350,741$151,770 ▲4.7%15,0350.3%Business ServicesIWFiShares Russell 1000 Growth ETF$3,057,4010.0%7,2010.3%ETFTSCOTractor Supply$2,638,764$49,604 ▲1.9%50,0050.3%Retail/WholesaleFICOFair Isaac$2,414,735$170,000 ▲7.6%1,3210.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,260,636$229,215 ▲11.3%3,6590.2%FinanceITTITT$2,209,059$76,845 ▲3.6%14,0860.2%Multi-Sector ConglomeratesBRK.ABerkshire Hathaway$2,186,4000.0%30.2%FinancePAYXPaychex$2,032,076$2,032,076 ▲New Holding13,9700.2%Computer and TechnologyZTSZoetis$1,911,392$72,831 ▲4.0%12,2560.2%MedicalCPRTCopart$1,830,066$80,966 ▲4.6%37,2950.2%Business ServicesCORPAY INC$1,796,805$80,300 ▲4.7%5,4150.2%COM SHSNICENice$1,459,720$61,145 ▲4.4%8,6420.1%Computer and TechnologyCHKPCheck Point Software Technologies$1,443,656$44,250 ▲3.2%6,5250.1%Computer and TechnologyBROBrown & Brown$1,371,852$665,305 ▼-32.7%12,3740.1%FinanceHUBBHubbell$1,318,652$50,639 ▲4.0%3,2290.1%IndustrialsVEEVVeeva Systems$1,307,429$56,156 ▲4.5%4,5400.1%MedicalMCDMcDonald's$1,210,349$6,427 ▲0.5%4,1430.1%Retail/WholesaleCELESTICA INC$1,159,577$76,473 ▲7.1%7,4300.1%COMAMZNAmazon.com$1,119,547$268,753 ▲31.6%5,1030.1%Retail/WholesaleGGenpact$1,067,746$51,053 ▲5.0%24,2610.1%Computer and TechnologyROPRoper Technologies$1,058,890$37,413 ▲3.7%1,8680.1%Computer and TechnologySTESTERIS$1,047,894$49,728 ▲5.0%4,3620.1%MedicalEWEdwards Lifesciences$1,039,254$41,842 ▲4.2%13,2880.1%MedicalIDXXIDEXX Laboratories$987,402$34,326 ▲3.6%1,8410.1%MedicalEA SERIES TRUST$929,762$929,762 ▲New Holding35,0790.1%SUNCOAST SELECTUSFDUS Foods$865,977$27,339 ▲3.3%11,2450.1%Consumer StaplesMPWRMonolithic Power Systems$783,308$783,308 ▲New Holding1,0710.1%Computer and TechnologyHURNHuron Consulting Group$765,410$765,410 ▲New Holding5,5650.1%Business ServicesYELPYelp$755,482$27,759 ▲3.8%22,0450.1%Computer and TechnologyMTDMettler-Toledo International$723,628$35,242 ▲5.1%6160.1%MedicalNTAPNetApp$705,933$27,705 ▲4.1%6,6250.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$681,6000.0%5,0000.1%CL AHDHome Depot$565,209$1,466 ▼-0.3%1,5420.1%Retail/WholesaleFDXFedEx$465,560$49,102 ▼-9.5%2,0480.0%TransportationWMTWalmart$451,122$293 ▲0.1%4,6140.0%Retail/WholesaleQQQInvesco QQQ$430,729$22,612 ▲5.5%7810.0%FinanceTXNTexas Instruments$425,2060.0%2,0480.0%Computer and TechnologyVOOVanguard S&P 500 ETF$410,5470.0%7230.0%ETFETHEGrayscale Ethereum Trust (ETH)$406,7700.0%19,5000.0%MiscellaneousHIGThe Hartford Insurance Group$360,6910.0%2,8430.0%FinanceISHARES BITCOIN TRUST ETF$335,676$335,676 ▲New Holding5,4840.0%SHS BEN INTVIGVanguard Dividend Appreciation ETF$298,0040.0%1,4560.0%ETFJNJJohnson & Johnson$276,618$611 ▲0.2%1,8110.0%MedicalHCIHCI Group$273,9600.0%1,8000.0%FinanceUPSUnited Parcel Service$267,6930.0%2,6520.0%TransportationDNPDNP Select Income Fund$265,292$3,564 ▲1.4%27,0980.0%FinanceDHID.R. Horton$263,5120.0%2,0440.0%ConstructionTSLATesla$256,987$318 ▼-0.1%8090.0%Auto/Tires/TrucksPEPPepsiCo$244,406$1,781,219 ▼-87.9%1,8510.0%Consumer StaplesTUHURA BIOSCIENCES INC$232,832$9,839 ▲4.4%104,4090.0%COMSOUNSoundHound AI$223,1840.0%20,8000.0%Computer and TechnologyAVGOBroadcom$210,517$210,517 ▲New Holding7640.0%Computer and TechnologyMIRA PHARMACEUTICALS INC$124,9800.0%103,2890.0%COMHIOWestern Asset High Income Opportunity Fund$70,496$1,886 ▲2.7%17,7130.0%Financial ServicesTELOMIR PHARMACEUTICALS INC$63,9930.0%51,1940.0%COMPNBKPatriot National Bancorp$27,535$27,535 ▲New Holding18,1150.0%FinanceDECKDeckers Outdoor$0$1,261,329 ▼-100.0%00.0%Retail/WholesalePRIMO BRANDS CORPORATION$0$715,088 ▼-100.0%00.0%CLASS A COM SHSCMPOWCompoSecure$0$47,536 ▼-100.0%00.0%IndustrialsOMEXOdyssey Marine Exploration$0$6,009 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. 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