Suncoast Equity Management Top Holdings and 13F Report (2025)

About Suncoast Equity Management

Investment Activity

Suncoast 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: $88,162,424
Microsoft: $87,329,115
Booking: $63,432,831
Intuit: $56,744,647
Visa: $53,857,479

Largest New Holdings this Quarter

704326107 - Paychex: $2,032,076 Holding
02072Q580 - EA SERIES TRUST: $929,762 Holding
609839105 - Monolithic Power Systems: $783,308 Holding
447462102 - Huron Consulting Group: $765,410 Holding
46438F101 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$88,162,424	$321,668 ▼	-0.4%	558,025	9.0%	Computer and Technology
MSFT Microsoft	$87,329,115	$1,196,766 ▼	-1.4%	175,568	8.9%	Computer and Technology
BKNG Booking	$63,432,831	$34,736 ▼	-0.1%	10,957	6.5%	Retail/Wholesale
INTU Intuit	$56,744,647	$259,917 ▼	-0.5%	72,045	5.8%	Computer and Technology
V Visa	$53,857,479	$23,078 ▼	0.0%	151,690	5.5%	Business Services
SYK Stryker	$49,091,312	$15,430 ▼	0.0%	124,084	5.0%	Medical
GOOG Alphabet	$41,577,158	$1,612,828 ▼	-3.7%	234,383	4.3%	Computer and Technology
ACN Accenture	$38,162,124	$598 ▼	0.0%	127,679	3.9%	Computer and Technology
FI Fiserv	$37,346,247	$113,791 ▼	-0.3%	216,613	3.8%	Business Services
CRM Salesforce	$36,370,761	$139,344 ▼	-0.4%	133,378	3.7%	Computer and Technology
MA Mastercard	$36,326,674	$209,042 ▼	-0.6%	64,645	3.7%	Business Services
AAPL Apple	$35,412,232	$2,029,547 ▼	-5.4%	172,599	3.6%	Computer and Technology
META Meta Platforms	$34,192,789	$383,807 ▲	1.1%	46,326	3.5%	Computer and Technology
LLY Eli Lilly and Company	$33,896,583	$65,481 ▲	0.2%	43,483	3.5%	Medical
GOOGL Alphabet	$31,577,239	$1,509,586 ▲	5.0%	179,182	3.2%	Computer and Technology
ADP Automatic Data Processing	$31,217,703	$41,017 ▲	0.1%	101,225	3.2%	Computer and Technology
GWW W.W. Grainger	$31,071,476	$119,626 ▲	0.4%	29,870	3.2%	Industrials
ADBE Adobe	$25,849,000	$112,195 ▼	-0.4%	66,814	2.6%	Computer and Technology
ETN Eaton	$24,688,700	$8,568 ▲	0.0%	69,158	2.5%	Industrials
BRK.B Berkshire Hathaway	$23,371,852	$119,985 ▼	-0.5%	48,113	2.4%	Finance
MCK McKesson	$21,426,604	$91,598 ▼	-0.4%	29,240	2.2%	Medical
COR Cencora	$8,627,660	$216,194 ▲	2.6%	28,773	0.9%	Medical
BR Broadridge Financial Solutions	$6,833,117	$181,060 ▲	2.7%	28,116	0.7%	Computer and Technology
SHW Sherwin-Williams	$4,723,667	$89,275 ▲	1.9%	13,757	0.5%	Basic Materials
TJX TJX Companies	$4,696,037	$8,768 ▲	0.2%	38,028	0.5%	Retail/Wholesale
MMC Marsh & McLennan Companies	$4,390,702	$76,524 ▲	1.8%	20,082	0.4%	Finance
ROL Rollins	$4,342,365	$99,581 ▲	2.3%	76,965	0.4%	Construction
TT Trane Technologies	$4,141,398	$1,403,649 ▲	51.3%	9,468	0.4%	Construction
FAST Fastenal	$3,484,231	$2,836,550 ▲	438.0%	82,958	0.4%	Retail/Wholesale
CTAS Cintas	$3,350,741	$151,770 ▲	4.7%	15,035	0.3%	Business Services
IWF iShares Russell 1000 Growth ETF	$3,057,401		0.0%	7,201	0.3%	ETF
TSCO Tractor Supply	$2,638,764	$49,604 ▲	1.9%	50,005	0.3%	Retail/Wholesale
FICO Fair Isaac	$2,414,735	$170,000 ▲	7.6%	1,321	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,260,636	$229,215 ▲	11.3%	3,659	0.2%	Finance
ITT ITT	$2,209,059	$76,845 ▲	3.6%	14,086	0.2%	Multi-Sector Conglomerates
BRK.A Berkshire Hathaway	$2,186,400		0.0%	3	0.2%	Finance
PAYX Paychex	$2,032,076	$2,032,076 ▲	New Holding	13,970	0.2%	Computer and Technology
ZTS Zoetis	$1,911,392	$72,831 ▲	4.0%	12,256	0.2%	Medical
CPRT Copart	$1,830,066	$80,966 ▲	4.6%	37,295	0.2%	Business Services
CORPAY INC	$1,796,805	$80,300 ▲	4.7%	5,415	0.2%	COM SHS
NICE Nice	$1,459,720	$61,145 ▲	4.4%	8,642	0.1%	Computer and Technology
CHKP Check Point Software Technologies	$1,443,656	$44,250 ▲	3.2%	6,525	0.1%	Computer and Technology
BRO Brown & Brown	$1,371,852	$665,305 ▼	-32.7%	12,374	0.1%	Finance
HUBB Hubbell	$1,318,652	$50,639 ▲	4.0%	3,229	0.1%	Industrials
VEEV Veeva Systems	$1,307,429	$56,156 ▲	4.5%	4,540	0.1%	Medical
MCD McDonald's	$1,210,349	$6,427 ▲	0.5%	4,143	0.1%	Retail/Wholesale
CELESTICA INC	$1,159,577	$76,473 ▲	7.1%	7,430	0.1%	COM
AMZN Amazon.com	$1,119,547	$268,753 ▲	31.6%	5,103	0.1%	Retail/Wholesale
G Genpact	$1,067,746	$51,053 ▲	5.0%	24,261	0.1%	Computer and Technology
ROP Roper Technologies	$1,058,890	$37,413 ▲	3.7%	1,868	0.1%	Computer and Technology
STE STERIS	$1,047,894	$49,728 ▲	5.0%	4,362	0.1%	Medical
EW Edwards Lifesciences	$1,039,254	$41,842 ▲	4.2%	13,288	0.1%	Medical
IDXX IDEXX Laboratories	$987,402	$34,326 ▲	3.6%	1,841	0.1%	Medical
EA SERIES TRUST	$929,762	$929,762 ▲	New Holding	35,079	0.1%	SUNCOAST SELECT
USFD US Foods	$865,977	$27,339 ▲	3.3%	11,245	0.1%	Consumer Staples
MPWR Monolithic Power Systems	$783,308	$783,308 ▲	New Holding	1,071	0.1%	Computer and Technology
HURN Huron Consulting Group	$765,410	$765,410 ▲	New Holding	5,565	0.1%	Business Services
YELP Yelp	$755,482	$27,759 ▲	3.8%	22,045	0.1%	Computer and Technology
MTD Mettler-Toledo International	$723,628	$35,242 ▲	5.1%	616	0.1%	Medical
NTAP NetApp	$705,933	$27,705 ▲	4.1%	6,625	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$681,600		0.0%	5,000	0.1%	CL A
HD Home Depot	$565,209	$1,466 ▼	-0.3%	1,542	0.1%	Retail/Wholesale
FDX FedEx	$465,560	$49,102 ▼	-9.5%	2,048	0.0%	Transportation
WMT Walmart	$451,122	$293 ▲	0.1%	4,614	0.0%	Retail/Wholesale
QQQ Invesco QQQ	$430,729	$22,612 ▲	5.5%	781	0.0%	Finance
TXN Texas Instruments	$425,206		0.0%	2,048	0.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$410,547		0.0%	723	0.0%	ETF
ETHE Grayscale Ethereum Trust (ETH)	$406,770		0.0%	19,500	0.0%	Miscellaneous
HIG The Hartford Insurance Group	$360,691		0.0%	2,843	0.0%	Finance
ISHARES BITCOIN TRUST ETF	$335,676	$335,676 ▲	New Holding	5,484	0.0%	SHS BEN INT
VIG Vanguard Dividend Appreciation ETF	$298,004		0.0%	1,456	0.0%	ETF
JNJ Johnson & Johnson	$276,618	$611 ▲	0.2%	1,811	0.0%	Medical
HCI HCI Group	$273,960		0.0%	1,800	0.0%	Finance
UPS United Parcel Service	$267,693		0.0%	2,652	0.0%	Transportation
DNP DNP Select Income Fund	$265,292	$3,564 ▲	1.4%	27,098	0.0%	Finance
DHI D.R. Horton	$263,512		0.0%	2,044	0.0%	Construction
TSLA Tesla	$256,987	$318 ▼	-0.1%	809	0.0%	Auto/Tires/Trucks
PEP PepsiCo	$244,406	$1,781,219 ▼	-87.9%	1,851	0.0%	Consumer Staples
TUHURA BIOSCIENCES INC	$232,832	$9,839 ▲	4.4%	104,409	0.0%	COM
SOUN SoundHound AI	$223,184		0.0%	20,800	0.0%	Computer and Technology
AVGO Broadcom	$210,517	$210,517 ▲	New Holding	764	0.0%	Computer and Technology
MIRA PHARMACEUTICALS INC	$124,980		0.0%	103,289	0.0%	COM
HIO Western Asset High Income Opportunity Fund	$70,496	$1,886 ▲	2.7%	17,713	0.0%	Financial Services
TELOMIR PHARMACEUTICALS INC	$63,993		0.0%	51,194	0.0%	COM
PNBK Patriot National Bancorp	$27,535	$27,535 ▲	New Holding	18,115	0.0%	Finance
DECK Deckers Outdoor	$0	$1,261,329 ▼	-100.0%	0	0.0%	Retail/Wholesale
PRIMO BRANDS CORPORATION	$0	$715,088 ▼	-100.0%	0	0.0%	CLASS A COM SHS
CMPOW CompoSecure	$0	$47,536 ▼	-100.0%	0	0.0%	Industrials
OMEX Odyssey Marine Exploration	$0	$6,009 ▼	-100.0%	0	0.0%	Transportation

Showing largest 100 holdings. View all holdings.

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Suncoast Equity Management Top Holdings and 13F Report (2025)

About Suncoast Equity Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Suncoast Equity Management Top Holdings and 13F Report (2025)

About Suncoast Equity Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSuncoast Equity Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools