Suncoast Equity Management Top Holdings and 13F Report (2026) About Suncoast Equity ManagementInvestment ActivitySuncoast Equity Management has $833.30 million in total holdings as of March 31, 2026.Suncoast Equity Management owns shares of 101 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.28% of the portfolio was purchased this quarter.About 19.27% of the portfolio was sold this quarter.This quarter, Suncoast Equity Management has purchased 90 new stocks and bought additional shares in 13 stocks.Suncoast Equity Management sold shares of 55 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $75,595,006Microsoft $61,307,280Alphabet $49,207,189Visa $42,810,542McKesson $42,078,348 Largest New Holdings this Quarter 78409V104 - S&P Global $22,696,180 Holding009066101 - Airbnb $16,965,718 Holding81762P102 - ServiceNow $14,523,145 HoldingG0403H108 - AON $14,328,204 HoldingG87052109 - TE CONNECTIVITY PLC $1,704,558 Holding Largest Purchases this Quarter S&P Global 53,360 shares (about $22.70M)Airbnb 134,350 shares (about $16.97M)TJX Companies 95,866 shares (about $15.31M)ServiceNow 138,911 shares (about $14.52M)AON 44,390 shares (about $14.33M) Largest Sales this Quarter NVIDIA 23,304 shares (about $4.06M)Eli Lilly and Company 3,760 shares (about $3.46M)Eaton 8,001 shares (about $2.86M)Microsoft 7,296 shares (about $2.70M)Alphabet 8,683 shares (about $2.50M) 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$75,595,006$4,064,214 â–¼-5.1%433,4589.1%Computer and TechnologyMSFTMicrosoft$61,307,280$2,700,764 â–¼-4.2%165,6197.4%Computer and TechnologyGOOGAlphabet$49,207,189$1,860,290 â–¼-3.6%171,5375.9%Computer and TechnologyVVisa$42,810,542$2,038,612 â–¼-4.5%141,6445.1%Business ServicesMCKMcKesson$42,078,348$1,410,544 â–¼-3.2%48,6255.0%MedicalAAPLApple$41,749,547$1,236,213 â–¼-2.9%164,5045.0%Computer and TechnologyGOOGLAlphabet$39,440,254$2,496,881 â–¼-6.0%137,1554.7%Computer and TechnologySYKStryker$38,177,980$1,842,080 â–¼-4.6%116,1874.6%MedicalLLYEli Lilly and Company$35,825,952$3,458,334 â–¼-8.8%38,9514.3%MedicalGWWW.W. Grainger$30,590,159$1,407,121 â–¼-4.4%28,0443.7%IndustrialsMAMastercard$30,111,314$1,501,469 â–¼-4.7%60,2643.6%Business ServicesINTUIntuit$29,055,518$1,493,874 â–¼-4.9%67,1993.5%Computer and TechnologyAVGOBroadcom$26,460,916$970,932 â–¼-3.5%85,4933.2%Computer and TechnologyMETAMeta Platforms$24,818,501$1,240,954 â–¼-4.8%43,3793.0%Computer and TechnologySPGIS&P Global$22,696,180$22,696,180 â–²New Holding53,3602.7%FinanceBRK.BBerkshire Hathaway$21,697,697$872,623 â–¼-3.9%45,2792.6%FinanceETNEaton$21,582,687$2,861,739 â–¼-11.7%60,3422.6%IndustrialsTJXTJX Companies$21,226,313$15,309,762 â–²258.8%132,9142.5%Retail/WholesaleADPAutomatic Data Processing$18,269,126$1,838,981 â–¼-9.1%89,9162.2%Computer and TechnologyABNBAirbnb$16,965,718$16,965,718 â–²New Holding134,3502.0%Consumer DiscretionaryNOWServiceNow$14,523,145$14,523,145 â–²New Holding138,9111.7%Computer and TechnologyAONAON$14,328,204$14,328,204 â–²New Holding44,3901.7%FinanceAPHAmphenol$12,839,308$203,803 â–¼-1.6%101,6171.5%Computer and TechnologyUBERUber Technologies$11,929,015$263,048 â–¼-2.2%165,8421.4%Computer and TechnologyCORCencora$8,592,750$256,026 â–¼-2.9%27,3531.0%MedicalFASTFastenal$5,053,014$350,738 â–¼-6.5%108,9010.6%Retail/WholesaleTTTrane Technologies$4,626,231$731,379 â–²18.8%11,1010.6%ConstructionSHWSherwin-Williams$4,172,658$131,427 â–¼-3.1%13,0170.5%Basic MaterialsSLIDE INS HLDGS INC$3,947,310$2,300,418 â–²139.7%219,2950.5%COMROLRollins$3,925,635$92,933 â–¼-2.3%73,5000.5%ConstructionCTASCintas$3,508,353$524,849 â–¼-13.0%20,7420.4%Business ServicesMARSH & MCLENNAN COS INC$3,302,158$31,568 â–¼-0.9%19,0380.4%COMIWFiShares Russell 1000 Growth ETF$3,283,706$149,240 â–¼-4.3%7,7010.4%ETFEA SERIES TRUST$3,235,610$545,041 â–²20.3%134,4250.4%SUNCOAST SELECTBRBroadridge Financial Solutions$2,995,598$1,480,170 â–¼-33.1%18,4370.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,390,601$1,153,029 â–¼-32.5%3,6760.3%FinanceTSCOTractor Supply$2,194,513$63,465 â–¼-2.8%48,4440.3%Retail/WholesaleITTITT$2,173,184$512,525 â–¼-19.1%11,4060.3%Multi-Sector ConglomeratesBRK.ABerkshire Hathaway$2,154,4200.0%30.3%FinanceACNAccenture$1,781,173$40,846 â–¼-2.2%8,9830.2%Computer and TechnologyTE CONNECTIVITY PLC$1,704,558$1,704,558 â–²New Holding8,1550.2%ORD SHSCELESTICA INC$1,702,582$384,454 â–¼-18.4%6,0450.2%COMRMDResMed$1,678,661$1,678,661 â–²New Holding7,4780.2%MedicalHUBBHubbell$1,295,497$288,543 â–¼-18.2%2,6400.2%IndustrialsCORPAY INC$1,275,409$295,937 â–¼-18.8%4,3830.2%COM SHSPAYXPaychex$1,244,408$12,712 â–¼-1.0%13,5090.1%Computer and TechnologyFICOFair Isaac$1,134,795$269,020 â–¼-19.2%1,0630.1%Computer and TechnologyAMZNAmazon.com$1,079,463$78,309 â–²7.8%5,1830.1%Retail/WholesaleMCDMcDonald's$1,006,874$289,942 â–¼-22.4%3,2400.1%Retail/WholesaleMPWRMonolithic Power Systems$961,090$214,304 â–¼-18.2%8790.1%Computer and TechnologyCAHCardinal Health$935,047$935,047 â–²New Holding4,4250.1%MedicalHURNHuron Consulting Group$883,251$213,546 â–¼-19.5%6,9280.1%Business ServicesIDXXIDEXX Laboratories$837,778$188,233 â–¼-18.3%1,4910.1%MedicalEWEdwards Lifesciences$828,428$225,666 â–¼-21.4%10,3450.1%MedicalUSFDUS Foods$822,974$189,491 â–¼-18.7%8,9250.1%Consumer StaplesCHKPCheck Point Software Technologies$803,531$114,994 â–¼-12.5%5,6250.1%Computer and TechnologyHQYHealthEquity$773,023$187,197 â–¼-19.5%9,2500.1%MedicalSTESTERIS$770,733$184,003 â–¼-19.3%3,4850.1%MedicalHDHome Depot$754,884$2,631 â–¼-0.3%2,2950.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$734,472$3,072 â–²0.4%5,0210.1%CL AGGenpact$721,836$174,294 â–¼-19.4%19,3780.1%Computer and TechnologyWALMART INC$690,604$19,263 â–²2.9%5,5570.1%COMVEEVVeeva Systems$648,185$129,110 â–¼-16.6%3,6900.1%MedicalFDXFedEx$579,194$21,372 â–¼-3.6%1,6260.1%TransportationNBIXNeurocrine Biosciences$531,571$138,327 â–¼-20.6%4,0350.1%MedicalJNJJohnson & Johnson$521,293$61,099 â–²13.3%2,1330.1%MedicalADSKAutodesk$519,977$519,977 â–²New Holding2,1720.1%Computer and TechnologyCDNSCadence Design Systems$499,610$499,610 â–²New Holding1,7980.1%Computer and TechnologyCPRTCopart$494,348$713,302 â–¼-59.1%14,8900.1%Business ServicesQQQInvesco QQQ$448,981$10,965 â–²2.5%7780.1%FinanceSFMSprouts Farmers Market$447,354$111,067 â–¼-19.9%5,8000.1%Retail/WholesaleTXNTexas Instruments$405,1700.0%2,0870.0%Computer and TechnologyHIGThe Hartford Insurance Group$384,4590.0%2,8430.0%FinanceVOOVanguard S&P 500 ETF$380,317$71,160 â–¼-15.8%6360.0%ETFKOCocaCola$339,151$339,151 â–²New Holding4,4600.0%Consumer StaplesVIGVanguard Dividend Appreciation ETF$315,183$430 â–²0.1%1,4660.0%ETFTSLATesla$300,746$22,305 â–¼-6.9%8090.0%Auto/Tires/TrucksPEPPepsiCo$299,089$11,647 â–²4.1%1,9260.0%Consumer StaplesDNPDNP Select Income Fund$290,306$3,749 â–²1.3%28,1850.0%FinanceDHID.R. Horton$280,4780.0%2,0440.0%ConstructionUPSUnited Parcel Service$260,9040.0%2,6520.0%TransportationOEFiShares S&P 100 ETF$249,8260.0%7850.0%ETFHCIHCI Group$247,3760.0%1,6000.0%FinanceCATCaterpillar$240,492$240,492 â–²New Holding3390.0%IndustrialsRJFRaymond James Financial$220,9500.0%1,5260.0%FinanceSPROTT ASSET MANAGEMENT LP$211,877$211,877 â–²New Holding4,4400.0%PHYSICAL GOLD ANTUHURA BIOSCIENCES INC$186,8920.0%104,4090.0%COMUECUranium Energy$175,500$175,500 â–²New Holding13,0000.0%Basic MaterialsSOUNSoundHound AI$142,8960.0%20,8000.0%Computer and TechnologyMIRA PHARMACEUTICALS INC$96,990$13,529 â–¼-12.2%90,6450.0%COMGRABGrab$73,2000.0%20,0000.0%Computer and TechnologyHIOWestern Asset High Income Opportunity Fund$72,731$4,189 â–²6.1%20,0360.0%Financial ServicesTELOMIR PHARMACEUTICALS INC$66,5520.0%51,1940.0%COMPNBKPatriot National Bancorp$23,3680.0%18,1150.0%FinanceVENTAS RLTY LTD PARTNERSHIP$15,116$15,116 â–²New Holding10,0000.0%NOTE 3.750% 6/0DUKE ENERGY CORP NEW$13,207$13,207 â–²New Holding12,0000.0%NOTE 4.125% 4/1MERITAGE HOMES CORP$12,567$12,567 â–²New Holding13,0000.0%NOTE 1.750% 5/1SOUTHERN CO$12,246$12,246 â–²New Holding11,0000.0%NOTE 4.500% 6/1GLOBAL PMTS INC$12,234$12,234 â–²New Holding14,0000.0%NOTE 1.500% 3/0ENVISTA HOLDINGS CORPORATION$11,964$11,964 â–²New Holding12,0000.0%NOTE 1.750% 8/1Showing largest 100 holdings. 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