Suncoast Equity Management Top Holdings and 13F Report (2026) About Suncoast Equity ManagementInvestment ActivitySuncoast Equity Management has $798.41 million in total holdings as of June 30, 2026.Suncoast Equity Management owns shares of 63 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.26% of the portfolio was purchased this quarter.About 21.01% of the portfolio was sold this quarter.This quarter, Suncoast Equity Management has purchased 101 new stocks and bought additional shares in 4 stocks.Suncoast Equity Management sold shares of 51 stocks and completely divested from 46 stocks this quarter.Largest Holdings NVIDIA $79,040,297Microsoft $56,041,449Alphabet $49,034,225Visa $43,835,401Eli Lilly and Company $42,852,181 Largest New Holdings this Quarter 038222105 - Applied Materials $28,734,189 HoldingN07059210 - ASML $15,776,259 Holding17275R102 - Cisco Systems $1,679,678 Holding00287Y109 - AbbVie $1,368,418 Holding22160K105 - Costco Wholesale $1,318,077 Holding Largest Purchases this Quarter Applied Materials 39,743 shares (about $28.73M)ASML 7,930 shares (about $15.78M)Broadcom 16,394 shares (about $6.19M)Cisco Systems 14,300 shares (about $1.68M)AbbVie 5,438 shares (about $1.37M) Largest Sales this Quarter Automatic Data Processing 83,778 shares (about $18.76M)Alphabet 32,760 shares (about $11.58M)Alphabet 26,719 shares (about $9.55M)NVIDIA 38,434 shares (about $7.69M)Apple 25,455 shares (about $7.37M) 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$79,040,297$7,690,254 â–¼-8.9%395,0249.9%TechnologyMSFTMicrosoft$56,041,449$5,737,798 â–¼-9.3%150,2377.0%TechnologyGOOGAlphabet$49,034,225$11,575,126 â–¼-19.1%138,7776.1%Communication ServicesVVisa$43,835,401$4,761,421 â–¼-9.8%127,7665.5%FinanceLLYEli Lilly and Company$42,852,181$3,866,975 â–¼-8.3%35,7275.4%HealthcareAAPLApple$40,235,084$7,365,634 â–¼-15.5%139,0495.0%TechnologyGOOGLAlphabet$39,466,484$9,548,562 â–¼-19.5%110,4364.9%Communication ServicesAVGOBroadcom$38,487,917$6,192,850 â–²19.2%101,8874.8%TechnologyGWWW.W. Grainger$35,119,497$3,030,920 â–¼-7.9%25,8164.4%IndustrialsMCKMcKesson$33,879,053$2,862,231 â–¼-7.8%44,8374.2%HealthcareSYKStryker$33,349,798$3,230,579 â–¼-8.8%105,9264.2%HealthcareAMATApplied Materials$28,734,189$28,734,189 â–²New Holding39,7433.6%TechnologyMAMastercard$28,468,594$2,482,720 â–¼-8.0%55,4303.6%FinanceETNEaton$23,481,802$2,231,167 â–¼-8.7%55,1062.9%IndustrialsMETAMeta Platforms$22,443,252$1,991,801 â–¼-8.2%39,8432.8%Communication ServicesSPGIS&P Global$19,994,906$1,736,563 â–¼-8.0%49,0962.5%FinanceBRK.BBerkshire Hathaway$18,989,300$3,667,859 â–¼-16.2%37,9492.4%FinanceTJXTJX Companies$18,167,607$1,968,897 â–¼-9.8%119,9182.3%Consumer DiscretionaryABNBAirbnb$17,757,995$1,467,491 â–¼-7.6%124,0952.2%Consumer DiscretionaryAPHAmphenol$16,461,435$1,455,700 â–¼-8.1%93,3612.1%TechnologyASMLASML$15,776,259$15,776,259 â–²New Holding7,9302.0%TechnologyAONAON$13,501,140$1,222,612 â–¼-8.3%40,7041.7%FinanceNOWServiceNow$12,780,712$1,010,373 â–¼-7.3%128,7341.6%TechnologyUBERUber Technologies$10,853,225$1,113,934 â–¼-9.3%150,4051.4%IndustrialsCORCencora$5,383,082$2,357,203 â–¼-30.5%19,0230.7%HealthcareTTTrane Technologies$4,832,032$620,335 â–¼-11.4%9,8380.6%IndustrialsFASTFastenal$4,737,730$492,788 â–¼-9.4%98,6410.6%IndustrialsCTASCintas$3,205,075$322,633 â–¼-9.1%18,8450.4%IndustrialsSHWSherwin-Williams$3,083,594$1,398,222 â–¼-31.2%8,9560.4%MaterialsMARSH & MCLENNAN COS INC$2,768,623$404,518 â–¼-12.7%16,6110.3%COMROLRollins$2,681,480$386,432 â–¼-12.6%64,2420.3%IndustrialsTE CONNECTIVITY PLC$2,565,487$921,358 â–²56.0%12,7250.3%ORD SHSBRBroadridge Financial Solutions$2,263,784$261,164 â–¼-10.3%16,5300.3%IndustrialsCELESTICA INC$2,082,992$122,207 â–¼-5.5%5,7100.3%COMCSCOCisco Systems$1,679,678$1,679,678 â–²New Holding14,3000.2%TechnologyFICOFair Isaac$1,535,292$265,241 â–²20.9%1,2850.2%TechnologyITTITT$1,493,088$762,563 â–¼-33.8%7,5500.2%IndustrialsADPAutomatic Data Processing$1,374,699$18,763,365 â–¼-93.2%6,1380.2%IndustrialsCORPAY INC$1,369,073$91,649 â–¼-6.3%4,1080.2%COM SHSABBVAbbVie$1,368,418$1,368,418 â–²New Holding5,4380.2%HealthcareCOSTCostco Wholesale$1,318,077$1,318,077 â–²New Holding1,4090.2%Consumer StaplesRMDResMed$1,276,124$181,245 â–¼-12.4%6,5480.2%HealthcareHUBBHubbell$1,196,558$184,690 â–¼-13.4%2,2870.1%IndustrialsPAYXPaychex$1,170,682$157,618 â–¼-11.9%11,9060.1%IndustrialsMPWRMonolithic Power Systems$1,141,829$73,265 â–¼-6.0%8260.1%TechnologyCAHCardinal Health$981,835$69,367 â–¼-6.6%4,1330.1%HealthcareNBIXNeurocrine Biosciences$902,505$222,466 â–²32.7%5,3550.1%HealthcareEWEdwards Lifesciences$877,462$58,347 â–¼-6.2%9,7000.1%HealthcareUSFDUS Foods$857,366$55,215 â–¼-6.1%8,3850.1%Consumer StaplesHQYHealthEquity$779,913$55,547 â–¼-6.6%8,6350.1%HealthcareEA SERIES TRUST$735,961$2,828,370 â–¼-79.4%27,7560.1%SUNCOAST SELECTIDXXIDEXX Laboratories$734,384$50,538 â–¼-6.4%1,3950.1%HealthcareSTESTERIS$681,194$52,643 â–¼-7.2%3,2350.1%HealthcareCDNSCadence Design Systems$629,412$45,414 â–¼-6.7%1,6770.1%TechnologyWABWabtec$618,193$618,193 â–²New Holding2,2930.1%IndustrialsVEEVVeeva Systems$614,934$39,931 â–¼-6.1%3,4650.1%HealthcareHURNHuron Consulting Group$579,098$45,531 â–¼-7.3%6,4230.1%IndustrialsCRDOCredo Technology Group$546,891$546,891 â–²New Holding2,0110.1%TechnologyGGenpact$490,188$42,708 â–¼-8.0%17,8250.1%IndustrialsADSKAutodesk$376,980$45,300 â–¼-10.7%1,9390.0%TechnologySPYSPDR S&P 500 ETF Trust$354,135$2,392,279 â–¼-87.1%4740.0%ETFMRVLMarvell Technology$321,721$321,721 â–²New Holding1,0800.0%TechnologyTUHURA BIOSCIENCES INC$51,124$193,192 â–¼-79.1%21,8480.0%COMINTUIntuit$0$29,055,518 â–¼-100.0%00.0%TechnologySLIDE INS HLDGS INC$0$3,947,310 â–¼-100.0%00.0%COMIWFiShares Russell 1000 Growth ETF$0$3,283,706 â–¼-100.0%00.0%ETFTSCOTractor Supply$0$2,194,513 â–¼-100.0%00.0%Consumer DiscretionaryBRK.ABerkshire Hathaway$0$2,154,420 â–¼-100.0%00.0%FinanceACNAccenture$0$1,781,173 â–¼-100.0%00.0%TechnologyAMZNAmazon.com$0$1,079,463 â–¼-100.0%00.0%Consumer DiscretionaryMCDMcDonald's$0$1,006,874 â–¼-100.0%00.0%Consumer DiscretionaryCHKPCheck Point Software Technologies$0$803,531 â–¼-100.0%00.0%TechnologyHDHome Depot$0$754,884 â–¼-100.0%00.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$0$734,472 â–¼-100.0%00.0%CL AWALMART INC$0$690,604 â–¼-100.0%00.0%COMFDXFedEx$0$579,194 â–¼-100.0%00.0%IndustrialsJNJJohnson & Johnson$0$521,293 â–¼-100.0%00.0%HealthcareCPRTCopart$0$494,348 â–¼-100.0%00.0%IndustrialsQQQInvesco QQQ$0$448,981 â–¼-100.0%00.0%ETFSFMSprouts Farmers Market$0$447,354 â–¼-100.0%00.0%Consumer StaplesTXNTexas Instruments$0$405,170 â–¼-100.0%00.0%TechnologyHIGThe Hartford Insurance Group$0$384,459 â–¼-100.0%00.0%FinanceVOOVanguard S&P 500 ETF$0$380,317 â–¼-100.0%00.0%ETFKOCocaCola$0$339,151 â–¼-100.0%00.0%Consumer StaplesVIGVanguard Dividend Appreciation ETF$0$315,183 â–¼-100.0%00.0%ETFTSLATesla$0$300,746 â–¼-100.0%00.0%Consumer DiscretionaryPEPPepsiCo$0$299,089 â–¼-100.0%00.0%Consumer StaplesDNPDNP Select Income Fund$0$290,306 â–¼-100.0%00.0%FinanceDHID.R. Horton$0$280,478 â–¼-100.0%00.0%Consumer DiscretionaryUPSUnited Parcel Service$0$260,904 â–¼-100.0%00.0%IndustrialsOEFiShares S&P 100 ETF$0$249,826 â–¼-100.0%00.0%ETFHCIHCI Group$0$247,376 â–¼-100.0%00.0%FinanceCATCaterpillar$0$240,492 â–¼-100.0%00.0%IndustrialsRJFRaymond James Financial$0$220,950 â–¼-100.0%00.0%FinanceSPROTT ASSET MANAGEMENT LP$0$211,877 â–¼-100.0%00.0%PHYSICAL GOLD ANUECUranium Energy$0$175,500 â–¼-100.0%00.0%EnergySOUNSoundHound AI$0$142,896 â–¼-100.0%00.0%TechnologyMIRA PHARMACEUTICALS INC$0$96,990 â–¼-100.0%00.0%COMGRABGrab$0$73,200 â–¼-100.0%00.0%IndustrialsHIOWestern Asset High Income Opportunity Fund$0$72,731 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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