Suncoast-Equity-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HIO",
  "ACN",
  "ITT",
  "ADBE",
  "GOOGL",
  "CLS",
  "BRO",
  "NICE",
  "HD",
  "MCD",
  "INTU",
  "HUBB",
  null,
  "BKNG",
  "META",
  "MIRA",
  "TELO",
  "HURA",
  null,
  "MMC",
  "MA",
  "MSFT",
  "FICO",
  "HIG",
  "FAST",
  "IWF",
  "PEP",
  "DNP",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "SHW",
  "ROP",
  "SYK",
  "TXN",
  "TJX",
  "UPS",
  "SOUN",
  "PRMB",
  "VIG",
  "OMEX",
  "TSCO",
  "MTD",
  null,
  "EW",
  "TT",
  "USFD",
  "FI",
  "CPAY",
  "DECK",
  "IDXX",
  "DHI",
  "AMZN",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  "YELP",
  "G",
  "CHKP",
  "ROL",
  "CRM",
  "HCI",
  "MCK",
  "GWW",
  "NTAP",
  "FDX",
  "STE",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BR",
  "CTAS",
  "CPRT",
  "QQQ",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 82
Total Value: 884901296
Accession Number: 0001315059-25-000005
Form Type: 13F-HR
CIK: suncoast-equity-management
Manager Name: Suncoast-Equity-Management

Data Enrichment

96% identified

79 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $884.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Eaton Corp plc

ETN|G29183103

Shares:69.1K

Value:$18.8M

% of Portfolio:2.1% ($18.8M/$884.9M)

03073E105

Shares:28.1K

Value:$7.8M

% of Portfolio:0.9% ($7.8M/$884.9M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:27.4K

Value:$6.6M

% of Portfolio:0.7% ($6.6M/$884.9M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:19.7K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$884.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:13.5K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$884.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:38.0K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$884.9M)

ROLLINS INC

ROL|775711104

Shares:75.2K

Value:$4.1M

% of Portfolio:0.5% ($4.1M/$884.9M)

CINTAS CORP

CTAS|172908105

Shares:14.4K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$884.9M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:49.1K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$884.9M)

464287614

IWF|464287614

Shares:7.2K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$884.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$884.9M)

PEPSICO INC

PEP|713448108

Shares:15.3K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$884.9M)

BROWN & BROWN, INC.

BRO|115236101

Shares:18.4K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$884.9M)

FAIR ISAAC CORP

FICO|303250104

Shares:1.2K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$884.9M)

Trane Technologies plc

TT|G8994E103

Shares:6.3K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$884.9M)

COPART INC

CPRT|217204106

Shares:35.6K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$884.9M)

Zoetis Inc.

ZTS|98978V103

Shares:11.8K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$884.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.3K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$884.9M)

CORPAY, INC.

CPAY|219948106

Shares:5.2K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$884.9M)

ITT INC.

ITT|45073V108

Shares:13.6K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$884.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eaton Corp plc(ETNcusipG29183103)	69.1K	QoQ +2.41% (-1.6K) YoY +0.21% (-151)	All Managers (Combined)	$18.8M	2.1% ($18.8M/$884.9M)	QoQ -16.11% (-$3.6M) YoY -12.87% (-$2.8M)
(cusip03073E105)✕	28.1K	QoQ +2.35% (+645) YoY +12.22% (+3.1K)	All Managers (Combined)	$7.8M	0.9% ($7.8M/$884.9M)	QoQ +26.68% (+$1.6M) YoY +28.43% (+$1.7M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	27.4K	QoQ +5.57% (+1.4K) YoY +18.66% (+4.3K)	All Managers (Combined)	$6.6M	0.7% ($6.6M/$884.9M)	QoQ +13.21% (+$774.8K) YoY +40.44% (+$1.9M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	19.7K	QoQ +2.65% (+511) YoY +125.30% (+11.0K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$884.9M)	QoQ +17.93% (+$732.4K) YoY +166.92% (+$3.0M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	13.5K	QoQ +3.03% (+398) YoY +11.95% (+1.4K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$884.9M)	QoQ +5.84% (+$260.3K) YoY +12.55% (+$525.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	38.0K	QoQ +3.93% (+1.4K) YoY +39.50% (+10.7K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$884.9M)	QoQ +4.78% (+$211.2K) YoY +67.53% (+$1.9M)
ROLLINS INC(ROLcusip775711104)	75.2K	QoQ +85.10% (+34.6K) YoY NEW(+75.2K)	All Managers (Combined)	$4.1M	0.5% ($4.1M/$884.9M)	QoQ +115.77% (+$2.2M) YoY NEW(+$4.1M)
CINTAS CORP(CTAScusip172908105)	14.4K	QoQ +18.36% (+2.2K) YoY +473.01% (+11.8K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$884.9M)	QoQ +33.15% (+$734.6K) YoY +71.42% (+$1.2M)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	49.1K	QoQ +2.76% (+1.3K) YoY +422.02% (+39.7K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$884.9M)	QoQ +6.71% (+$170.1K) YoY +9.90% (+$243.7K)
(IWFcusip464287614)	7.2K	QoQ 0.00% (-0) YoY +6.20% (+421)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$884.9M)	QoQ -10.08% (-$291.6K) YoY +13.78% (+$315.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$884.9M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
PEPSICO INC(PEPcusip713448108)	15.3K	QoQ +1.23% (-187) YoY +9.05% (-1.3K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$884.9M)	QoQ -0.17% (-$4.1K) YoY -6.56% (-$161.7K)
BROWN & BROWN, INC.(BROcusip115236101)	18.4K	QoQ +14.77% (+2.4K) YoY +38.70% (+5.1K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$884.9M)	QoQ +39.95% (+$652.5K) YoY +97.10% (+$1.1M)
FAIR ISAAC CORP(FICOcusip303250104)	1.2K	QoQ -14.36% (-206) YoY +0.40% (+5)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$884.9M)	QoQ -20.67% (-$590.4K) YoY +48.18% (+$736.4K)
Trane Technologies plc(TTcusipG8994E103)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$884.9M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
COPART INC(CPRTcusip217204106)	35.6K	QoQ +17.95% (+5.4K) YoY +42.58% (+10.6K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$884.9M)	QoQ +16.30% (+$282.8K) YoY +39.30% (+$569.2K)
Zoetis Inc.(ZTScusip98978V103)	11.8K	QoQ +0.19% (+23) YoY NEW(+11.8K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$884.9M)	QoQ +1.25% (+$24.0K) YoY NEW(+$1.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.3K	QoQ -27.73% (-1.3K) YoY +24.59% (+649)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$884.9M)	QoQ -31.02% (-$827.3K) YoY +33.24% (+$458.8K)
CORPAY, INC.(CPAYcusip219948106)	5.2K	QoQ +15.39% (+690) YoY +42.19% (+1.5K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$884.9M)	QoQ +18.90% (+$286.8K) YoY +60.71% (+$681.5K)
ITT INC.(ITTcusip45073V108)	13.6K	QoQ +17.25% (+2.0K) YoY +45.17% (+4.2K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$884.9M)	QoQ +5.99% (+$99.3K) YoY +37.84% (+$482.1K)