Suncoast Equity Management

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 82Value: $884.9MLatest: 2025Q1

Suncoast Equity Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 82 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 • $884,901.296K total value

82 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:178.0K

Value:$66.8M

NVIDIA CORP

NVDA|67066G104

Shares:560.1K

Value:$60.7M

VISA INC.

V|92826C839

Shares:151.8K

Value:$53.2M

Booking Holdings Inc.

BKNG|09857L108

Shares:11.0K

Value:$50.5M

FISERV INC

FI|337738108

Shares:217.3K

Value:$48.0M

STRYKER CORP

SYK|863667101

Shares:124.1K

Value:$46.2M

INTUIT INC.

INTU|461202103

Shares:72.4K

Value:$44.4M

Apple Inc.

AAPL|037833100

Shares:182.5K

Value:$40.5M

Accenture plc

ACN|G1151C101

Shares:127.7K

Value:$39.8M

Alphabet Inc.

GOOG|02079K107

Shares:243.5K

Value:$38.0M

Salesforce, Inc.

CRM|79466L302

Shares:133.9K

Value:$35.9M

ELI LILLY & Co

LLY|532457108

Shares:43.4K

Value:$35.8M

Mastercard Inc

MA|57636Q104

Shares:65.0K

Value:$35.6M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:101.1K

Value:$30.9M

W.W. GRAINGER, INC.

GWW|384802104

Shares:29.8K

Value:$29.4M

Meta Platforms, Inc.

META|30303M102

Shares:45.8K

Value:$26.4M

Alphabet Inc.

GOOGL|02079K305

Shares:170.6K

Value:$26.4M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:48.4K

Value:$25.8M

ADOBE INC.

ADBE|00724F101

Shares:67.1K

Value:$25.7M

MCKESSON CORP

MCK|58155Q103

Shares:29.4K

Value:$19.8M

Instrument	Shares		Other Manager	Value
MICROSOFT CORP(MSFTcusip594918104)	178.0K	QoQ +1.31% (-2.3K) YoY -2.73% (-5.0K)	All Managers (Combined)	$66.8M	QoQ -9.76% (-$7.2M) YoY -13.21% (-$10.2M)
NVIDIA CORP(NVDAcusip67066G104)	560.1K	QoQ +2.35% (-12.9K) YoY +876.53% (+502.7K)	All Managers (Combined)	$60.7M	QoQ -17.38% (-$12.8M) YoY +17.13% (+$8.9M)
VISA INC.(Vcusip92826C839)	151.8K	QoQ +1.29% (+1.9K) YoY -4.85% (-7.8K)	All Managers (Combined)	$53.2M	QoQ +12.32% (+$5.8M) YoY +19.47% (-$8.7M)
Booking Holdings Inc.(BKNGcusip09857L108)	11.0K	QoQ +1.86% (-201) YoY -3.85% (-439)	All Managers (Combined)	$50.5M	QoQ -5.54% (-$3.0M) YoY +22.09% (-$9.1M)
FISERV INC(FIcusip337738108)	217.3K	QoQ +1.83% (+3.9K) YoY -3.33% (-7.5K)	All Managers (Combined)	$48.0M	QoQ +9.47% (+$4.2M) YoY +33.57% (-$12.1M)
STRYKER CORP(SYKcusip863667101)	124.1K	QoQ +1.78% (+2.2K) YoY -0.52% (-650)	All Managers (Combined)	$46.2M	QoQ +5.23% (+$2.3M) YoY +3.47% (-$1.6M)
INTUIT INC.(INTUcusip461202103)	72.4K	QoQ +1.55% (-1.1K) YoY -4.45% (-3.4K)	All Managers (Combined)	$44.4M	QoQ -0.78% (-$353.1K) YoY -9.75% (-$4.8M)
Apple Inc.(AAPLcusip037833100)	182.5K	QoQ -22.32% (-52.5K) YoY -26.02% (-64.2K)	All Managers (Combined)	$40.5M	QoQ -31.10% (-$18.3M) YoY -4.17% (-$1.8M)
Accenture plc(ACNcusipG1151C101)	127.7K	QoQ +1.73% (-2.2K) YoY -2.53% (-3.3K)	All Managers (Combined)	$39.8M	QoQ -9.76% (-$4.3M) YoY -12.25% (-$5.6M)
Alphabet Inc.(GOOGcusip02079K107)	243.5K	QoQ -1.96% (-4.9K) YoY -15.29% (-44.0K)	All Managers (Combined)	$38.0M	QoQ -19.57% (-$9.3M) YoY -13.08% (-$5.7M)
Salesforce, Inc.(CRMcusip79466L302)	133.9K	QoQ +2.69% (-3.5K) YoY +38.32% (+37.1K)	All Managers (Combined)	$35.9M	QoQ -17.56% (-$7.7M) YoY +23.25% (+$6.8M)
ELI LILLY & Co(LLYcusip532457108)	43.4K	QoQ +3.87% (+1.6K) YoY +714.08% (+38.1K)	All Managers (Combined)	$35.8M	QoQ +11.13% (+$3.6M) YoY +764.21% (+$31.7M)
Mastercard Inc(MAcusip57636Q104)	65.0K	QoQ +1.23% (+796) YoY -4.81% (-3.3K)	All Managers (Combined)	$35.6M	QoQ +5.38% (+$1.8M) YoY +8.34% (-$2.7M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	101.1K	QoQ +1.93% (+1.9K) YoY -1.97% (-2.0K)	All Managers (Combined)	$30.9M	QoQ +6.39% (+$1.9M) YoY +19.92% (-$5.1M)
W.W. GRAINGER, INC.(GWWcusip384802104)	29.8K	QoQ +1.60% (-471) YoY -22.09% (-8.4K)	All Managers (Combined)	$29.4M	QoQ -4.77% (-$1.5M) YoY -24.35% (-$9.5M)
Meta Platforms, Inc.(METAcusip30303M102)	45.8K	QoQ NEW(+45.8K) YoY NEW(+45.8K)	All Managers (Combined)	$26.4M	QoQ NEW(+$26.4M) YoY NEW(+$26.4M)
Alphabet Inc.(GOOGLcusip02079K305)	170.6K	QoQ +6.82% (-10.9K) YoY +16.34% (+24.0K)	All Managers (Combined)	$26.4M	QoQ -12.73% (-$3.8M) YoY +19.20% (+$4.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	48.4K	QoQ +1.66% (+793) YoY -4.05% (-2.0K)	All Managers (Combined)	$25.8M	QoQ +19.45% (+$4.2M) YoY +21.50% (-$4.6M)
ADOBE INC.(ADBEcusip00724F101)	67.1K	QoQ +1.67% (-1.1K) YoY -5.01% (-3.5K)	All Managers (Combined)	$25.7M	QoQ -12.31% (-$3.6M) YoY -27.80% (-$9.9M)
MCKESSON CORP(MCKcusip58155Q103)	29.4K	QoQ +1.10% (+320) YoY -6.88% (-2.2K)	All Managers (Combined)	$19.8M	QoQ +19.38% (+$3.2M) YoY +16.72% (-$2.8M)