Suncoast Equity Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$833.3M
Q ending 2026-03-31
Prior quarter
$989.9M
Q ending 2025-12-31
Change
-15.8% QoQ · -5.8% YoY
Positions
101
reported holdings
Largest positions
Top 100 of 101 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $75.6M | 433K |
| Microsoft Corp | MSFT | Shares | $61.3M | 166K |
| Alphabet Inc | GOOG | Shares | $49.2M | 172K |
| Visa Inc | V | Shares | $42.8M | 142K |
| Mckesson Corp | MCK | Shares | $42.1M | 49K |
| Apple Inc | AAPL | Shares | $41.7M | 165K |
| Alphabet Inc | GOOGL | Shares | $39.4M | 137K |
| Stryker Corporation | SYK | Shares | $38.2M | 116K |
| Eli Lilly & Co | LLY | Shares | $35.8M | 39K |
| Ww Grainger Inc | GWW | Shares | $30.6M | 28K |
| Mastercard Incorporated | MA | Shares | $30.1M | 60K |
| Intuit | INTU | Shares | $29.1M | 67K |
| Broadcom Inc | AVGO | Shares | $26.5M | 85K |
| Meta Platforms Inc | META | Shares | $24.8M | 43K |
| S&P Global Inc | SPGI | Shares | $22.7M | 53K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $21.7M | 45K |
| Eaton Corp Plc | Shares | $21.6M | 60K | |
| Tjx Cos Inc New | TJX | Shares | $21.2M | 133K |
| Automatic Data Processing In | ADP | Shares | $18.3M | 90K |
| Airbnb Inc | ABNB | Shares | $17.0M | 134K |
| Servicenow Inc | NOW | Shares | $14.5M | 139K |
| Aon Plc | Shares | $14.3M | 44K | |
| Amphenol Corp | APH | Shares | $12.8M | 102K |
| Uber Technologies Inc | UBER | Shares | $11.9M | 166K |
| Cencora Inc | COR | Shares | $8.6M | 27K |
| Fastenal Co | FAST | Shares | $5.1M | 109K |
| Trane Technologies Plc | Shares | $4.6M | 11K | |
| Sherwin Williams Co | SHW | Shares | $4.2M | 13K |
| Slide Ins Hldgs Inc | SLDE | Shares | $3.9M | 219K |
| Rollins Inc | ROL | Shares | $3.9M | 74K |
| Cintas Corp | CTAS | Shares | $3.5M | 21K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $3.3M | 19K |
| Ishares Tr | IWF | Shares | $3.3M | 8K |
| Ea Series Trust | SEMG | Shares | $3.2M | 134K |
| Broadridge Finl Solutions In | BR | Shares | $3.0M | 18K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.4M | 4K |
| Tractor Supply Co | TSCO | Shares | $2.2M | 48K |
| Itt Inc | ITT | Shares | $2.2M | 11K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Accenture Plc Ireland | Shares | $1.8M | 9K | |
| Te Connectivity Plc | Shares | $1.7M | 8K | |
| Celestica Inc | CLS | Shares | $1.7M | 6K |
| Resmed Inc | RMD | Shares | $1.7M | 7K |
| Hubbell Inc | HUBB | Shares | $1.3M | 3K |
| Corpay Inc | CPAY | Shares | $1.3M | 4K |
| Paychex Inc | PAYX | Shares | $1.2M | 14K |
| Fair Isaac Corp | FICO | Shares | $1.1M | 1K |
| Amazon Com Inc | AMZN | Shares | $1.1M | 5K |
| Mcdonalds Corp | MCD | Shares | $1.0M | 3K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $961K | 879 |
| Cardinal Health Inc | CAH | Shares | $935K | 4K |
| Huron Consulting Group Inc | HURN | Shares | $883K | 7K |
| Idexx Labs Inc | IDXX | Shares | $838K | 1K |
| Edwards Lifesciences Corp | EW | Shares | $828K | 10K |
| Us Foods Hldg Corp | USFD | Shares | $823K | 9K |
| Check Point Software Tech Lt | Shares | $804K | 6K | |
| Healthequity Inc | HQY | Shares | $773K | 9K |
| Steris Plc | Shares | $771K | 3K | |
| Home Depot Inc | HD | Shares | $755K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $734K | 5K |
| Genpact Limited | Shares | $722K | 19K | |
| Walmart Inc | WMT | Shares | $691K | 6K |
| Veeva Sys Inc | VEEV | Shares | $648K | 4K |
| Fedex Corp | FDX | Shares | $579K | 2K |
| Neurocrine Biosciences Inc | NBIX | Shares | $532K | 4K |
| Johnson & Johnson | JNJ | Shares | $521K | 2K |
| Autodesk Inc | ADSK | Shares | $520K | 2K |
| Cadence Design System Inc | CDNS | Shares | $500K | 2K |
| Copart Inc | CPRT | Shares | $494K | 15K |
| Invesco Qqq Tr | QQQ | Shares | $449K | 778 |
| Sprouts Fmrs Mkt Inc | SFM | Shares | $447K | 6K |
| Texas Instrs Inc | TXN | Shares | $405K | 2K |
| Hartford Insurance Group Inc | HIG | Shares | $384K | 3K |
| Vanguard Index Fds | VOO | Shares | $380K | 636 |
| Coca Cola Co | KO | Shares | $339K | 4K |
| Vanguard Specialized Funds | VIG | Shares | $315K | 1K |
| Tesla Inc | TSLA | Shares | $301K | 809 |
| Pepsico Inc | PEP | Shares | $299K | 2K |
| Dnp Select Income Fd Inc | DNP | Shares | $290K | 28K |
| D R Horton Inc | DHI | Shares | $280K | 2K |
| United Parcel Svcs Inc | UPS | Shares | $261K | 3K |
| Ishares Tr | OEF | Shares | $250K | 785 |
| Hci Group Inc | HCI | Shares | $247K | 2K |
| Caterpillar Inc | CAT | Shares | $240K | 339 |
| Raymond James Finl Inc | RJF | Shares | $221K | 2K |
| Sprott Asset Management Lp | CEF | Shares | $212K | 4K |
| Tuhura Biosciences Inc | HURA | Shares | $187K | 104K |
| Uranium Energy Corp | UEC | Shares | $176K | 13K |
| Soundhound Ai Inc | SOUN | Shares | $143K | 21K |
| Mira Pharmaceuticals Inc | MIRA | Shares | $97K | 91K |
| Grab Holdings Limited | Shares | $73K | 20K | |
| Western Asset High Income Op | HIO | Shares | $73K | 20K |
| Telomir Pharmaceuticals Inc | TELO | Shares | $67K | 51K |
| Patriot Natl Bancorp Inc | PNBK | Shares | $23K | 18K |
| Ventas Rlty Ltd Partnership | VTR 3.75 06/01/26 | Principal | $15K | 10K |
| Duke Energy Corp New | DUK 4.125 04/15/26 | Principal | $13K | 12K |
| Meritage Homes Corp | MTH 1.75 05/15/28 | Principal | $13K | 13K |
| Southern Co | SO 4.5 06/15/27 | Principal | $12K | 11K |
| Global Pmts Inc | GPN 1.5 03/01/31 | Principal | $12K | 14K |
| Envista Holdings Corporation | NVST 1.75 08/15/28 | Principal | $12K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.