Suncoast Equity Management

Institutional manager (13F) · CIK 1315059

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $814M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$76M	433,458
2	MICROSOFT CORP	$61M	165,619
3	ALPHABET INC	$49M	171,537
4	VISA INC	$43M	141,644
5	MCKESSON CORP	$42M	48,625
6	APPLE INC	$42M	164,504
7	ALPHABET INC	$39M	137,155
8	STRYKER CORPORATION	$38M	116,187
9	ELI LILLY & CO	$36M	38,951
10	WW GRAINGER INC	$31M	28,044
11	MASTERCARD INCORPORATED	$30M	60,264
12	INTUIT	$29M	67,199
13	BROADCOM INC	$26M	85,493
14	META PLATFORMS INC	$25M	43,379
15	S&P GLOBAL INC	$23M	53,360
16	BERKSHIRE HATHAWAY INC DEL	$22M	45,279
17	EATON CORP PLC	$22M	60,342
18	TJX COS INC NEW	$21M	132,914
19	AUTOMATIC DATA PROCESSING IN	$18M	89,916
20	AIRBNB INC	$17M	134,350
21	SERVICENOW INC	$15M	138,911
22	AON PLC	$14M	44,390
23	AMPHENOL CORP	$13M	101,617
24	UBER TECHNOLOGIES INC	$12M	165,842
25	CENCORA INC	$9M	27,353
26	FASTENAL CO	$5M	108,901
27	TRANE TECHNOLOGIES PLC	$5M	11,101
28	SHERWIN WILLIAMS CO	$4M	13,017
29	SLIDE INS HLDGS INC	$4M	219,295
30	ROLLINS INC	$4M	73,500
31	CINTAS CORP	$4M	20,742
32	MARSH & MCLENNAN COS INC	$3M	19,038
33	ISHARES TR	$3M	7,701
34	EA SERIES TRUST	$3M	134,425
35	BROADRIDGE FINL SOLUTIONS IN	$3M	18,437
36	STATE STR SPDR S&P 500 ETF T	$2M	3,676
37	TRACTOR SUPPLY CO	$2M	48,444
38	ITT INC	$2M	11,406
39	BERKSHIRE HATHAWAY INC DEL	$2M	3
40	ACCENTURE PLC IRELAND	$2M	8,983
41	TE CONNECTIVITY PLC	$2M	8,155
42	CELESTICA INC	$2M	6,045
43	RESMED INC	$2M	7,478
44	HUBBELL INC	$1M	2,640
45	CORPAY INC	$1M	4,383
46	PAYCHEX INC	$1M	13,509
47	FAIR ISAAC CORP	$1M	1,063
48	AMAZON COM INC	$1M	5,183
49	MCDONALDS CORP	$1M	3,240
50	MONOLITHIC PWR SYS INC	$961k	879

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.