Suncoast Equity Management Top Holdings and 13F Report (2024)

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About Suncoast Equity Management

Investment Activity

Suncoast Equity Management has $852.32 million in total holdings as of March 31, 2024.
Suncoast Equity Management owns shares of 72 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 6.72% of the portfolio was purchased this quarter.
About 3.88% of the portfolio was sold this quarter.
This quarter, Suncoast Equity Management has purchased 72 new stocks and bought additional shares in 52 stocks.
Suncoast Equity Management sold shares of 9 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Microsoft: $76,981,273
NVIDIA: $51,821,126
Intuit: $49,239,654
Accenture: $45,405,638
Stryker: $44,652,461

Largest New Holdings this Quarter

CORPAY INC: $1,122,469 Holding
HCI Group: $338,373 Holding
Invesco QQQ: $247,113 Holding
TELOMIR PHARMACEUTICALS INC: $125,614 Holding
SoundHound AI: $120,156 Holding

Largest Purchases this Quarter

Eaton: 50,768 shares (about $15.87M)
Salesforce: 44,586 shares (about $13.43M)
Microsoft: 5,274 shares (about $2.22M)
Alphabet: 13,605 shares (about $2.05M)
NVIDIA: 1,817 shares (about $1.64M)

Largest Sales this Quarter

Tractor Supply: 70,362 shares (about $18.41M)
Apple: 51,365 shares (about $8.81M)
Home Depot: 3,619 shares (about $1.39M)
Alphabet: 4,293 shares (about $653.65K)
SPDR S&P 500 ETF Trust: 519 shares (about $271.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$76,981,273	$2,218,878 ▲	3.0%	182,975	9.0%	Computer and Technology
NVDA NVIDIA	$51,821,126	$1,641,773 ▲	3.3%	57,352	6.1%	Computer and Technology
INTU Intuit	$49,239,654	$1,329,906 ▲	2.8%	75,753	5.8%	Computer and Technology
ACN Accenture	$45,405,638	$1,369,458 ▲	3.1%	130,999	5.3%	Business Services
SYK Stryker	$44,652,461	$1,391,039 ▲	3.2%	124,773	5.2%	Medical
V Visa	$44,515,135	$1,040,687 ▲	2.4%	159,507	5.2%	Business Services
GOOG Alphabet	$43,765,310	$653,652 ▼	-1.5%	287,438	5.1%	Computer and Technology
AAPL Apple	$42,300,803	$8,808,059 ▼	-17.2%	246,681	5.0%	Computer and Technology
BKNG Booking	$41,365,096	$1,222,596 ▲	3.0%	11,402	4.9%	Retail/Wholesale
GWW W.W. Grainger	$38,857,189	$886,077 ▲	2.3%	38,196	4.6%	Industrial Products
FI Fiserv	$35,920,824	$1,050,337 ▲	3.0%	224,758	4.2%	Business Services
ADBE Adobe	$35,650,025	$933,511 ▲	2.7%	70,650	4.2%	Computer and Technology
MA Mastercard	$32,893,238	$830,229 ▲	2.6%	68,304	3.9%	Business Services
UNH UnitedHealth Group	$31,859,651	$926,078 ▲	3.0%	64,402	3.7%	Medical
CRM Salesforce	$29,152,116	$13,428,412 ▲	85.4%	96,793	3.4%	Computer and Technology
ADP Automatic Data Processing	$25,755,902	$1,527,158 ▲	6.3%	103,131	3.0%	Business Services
MRK Merck & Co., Inc.	$23,471,333	$1,634,592 ▲	7.5%	177,881	2.8%	Medical
GOOGL Alphabet	$22,134,035	$2,053,403 ▲	10.2%	146,651	2.6%	Computer and Technology
ETN Eaton	$21,569,604	$15,874,138 ▲	278.7%	68,983	2.5%	Industrial Products
BRK.B Berkshire Hathaway	$21,196,731	$508,829 ▲	2.5%	50,406	2.5%	Finance
MCK McKesson	$16,930,262	$947,549 ▲	5.9%	31,536	2.0%	Medical
NKE NIKE	$15,799,807	$220,571 ▲	1.4%	168,119	1.9%	Consumer Discretionary
COR Cencora	$6,073,778	$393,644 ▲	6.9%	24,996	0.7%	Medical
BR Broadridge Financial Solutions	$4,725,301	$270,620 ▲	6.1%	23,066	0.6%	Business Services
SHW Sherwin-Williams	$4,187,410	$345,593 ▲	9.0%	12,056	0.5%	Construction
LLY Eli Lilly and Company	$4,147,549	$214,730 ▲	5.5%	5,331	0.5%	Medical
TJX TJX Companies	$2,759,503	$173,832 ▲	6.7%	27,209	0.3%	Retail/Wholesale
HSY Hershey	$2,537,642	$202,669 ▲	8.7%	13,047	0.3%	Consumer Staples
PEP PepsiCo	$2,461,895	$336,023 ▲	15.8%	14,067	0.3%	Consumer Staples
TSCO Tractor Supply	$2,459,828	$18,414,557 ▼	-88.2%	9,399	0.3%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$2,285,199		0.0%	6,780	0.3%	ETF
MMC Marsh & McLennan Companies	$1,803,973	$146,864 ▲	8.9%	8,758	0.2%	Finance
CTAS Cintas	$1,721,010	$68,703 ▲	4.2%	2,505	0.2%	Industrial Products
FICO Fair Isaac	$1,528,273	$59,981 ▲	4.1%	1,223	0.2%	Computer and Technology
CPRT Copart	$1,448,000	$67,187 ▲	4.9%	25,000	0.2%	Business Services
SPY SPDR S&P 500 ETF Trust	$1,380,280	$271,453 ▼	-16.4%	2,639	0.2%	Finance
MCD McDonald's	$1,303,834	$118,146 ▼	-8.3%	4,624	0.2%	Retail/Wholesale
ITT ITT	$1,273,921	$65,294 ▲	5.4%	9,365	0.1%	Multi-Sector Conglomerates
DECK Deckers Outdoor	$1,272,584	$63,064 ▲	5.2%	1,352	0.1%	Retail/Wholesale
NICE NICE	$1,205,368	$367,474 ▲	43.9%	4,625	0.1%	Computer and Technology
BRO Brown & Brown	$1,159,730	$763,174 ▲	192.5%	13,248	0.1%	Finance
CORPAY INC	$1,122,469	$1,122,469 ▲	New Holding	3,638	0.1%	COM SHS
MSA MSA Safety	$1,112,175	$261,347 ▲	30.7%	5,745	0.1%	Industrial Products
HUBB Hubbell	$952,773	$60,171 ▲	6.7%	2,296	0.1%	Industrial Products
EW Edwards Lifesciences	$849,051	$40,135 ▲	5.0%	8,885	0.1%	Medical
FAST Fastenal	$833,498	$39,727 ▲	5.0%	10,805	0.1%	Retail/Wholesale
VEEV Veeva Systems	$738,628	$55,142 ▲	8.1%	3,188	0.1%	Computer and Technology
ROP Roper Technologies	$705,545	$38,138 ▲	5.7%	1,258	0.1%	Computer and Technology
FDX FedEx	$704,105	$17,385 ▼	-2.4%	2,430	0.1%	Transportation
HD Home Depot	$701,848	$1,387,972 ▼	-66.4%	1,830	0.1%	Retail/Wholesale
IDXX IDEXX Laboratories	$666,814	$28,616 ▲	4.5%	1,235	0.1%	Medical
STE STERIS	$665,467	$43,840 ▲	7.1%	2,960	0.1%	Medical
MEDP Medpace	$573,085	$30,311 ▲	5.6%	1,418	0.1%	Medical
MTD Mettler-Toledo International	$568,461	$33,282 ▲	6.2%	427	0.1%	Computer and Technology
AMZN Amazon.com	$538,254	$8,839 ▲	1.7%	2,984	0.1%	Retail/Wholesale
CDW CDW	$510,793	$40,669 ▲	8.7%	1,997	0.1%	Computer and Technology
NWBI Northwest Bancshares	$452,707		0.0%	38,859	0.1%	Finance
A Agilent Technologies	$408,883	$26,192 ▲	6.8%	2,810	0.0%	Computer and Technology
UPS United Parcel Service	$394,167		0.0%	2,652	0.0%	Transportation
G Genpact	$378,925	$27,184 ▲	7.7%	11,500	0.0%	Business Services
TXN Texas Instruments	$356,782		0.0%	2,048	0.0%	Computer and Technology
CHKP Check Point Software Technologies	$356,722		0.0%	2,175	0.0%	Computer and Technology
HCI HCI Group	$338,373	$338,373 ▲	New Holding	2,915	0.0%	Finance
JNJ Johnson & Johnson	$286,402	$13,450 ▼	-4.5%	1,810	0.0%	Medical
QQQ Invesco QQQ	$247,113	$247,113 ▲	New Holding	557	0.0%	Finance
DNP DNP Select Income Fund	$229,382	$1,578 ▲	0.7%	25,290	0.0%	Finance
VOO Vanguard S&P 500 ETF	$204,260	$89,394 ▼	-30.4%	425	0.0%	ETF
TELOMIR PHARMACEUTICALS INC	$125,614	$125,614 ▲	New Holding	24,391	0.0%	COM
SOUN SoundHound AI	$120,156	$120,156 ▲	New Holding	20,400	0.0%	Computer and Technology
HIO Western Asset High Income Opportunity Fund	$119,656	$2,133 ▲	1.8%	30,681	0.0%	Financial Services
MIRA PHARMACEUTICALS INC	$44,000	$44,000 ▲	New Holding	40,000	0.0%	COM
GIM Templeton Global Income Fund	$40,192	$898 ▲	2.3%	10,521	0.0%	Financial Services
CSCO Cisco Systems	$0	$1,352,829 ▼	-100.0%	0	0.0%	Computer and Technology
FLT FLEETCOR Technologies	$0	$985,744 ▼	-100.0%	0	0.0%	Business Services
EPAM EPAM Systems	$0	$456,120 ▼	-100.0%	0	0.0%	Computer and Technology
TSLA Tesla	$0	$322,279 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
SOFI SoFi Technologies	$0	$119,400 ▼	-100.0%	0	0.0%	Business Services
PLUG Plug Power	$0	$76,500 ▼	-100.0%	0	0.0%	Industrial Products

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Suncoast Equity Management Top Holdings and 13F Report (2024)

About Suncoast Equity Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Suncoast Equity Management Top Holdings and 13F Report (2024)

About Suncoast Equity Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSuncoast Equity Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information