Suncoast Equity Management Top Holdings and 13F Report (2025) About Suncoast Equity ManagementInvestment ActivitySuncoast Equity Management has $884.90 million in total holdings as of March 31, 2025.Suncoast Equity Management owns shares of 82 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Suncoast Equity Management has purchased 76 new stocks and bought additional shares in 54 stocks.Suncoast Equity Management sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $66,809,795NVIDIA $60,699,431Visa $53,184,225Booking $50,505,641Fiserv $47,980,397 Largest New Holdings this Quarter 30303M102 - Meta Platforms $26,400,756 Holding084670108 - Berkshire Hathaway $2,395,325 HoldingG8994E103 - Trane Technologies $2,108,782 Holding741623102 - PRIMO BRANDS CORPORATION $715,088 Holding912008109 - US Foods $712,859 Holding Largest Purchases this Quarter Meta Platforms 45,806 shares (about $26.40M)Berkshire Hathaway 3 shares (about $2.40M)Trane Technologies 6,259 shares (about $2.11M)Rollins 34,575 shares (about $1.87M)Alphabet 10,907 shares (about $1.69M) Largest Sales this Quarter Apple 52,456 shares (about $11.65M)Alphabet 4,875 shares (about $761.62K)SPDR S&P 500 ETF Trust 1,262 shares (about $705.89K)Fair Isaac 206 shares (about $379.90K)Tesla 254 shares (about $65.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSuncoast Equity Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$66,809,795$867,528 ▲1.3%177,9747.5%Computer and TechnologyNVDANVIDIA$60,699,431$1,399,186 ▲2.4%560,0616.9%Computer and TechnologyVVisa$53,184,225$677,441 ▲1.3%151,7556.0%Business ServicesBKNGBooking$50,505,641$925,990 ▲1.9%10,9635.7%Retail/WholesaleFIFiserv$47,980,397$866,316 ▲1.8%217,2735.4%Business ServicesSYKStryker$46,204,853$808,900 ▲1.8%124,1235.2%MedicalINTUIntuit$44,437,348$680,912 ▲1.6%72,3755.0%Computer and TechnologyAAPLApple$40,536,691$11,652,041 ▼-22.3%182,4914.6%Computer and TechnologyACNAccenture$39,841,716$678,377 ▲1.7%127,6814.5%Computer and TechnologyGOOGAlphabet$38,038,172$761,623 ▼-2.0%243,4754.3%Computer and TechnologyCRMSalesforce$35,930,352$942,746 ▲2.7%133,8894.1%Computer and TechnologyLLYEli Lilly and Company$35,843,699$1,337,975 ▲3.9%43,3994.1%MedicalMAMastercard$35,637,170$436,304 ▲1.2%65,0174.0%Business ServicesADPAutomatic Data Processing$30,886,766$586,314 ▲1.9%101,0923.5%Business ServicesGWWW.W. Grainger$29,392,413$465,261 ▲1.6%29,7553.3%IndustrialsMETAMeta Platforms$26,400,756$26,400,756 ▲New Holding45,8063.0%Computer and TechnologyGOOGLAlphabet$26,383,981$1,686,654 ▲6.8%170,6163.0%Computer and TechnologyBRK.BBerkshire Hathaway$25,755,569$422,336 ▲1.7%48,3602.9%FinanceADBEAdobe$25,736,397$423,034 ▲1.7%67,1042.9%Computer and TechnologyMCKMcKesson$19,762,445$215,358 ▲1.1%29,3652.2%MedicalETNEaton$18,792,636$443,353 ▲2.4%69,1342.1%IndustrialsCORCencora$7,801,103$179,371 ▲2.4%28,0520.9%MedicalBRBroadridge Financial Solutions$6,636,431$350,358 ▲5.6%27,3710.7%Business ServicesMMCMarsh & McLennan Companies$4,815,171$124,699 ▲2.7%19,7320.5%FinanceSHWSherwin-Williams$4,713,082$138,980 ▲3.0%13,4970.5%Basic MaterialsTJXTJX Companies$4,623,123$175,025 ▲3.9%37,9570.5%Retail/WholesaleROLRollins$4,063,056$1,868,087 ▲85.1%75,2000.5%ConstructionCTASCintas$2,950,253$457,727 ▲18.4%14,3540.3%Business ServicesTSCOTractor Supply$2,703,482$72,732 ▲2.8%49,0650.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$2,600,2090.0%7,2010.3%ETFBRK.ABerkshire Hathaway$2,395,325$2,395,325 ▲New Holding30.3%FinancePEPPepsiCo$2,300,196$28,038 ▲1.2%15,3410.3%Consumer StaplesBROBrown & Brown$2,285,896$294,212 ▲14.8%18,3750.3%FinanceFICOFair Isaac$2,264,628$379,897 ▼-14.4%1,2280.3%Computer and TechnologyTTTrane Technologies$2,108,782$2,108,782 ▲New Holding6,2590.2%ConstructionCPRTCopart$2,017,151$307,001 ▲18.0%35,6450.2%Business ServicesZTSZoetis$1,941,059$3,787 ▲0.2%11,7890.2%MedicalSPYSPDR S&P 500 ETF Trust$1,839,124$705,892 ▼-27.7%3,2880.2%FinanceCORPAY INC$1,803,929$240,617 ▲15.4%5,1730.2%COM SHSITTITT$1,755,998$258,440 ▲17.3%13,5960.2%Multi-Sector ConglomeratesCHKPCheck Point Software Technologies$1,441,594$126,496 ▲9.6%6,3250.2%Computer and TechnologyMCDMcDonald's$1,287,384$49,046 ▼-3.7%4,1210.1%Retail/WholesaleNICENICE$1,276,528$175,754 ▲16.0%8,2800.1%Computer and TechnologyDECKDeckers Outdoor$1,261,329$169,951 ▲15.6%11,2810.1%Retail/WholesaleFASTFastenal$1,195,895$179,218 ▲17.6%15,4210.1%Retail/WholesaleGGenpact$1,163,825$451,152 ▲63.3%23,1010.1%Business ServicesROPRoper Technologies$1,062,449$154,474 ▲17.0%1,8020.1%Computer and TechnologyHUBBHubbell$1,027,375$141,946 ▲16.0%3,1050.1%IndustrialsVEEVVeeva Systems$1,006,432$145,927 ▲17.0%4,3450.1%MedicalSTESTERIS$941,769$134,862 ▲16.7%4,1550.1%MedicalEWEdwards Lifesciences$924,337$134,813 ▲17.1%12,7530.1%MedicalYELPYelp$786,332$96,093 ▲13.9%21,2350.1%Computer and TechnologyIDXXIDEXX Laboratories$746,251$106,247 ▲16.6%1,7770.1%MedicalAMZNAmazon.com$737,828$64,498 ▲9.6%3,8780.1%Retail/WholesalePRIMO BRANDS CORPORATION$715,088$715,088 ▲New Holding20,1490.1%CLASS A COM SHSUSFDUS Foods$712,859$712,859 ▲New Holding10,8900.1%Consumer StaplesMTDMettler-Toledo International$692,013$90,930 ▲15.1%5860.1%MedicalHDHome Depot$566,520$1,099 ▲0.2%1,5460.1%Retail/WholesaleNTAPNetApp$559,115$68,956 ▲14.1%6,3650.1%Computer and TechnologyFDXFedEx$551,949$25,842 ▼-4.5%2,2640.1%TransportationCELESTICA INC$547,068$547,068 ▲New Holding6,9400.1%COMPALANTIR TECHNOLOGIES INC$422,0000.0%5,0000.0%CL AWMTWalmart$404,807$121,328 ▲42.8%4,6110.0%Retail/WholesaleVOOVanguard S&P 500 ETF$371,431$25,173 ▼-6.3%7230.0%ETFTXNTexas Instruments$368,0260.0%2,0480.0%Computer and TechnologyHIGThe Hartford Financial Services Group$351,7640.0%2,8430.0%FinanceQQQInvesco QQQ$346,8920.0%7400.0%FinanceTUHURA BIOSCIENCES INC$322,990$9,690 ▼-2.9%99,9970.0%COMJNJJohnson & Johnson$299,637$663 ▲0.2%1,8070.0%MedicalETHEGrayscale Ethereum Trust (ETH)$296,7900.0%19,5000.0%MiscellaneousUPSUnited Parcel Service$291,6930.0%2,6520.0%TransportationVIGVanguard Dividend Appreciation ETF$282,454$2,910 ▲1.0%1,4560.0%ETFHCIHCI Group$268,6140.0%1,8000.0%FinanceDNPDNP Select Income Fund$264,400$3,600 ▲1.4%26,7340.0%FinanceDHID.R. Horton$259,8540.0%2,0440.0%ConstructionTSLATesla$209,920$65,827 ▼-23.9%8100.0%Auto/Tires/TrucksSOUNSoundHound AI$168,8960.0%20,8000.0%Computer and TechnologyTELOMIR PHARMACEUTICALS INC$165,3570.0%51,1940.0%COMMIRA PHARMACEUTICALS INC$101,223$79,032 ▲356.1%103,2890.0%COMHIOWestern Asset High Income Opportunity Fund$68,612$1,186 ▲1.8%17,2390.0%Financial ServicesCMPOWCompoSecure$47,536$47,536 ▲New Holding12,4440.0%IndustrialsOMEXOdyssey Marine Exploration$6,009$6,009 ▲New Holding15,0000.0%TransportationMRKMerck & Co., Inc.$0$1,984,918 ▼-100.0%00.0%MedicalIVViShares Core S&P 500 ETF$0$415,336 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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