Suncoast Equity Management Top Holdings and 13F Report (2025) About Suncoast Equity ManagementInvestment ActivitySuncoast Equity Management has $895.82 million in total holdings as of December 31, 2024.Suncoast Equity Management owns shares of 76 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About 5.49% of the portfolio was sold this quarter.This quarter, Suncoast Equity Management has purchased 74 new stocks and bought additional shares in 37 stocks.Suncoast Equity Management sold shares of 22 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $74,042,044NVIDIA $73,476,933Apple $58,835,303Booking $53,470,208Visa $47,349,760 Largest New Holdings this Quarter Zoetis $1,917,034 HoldingYelp $721,368 HoldingNetApp $647,726 HoldingTUHURA BIOSCIENCES INC $421,258 HoldingiShares Core S&P 500 ETF $415,336 Holding Largest Purchases this Quarter Eli Lilly and Company 15,698 shares (about $12.12M)Tractor Supply 38,341 shares (about $2.03M)Zoetis 11,766 shares (about $1.92M)SPDR S&P 500 ETF Trust 1,666 shares (about $976.34K)Yelp 18,640 shares (about $721.37K) Largest Sales this Quarter Alphabet 8,933 shares (about $1.70M)Apple 3,921 shares (about $981.89K)Visa 2,543 shares (about $803.69K)Booking 156 shares (about $775.07K)Intuit 1,230 shares (about $773.05K) 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$74,042,044$711,071 ▼-1.0%175,6638.3%Computer and TechnologyNVDANVIDIA$73,476,933$763,573 ▼-1.0%547,1518.2%Computer and TechnologyAAPLApple$58,835,303$981,895 ▼-1.6%234,9476.6%Computer and TechnologyBKNGBooking$53,470,208$775,075 ▼-1.4%10,7626.0%Retail/WholesaleVVisa$47,349,760$803,690 ▼-1.7%149,8225.3%Business ServicesGOOGAlphabet$47,295,805$1,701,202 ▼-3.5%248,3505.3%Computer and TechnologyINTUIntuit$44,790,445$773,051 ▼-1.7%71,2665.0%Computer and TechnologyACNAccenture$44,152,271$546,332 ▼-1.2%125,5074.9%Computer and TechnologySYKStryker$43,908,180$610,646 ▲1.4%121,9504.9%MedicalFIFiserv$43,826,357$590,993 ▼-1.3%213,3504.9%Business ServicesCRMSalesforce$43,588,530$483,775 ▼-1.1%130,3764.9%Computer and TechnologyMAMastercard$33,816,766$500,767 ▼-1.5%64,2213.8%Business ServicesLLYEli Lilly and Company$32,253,206$12,118,788 ▲60.2%41,7793.6%MedicalGWWW.W. Grainger$30,866,301$352,047 ▼-1.1%29,2843.4%Industrial ProductsGOOGLAlphabet$30,232,919$316,131 ▲1.1%159,7093.4%Computer and TechnologyADBEAdobe$29,349,325$585,199 ▼-2.0%66,0013.3%Computer and TechnologyADPAutomatic Data Processing$29,030,879$256,431 ▼-0.9%99,1733.2%Business ServicesETNEaton$22,402,080$189,165 ▼-0.8%67,5032.5%Industrial ProductsBRK.BBerkshire Hathaway$21,561,170$324,095 ▼-1.5%47,5672.4%FinanceMCKMcKesson$16,553,098$254,751 ▼-1.5%29,0451.8%MedicalCORCencora$6,157,904$132,788 ▲2.2%27,4070.7%MedicalBRBroadridge Financial Solutions$5,861,637$176,577 ▲3.1%25,9260.7%Business ServicesSHWSherwin-Williams$4,452,806$92,802 ▲2.1%13,0990.5%Basic MaterialsTJXTJX Companies$4,411,942$92,540 ▲2.1%36,5200.5%Retail/WholesaleMMCMarsh & McLennan Companies$4,082,733$94,735 ▲2.4%19,2210.5%FinanceIWFiShares Russell 1000 Growth ETF$2,891,7780.0%7,2010.3%ETFFICOFair Isaac$2,854,994$274,748 ▲10.6%1,4340.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,666,469$976,338 ▲57.8%4,5500.3%FinanceTSCOTractor Supply$2,533,350$2,034,374 ▲407.7%47,7450.3%Retail/WholesalePEPPepsiCo$2,304,342$24,634 ▲1.1%15,1540.3%Consumer StaplesCTASCintas$2,215,640$173,933 ▲8.5%12,1270.2%Business ServicesMRKMerck & Co., Inc.$1,984,918$2,189 ▼-0.1%19,9530.2%MedicalDECKDeckers Outdoor$1,982,361$181,562 ▲10.1%9,7610.2%Retail/WholesaleZTSZoetis$1,917,034$1,917,034 ▲New Holding11,7660.2%MedicalROLRollins$1,882,969$45,423 ▲2.5%40,6250.2%ConstructionCPRTCopart$1,734,326$127,980 ▲8.0%30,2200.2%Business ServicesITTITT$1,656,740$175,033 ▲11.8%11,5950.2%Multi-Sector ConglomeratesBROBrown & Brown$1,633,363$168,845 ▲11.5%16,0100.2%FinanceCORPAY INC$1,517,137$145,521 ▲10.6%4,4830.2%COM SHSMCDMcDonald's$1,240,167$5,218 ▼-0.4%4,2780.1%Retail/WholesaleNICENICE$1,212,658$127,380 ▲11.7%7,1400.1%Computer and TechnologyHUBBHubbell$1,120,797$90,049 ▲8.7%2,6760.1%Industrial ProductsCHKPCheck Point Software Technologies$1,077,259$68,146 ▲6.8%5,7700.1%Computer and TechnologyFASTFastenal$942,771$92,407 ▲10.9%13,1100.1%Retail/WholesaleEWEdwards Lifesciences$806,409$102,754 ▲14.6%10,8930.1%MedicalROPRoper Technologies$800,583$80,058 ▲11.1%1,5400.1%Computer and TechnologyVEEVVeeva Systems$781,079$64,126 ▲8.9%3,7150.1%MedicalAMZNAmazon.com$776,421$82,271 ▲11.9%3,5390.1%Retail/WholesaleSTESTERIS$731,815$62,698 ▲9.4%3,5600.1%MedicalYELPYelp$721,368$721,368 ▲New Holding18,6400.1%Computer and TechnologyFDXFedEx$666,7880.0%2,3700.1%TransportationNTAPNetApp$647,726$647,726 ▲New Holding5,5800.1%Computer and TechnologyIDXXIDEXX Laboratories$630,083$65,324 ▲11.6%1,5240.1%MedicalMTDMettler-Toledo International$622,853$59,960 ▲10.7%5090.1%MedicalGGenpact$607,555$66,399 ▲12.3%14,1460.1%Business ServicesHDHome Depot$600,265$24,898 ▼-4.0%1,5430.1%Retail/WholesaleETHEGrayscale Ethereum Trust (ETH)$546,3900.0%19,5000.1%MiscellaneousTSLATesla$429,686$102,979 ▲31.5%1,0640.0%Auto/Tires/TrucksTUHURA BIOSCIENCES INC$421,258$421,258 ▲New Holding102,9970.0%COMVOOVanguard S&P 500 ETF$415,821$17,775 ▲4.5%7720.0%ETFIVViShares Core S&P 500 ETF$415,336$415,336 ▲New Holding7060.0%ETFSOUNSoundHound AI$412,6720.0%20,8000.0%Computer and TechnologyTXNTexas Instruments$384,0200.0%2,0480.0%Computer and TechnologyQQQInvesco QQQ$378,191$125,212 ▲49.5%7400.0%FinancePALANTIR TECHNOLOGIES INC$378,150$378,150 ▲New Holding5,0000.0%CL AUPSUnited Parcel Service$334,4170.0%2,6520.0%TransportationHIGThe Hartford Financial Services Group$311,024$311,024 ▲New Holding2,8430.0%FinanceWMTWalmart$291,737$291,737 ▲New Holding3,2290.0%Retail/WholesaleDHID.R. Horton$285,7920.0%2,0440.0%ConstructionVIGVanguard Dividend Appreciation ETF$282,271$282,271 ▲New Holding1,4410.0%ETFJNJJohnson & Johnson$260,773$579 ▲0.2%1,8030.0%MedicalDNPDNP Select Income Fund$232,584$3,113 ▲1.4%26,3700.0%FinanceTELOMIR PHARMACEUTICALS INC$210,9190.0%51,1940.0%COMHCIHCI Group$209,754$32,046 ▼-13.3%1,8000.0%FinanceHIOWestern Asset High Income Opportunity Fund$66,576$2,323 ▲3.6%16,9410.0%Financial ServicesMIRA PHARMACEUTICALS INC$25,814$76,785 ▼-74.8%22,6440.0%COMUNHUnitedHealth Group$0$34,423,833 ▼-100.0%00.0%MedicalHSYHershey$0$1,861,608 ▼-100.0%00.0%Consumer StaplesMSAMSA Safety$0$1,116,369 ▼-100.0%00.0%Industrial ProductsMEDPMedpace$0$551,438 ▼-100.0%00.0%MedicalFORForestar Group$0$364,551 ▼-100.0%00.0%FinanceGRAYSCALE ETHEREUM MINI TR E$0$71,980 ▼-100.0%00.0%COM UNITICORECONNECT INC$0$12,067 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. 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