EdgeMarket › What Suncoast Equity Management reported owning
What Suncoast Equity Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
833.3MPositions
101Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 75.6M | 9.1% | 433.5K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 61.3M | 7.4% | 165.6K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 49.2M | 5.9% | 171.5K | 341.75 | +70.7% |
| V VISA INC. | 42.8M | 5.1% | 141.6K | 371.04 | +7.9% |
| MCK MCKESSON CORP | 42.1M | 5.0% | 48.6K | 858.90 | +22.2% |
| AAPL Apple Inc. | 41.7M | 5.0% | 164.5K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 39.4M | 4.7% | 137.2K | 344.82 | +73.0% |
| SYK STRYKER CORP | 38.2M | 4.6% | 116.2K | 329.45 | -15.9% |
| LLY ELI LILLY & Co | 35.8M | 4.3% | 39.0K | 1,255.40 | +78.0% |
| GWW W.W. GRAINGER, INC. | 30.6M | 3.7% | 28.0K | 1,312.24 | +31.3% |
| MA Mastercard Inc | 30.1M | 3.6% | 60.3K | 580.63 | -2.0% |
| INTU INTUIT INC. | 29.1M | 3.5% | 67.2K | 367.00 | -47.5% |
| AVGO Broadcom Inc. | 26.5M | 3.2% | 85.5K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 24.8M | 3.0% | 43.4K | 549.90 | -26.5% |
| SPGI S&P Global Inc. | 22.7M | 2.7% | 53.4K | 431.29 | -22.6% |
| unmapped CUSIP 084670702 | 21.7M | 2.6% | 45.3K | — | — |
| ETN Eaton Corp plc | 21.6M | 2.6% | 60.3K | 419.20 | +21.1% |
| TJX TJX COMPANIES INC /DE/ | 21.2M | 2.5% | 132.9K | 140.53 | +1.6% |
| ADP AUTOMATIC DATA PROCESSING INC | 18.3M | 2.2% | 89.9K | 280.81 | -9.1% |
| ABNB Airbnb, Inc. | 17.0M | 2.0% | 134.3K | 187.30 | +49.9% |
| NOW ServiceNow, Inc. | 14.5M | 1.7% | 138.9K | 128.48 | -27.8% |
| AON Aon plc | 14.3M | 1.7% | 44.4K | 355.11 | -5.1% |
| APH AMPHENOL CORP /DE/ | 12.8M | 1.5% | 101.6K | 157.01 | +44.5% |
| UBER Uber Technologies, Inc | 11.9M | 1.4% | 165.8K | 78.80 | -15.9% |
| COR Cencora, Inc. | 8.6M | 1.0% | 27.4K | 318.04 | +4.7% |
| FAST FASTENAL CO | 5.1M | 0.6% | 108.9K | 51.26 | +3.5% |
| TT Trane Technologies plc | 4.6M | 0.6% | 11.1K | 453.43 | +6.4% |
| SHW SHERWIN WILLIAMS CO | 4.2M | 0.5% | 13.0K | 346.59 | -5.6% |
| SLDE Slide Insurance Holdings, Inc. | 3.9M | 0.5% | 219.3K | 22.74 | +56.7% |
| ROL ROLLINS INC | 3.9M | 0.5% | 73.5K | 36.91 | -36.8% |
| CTAS CINTAS CORP | 3.5M | 0.4% | 20.7K | 203.79 | -6.0% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 3.3M | 0.4% | 19.0K | 192.01 | -9.1% |
| IWF iShares Russell 1000 Growth Fund | 3.3M | 0.4% | 7.7K | 122.39 | +11.2% |
| SEMG Suncoast Select Growth ETF | 3.2M | 0.4% | 134.4K | 27.60 | +5.0% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 3.0M | 0.4% | 18.4K | 182.18 | -30.4% |
| SPY SPDR S&P 500 ETF TRUST | 2.4M | 0.3% | 3.7K | 765.72 | +20.0% |
| TSCO TRACTOR SUPPLY CO /DE/ | 2.2M | 0.3% | 48.4K | 34.98 | -42.7% |
| ITT ITT INC. | 2.2M | 0.3% | 11.4K | 208.10 | +25.6% |
| unmapped CUSIP 084670108 | 2.2M | 0.3% | 3 | — | — |
| ACN Accenture plc | 1.8M | 0.2% | 9.0K | 185.28 | -27.4% |
| TEL TE Connectivity plc | 1.7M | 0.2% | 8.2K | 203.52 | +1.0% |
| CLS CELESTICA INC | 1.7M | 0.2% | 6.0K | 296.55 | +62.1% |
| RMD RESMED INC | 1.7M | 0.2% | 7.5K | 231.52 | -19.9% |
| HUBB HUBBELL INC | 1.3M | 0.2% | 2.6K | 470.03 | +9.3% |
| CPAY CORPAY, INC. | 1.3M | 0.2% | 4.4K | 417.13 | +31.8% |
| PAYX PAYCHEX INC | 1.2M | 0.1% | 13.5K | 124.47 | -10.4% |
| FICO FAIR ISAAC CORP | 1.1M | 0.1% | 1.1K | 1,172.67 | -12.8% |
| AMZN AMAZON COM INC | 1.1M | 0.1% | 5.2K | 258.63 | +15.6% |
| MCD MCDONALDS CORP | 1.0M | 0.1% | 3.2K | 270.95 | -13.5% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 961.1K | 0.1% | 879 | 1,316.28 | +59.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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