Q1 2025 · 13F-HR
Suncoast Equity Managementholdings as filed
Filed 2025-04-22 · accession 0001315059-25-000005
$884.9M
Reported value
82
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $66.8M | 7.55% | 177,974 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $60.7M | 6.86% | 560,061 | Common | NONE |
| 92826C839 | V | VISA INC | $53.2M | 6.01% | 151,755 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $50.5M | 5.71% | 10,963 | Common | NONE |
| 337738108 | FISV | FISERV INC | $48.0M | 5.42% | 217,273 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $46.2M | 5.22% | 124,123 | Common | NONE |
| 461202103 | INTU | INTUIT | $44.4M | 5.02% | 72,375 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $40.5M | 4.58% | 182,491 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $39.8M | 4.50% | 127,681 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $38.0M | 4.30% | 243,475 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $35.9M | 4.06% | 133,889 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $35.8M | 4.05% | 43,399 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $35.6M | 4.03% | 65,017 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $30.9M | 3.49% | 101,092 | Common | NONE |
| 384802104 | GWW | GRAINGER W W INC | $29.4M | 3.32% | 29,755 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $26.4M | 2.98% | 45,806 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $26.4M | 2.98% | 170,616 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.8M | 2.91% | 48,360 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $25.7M | 2.91% | 67,104 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $19.8M | 2.23% | 29,365 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $18.8M | 2.12% | 69,134 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $7.8M | 0.88% | 28,052 | Common | NONE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $6.6M | 0.75% | 27,371 | Common | NONE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $4.8M | 0.54% | 19,732 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $4.7M | 0.53% | 13,497 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $4.6M | 0.52% | 37,957 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $4.1M | 0.46% | 75,200 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $3.0M | 0.33% | 14,354 | Common | NONE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $2.7M | 0.31% | 49,065 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $2.6M | 0.29% | 7,201 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.4M | 0.27% | 3 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $2.3M | 0.26% | 15,341 | Common | NONE |
| 115236101 | BRO | BROWN & BROWN INC | $2.3M | 0.26% | 18,375 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $2.3M | 0.26% | 1,228 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $2.1M | 0.24% | 6,259 | Common | NONE |
| 217204106 | CPRT | COPART INC | $2.0M | 0.23% | 35,645 | Common | NONE |
| 98978V103 | ZTS | ZOETIS INC | $1.9M | 0.22% | 11,789 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.8M | 0.21% | 3,288 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $1.8M | 0.20% | 5,173 | Common | NONE |
| 45073V108 | ITT | ITT INC | $1.8M | 0.20% | 13,596 | Common | NONE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $1.4M | 0.16% | 6,325 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.3M | 0.15% | 4,121 | Common | NONE |
| 653656108 | NICE | NICE LTD | $1.3M | 0.14% | 8,280 | Common | NONE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $1.3M | 0.14% | 11,281 | Common | NONE |
| 311900104 | FAST | FASTENAL CO | $1.2M | 0.14% | 15,421 | Common | NONE |
| G3922B107 | G | GENPACT LIMITED | $1.2M | 0.13% | 23,101 | Common | NONE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $1.1M | 0.12% | 1,802 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $1.0M | 0.12% | 3,105 | Common | NONE |
| 922475108 | VEEV | VEEVA SYS INC | $1.0M | 0.11% | 4,345 | Common | NONE |
| G8473T100 | STE | STERIS PLC | $941,769 | 0.11% | 4,155 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $924,337 | 0.10% | 12,753 | Common | NONE |
| 985817105 | YELP | YELP INC | $786,332 | 0.09% | 21,235 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $746,251 | 0.08% | 1,777 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $737,828 | 0.08% | 3,878 | Common | NONE |
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $715,088 | 0.08% | 20,149 | Common | NONE |
| 912008109 | USFD | US FOODS HLDG CORP | $712,859 | 0.08% | 10,890 | Common | NONE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $692,013 | 0.08% | 586 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $566,520 | 0.06% | 1,546 | Common | NONE |
| 64110D104 | NTAP | NETAPP INC | $559,115 | 0.06% | 6,365 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $551,949 | 0.06% | 2,264 | Common | NONE |
| 15101Q207 | CLS | CELESTICA INC | $547,068 | 0.06% | 6,940 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $422,000 | 0.05% | 5,000 | Common | NONE |
| 931142103 | WMT | WALMART INC | $404,807 | 0.05% | 4,611 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $371,431 | 0.04% | 723 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $368,026 | 0.04% | 2,048 | Common | NONE |
| 416515104 | HIG | HARTFORD INSURANCE GROUP INC | $351,764 | 0.04% | 2,843 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $346,892 | 0.04% | 740 | Common | NONE |
| 898920103 | HURA | TUHURA BIOSCIENCES INC | $322,990 | 0.04% | 99,997 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $299,637 | 0.03% | 1,807 | Common | NONE |
| 389638107 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | $296,790 | 0.03% | 19,500 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $291,693 | 0.03% | 2,652 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $282,454 | 0.03% | 1,456 | Common | NONE |
| 40416E103 | HCI | HCI GROUP INC | $268,614 | 0.03% | 1,800 | Common | NONE |
| 23325P104 | DNP | DNP SELECT INCOME FD INC | $264,400 | 0.03% | 26,734 | Common | NONE |
| 23331A109 | DHI | D R HORTON INC | $259,854 | 0.03% | 2,044 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $209,920 | 0.02% | 810 | Common | NONE |
| 836100107 | SOUN | SOUNDHOUND AI INC | $168,896 | 0.02% | 20,800 | Common | NONE |
| 87975F104 | TELO | TELOMIR PHARMACEUTICALS INC | $165,357 | 0.02% | 51,194 | Common | NONE |
| 60458C104 | MIRA | MIRA PHARMACEUTICALS INC | $101,223 | 0.01% | 103,289 | Common | NONE |
| 95766K109 | HIO | WESTERN ASSET HIGH INCOME OP | $68,612 | 0.01% | 17,239 | Common | NONE |
| 20459V113 | CMPOW | COMPOSECURE INC | $47,536 | 0.01% | 12,444 | Common | NONE |
| 676118201 | OMEX | ODYSSEY MARINE EXPL INC | $6,009 | 0.00% | 15,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.