Q3 2025 · 13F-HR
Suncoast Equity Managementholdings as filed
Filed 2025-10-21 · accession 0001315059-25-000009
$1.00B
Reported value
90
Positions
2025-09-30
Period end
The Brief · Suncoast Equity Management · Q3 2025
AI · grounded in 13F
Suncoast Equity Management established a new position in MSFT valued at $91.2M. The fund also initiated new stakes in NVDA for $86.9M and BKNG for $59.2M. Additional new positions include GOOG at $56.2M and V at $51.7M. Total assets under management stand at $1.0B across 90 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $91.2M | 9.10% | 176,047 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $86.9M | 8.66% | 465,534 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $59.2M | 5.91% | 10,965 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $56.2M | 5.61% | 230,868 | Common | NONE |
| 92826C839 | V | VISA INC | $51.7M | 5.16% | 151,487 | Common | NONE |
| 461202103 | INTU | INTUIT | $49.2M | 4.90% | 71,990 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $45.8M | 4.57% | 123,828 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $44.2M | 4.41% | 181,860 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $44.2M | 4.41% | 173,621 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $39.7M | 3.96% | 51,385 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $36.8M | 3.67% | 64,734 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $34.1M | 3.40% | 46,367 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $33.0M | 3.29% | 43,247 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $31.3M | 3.13% | 132,238 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $29.6M | 2.95% | 100,874 | Common | NONE |
| 384802104 | GWW | GRAINGER W W INC | $28.5M | 2.85% | 29,933 | Common | NONE |
| 337738108 | FISV | FISERV INC | $27.9M | 2.78% | 216,544 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $26.1M | 2.60% | 69,700 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.3M | 2.42% | 48,291 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $23.5M | 2.34% | 66,641 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $17.3M | 1.73% | 176,859 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $16.0M | 1.59% | 48,390 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $8.9M | 0.89% | 28,563 | Common | NONE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $6.7M | 0.67% | 28,181 | Common | NONE |
| 311900104 | FAST | FASTENAL CO | $5.8M | 0.58% | 119,229 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $5.5M | 0.55% | 37,963 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $4.7M | 0.47% | 13,592 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $4.5M | 0.45% | 76,085 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $4.0M | 0.40% | 9,506 | Common | NONE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $4.0M | 0.40% | 19,825 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $3.2M | 0.32% | 6,913 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $3.2M | 0.32% | 15,515 | Common | NONE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $2.9M | 0.28% | 50,235 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.8M | 0.28% | 4,140 | Common | NONE |
| 45073V108 | ITT | ITT INC | $2.6M | 0.26% | 14,461 | Common | NONE |
| 02072Q580 | SEMG | EA SERIES TRUST | $2.5M | 0.25% | 92,951 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $2.3M | 0.23% | 9,194 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.23% | 3 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $2.0M | 0.20% | 1,365 | Common | NONE |
| 15101Q207 | CLS | CELESTICA INC | $1.9M | 0.19% | 7,605 | Common | NONE |
| 98978V103 | ZTS | ZOETIS INC | $1.8M | 0.18% | 12,624 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $1.8M | 0.18% | 14,055 | Common | NONE |
| 217204106 | CPRT | COPART INC | $1.7M | 0.17% | 38,240 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $1.6M | 0.16% | 5,585 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $1.4M | 0.14% | 3,316 | Common | NONE |
| 922475108 | VEEV | VEEVA SYS INC | $1.4M | 0.14% | 4,640 | Common | NONE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $1.4M | 0.14% | 6,645 | Common | NONE |
| 653656108 | NICE | NICE LTD | $1.3M | 0.13% | 8,877 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.3M | 0.13% | 4,186 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $1.2M | 0.12% | 1,907 | Common | NONE |
| 115236101 | BRO | BROWN & BROWN INC | $1.2M | 0.12% | 12,569 | Common | NONE |
| G8473T100 | STE | STERIS PLC | $1.1M | 0.11% | 4,512 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $1.1M | 0.11% | 13,623 | Common | NONE |
| G3922B107 | G | GENPACT LIMITED | $1.0M | 0.10% | 25,062 | Common | NONE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $1.0M | 0.10% | 1,123 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $998,385 | 0.10% | 4,547 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $957,031 | 0.10% | 2,362 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $917,208 | 0.09% | 5,028 | Common | NONE |
| 912008109 | USFD | US FOODS HLDG CORP | $876,150 | 0.09% | 11,435 | Common | NONE |
| 447462102 | HURN | HURON CONSULTING GROUP INC | $841,726 | 0.08% | 5,735 | Common | NONE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $824,378 | 0.08% | 7,577 | Common | NONE |
| 64110D104 | NTAP | NETAPP INC | $804,407 | 0.08% | 6,791 | Common | NONE |
| 985817105 | YELP | YELP INC | $702,780 | 0.07% | 22,525 | Common | NONE |
| 42226A107 | HQY | HEALTHEQUITY INC | $693,716 | 0.07% | 7,320 | Common | NONE |
| 389638107 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | $668,265 | 0.07% | 19,500 | Common | NONE |
| 931142103 | WMT | WALMART INC | $572,172 | 0.06% | 5,552 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $455,309 | 0.05% | 758 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $445,586 | 0.04% | 728 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $415,763 | 0.04% | 1,763 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $395,203 | 0.04% | 2,151 | Common | NONE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $388,960 | 0.04% | 5,984 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $386,462 | 0.04% | 869 | Common | NONE |
| 416515104 | HIG | HARTFORD INSURANCE GROUP INC | $379,228 | 0.04% | 2,843 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $360,753 | 0.04% | 1,946 | Common | NONE |
| 23331A109 | DHI | D R HORTON INC | $346,397 | 0.03% | 2,044 | Common | NONE |
| 836100107 | SOUN | SOUNDHOUND AI INC | $334,464 | 0.03% | 20,800 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $315,060 | 0.03% | 1,460 | Common | NONE |
| 40416E103 | HCI | HCI GROUP INC | $307,088 | 0.03% | 1,600 | Common | NONE |
| 02156V109 | OKLO | OKLO INC | $282,982 | 0.03% | 2,535 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $277,961 | 0.03% | 835 | Common | NONE |
| 23325P104 | DNP | DNP SELECT INCOME FD INC | $274,876 | 0.03% | 27,460 | Common | NONE |
| 754730109 | RJF | RAYMOND JAMES FINL INC | $263,388 | 0.03% | 1,526 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $259,954 | 0.03% | 1,851 | Common | NONE |
| 898920103 | HURA | TUHURA BIOSCIENCES INC | $258,934 | 0.03% | 104,409 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $222,587 | 0.02% | 791 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $221,522 | 0.02% | 2,652 | Common | NONE |
| 60458C104 | MIRA | MIRA PHARMACEUTICALS INC | $140,473 | 0.01% | 103,289 | Common | NONE |
| 87975F104 | TELO | TELOMIR PHARMACEUTICALS INC | $71,160 | 0.01% | 51,194 | Common | NONE |
| 95766K109 | HIO | WESTERN ASSET HIGH INCOME OP | $69,859 | 0.01% | 18,192 | Common | NONE |
| 70336F203 | PNBK | PATRIOT NATL BANCORP INC | $23,550 | 0.00% | 18,115 | 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.