Q4 2025 · 13F-HR
Suncoast Equity Managementholdings as filed
Filed 2026-02-10 · accession 0001315059-26-000001
$989.9M
Reported value
90
Positions
2025-12-31
Period end
The Brief · Suncoast Equity Management · Q4 2025
AI · grounded in 13F
Suncoast Equity Management closed its position in FISV, reducing its exposure by $27.9M. The fund established a new position in APH worth $13.9M and added SLDE with a $1.7M investment. Additionally, the manager increased its holdings in AVGO by 83.16%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $85.2M | 8.61% | 456,762 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $83.6M | 8.45% | 172,915 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $57.6M | 5.82% | 10,750 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $55.9M | 5.64% | 178,022 | Common | NONE |
| 92826C839 | V | VISA INC | $52.0M | 5.26% | 148,389 | Common | NONE |
| 461202103 | INTU | INTUIT | $46.8M | 4.73% | 70,654 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $46.0M | 4.65% | 169,375 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $45.9M | 4.64% | 42,711 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $45.6M | 4.61% | 145,838 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $42.8M | 4.32% | 121,793 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $41.2M | 4.16% | 50,255 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $36.1M | 3.65% | 63,269 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $34.2M | 3.46% | 129,109 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $30.7M | 3.10% | 88,630 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $30.1M | 3.04% | 45,548 | Common | NONE |
| 384802104 | GWW | WW GRAINGER INC | $29.6M | 2.99% | 29,334 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $25.5M | 2.57% | 98,967 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.7M | 2.39% | 47,100 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $22.4M | 2.27% | 64,122 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $21.8M | 2.20% | 68,343 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $14.0M | 1.41% | 103,230 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $13.8M | 1.40% | 169,499 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $9.5M | 0.96% | 28,168 | Common | NONE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $6.1M | 0.62% | 27,547 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $5.7M | 0.57% | 37,048 | Common | NONE |
| 311900104 | FAST | FASTENAL CO | $4.7M | 0.47% | 116,460 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $4.5M | 0.46% | 75,240 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $4.5M | 0.45% | 23,845 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $4.4M | 0.44% | 13,427 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $3.8M | 0.38% | 8,051 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $3.7M | 0.38% | 5,449 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $3.6M | 0.37% | 9,346 | Common | NONE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $3.6M | 0.36% | 19,220 | Common | NONE |
| 02072Q580 | SEMG | EA SERIES TRUST | $3.1M | 0.31% | 111,781 | Common | NONE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $2.5M | 0.25% | 49,845 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $2.5M | 0.25% | 9,189 | Common | NONE |
| 45073V108 | ITT | ITT INC | $2.4M | 0.25% | 14,096 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.23% | 3 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $2.2M | 0.22% | 1,315 | Common | NONE |
| 15101Q207 | CLS | CELESTICA INC | $2.2M | 0.22% | 7,410 | Common | NONE |
| 831349105 | SLDE | SLIDE INS HLDGS INC | $1.8M | 0.18% | 91,494 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $1.6M | 0.16% | 5,400 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $1.5M | 0.15% | 13,647 | Common | NONE |
| 447462102 | HURN | HURON CONSULTING GROUP INC | $1.5M | 0.15% | 8,603 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $1.4M | 0.14% | 3,228 | Common | NONE |
| 217204106 | CPRT | COPART INC | $1.4M | 0.14% | 36,375 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.3M | 0.13% | 4,173 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $1.2M | 0.12% | 1,826 | Common | NONE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $1.2M | 0.12% | 6,430 | Common | NONE |
| G3922B107 | G | GENPACT LIMITED | $1.1M | 0.11% | 24,057 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $1.1M | 0.11% | 13,163 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.1M | 0.11% | 4,807 | Common | NONE |
| G8473T100 | STE | STERIS PLC | $1.1M | 0.11% | 4,317 | Common | NONE |
| 42226A107 | HQY | HEALTHEQUITY INC | $1.1M | 0.11% | 11,490 | Common | NONE |
| 922475108 | VEEV | VEEVA SYS INC | $987,793 | 0.10% | 4,425 | Common | NONE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $974,357 | 0.10% | 1,075 | Common | NONE |
| 115236101 | BRO | BROWN & BROWN INC | $944,904 | 0.10% | 11,856 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $888,750 | 0.09% | 5,000 | Common | NONE |
| 912008109 | USFD | US FOODS HLDG CORP | $827,014 | 0.08% | 10,980 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $792,342 | 0.08% | 2,303 | Common | NONE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $721,206 | 0.07% | 5,085 | Common | NONE |
| 64110D104 | NTAP | NETAPP INC | $702,585 | 0.07% | 6,561 | Common | NONE |
| 985817105 | YELP | YELP INC | $642,141 | 0.06% | 21,130 | Common | NONE |
| 931142103 | WMT | WALMART INC | $601,819 | 0.06% | 5,402 | Common | NONE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $576,811 | 0.06% | 7,240 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $487,054 | 0.05% | 1,686 | Common | NONE |
| 389638107 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | $475,215 | 0.05% | 19,500 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $473,358 | 0.05% | 755 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $466,481 | 0.05% | 759 | Common | NONE |
| 416515104 | HIG | HARTFORD INSURANCE GROUP INC | $391,765 | 0.04% | 2,843 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $390,807 | 0.04% | 869 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $389,604 | 0.04% | 1,883 | Common | NONE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $371,581 | 0.04% | 7,484 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $362,074 | 0.04% | 2,087 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $321,700 | 0.03% | 1,464 | Common | NONE |
| 40416E103 | HCI | HCI GROUP INC | $306,704 | 0.03% | 1,600 | Common | NONE |
| 23331A109 | DHI | D R HORTON INC | $294,397 | 0.03% | 2,044 | Common | NONE |
| 23325P104 | DNP | DNP SELECT INCOME FD INC | $277,935 | 0.03% | 27,821 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $269,139 | 0.03% | 785 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $265,656 | 0.03% | 1,851 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $263,052 | 0.03% | 2,652 | Common | NONE |
| 754730109 | RJF | RAYMOND JAMES FINL INC | $245,060 | 0.02% | 1,526 | Common | NONE |
| 52567D107 | LMND | LEMONADE INC | $213,540 | 0.02% | 3,000 | Common | NONE |
| 836100107 | SOUN | SOUNDHOUND AI INC | $207,376 | 0.02% | 20,800 | Common | NONE |
| 60458C104 | MIRA | MIRA PHARMACEUTICALS INC | $155,966 | 0.02% | 103,289 | Common | NONE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $99,800 | 0.01% | 20,000 | Common | NONE |
| 898920103 | HURA | TUHURA BIOSCIENCES INC | $79,006 | 0.01% | 104,409 | Common | NONE |
| 95766K109 | HIO | WESTERN ASSET HIGH INCOME OP | $70,054 | 0.01% | 18,882 | Common | NONE |
| 87975F104 | TELO | TELOMIR PHARMACEUTICALS INC | $68,088 | 0.01% | 51,194 | Common | NONE |
| 70336F203 | PNBK | PATRIOT NATL BANCORP INC | $32,969 | 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.