Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $79M | 9.9% |
| Microsoft Corp.COM | COM | $56M | 7.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $49M | 6.1% |
| Visa Inc.COM CL A | COM CL A | $43.8M | 5.5% |
| Eli Lilly & COCOM | COM | $42.9M | 5.4% |
| Apple Inc.COM | COM | $40.2M | 5.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $39.5M | 4.9% |
| Broadcom Inc.COM | COM | $38.5M | 4.8% |
| WW Grainger Inc.COM | COM | $35.1M | 4.4% |
| Mckesson Corp.COM | COM | $33.9M | 4.2% |
| Stryker CorporationCOM | COM | $33.3M | 4.2% |
| Applied Matls Inc.COM | COM | $28.7M | 3.6% |
| Mastercard IncorporatedCL A | CL A | $28.5M | 3.6% |
| Eaton Corp. PLCSHS | SHS | $23.5M | 2.9% |
| Meta Platforms Inc.CL A | CL A | $22.4M | 2.8% |
| S&P Global Inc.COM | COM | $20M | 2.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $19M | 2.4% |
| TJX Cos Inc. NewCOM | COM | $18.2M | 2.3% |
| Airbnb Inc.COM CL A | COM CL A | $17.8M | 2.2% |
| Amphenol Corp.CL A | CL A | $16.5M | 2.1% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $15.8M | 2.0% |
| Aon PLCSHS CL A | SHS CL A | $13.5M | 1.7% |
| Servicenow Inc.COM | COM | $12.8M | 1.6% |
| Uber Technologies Inc.COM | COM | $10.9M | 1.4% |
| Cencora Inc.COM | COM | $5.38M | 0.7% |
| Trane Technologies PLCSHS | SHS | $4.83M | 0.6% |
| Fastenal COCOM | COM | $4.74M | 0.6% |
| Cintas Corp.COM | COM | $3.21M | 0.4% |
| Sherwin Williams COCOM | COM | $3.08M | 0.4% |
| Marsh & Mclennan Cos Inc.COM | COM | $2.77M | 0.3% |
| Rollins Inc.COM | COM | $2.68M | 0.3% |
| TE Connectivity PLCORD SHS | ORD SHS | $2.57M | 0.3% |
| Broadridge Finl Solutions INCOM | COM | $2.26M | 0.3% |
| Celestica Inc.COM | COM | $2.08M | 0.3% |
| Cisco Sys Inc.COM | COM | $1.68M | 0.2% |
| Fair Isaac Corp.COM | COM | $1.54M | 0.2% |
| Itt Inc.COM | COM | $1.49M | 0.2% |
| Automatic Data Processing INCOM | COM | $1.37M | 0.2% |
| Corpay Inc.COM SHS | COM SHS | $1.37M | 0.2% |
| Abbvie Inc.COM | COM | $1.37M | 0.2% |
| Costco Wholesale CorporationCOM | COM | $1.32M | 0.2% |
| Resmed Inc.COM | COM | $1.28M | 0.2% |
| Hubbell Inc.COM | COM | $1.2M | 0.1% |
| Paychex Inc.COM | COM | $1.17M | 0.1% |
| Monolithic Pwr Sys Inc.COM | COM | $1.14M | 0.1% |
| Cardinal Health Inc.COM | COM | $982K | 0.1% |
| Neurocrine Biosciences Inc.COM | COM | $903K | 0.1% |
| Edwards Lifesciences Corp.COM | COM | $877K | 0.1% |
| US Foods Hldg Corp.COM | COM | $857K | 0.1% |
| Healthequity Inc.COM | COM | $780K | 0.1% |
- Class
- COM
- Share
- 9.9%
- Class
- COM
- Share
- 7.0%
- Class
- CAP STK CL C
- Share
- 6.1%
- Class
- COM CL A
- Share
- 5.5%
- Class
- COM
- Share
- 5.4%
- Class
- COM
- Share
- 5.0%
- Class
- CAP STK CL A
- Share
- 4.9%
- Class
- COM
- Share
- 4.8%
- Class
- COM
- Share
- 4.4%
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 4.2%
- Class
- COM
- Share
- 3.6%
- Class
- CL A
- Share
- 3.6%
- Class
- SHS
- Share
- 2.9%
- Class
- CL A
- Share
- 2.8%
- Class
- COM
- Share
- 2.5%
- Class
- CL B NEW
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- COM CL A
- Share
- 2.2%
- Class
- CL A
- Share
- 2.1%
- Class
- N Y REGISTRY SHS
- Share
- 2.0%
- Class
- SHS CL A
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 0.7%
- Class
- SHS
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- ORD SHS
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM SHS
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 63 positions by value, with holdings of the same security combined. The 63 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1315059
- File number
- 028-11066
- Options
- 0 call, 0 put
- In the 25 largest
- 93.2%
- Prior quarter
- $833M at 31 March 2026
- Positions opened
- 8
- Positions closed
- 46
Common questions
What are Suncoast Equity Management’s 13F holdings worth?
$798 million across 63 positions for the quarter ended 30 June 2026.
What is Suncoast Equity Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $79 million, or 9.9% of reported 13F value, as of 30 June 2026.
How concentrated is Suncoast Equity Management’s 13F portfolio?
The ten largest positions accounted for 57.4% of reported value and the twenty-five largest for 93.2%, across 63 positions as of 30 June 2026.
Does Form 13F show everything Suncoast Equity Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Suncoast Equity Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.