Suncoast Equity Management

13F filer · CIK 0001315059

Reported Aug 4, 2026

13F portfolio value$798MU.S. long equity reported on 13F

Positions63Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight57.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202663 positions
NVDANvidia Corp	$79M	9.90%	0.00%	-8.9%	Q3 2023
MSFTMicrosoft Corp	$56M	7.02%	0.00%	-9.3%	Q2 2013
GOOGAlphabet Inc.	$49M	6.14%	Not reported	-19.1%	Q4 2015
VVisa Inc.	$43.8M	5.49%	0.01%	-9.8%	Q2 2013
LLYELI LILLY & Co	$42.9M	5.37%	0.00%	-8.3%	Q2 2020
AAPLApple Inc.	$40.2M	5.04%	0.00%	-15.5%	Q2 2014
GOOGLAlphabet Inc.	$39.5M	4.94%	0.00%	-19.5%	Q4 2015
AVGOBroadcom Inc.	$38.5M	4.82%	0.00%	+19.2%	Q2 2025
GWWW.W. Grainger, Inc.	$35.1M	4.40%	0.05%	-7.9%	Q2 2013
MCKMckesson Corp	$33.9M	4.24%	0.04%	-7.8%	Q2 2013
SYKStryker Corp	$33.3M	4.18%	0.03%	-8.8%	Q1 2017
AMATApplied Materials Inc	$28.7M	3.60%	0.01%	New	Q2 2026
MAMastercard Inc	$28.5M	3.57%	0.00%	-8.0%	Q2 2015
ETNEaton Corp plc	$23.5M	2.94%	0.01%	-8.7%	Q1 2023
METAMeta Platforms, Inc.	$22.4M	2.81%	Not reported	-8.2%	Q3 2016
SPGIS&P Global Inc.	$20M	2.50%	0.02%	-8.0%	Q4 2021
BRK.BBerkshire Hathaway Inc	$19M	2.38%	Not reported	-16.2%	Q2 2013
TJXTJX Companies Inc	$18.2M	2.28%	0.01%	-9.8%	Q3 2018
ABNBAirbnb, Inc.	$17.8M	2.22%	Not reported	-7.6%	Q1 2026
APHAmphenol Corp	$16.5M	2.06%	0.01%	-8.1%	Q4 2025
ASMLAsml Holding NV	$15.8M	1.98%	0.00%	New	Q2 2026
AONAon plc	$13.5M	1.69%	0.02%	-8.3%	Q1 2026
NOWServiceNow, Inc.	$12.8M	1.60%	0.01%	-7.3%	Q1 2026
UBERUber Technologies, Inc	$10.9M	1.36%	0.01%	-9.3%	Q3 2025
CORCencora, Inc.	$5.38M	0.67%	0.01%	-30.5%	Q3 2020
TTTrane Technologies plc	$4.83M	0.61%	0.00%	-11.4%	Q1 2025
FASTFastenal Co	$4.74M	0.59%	0.01%	-9.4%	Q4 2021
CTASCintas Corp	$3.21M	0.40%	0.00%	-9.2%	Q4 2019
SHWSherwin Williams Co	$3.08M	0.39%	0.00%	-31.2%	Q3 2018
MRSHMarsh & Mclennan Companies, Inc.	$2.77M	0.35%	0.00%	-12.8%	Q4 2023
ROLRollins Inc	$2.68M	0.34%	0.01%	-12.6%	Q3 2024
TELTE Connectivity plc	$2.57M	0.32%	0.00%	+56.0%	Q1 2026
BRBroadridge Financial Solutions, Inc.	$2.26M	0.28%	0.01%	-10.3%	Q4 2020
CLSCelestica Inc	$2.08M	0.26%	0.01%	-5.5%	Q1 2025
CSCOCisco Systems, Inc.	$1.68M	0.21%	0.00%	Not reported	Q1 2019
FICOFair Isaac Corp	$1.54M	0.19%	0.01%	+20.9%	Q4 2019
ITTItt Inc.	$1.49M	0.19%	0.01%	-33.8%	Q3 2022
ADPAutomatic Data Processing Inc	$1.37M	0.17%	0.00%	-93.2%	Q2 2018
CPAYCorpay, Inc.	$1.37M	0.17%	0.01%	-6.3%	Q1 2024
ABBVAbbVie Inc.	$1.37M	0.17%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$1.32M	0.17%	0.00%	Not reported	Q2 2016
RMDResmed Inc	$1.28M	0.16%	0.00%	-12.4%	Q1 2026
HUBBHubbell Inc	$1.2M	0.15%	0.00%	-13.4%	Q2 2023
PAYXPaychex Inc	$1.17M	0.15%	0.00%	-11.9%	Q2 2016
MPWRMonolithic Power Systems, Inc.	$1.14M	0.14%	0.00%	-6.0%	Q2 2025
CAHCardinal Health Inc	$982K	0.12%	0.00%	-6.6%	Q1 2026
NBIXNeurocrine Biosciences Inc	$903K	0.11%	0.01%	+32.7%	Q4 2025
EWEdwards Lifesciences Corp	$877K	0.11%	0.00%	-6.2%	Q4 2019
USFDUS Foods Holding Corp.	$857K	0.11%	0.00%	-6.1%	Q1 2025
HQYHealthequity, Inc.	$780K	0.10%	0.01%	-6.7%	Q3 2025

Q1 2026Reported May 8, 202690 positions
NVDANvidia Corp	$75.6M	9.07%	0.00%	-5.1%	Q3 2023
MSFTMicrosoft Corp	$61.3M	7.36%	0.00%	-4.2%	Q2 2013
GOOGAlphabet Inc.	$49.2M	5.91%	Not reported	-3.6%	Q4 2015
VVisa Inc.	$42.8M	5.14%	0.01%	-4.6%	Q2 2013
MCKMckesson Corp	$42.1M	5.05%	0.04%	-3.2%	Q2 2013
AAPLApple Inc.	$41.7M	5.01%	0.00%	-2.9%	Q2 2014
GOOGLAlphabet Inc.	$39.4M	4.73%	0.00%	-6.0%	Q4 2015
SYKStryker Corp	$38.2M	4.58%	0.03%	-4.6%	Q1 2017
LLYELI LILLY & Co	$35.8M	4.30%	0.00%	-8.8%	Q2 2020
GWWW.W. Grainger, Inc.	$30.6M	3.67%	0.06%	-4.4%	Q2 2013
MAMastercard Inc	$30.1M	3.61%	0.00%	-4.8%	Q2 2015
INTUIntuit Inc.	$29.1M	3.49%	0.02%	-4.9%	Q1 2020
AVGOBroadcom Inc.	$26.5M	3.18%	0.00%	-3.5%	Q2 2025
METAMeta Platforms, Inc.	$24.8M	2.98%	Not reported	-4.8%	Q3 2016
SPGIS&P Global Inc.	$22.7M	2.72%	0.02%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$21.7M	2.60%	Not reported	-3.9%	Q2 2013
ETNEaton Corp plc	$21.6M	2.59%	0.02%	-11.7%	Q1 2023
TJXTJX Companies Inc	$21.2M	2.55%	0.01%	+258.8%	Q3 2018
ADPAutomatic Data Processing Inc	$18.3M	2.19%	0.02%	-9.2%	Q2 2018
ABNBAirbnb, Inc.	$17M	2.04%	Not reported	New	Q1 2026
NOWServiceNow, Inc.	$14.5M	1.74%	0.01%	New	Q1 2026
AONAon plc	$14.3M	1.72%	0.02%	New	Q1 2026
APHAmphenol Corp	$12.8M	1.54%	0.01%	-1.6%	Q4 2025
UBERUber Technologies, Inc	$11.9M	1.43%	0.01%	-2.2%	Q3 2025
CORCencora, Inc.	$8.59M	1.03%	0.01%	-2.9%	Q3 2020
FASTFastenal Co	$5.05M	0.61%	0.01%	-6.5%	Q4 2021
TTTrane Technologies plc	$4.63M	0.56%	0.01%	+18.8%	Q1 2025
SHWSherwin Williams Co	$4.17M	0.50%	0.01%	-3.1%	Q3 2018
SLDESlide Insurance Holdings, Inc.	$3.95M	0.47%	0.19%	+139.7%	Q4 2025
ROLRollins Inc	$3.93M	0.47%	0.02%	-2.3%	Q3 2024
CTASCintas Corp	$3.51M	0.42%	0.01%	-13.0%	Q4 2019
MRSHMarsh & Mclennan Companies, Inc.	$3.3M	0.40%	0.00%	-1.0%	Q4 2023
SEMGSemGroup Corp	$3.24M	0.39%	0.31%	+20.3%	Q2 2025
BRBroadridge Financial Solutions, Inc.	$3M	0.36%	0.02%	-33.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$2.39M	0.29%	Not reported	-32.5%	Q4 2016
TSCOTractor Supply Co	$2.19M	0.26%	0.01%	-2.8%	Q2 2020
ITTItt Inc.	$2.17M	0.26%	0.01%	-19.1%	Q3 2022
BRK.ABerkshire Hathaway Inc	$2.15M	0.26%	Not reported	Not reported	Q3 2014
ACNAccenture plc	$1.78M	0.21%	0.00%	-2.2%	Q2 2013
TELTE Connectivity plc	$1.7M	0.20%	0.00%	New	Q1 2026
CLSCelestica Inc	$1.7M	0.20%	0.01%	-18.4%	Q1 2025
RMDResmed Inc	$1.68M	0.20%	0.01%	New	Q1 2026
HUBBHubbell Inc	$1.3M	0.16%	0.01%	-18.2%	Q2 2023
CPAYCorpay, Inc.	$1.28M	0.15%	0.01%	-18.8%	Q1 2024
PAYXPaychex Inc	$1.24M	0.15%	0.00%	-1.0%	Q2 2016
FICOFair Isaac Corp	$1.13M	0.14%	0.00%	-19.2%	Q4 2019
AMZNAmazon Com Inc	$1.08M	0.13%	0.00%	+7.8%	Q2 2019
MCDMcdonalds Corp	$1.01M	0.12%	0.00%	-22.4%	Q3 2018
MPWRMonolithic Power Systems, Inc.	$961K	0.12%	0.00%	-18.2%	Q2 2025
CAHCardinal Health Inc	$935K	0.11%	0.00%	New	Q1 2026

Q4 2025Reported Feb 10, 202686 positions
NVDANvidia Corp	$85.2M	8.61%	0.00%	-1.9%	Q3 2023
MSFTMicrosoft Corp	$83.6M	8.45%	0.00%	-1.8%	Q2 2013
BKNGBooking Holdings Inc.	$57.6M	5.82%	0.03%	-2.0%	Q1 2018
GOOGAlphabet Inc.	$55.9M	5.64%	Not reported	-22.9%	Q4 2015
VVisa Inc.	$52M	5.26%	0.01%	-2.1%	Q2 2013
INTUIntuit Inc.	$46.8M	4.73%	0.03%	-1.9%	Q1 2020
AAPLApple Inc.	$46M	4.65%	0.00%	-2.5%	Q2 2014
LLYELI LILLY & Co	$45.9M	4.64%	0.00%	-1.2%	Q2 2020
GOOGLAlphabet Inc.	$45.6M	4.61%	0.00%	-19.8%	Q4 2015
SYKStryker Corp	$42.8M	4.32%	0.03%	-1.6%	Q1 2017
MCKMckesson Corp	$41.2M	4.16%	0.04%	-2.2%	Q2 2013
MAMastercard Inc	$36.1M	3.65%	0.01%	-2.3%	Q2 2015
CRMSalesforce, Inc.	$34.2M	3.46%	0.01%	-2.4%	Q4 2023
AVGOBroadcom Inc.	$30.7M	3.10%	0.00%	+83.2%	Q2 2025
METAMeta Platforms, Inc.	$30.1M	3.04%	Not reported	-1.8%	Q3 2016
GWWW.W. Grainger, Inc.	$29.6M	2.99%	0.06%	-2.0%	Q2 2013
ADPAutomatic Data Processing Inc	$25.5M	2.57%	0.02%	-1.9%	Q2 2018
BRK.BBerkshire Hathaway Inc	$23.7M	2.39%	Not reported	-2.5%	Q2 2013
ADBEAdobe Inc.	$22.4M	2.27%	0.02%	-3.8%	Q3 2017
ETNEaton Corp plc	$21.8M	2.20%	0.02%	-2.0%	Q1 2023
APHAmphenol Corp	$14M	1.41%	0.01%	New	Q4 2025
UBERUber Technologies, Inc	$13.8M	1.40%	0.01%	-4.2%	Q3 2025
CORCencora, Inc.	$9.51M	0.96%	0.01%	-1.4%	Q3 2020
BRBroadridge Financial Solutions, Inc.	$6.15M	0.62%	0.02%	-2.3%	Q4 2020
TJXTJX Companies Inc	$5.69M	0.57%	0.00%	-2.4%	Q3 2018
FASTFastenal Co	$4.67M	0.47%	0.01%	-2.3%	Q4 2021
ROLRollins Inc	$4.52M	0.46%	0.02%	-1.1%	Q3 2024
CTASCintas Corp	$4.48M	0.45%	0.01%	+53.7%	Q4 2019
SHWSherwin Williams Co	$4.35M	0.44%	0.01%	-1.2%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$3.72M	0.38%	Not reported	+31.6%	Q4 2016
TTTrane Technologies plc	$3.64M	0.37%	0.00%	-1.7%	Q1 2025
MRSHMarsh & Mclennan Companies, Inc.	$3.57M	0.36%	0.00%	-3.1%	Q4 2023
SEMGSemGroup Corp	$3.06M	0.31%	0.26%	+20.3%	Q2 2025
TSCOTractor Supply Co	$2.49M	0.25%	0.01%	-0.8%	Q2 2020
ACNAccenture plc	$2.47M	0.25%	0.00%	-0.1%	Q2 2013
ITTItt Inc.	$2.45M	0.25%	0.02%	-2.5%	Q3 2022
BRK.ABerkshire Hathaway Inc	$2.26M	0.23%	Not reported	Not reported	Q3 2014
FICOFair Isaac Corp	$2.22M	0.22%	0.01%	-3.7%	Q4 2019
CLSCelestica Inc	$2.19M	0.22%	0.01%	-2.6%	Q1 2025
SLDESlide Insurance Holdings, Inc.	$1.78M	0.18%	0.07%	New	Q4 2025
CPAYCorpay, Inc.	$1.63M	0.16%	0.01%	-3.3%	Q1 2024
PAYXPaychex Inc	$1.53M	0.15%	0.00%	-2.9%	Q2 2016
HURNHuron Consulting Group Inc.	$1.49M	0.15%	0.05%	+50.0%	Q2 2025
HUBBHubbell Inc	$1.43M	0.14%	0.01%	-2.7%	Q2 2023
CPRTCopart Inc	$1.42M	0.14%	0.00%	-4.9%	Q4 2019
MCDMcdonalds Corp	$1.28M	0.13%	0.00%	-0.3%	Q3 2018
IDXXIdexx Laboratories Inc	$1.24M	0.12%	0.00%	-4.3%	Q3 2021
CHKPCheck Point Software Technologies Ltd	$1.19M	0.12%	0.01%	-3.2%	Q2 2013
GGenpact LTD	$1.13M	0.11%	0.01%	-4.0%	Q1 2022
EWEdwards Lifesciences Corp	$1.12M	0.11%	0.00%	-3.4%	Q4 2019

Q3 2025Reported Oct 21, 202586 positions
MSFTMicrosoft Corp	$91.2M	9.10%	0.00%	+0.3%	Q2 2013
NVDANvidia Corp	$86.9M	8.66%	0.00%	-16.6%	Q3 2023
BKNGBooking Holdings Inc.	$59.2M	5.91%	0.03%	+0.1%	Q1 2018
GOOGAlphabet Inc.	$56.2M	5.61%	Not reported	-1.5%	Q4 2015
VVisa Inc.	$51.7M	5.16%	0.01%	-0.1%	Q2 2013
INTUIntuit Inc.	$49.2M	4.90%	0.03%	-0.1%	Q1 2020
SYKStryker Corp	$45.8M	4.57%	0.03%	-0.2%	Q1 2017
GOOGLAlphabet Inc.	$44.2M	4.41%	0.00%	+1.5%	Q4 2015
AAPLApple Inc.	$44.2M	4.41%	0.00%	+0.6%	Q2 2014
MCKMckesson Corp	$39.7M	3.96%	0.04%	+75.7%	Q2 2013
MAMastercard Inc	$36.8M	3.67%	0.01%	+0.1%	Q2 2015
METAMeta Platforms, Inc.	$34.1M	3.40%	Not reported	+0.1%	Q3 2016
LLYELI LILLY & Co	$33M	3.29%	0.00%	-0.5%	Q2 2020
CRMSalesforce, Inc.	$31.3M	3.13%	0.01%	-0.9%	Q4 2023
ADPAutomatic Data Processing Inc	$29.6M	2.95%	0.02%	-0.4%	Q2 2018
GWWW.W. Grainger, Inc.	$28.5M	2.85%	0.06%	+0.2%	Q2 2013
FISVFiserv Inc	$27.9M	2.78%	0.04%	0.0%	Q4 2019
ETNEaton Corp plc	$26.1M	2.60%	0.02%	+0.8%	Q1 2023
BRK.BBerkshire Hathaway Inc	$24.3M	2.42%	Not reported	+0.4%	Q2 2013
ADBEAdobe Inc.	$23.5M	2.34%	0.02%	-0.3%	Q3 2017
UBERUber Technologies, Inc	$17.3M	1.73%	0.01%	New	Q3 2025
AVGOBroadcom Inc.	$16M	1.59%	0.00%	+6233.8%	Q2 2025
CORCencora, Inc.	$8.93M	0.89%	0.01%	-0.7%	Q3 2020
BRBroadridge Financial Solutions, Inc.	$6.71M	0.67%	0.02%	+0.2%	Q4 2020
FASTFastenal Co	$5.85M	0.58%	0.01%	+43.7%	Q4 2021
TJXTJX Companies Inc	$5.49M	0.55%	0.00%	-0.2%	Q3 2018
SHWSherwin Williams Co	$4.71M	0.47%	0.01%	-1.2%	Q3 2018
ROLRollins Inc	$4.47M	0.45%	0.02%	-1.1%	Q3 2024
TTTrane Technologies plc	$4.01M	0.40%	0.00%	+0.4%	Q1 2025
MRSHMarsh & Mclennan Companies, Inc.	$4M	0.40%	0.00%	-1.3%	Q4 2023
CTASCintas Corp	$3.18M	0.32%	0.00%	+3.2%	Q4 2019
TSCOTractor Supply Co	$2.86M	0.28%	0.01%	+0.5%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$2.76M	0.28%	Not reported	+13.2%	Q4 2016
ITTItt Inc.	$2.59M	0.26%	0.02%	+2.7%	Q3 2022
SEMGSemGroup Corp	$2.49M	0.25%	0.21%	+165.0%	Q2 2025
ACNAccenture plc	$2.27M	0.23%	0.00%	-92.8%	Q2 2013
BRK.ABerkshire Hathaway Inc	$2.26M	0.23%	Not reported	Not reported	Q3 2014
FICOFair Isaac Corp	$2.04M	0.20%	0.01%	+3.3%	Q4 2019
CLSCelestica Inc	$1.87M	0.19%	0.01%	+2.4%	Q1 2025
ZTSZoetis Inc.	$1.85M	0.18%	0.00%	+3.0%	Q4 2024
PAYXPaychex Inc	$1.78M	0.18%	0.00%	+0.6%	Q2 2016
CPRTCopart Inc	$1.72M	0.17%	0.00%	+2.5%	Q4 2019
CPAYCorpay, Inc.	$1.61M	0.16%	0.01%	+3.1%	Q1 2024
HUBBHubbell Inc	$1.43M	0.14%	0.01%	+2.7%	Q2 2023
VEEVVeeva Systems Inc	$1.38M	0.14%	0.00%	+2.2%	Q4 2020
CHKPCheck Point Software Technologies Ltd	$1.37M	0.14%	0.01%	+1.8%	Q2 2013
NICENICE Ltd.	$1.29M	0.13%	0.01%	+2.7%	Q4 2022
MCDMcdonalds Corp	$1.27M	0.13%	0.00%	+1.0%	Q3 2018
IDXXIdexx Laboratories Inc	$1.22M	0.12%	0.00%	+3.6%	Q3 2021
BROBrown & Brown, Inc.	$1.18M	0.12%	0.00%	+1.6%	Q4 2023

Premium opens every quarter this fund has filed