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Suncoast Equity Management13F | |
| Suncoast Equity Management | |
| Last update 2025-04-22 | 82 Stocks (8 new) |
| Value $885.00 Mil | Turnover 6 % |
Suncoast Equity Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 177,974 | 66,809.8 | +1.32% | 7.550 | +0.10% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
NVDA | NVIDIA Corp | 560,061 | 60,699.4 | +2.36% | 6.860 | +0.16% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
V | Visa Inc | 151,755 | 53,184.2 | +1.29% | 6.010 | +0.08% | 0.010 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
BKNG | Booking Holdings Inc | 10,963 | 50,505.6 | +1.87% | 5.710 | +0.10% | 0.030 | +17.23% | +14.15% | 183,852.9 | Travel & Leisure | |
FI | Fiserv Inc | 217,273 | 47,980.4 | +1.84% | 5.420 | +0.10% | 0.040 | -20.81% | -31.81% | 77,665.1 | Software | |
SYK | Stryker Corp | 124,123 | 46,204.8 | +1.78% | 5.220 | +0.09% | 0.030 | +10.10% | +10.66% | 151,589.5 | Medical Devices & Instruments | |
INTU | Intuit Inc | 72,375 | 44,437.3 | +1.56% | 5.020 | +0.08% | 0.030 | +27.23% | +24.89% | 217,916.2 | Software | |
AAPL | Apple Inc | 182,491 | 40,536.7 | -22.33% | 4.580 | -1.47% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
ACN | Accenture PLC | 127,681 | 39,841.7 | +1.73% | 4.500 | +0.08% | 0.020 | -2.85% | -18.78% | 175,463.8 | Software | |
GOOG | Alphabet Inc | 243,475 | 38,038.2 | -1.96% | 4.300 | -0.10% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media |
Suncoast Equity Management's Historical Top Holdings Breakdowns
Suncoast Equity Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +2.98% | 576.36 ($645.17) 736.67 | $714.80 | 10.79% | New holding | 45,806 | 45,806 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.47% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Reduce -22.33% | 182,491 | -52,456 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.27% | 663000 ($729331) 801950 | $725,700.00 | -0.50% | New holding | 3 | 3 | |
TT | Trane Technologies PLC | 2025-03-31 | New Buy New Buy | +0.24% | 332 ($361.35) 400.86 | $461.73 | 27.78% | New holding | 6,259 | 6,259 | |
MRK | Merck & Co Inc | 2025-03-31 | Sold Out Sold Out | -0.22% | 83.01 ($93.37) 101.02 | $84.11 | -9.92% | Sold Out | 0 | -19,953 | |
ROL | Rollins Inc | 2025-03-31 | Add Add | +0.21% | 45.65 ($50.21) 54.03 | $58.03 | 15.57% | Add 85.11% | 75,200 | 34,575 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.19% | 154.33 ($181.36) 206.38 | $192.17 | 5.96% | Add 6.83% | 170,616 | 10,907 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.16% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 2.36% | 560,061 | 12,910 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.15% | 725.72 ($832.09) 929.72 | $805.43 | -3.20% | Add 3.88% | 43,399 | 1,620 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +0.11% | 268.36 ($311.03) 359.95 | $267.70 | -13.93% | Add 2.69% | 133,889 | 3,513 |
Suncoast Equity Management Total Holding History ($B)
Suncoast Equity Management's Asset Allocation
Suncoast Equity Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Suncoast Equity Management's Hypothetical Growth since 2025-03-31
Suncoast Equity Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Suncoast Equity Management's Holdings Heat Map
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Suncoast Equity Management's Holdings Bubble Chart
Suncoast Equity Management News
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