SE

Suncoast Equity Management

13F
Suncoast Equity Management
Last update 2025-04-22 82 Stocks (8 new)
Value $885.00 Mil Turnover 6 %
Countries:
Suncoast Equity Management Top Holdings of 2025-03-31 View Full List
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
+42.29%
+21.48%
3,791,043.3
Software
NVDA
NVIDIA Corp
560,061
60,699.4
+2.36%
6.860
+0.16%
0.000
+76.86%
+27.64%
4,179,539.5
Semiconductors
V
Visa Inc
151,755
53,184.2
+1.29%
6.010
+0.08%
0.010
+9.82%
+11.41%
685,561.4
Credit Services
BKNG
Booking Holdings Inc
10,963
50,505.6
+1.87%
5.710
+0.10%
0.030
+28.15%
+14.70%
184,736.4
Travel & Leisure
FI
Fiserv Inc
217,273
47,980.4
+1.84%
5.420
+0.10%
0.040
-20.24%
-19.45%
91,736.6
Software
SYK
Stryker Corp
124,123
46,204.8
+1.78%
5.220
+0.09%
0.030
+14.30%
+8.05%
148,020.1
Medical Devices & Instruments
INTU
Intuit Inc
72,375
44,437.3
+1.56%
5.020
+0.08%
0.030
+34.44%
+22.09%
213,029.0
Software
AAPL
Apple Inc
182,491
40,536.7
-22.33%
4.580
-1.47%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
ACN
Accenture PLC
127,681
39,841.7
+1.73%
4.500
+0.08%
0.020
+1.66%
-18.56%
175,924.7
Software
GOOG
Alphabet Inc
243,475
38,038.2
-1.96%
4.300
-0.10%
0.000
+27.71%
+0.61%
2,312,548.2
Interactive Media

Suncoast Equity Management's Historical Top Holdings Breakdowns

Suncoast Equity Management's Top Stock Picks View Full List
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
$712.97
10.51%
New holding
45,806
45,806
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.47%
209.68 ($231.67) 247.1
$212.48
-8.28%
Reduce -22.33%
182,491
-52,456
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.27%
663000 ($729331) 801950
$711,000.20
-2.51%
New holding
3
3
TT
Trane Technologies PLC
2025-03-31
New Buy
New Buy
+0.24%
332 ($361.35) 400.86
$442.48
22.45%
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
$79.31
-15.06%
Sold Out
0
-19,953
ROL
Rollins Inc
2025-03-31
Add
Add
+0.21%
45.65 ($50.21) 54.03
$55.40
10.34%
Add 85.11%
75,200
34,575
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.19%
154.33 ($181.36) 206.38
$190.10
4.82%
Add 6.83%
170,616
10,907
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.16%
106.98 ($126.74) 149.43
$171.38
35.22%
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
$762.18
-8.40%
Add 3.88%
43,399
1,620
CRM
Salesforce Inc
2025-03-31
Add
Add
+0.11%
268.36 ($311.03) 359.95
$262.28
-15.67%
Add 2.69%
133,889
3,513

Suncoast Equity Management Total Holding History ($B)

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Suncoast Equity Management's Asset Allocation

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Suncoast Equity Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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