Filed: 4/22/2025ACC: 0001315059-25-000005
📋 What this filing means
SUNCOAST EQUITY MANAGEMENT filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $884.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$884.90M
Total AUM (reported)
3.62M
Total Shares
Allocation by class
COM$598.61M67.6%
CL A$67.58M7.6%
COM CL A$53.18M6.0%
SHS CLASS A$39.84M4.5%
CAP STK CL C$38.04M4.3%
CAP STK CL A$26.38M3.0%
CL B NEW$25.76M2.9%
Portfolio Concentration
Top 3$180.69M20.4%
4–10$307.54M34.8%
11–25$334.49M37.8%
Rest$62.18M7.0%
Top 3 weight
20.4%
Top 10 weight
55.2%
Voting Authority Distribution
Total shares with voting rights: 3.62M
Sole
Full voting authority
29.76K
shares
% of voting shares0.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.59M
shares
% of voting shares99.2%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 99.2% of voting shares
Institutional Holdings82
Rows:
MICROSOFT CORP
SOLEShares177.97K
TypeSH
Market value$66.81M
7.55%
Sole
1.64K
Shared
0.00
None
176.34K
NVIDIA CORPORATION
SOLEShares560.06K
TypeSH
Market value$60.70M
6.86%
Sole
4.74K
Shared
0.00
None
555.33K
VISA INC
SOLEShares151.75K
TypeSH
Market value$53.18M
6.01%
Sole
1.23K
Shared
0.00
None
150.53K
BOOKING HOLDINGS INC
SOLEShares10.96K
TypeSH
Market value$50.51M
5.71%
Sole
95.00
Shared
0.00
None
10.87K
FISERV INC
SOLEShares217.27K
TypeSH
Market value$47.98M
5.42%
Sole
1.90K
Shared
0.00
None
215.38K
STRYKER CORPORATION
SOLEShares124.12K
TypeSH
Market value$46.20M
5.22%
Sole
1.15K
Shared
0.00
None
122.97K
INTUIT
SOLEShares72.38K
TypeSH
Market value$44.44M
5.02%
Sole
615.00
Shared
0.00
None
71.76K
APPLE INC
SOLEShares182.49K
TypeSH
Market value$40.54M
4.58%
Sole
1.65K
Shared
0.00
None
180.84K
ACCENTURE PLC IRELAND
SOLEShares127.68K
TypeSH
Market value$39.84M
4.50%
Sole
1.17K
Shared
0.00
None
126.52K
ALPHABET INC
SOLEShares243.47K
TypeSH
Market value$38.04M
4.30%
Sole
2.40K
Shared
0.00
None
241.07K
SALESFORCE INC
SOLEShares133.89K
TypeSH
Market value$35.93M
4.06%
Sole
1.17K
Shared
0.00
None
132.72K
ELI LILLY & CO
SOLEShares43.40K
TypeSH
Market value$35.84M
4.05%
Sole
412.00
Shared
0.00
None
42.99K
MASTERCARD INCORPORATED
SOLEShares65.02K
TypeSH
Market value$35.64M
4.03%
Sole
580.00
Shared
0.00
None
64.44K
AUTOMATIC DATA PROCESSING IN
SOLEShares101.09K
TypeSH
Market value$30.89M
3.49%
Sole
965.00
Shared
0.00
None
100.13K
GRAINGER W W INC
SOLEShares29.75K
TypeSH
Market value$29.39M
3.32%
Sole
245.00
Shared
0.00
None
29.51K
META PLATFORMS INC
SOLEShares45.81K
TypeSH
Market value$26.40M
2.98%
Sole
425.00
Shared
0.00
None
45.38K
ALPHABET INC
SOLEShares170.62K
TypeSH
Market value$26.38M
2.98%
Sole
1.16K
Shared
0.00
None
169.46K
BERKSHIRE HATHAWAY INC DEL
SOLEShares48.36K
TypeSH
Market value$25.76M
2.91%
Sole
390.00
Shared
0.00
None
47.97K
ADOBE INC
SOLEShares67.10K
TypeSH
Market value$25.74M
2.91%
Sole
580.00
Shared
0.00
None
66.52K
MCKESSON CORP
SOLEShares29.36K
TypeSH
Market value$19.76M
2.23%
Sole
275.00
Shared
0.00
None
29.09K
EATON CORP PLC
SOLEShares69.13K
TypeSH
Market value$18.79M
2.12%
Sole
720.00
Shared
0.00
None
68.41K
CENCORA INC
SOLEShares28.05K
TypeSH
Market value$7.80M
0.88%
Sole
415.00
Shared
0.00
None
27.64K
BROADRIDGE FINL SOLUTIONS IN
SOLEShares27.37K
TypeSH
Market value$6.64M
0.75%
Sole
375.00
Shared
0.00
None
27K
MARSH & MCLENNAN COS INC
SOLEShares19.73K
TypeSH
Market value$4.82M
0.54%
Sole
285.00
Shared
0.00
None
19.45K
SHERWIN WILLIAMS CO
SOLEShares13.50K
TypeSH
Market value$4.71M
0.53%
Sole
200.00
Shared
0.00
None
13.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 177.97K | SH | $66.81M 7.55% | 1.64K | 0.00 | 176.34K |
NVIDIA CORPORATIONSOLE | COM | 560.06K | SH | $60.70M 6.86% | 4.74K | 0.00 | 555.33K |
VISA INCSOLE | COM CL A | 151.75K | SH | $53.18M 6.01% | 1.23K | 0.00 | 150.53K |
BOOKING HOLDINGS INCSOLE | COM | 10.96K | SH | $50.51M 5.71% | 95.00 | 0.00 | 10.87K |
FISERV INCSOLE | COM | 217.27K | SH | $47.98M 5.42% | 1.90K | 0.00 | 215.38K |
STRYKER CORPORATIONSOLE | COM | 124.12K | SH | $46.20M 5.22% | 1.15K | 0.00 | 122.97K |
INTUITSOLE | COM | 72.38K | SH | $44.44M 5.02% | 615.00 | 0.00 | 71.76K |
APPLE INCSOLE | COM | 182.49K | SH | $40.54M 4.58% | 1.65K | 0.00 | 180.84K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 127.68K | SH | $39.84M 4.50% | 1.17K | 0.00 | 126.52K |
ALPHABET INCSOLE | CAP STK CL C | 243.47K | SH | $38.04M 4.30% | 2.40K | 0.00 | 241.07K |
SALESFORCE INCSOLE | COM | 133.89K | SH | $35.93M 4.06% | 1.17K | 0.00 | 132.72K |
ELI LILLY & COSOLE | COM | 43.40K | SH | $35.84M 4.05% | 412.00 | 0.00 | 42.99K |
MASTERCARD INCORPORATEDSOLE | CL A | 65.02K | SH | $35.64M 4.03% | 580.00 | 0.00 | 64.44K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 101.09K | SH | $30.89M 3.49% | 965.00 | 0.00 | 100.13K |
GRAINGER W W INCSOLE | COM | 29.75K | SH | $29.39M 3.32% | 245.00 | 0.00 | 29.51K |
META PLATFORMS INCSOLE | CL A | 45.81K | SH | $26.40M 2.98% | 425.00 | 0.00 | 45.38K |
ALPHABET INCSOLE | CAP STK CL A | 170.62K | SH | $26.38M 2.98% | 1.16K | 0.00 | 169.46K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 48.36K | SH | $25.76M 2.91% | 390.00 | 0.00 | 47.97K |
ADOBE INCSOLE | COM | 67.10K | SH | $25.74M 2.91% | 580.00 | 0.00 | 66.52K |
MCKESSON CORPSOLE | COM | 29.36K | SH | $19.76M 2.23% | 275.00 | 0.00 | 29.09K |
EATON CORP PLCSOLE | SHS | 69.13K | SH | $18.79M 2.12% | 720.00 | 0.00 | 68.41K |
CENCORA INCSOLE | COM | 28.05K | SH | $7.80M 0.88% | 415.00 | 0.00 | 27.64K |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 27.37K | SH | $6.64M 0.75% | 375.00 | 0.00 | 27K |
MARSH & MCLENNAN COS INCSOLE | COM | 19.73K | SH | $4.82M 0.54% | 285.00 | 0.00 | 19.45K |
SHERWIN WILLIAMS COSOLE | COM | 13.50K | SH | $4.71M 0.53% | 200.00 | 0.00 | 13.30K |
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