Filed: 8/6/2025ACC: 0001315059-25-000006
📋 What this filing means
SUNCOAST EQUITY MANAGEMENT filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $976.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$976.79M
Total AUM (reported)
3.69M
Total Shares
Allocation by class
COM$666.59M68.2%
CL A$76.05M7.8%
COM CL A$53.86M5.5%
CAP STK CL C$41.58M4.3%
SHS CLASS A$38.16M3.9%
CAP STK CL A$31.58M3.2%
SHS$30.30M3.1%
Portfolio Concentration
Top 3$238.92M24.5%
4–10$313.15M32.1%
11–25$353.91M36.2%
Rest$70.80M7.2%
Top 3 weight
24.5%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 3.69M
Sole
Full voting authority
29.55K
shares
% of voting shares0.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.66M
shares
% of voting shares99.2%
Investment Discretion (by position count)
Sole85
Shared0
Other0
Dominant voting typeNone · 99.2% of voting shares
Institutional Holdings85
Rows:
NVIDIA CORPORATION
SOLEShares558.02K
TypeSH
Market value$88.16M
9.03%
Sole
4.74K
Shared
0.00
None
553.29K
MICROSOFT CORP
SOLEShares175.57K
TypeSH
Market value$87.33M
8.94%
Sole
1.57K
Shared
0.00
None
174K
BOOKING HOLDINGS INC
SOLEShares10.96K
TypeSH
Market value$63.43M
6.49%
Sole
95.00
Shared
0.00
None
10.86K
INTUIT
SOLEShares72.05K
TypeSH
Market value$56.74M
5.81%
Sole
615.00
Shared
0.00
None
71.43K
VISA INC
SOLEShares151.69K
TypeSH
Market value$53.86M
5.51%
Sole
1.23K
Shared
0.00
None
150.47K
STRYKER CORPORATION
SOLEShares124.08K
TypeSH
Market value$49.09M
5.03%
Sole
1.12K
Shared
0.00
None
122.96K
ALPHABET INC
SOLEShares234.38K
TypeSH
Market value$41.58M
4.26%
Sole
2.40K
Shared
0.00
None
231.98K
ACCENTURE PLC IRELAND
SOLEShares127.68K
TypeSH
Market value$38.16M
3.91%
Sole
1.14K
Shared
0.00
None
126.54K
FISERV INC
SOLEShares216.61K
TypeSH
Market value$37.35M
3.82%
Sole
1.90K
Shared
0.00
None
214.72K
SALESFORCE INC
SOLEShares133.38K
TypeSH
Market value$36.37M
3.72%
Sole
1.17K
Shared
0.00
None
132.21K
MASTERCARD INCORPORATED
SOLEShares64.64K
TypeSH
Market value$36.33M
3.72%
Sole
580.00
Shared
0.00
None
64.06K
APPLE INC
SOLEShares172.60K
TypeSH
Market value$35.41M
3.63%
Sole
1.50K
Shared
0.00
None
171.10K
META PLATFORMS INC
SOLEShares46.33K
TypeSH
Market value$34.19M
3.50%
Sole
425.00
Shared
0.00
None
45.90K
ELI LILLY & CO
SOLEShares43.48K
TypeSH
Market value$33.90M
3.47%
Sole
402.00
Shared
0.00
None
43.08K
ALPHABET INC
SOLEShares179.18K
TypeSH
Market value$31.58M
3.23%
Sole
1.16K
Shared
0.00
None
178.02K
AUTOMATIC DATA PROCESSING IN
SOLEShares101.22K
TypeSH
Market value$31.22M
3.20%
Sole
930.00
Shared
0.00
None
100.30K
GRAINGER W W INC
SOLEShares29.87K
TypeSH
Market value$31.07M
3.18%
Sole
245.00
Shared
0.00
None
29.63K
ADOBE INC
SOLEShares66.81K
TypeSH
Market value$25.85M
2.65%
Sole
580.00
Shared
0.00
None
66.23K
EATON CORP PLC
SOLEShares69.16K
TypeSH
Market value$24.69M
2.53%
Sole
685.00
Shared
0.00
None
68.47K
BERKSHIRE HATHAWAY INC DEL
SOLEShares48.11K
TypeSH
Market value$23.37M
2.39%
Sole
390.00
Shared
0.00
None
47.72K
MCKESSON CORP
SOLEShares29.24K
TypeSH
Market value$21.43M
2.19%
Sole
275.00
Shared
0.00
None
28.96K
CENCORA INC
SOLEShares28.77K
TypeSH
Market value$8.63M
0.88%
Sole
355.00
Shared
0.00
None
28.42K
BROADRIDGE FINL SOLUTIONS IN
SOLEShares28.12K
TypeSH
Market value$6.83M
0.70%
Sole
330.00
Shared
0.00
None
27.79K
SHERWIN WILLIAMS CO
SOLEShares13.76K
TypeSH
Market value$4.72M
0.48%
Sole
175.00
Shared
0.00
None
13.58K
TJX COS INC NEW
SOLEShares38.03K
TypeSH
Market value$4.70M
0.48%
Sole
455.00
Shared
0.00
None
37.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 558.02K | SH | $88.16M 9.03% | 4.74K | 0.00 | 553.29K |
MICROSOFT CORPSOLE | COM | 175.57K | SH | $87.33M 8.94% | 1.57K | 0.00 | 174K |
BOOKING HOLDINGS INCSOLE | COM | 10.96K | SH | $63.43M 6.49% | 95.00 | 0.00 | 10.86K |
INTUITSOLE | COM | 72.05K | SH | $56.74M 5.81% | 615.00 | 0.00 | 71.43K |
VISA INCSOLE | COM CL A | 151.69K | SH | $53.86M 5.51% | 1.23K | 0.00 | 150.47K |
STRYKER CORPORATIONSOLE | COM | 124.08K | SH | $49.09M 5.03% | 1.12K | 0.00 | 122.96K |
ALPHABET INCSOLE | CAP STK CL C | 234.38K | SH | $41.58M 4.26% | 2.40K | 0.00 | 231.98K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 127.68K | SH | $38.16M 3.91% | 1.14K | 0.00 | 126.54K |
FISERV INCSOLE | COM | 216.61K | SH | $37.35M 3.82% | 1.90K | 0.00 | 214.72K |
SALESFORCE INCSOLE | COM | 133.38K | SH | $36.37M 3.72% | 1.17K | 0.00 | 132.21K |
MASTERCARD INCORPORATEDSOLE | CL A | 64.64K | SH | $36.33M 3.72% | 580.00 | 0.00 | 64.06K |
APPLE INCSOLE | COM | 172.60K | SH | $35.41M 3.63% | 1.50K | 0.00 | 171.10K |
META PLATFORMS INCSOLE | CL A | 46.33K | SH | $34.19M 3.50% | 425.00 | 0.00 | 45.90K |
ELI LILLY & COSOLE | COM | 43.48K | SH | $33.90M 3.47% | 402.00 | 0.00 | 43.08K |
ALPHABET INCSOLE | CAP STK CL A | 179.18K | SH | $31.58M 3.23% | 1.16K | 0.00 | 178.02K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 101.22K | SH | $31.22M 3.20% | 930.00 | 0.00 | 100.30K |
GRAINGER W W INCSOLE | COM | 29.87K | SH | $31.07M 3.18% | 245.00 | 0.00 | 29.63K |
ADOBE INCSOLE | COM | 66.81K | SH | $25.85M 2.65% | 580.00 | 0.00 | 66.23K |
EATON CORP PLCSOLE | SHS | 69.16K | SH | $24.69M 2.53% | 685.00 | 0.00 | 68.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 48.11K | SH | $23.37M 2.39% | 390.00 | 0.00 | 47.72K |
MCKESSON CORPSOLE | COM | 29.24K | SH | $21.43M 2.19% | 275.00 | 0.00 | 28.96K |
CENCORA INCSOLE | COM | 28.77K | SH | $8.63M 0.88% | 355.00 | 0.00 | 28.42K |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 28.12K | SH | $6.83M 0.70% | 330.00 | 0.00 | 27.79K |
SHERWIN WILLIAMS COSOLE | COM | 13.76K | SH | $4.72M 0.48% | 175.00 | 0.00 | 13.58K |
TJX COS INC NEWSOLE | COM | 38.03K | SH | $4.70M 0.48% | 455.00 | 0.00 | 37.57K |
Page 1 of 4