Filed: 10/21/2025ACC: 0001315059-25-000009
📋 What this filing means
SUNCOAST EQUITY MANAGEMENT filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $1.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$1.00B
Total AUM (reported)
3.85M
Total Shares
Allocation by class
COM$697.37M69.6%
CL A$76.60M7.6%
CAP STK CL C$56.23M5.6%
COM CL A$52.00M5.2%
CAP STK CL A$44.21M4.4%
SHS$31.81M3.2%
CL B NEW$24.28M2.4%
Portfolio Concentration
Top 3$237.25M23.7%
4–10$331.00M33.0%
11–25$349.91M34.9%
Rest$84.34M8.4%
Top 3 weight
23.7%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 3.85M
Sole
Full voting authority
30.56K
shares
% of voting shares0.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.82M
shares
% of voting shares99.2%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeNone · 99.2% of voting shares
Institutional Holdings90
Rows:
MICROSOFT CORP
SOLEShares176.05K
TypeSH
Market value$91.18M
9.10%
Sole
1.57K
Shared
0.00
None
174.48K
NVIDIA CORPORATION
SOLEShares465.53K
TypeSH
Market value$86.86M
8.66%
Sole
4.04K
Shared
0.00
None
461.49K
BOOKING HOLDINGS INC
SOLEShares10.96K
TypeSH
Market value$59.20M
5.91%
Sole
95.00
Shared
0.00
None
10.87K
ALPHABET INC
SOLEShares230.87K
TypeSH
Market value$56.23M
5.61%
Sole
2.40K
Shared
0.00
None
228.47K
VISA INC
SOLEShares151.49K
TypeSH
Market value$51.71M
5.16%
Sole
1.23K
Shared
0.00
None
150.26K
INTUIT
SOLEShares71.99K
TypeSH
Market value$49.16M
4.90%
Sole
615.00
Shared
0.00
None
71.38K
STRYKER CORPORATION
SOLEShares123.83K
TypeSH
Market value$45.78M
4.57%
Sole
1.12K
Shared
0.00
None
122.71K
ALPHABET INC
SOLEShares181.86K
TypeSH
Market value$44.21M
4.41%
Sole
1.16K
Shared
0.00
None
180.70K
APPLE INC
SOLEShares173.62K
TypeSH
Market value$44.21M
4.41%
Sole
1.50K
Shared
0.00
None
172.12K
MCKESSON CORP
SOLEShares51.38K
TypeSH
Market value$39.70M
3.96%
Sole
475.00
Shared
0.00
None
50.91K
MASTERCARD INCORPORATED
SOLEShares64.73K
TypeSH
Market value$36.82M
3.67%
Sole
580.00
Shared
0.00
None
64.15K
META PLATFORMS INC
SOLEShares46.37K
TypeSH
Market value$34.05M
3.40%
Sole
425.00
Shared
0.00
None
45.94K
ELI LILLY & CO
SOLEShares43.25K
TypeSH
Market value$33.00M
3.29%
Sole
402.00
Shared
0.00
None
42.84K
SALESFORCE INC
SOLEShares132.24K
TypeSH
Market value$31.34M
3.13%
Sole
1.17K
Shared
0.00
None
131.07K
AUTOMATIC DATA PROCESSING IN
SOLEShares100.87K
TypeSH
Market value$29.61M
2.95%
Sole
930.00
Shared
0.00
None
99.94K
GRAINGER W W INC
SOLEShares29.93K
TypeSH
Market value$28.52M
2.85%
Sole
245.00
Shared
0.00
None
29.69K
FISERV INC
SOLEShares216.54K
TypeSH
Market value$27.92M
2.78%
Sole
1.90K
Shared
0.00
None
214.65K
EATON CORP PLC
SOLEShares69.70K
TypeSH
Market value$26.09M
2.60%
Sole
685.00
Shared
0.00
None
69.02K
BERKSHIRE HATHAWAY INC DEL
SOLEShares48.29K
TypeSH
Market value$24.28M
2.42%
Sole
390.00
Shared
0.00
None
47.90K
ADOBE INC
SOLEShares66.64K
TypeSH
Market value$23.51M
2.34%
Sole
580.00
Shared
0.00
None
66.06K
UBER TECHNOLOGIES INC
SOLEShares176.86K
TypeSH
Market value$17.33M
1.73%
Sole
1.56K
Shared
0.00
None
175.29K
BROADCOM INC
SOLEShares48.39K
TypeSH
Market value$15.96M
1.59%
Sole
420.00
Shared
0.00
None
47.97K
CENCORA INC
SOLEShares28.56K
TypeSH
Market value$8.93M
0.89%
Sole
355.00
Shared
0.00
None
28.21K
BROADRIDGE FINL SOLUTIONS IN
SOLEShares28.18K
TypeSH
Market value$6.71M
0.67%
Sole
330.00
Shared
0.00
None
27.85K
FASTENAL CO
SOLEShares119.23K
TypeSH
Market value$5.85M
0.58%
Sole
1.39K
Shared
0.00
None
117.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 176.05K | SH | $91.18M 9.10% | 1.57K | 0.00 | 174.48K |
NVIDIA CORPORATIONSOLE | COM | 465.53K | SH | $86.86M 8.66% | 4.04K | 0.00 | 461.49K |
BOOKING HOLDINGS INCSOLE | COM | 10.96K | SH | $59.20M 5.91% | 95.00 | 0.00 | 10.87K |
ALPHABET INCSOLE | CAP STK CL C | 230.87K | SH | $56.23M 5.61% | 2.40K | 0.00 | 228.47K |
VISA INCSOLE | COM CL A | 151.49K | SH | $51.71M 5.16% | 1.23K | 0.00 | 150.26K |
INTUITSOLE | COM | 71.99K | SH | $49.16M 4.90% | 615.00 | 0.00 | 71.38K |
STRYKER CORPORATIONSOLE | COM | 123.83K | SH | $45.78M 4.57% | 1.12K | 0.00 | 122.71K |
ALPHABET INCSOLE | CAP STK CL A | 181.86K | SH | $44.21M 4.41% | 1.16K | 0.00 | 180.70K |
APPLE INCSOLE | COM | 173.62K | SH | $44.21M 4.41% | 1.50K | 0.00 | 172.12K |
MCKESSON CORPSOLE | COM | 51.38K | SH | $39.70M 3.96% | 475.00 | 0.00 | 50.91K |
MASTERCARD INCORPORATEDSOLE | CL A | 64.73K | SH | $36.82M 3.67% | 580.00 | 0.00 | 64.15K |
META PLATFORMS INCSOLE | CL A | 46.37K | SH | $34.05M 3.40% | 425.00 | 0.00 | 45.94K |
ELI LILLY & COSOLE | COM | 43.25K | SH | $33.00M 3.29% | 402.00 | 0.00 | 42.84K |
SALESFORCE INCSOLE | COM | 132.24K | SH | $31.34M 3.13% | 1.17K | 0.00 | 131.07K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 100.87K | SH | $29.61M 2.95% | 930.00 | 0.00 | 99.94K |
GRAINGER W W INCSOLE | COM | 29.93K | SH | $28.52M 2.85% | 245.00 | 0.00 | 29.69K |
FISERV INCSOLE | COM | 216.54K | SH | $27.92M 2.78% | 1.90K | 0.00 | 214.65K |
EATON CORP PLCSOLE | SHS | 69.70K | SH | $26.09M 2.60% | 685.00 | 0.00 | 69.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 48.29K | SH | $24.28M 2.42% | 390.00 | 0.00 | 47.90K |
ADOBE INCSOLE | COM | 66.64K | SH | $23.51M 2.34% | 580.00 | 0.00 | 66.06K |
UBER TECHNOLOGIES INCSOLE | COM | 176.86K | SH | $17.33M 1.73% | 1.56K | 0.00 | 175.29K |
BROADCOM INCSOLE | COM | 48.39K | SH | $15.96M 1.59% | 420.00 | 0.00 | 47.97K |
CENCORA INCSOLE | COM | 28.56K | SH | $8.93M 0.89% | 355.00 | 0.00 | 28.21K |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 28.18K | SH | $6.71M 0.67% | 330.00 | 0.00 | 27.85K |
FASTENAL COSOLE | COM | 119.23K | SH | $5.85M 0.58% | 1.39K | 0.00 | 117.84K |
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