Filed: 2/10/2026ACC: 0001315059-26-000001
📋 What this filing means
SUNCOAST EQUITY MANAGEMENT filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $989.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$989.90M
Total AUM (reported)
3.76M
Total Shares
Allocation by class
COM$681.27M68.8%
CL A$83.93M8.5%
CAP STK CL C$55.86M5.6%
COM CL A$52.04M5.3%
CAP STK CL A$45.65M4.6%
SHS$27.01M2.7%
CL B NEW$23.67M2.4%
Portfolio Concentration
Top 3$226.38M22.9%
4–10$335.11M33.9%
11–25$344.38M34.8%
Rest$84.03M8.5%
Top 3 weight
22.9%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 3.76M
Sole
Full voting authority
23.30K
shares
% of voting shares0.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.74M
shares
% of voting shares99.4%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeNone · 99.4% of voting shares
Institutional Holdings90
Rows:
NVIDIA CORPORATION
SOLEShares456.76K
TypeSH
Market value$85.19M
8.61%
Sole
4.04K
Shared
0.00
None
452.72K
MICROSOFT CORP
SOLEShares172.91K
TypeSH
Market value$83.62M
8.45%
Sole
1.45K
Shared
0.00
None
171.47K
BOOKING HOLDINGS INC
SOLEShares10.75K
TypeSH
Market value$57.57M
5.82%
Sole
95.00
Shared
0.00
None
10.65K
ALPHABET INC
SOLEShares178.02K
TypeSH
Market value$55.86M
5.64%
Sole
1.96K
Shared
0.00
None
176.07K
VISA INC
SOLEShares148.39K
TypeSH
Market value$52.04M
5.26%
Sole
1.23K
Shared
0.00
None
147.16K
INTUIT
SOLEShares70.65K
TypeSH
Market value$46.80M
4.73%
Sole
615.00
Shared
0.00
None
70.04K
APPLE INC
SOLEShares169.38K
TypeSH
Market value$46.05M
4.65%
Sole
1.34K
Shared
0.00
None
168.03K
ELI LILLY & CO
SOLEShares42.71K
TypeSH
Market value$45.90M
4.64%
Sole
352.00
Shared
0.00
None
42.36K
ALPHABET INC
SOLEShares145.84K
TypeSH
Market value$45.65M
4.61%
Sole
880.00
Shared
0.00
None
144.96K
STRYKER CORPORATION
SOLEShares121.79K
TypeSH
Market value$42.81M
4.32%
Sole
1.01K
Shared
0.00
None
120.78K
MCKESSON CORP
SOLEShares50.26K
TypeSH
Market value$41.22M
4.16%
Sole
475.00
Shared
0.00
None
49.78K
MASTERCARD INCORPORATED
SOLEShares63.27K
TypeSH
Market value$36.12M
3.65%
Sole
580.00
Shared
0.00
None
62.69K
SALESFORCE INC
SOLEShares129.11K
TypeSH
Market value$34.20M
3.46%
Sole
1.17K
Shared
0.00
None
127.94K
BROADCOM INC
SOLEShares88.63K
TypeSH
Market value$30.67M
3.10%
Sole
795.00
Shared
0.00
None
87.83K
META PLATFORMS INC
SOLEShares45.55K
TypeSH
Market value$30.07M
3.04%
Sole
425.00
Shared
0.00
None
45.12K
WW GRAINGER INC
SOLEShares29.33K
TypeSH
Market value$29.60M
2.99%
Sole
245.00
Shared
0.00
None
29.09K
AUTOMATIC DATA PROCESSING IN
SOLEShares98.97K
TypeSH
Market value$25.46M
2.57%
Sole
805.00
Shared
0.00
None
98.16K
BERKSHIRE HATHAWAY INC DEL
SOLEShares47.10K
TypeSH
Market value$23.67M
2.39%
Sole
390.00
Shared
0.00
None
46.71K
ADOBE INC
SOLEShares64.12K
TypeSH
Market value$22.44M
2.27%
Sole
580.00
Shared
0.00
None
63.54K
EATON CORP PLC
SOLEShares68.34K
TypeSH
Market value$21.77M
2.20%
Sole
500.00
Shared
0.00
None
67.84K
AMPHENOL CORP NEW
SOLEShares103.23K
TypeSH
Market value$13.95M
1.41%
Sole
960.00
Shared
0.00
None
102.27K
UBER TECHNOLOGIES INC
SOLEShares169.50K
TypeSH
Market value$13.85M
1.40%
Sole
1.56K
Shared
0.00
None
167.93K
CENCORA INC
SOLEShares28.17K
TypeSH
Market value$9.51M
0.96%
Sole
140.00
Shared
0.00
None
28.03K
BROADRIDGE FINL SOLUTIONS IN
SOLEShares27.55K
TypeSH
Market value$6.15M
0.62%
Sole
110.00
Shared
0.00
None
27.44K
TJX COS INC NEW
SOLEShares37.05K
TypeSH
Market value$5.69M
0.57%
Sole
180.00
Shared
0.00
None
36.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 456.76K | SH | $85.19M 8.61% | 4.04K | 0.00 | 452.72K |
MICROSOFT CORPSOLE | COM | 172.91K | SH | $83.62M 8.45% | 1.45K | 0.00 | 171.47K |
BOOKING HOLDINGS INCSOLE | COM | 10.75K | SH | $57.57M 5.82% | 95.00 | 0.00 | 10.65K |
ALPHABET INCSOLE | CAP STK CL C | 178.02K | SH | $55.86M 5.64% | 1.96K | 0.00 | 176.07K |
VISA INCSOLE | COM CL A | 148.39K | SH | $52.04M 5.26% | 1.23K | 0.00 | 147.16K |
INTUITSOLE | COM | 70.65K | SH | $46.80M 4.73% | 615.00 | 0.00 | 70.04K |
APPLE INCSOLE | COM | 169.38K | SH | $46.05M 4.65% | 1.34K | 0.00 | 168.03K |
ELI LILLY & COSOLE | COM | 42.71K | SH | $45.90M 4.64% | 352.00 | 0.00 | 42.36K |
ALPHABET INCSOLE | CAP STK CL A | 145.84K | SH | $45.65M 4.61% | 880.00 | 0.00 | 144.96K |
STRYKER CORPORATIONSOLE | COM | 121.79K | SH | $42.81M 4.32% | 1.01K | 0.00 | 120.78K |
MCKESSON CORPSOLE | COM | 50.26K | SH | $41.22M 4.16% | 475.00 | 0.00 | 49.78K |
MASTERCARD INCORPORATEDSOLE | CL A | 63.27K | SH | $36.12M 3.65% | 580.00 | 0.00 | 62.69K |
SALESFORCE INCSOLE | COM | 129.11K | SH | $34.20M 3.46% | 1.17K | 0.00 | 127.94K |
BROADCOM INCSOLE | COM | 88.63K | SH | $30.67M 3.10% | 795.00 | 0.00 | 87.83K |
META PLATFORMS INCSOLE | CL A | 45.55K | SH | $30.07M 3.04% | 425.00 | 0.00 | 45.12K |
WW GRAINGER INCSOLE | COM | 29.33K | SH | $29.60M 2.99% | 245.00 | 0.00 | 29.09K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 98.97K | SH | $25.46M 2.57% | 805.00 | 0.00 | 98.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 47.10K | SH | $23.67M 2.39% | 390.00 | 0.00 | 46.71K |
ADOBE INCSOLE | COM | 64.12K | SH | $22.44M 2.27% | 580.00 | 0.00 | 63.54K |
EATON CORP PLCSOLE | SHS | 68.34K | SH | $21.77M 2.20% | 500.00 | 0.00 | 67.84K |
AMPHENOL CORP NEWSOLE | CL A | 103.23K | SH | $13.95M 1.41% | 960.00 | 0.00 | 102.27K |
UBER TECHNOLOGIES INCSOLE | COM | 169.50K | SH | $13.85M 1.40% | 1.56K | 0.00 | 167.93K |
CENCORA INCSOLE | COM | 28.17K | SH | $9.51M 0.96% | 140.00 | 0.00 | 28.03K |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 27.55K | SH | $6.15M 0.62% | 110.00 | 0.00 | 27.44K |
TJX COS INC NEWSOLE | COM | 37.05K | SH | $5.69M 0.57% | 180.00 | 0.00 | 36.87K |
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