Filed: 5/8/2026ACC: 0001315059-26-000004
📋 What this filing means
SUNCOAST EQUITY MANAGEMENT filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $833.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$833.30M
Total AUM (reported)
4.04M
Total Shares
Allocation by class
COM$533.18M64.0%
CL A$70.66M8.5%
COM CL A$59.78M7.2%
CAP STK CL C$49.21M5.9%
CAP STK CL A$39.44M4.7%
SHS$26.93M3.2%
CL B NEW$21.70M2.6%
Portfolio Concentration
Top 3$186.11M22.3%
4–10$270.67M32.5%
11–25$295.10M35.4%
Rest$81.43M9.8%
Top 3 weight
22.3%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 4.04M
Sole
Full voting authority
23.08K
shares
% of voting shares0.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.02M
shares
% of voting shares99.4%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeNone · 99.4% of voting shares
Institutional Holdings101
Rows:
NVIDIA CORPORATION
SOLEShares433.46K
TypeSH
Market value$75.60M
9.07%
Sole
3.63K
Shared
0.00
None
429.83K
MICROSOFT CORP
SOLEShares165.62K
TypeSH
Market value$61.31M
7.36%
Sole
1.30K
Shared
0.00
None
164.31K
ALPHABET INC
SOLEShares171.54K
TypeSH
Market value$49.21M
5.91%
Sole
1.75K
Shared
0.00
None
169.78K
VISA INC
SOLEShares141.64K
TypeSH
Market value$42.81M
5.14%
Sole
1.09K
Shared
0.00
None
140.55K
MCKESSON CORP
SOLEShares48.63K
TypeSH
Market value$42.08M
5.05%
Sole
425.00
Shared
0.00
None
48.20K
APPLE INC
SOLEShares164.50K
TypeSH
Market value$41.75M
5.01%
Sole
1.18K
Shared
0.00
None
163.33K
ALPHABET INC
SOLEShares137.16K
TypeSH
Market value$39.44M
4.73%
Sole
790.00
Shared
0.00
None
136.37K
STRYKER CORPORATION
SOLEShares116.19K
TypeSH
Market value$38.18M
4.58%
Sole
915.00
Shared
0.00
None
115.27K
ELI LILLY & CO
SOLEShares38.95K
TypeSH
Market value$35.83M
4.30%
Sole
310.00
Shared
0.00
None
38.64K
WW GRAINGER INC
SOLEShares28.04K
TypeSH
Market value$30.59M
3.67%
Sole
220.00
Shared
0.00
None
27.82K
MASTERCARD INCORPORATED
SOLEShares60.26K
TypeSH
Market value$30.11M
3.61%
Sole
525.00
Shared
0.00
None
59.74K
INTUIT
SOLEShares67.20K
TypeSH
Market value$29.06M
3.49%
Sole
550.00
Shared
0.00
None
66.65K
BROADCOM INC
SOLEShares85.49K
TypeSH
Market value$26.46M
3.18%
Sole
715.00
Shared
0.00
None
84.78K
META PLATFORMS INC
SOLEShares43.38K
TypeSH
Market value$24.82M
2.98%
Sole
365.00
Shared
0.00
None
43.01K
S&P GLOBAL INC
SOLEShares53.36K
TypeSH
Market value$22.70M
2.72%
Sole
470.00
Shared
0.00
None
52.89K
BERKSHIRE HATHAWAY INC DEL
SOLEShares45.28K
TypeSH
Market value$21.70M
2.60%
Sole
350.00
Shared
0.00
None
44.93K
EATON CORP PLC
SOLEShares60.34K
TypeSH
Market value$21.58M
2.59%
Sole
445.00
Shared
0.00
None
59.90K
TJX COS INC NEW
SOLEShares132.91K
TypeSH
Market value$21.23M
2.55%
Sole
1.01K
Shared
0.00
None
131.90K
AUTOMATIC DATA PROCESSING IN
SOLEShares89.92K
TypeSH
Market value$18.27M
2.19%
Sole
710.00
Shared
0.00
None
89.21K
AIRBNB INC
SOLEShares134.35K
TypeSH
Market value$16.97M
2.04%
Sole
1.15K
Shared
0.00
None
133.21K
SERVICENOW INC
SOLEShares138.91K
TypeSH
Market value$14.52M
1.74%
Sole
810.00
Shared
0.00
None
138.10K
AON PLC
SOLEShares44.39K
TypeSH
Market value$14.33M
1.72%
Sole
375.00
Shared
0.00
None
44.02K
AMPHENOL CORP
SOLEShares101.62K
TypeSH
Market value$12.84M
1.54%
Sole
860.00
Shared
0.00
None
100.76K
UBER TECHNOLOGIES INC
SOLEShares165.84K
TypeSH
Market value$11.93M
1.43%
Sole
1.41K
Shared
0.00
None
164.44K
CENCORA INC
SOLEShares27.35K
TypeSH
Market value$8.59M
1.03%
Sole
140.00
Shared
0.00
None
27.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 433.46K | SH | $75.60M 9.07% | 3.63K | 0.00 | 429.83K |
MICROSOFT CORPSOLE | COM | 165.62K | SH | $61.31M 7.36% | 1.30K | 0.00 | 164.31K |
ALPHABET INCSOLE | CAP STK CL C | 171.54K | SH | $49.21M 5.91% | 1.75K | 0.00 | 169.78K |
VISA INCSOLE | COM CL A | 141.64K | SH | $42.81M 5.14% | 1.09K | 0.00 | 140.55K |
MCKESSON CORPSOLE | COM | 48.63K | SH | $42.08M 5.05% | 425.00 | 0.00 | 48.20K |
APPLE INCSOLE | COM | 164.50K | SH | $41.75M 5.01% | 1.18K | 0.00 | 163.33K |
ALPHABET INCSOLE | CAP STK CL A | 137.16K | SH | $39.44M 4.73% | 790.00 | 0.00 | 136.37K |
STRYKER CORPORATIONSOLE | COM | 116.19K | SH | $38.18M 4.58% | 915.00 | 0.00 | 115.27K |
ELI LILLY & COSOLE | COM | 38.95K | SH | $35.83M 4.30% | 310.00 | 0.00 | 38.64K |
WW GRAINGER INCSOLE | COM | 28.04K | SH | $30.59M 3.67% | 220.00 | 0.00 | 27.82K |
MASTERCARD INCORPORATEDSOLE | CL A | 60.26K | SH | $30.11M 3.61% | 525.00 | 0.00 | 59.74K |
INTUITSOLE | COM | 67.20K | SH | $29.06M 3.49% | 550.00 | 0.00 | 66.65K |
BROADCOM INCSOLE | COM | 85.49K | SH | $26.46M 3.18% | 715.00 | 0.00 | 84.78K |
META PLATFORMS INCSOLE | CL A | 43.38K | SH | $24.82M 2.98% | 365.00 | 0.00 | 43.01K |
S&P GLOBAL INCSOLE | COM | 53.36K | SH | $22.70M 2.72% | 470.00 | 0.00 | 52.89K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 45.28K | SH | $21.70M 2.60% | 350.00 | 0.00 | 44.93K |
EATON CORP PLCSOLE | SHS | 60.34K | SH | $21.58M 2.59% | 445.00 | 0.00 | 59.90K |
TJX COS INC NEWSOLE | COM | 132.91K | SH | $21.23M 2.55% | 1.01K | 0.00 | 131.90K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 89.92K | SH | $18.27M 2.19% | 710.00 | 0.00 | 89.21K |
AIRBNB INCSOLE | COM CL A | 134.35K | SH | $16.97M 2.04% | 1.15K | 0.00 | 133.21K |
SERVICENOW INCSOLE | COM | 138.91K | SH | $14.52M 1.74% | 810.00 | 0.00 | 138.10K |
AON PLCSOLE | SHS CL A | 44.39K | SH | $14.33M 1.72% | 375.00 | 0.00 | 44.02K |
AMPHENOL CORPSOLE | CL A | 101.62K | SH | $12.84M 1.54% | 860.00 | 0.00 | 100.76K |
UBER TECHNOLOGIES INCSOLE | COM | 165.84K | SH | $11.93M 1.43% | 1.41K | 0.00 | 164.44K |
CENCORA INCSOLE | COM | 27.35K | SH | $8.59M 1.03% | 140.00 | 0.00 | 27.21K |
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