Filed: 8/4/2026ACC: 0001315059-26-000005
📋 What this filing means
SUNCOAST EQUITY MANAGEMENT filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $798.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$798.41M
Total AUM (reported)
2.78M
Total Shares
Allocation by class
COM$497.01M62.2%
CL A$67.37M8.4%
COM CL A$61.59M7.7%
CAP STK CL C$49.03M6.1%
CAP STK CL A$39.47M4.9%
SHS$28.80M3.6%
CL B NEW$18.99M2.4%
Portfolio Concentration
Top 3$184.12M23.1%
4–10$273.88M34.3%
11–25$286.14M35.8%
Rest$54.28M6.8%
Top 3 weight
23.1%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 2.78M
Sole
Full voting authority
16.17K
shares
% of voting shares0.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.76M
shares
% of voting shares99.4%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 99.4% of voting shares
Institutional Holdings63
Rows:
NVIDIA CORPORATION
SOLEShares395.02K
TypeSH
Market value$79.04M
9.90%
Sole
2.50K
Shared
0.00
None
392.52K
MICROSOFT CORP
SOLEShares150.24K
TypeSH
Market value$56.04M
7.02%
Sole
930.00
Shared
0.00
None
149.31K
ALPHABET INC
SOLEShares138.78K
TypeSH
Market value$49.03M
6.14%
Sole
1.55K
Shared
0.00
None
137.22K
VISA INC
SOLEShares127.77K
TypeSH
Market value$43.84M
5.49%
Sole
800.00
Shared
0.00
None
126.97K
ELI LILLY & CO
SOLEShares35.73K
TypeSH
Market value$42.85M
5.37%
Sole
220.00
Shared
0.00
None
35.51K
APPLE INC
SOLEShares139.05K
TypeSH
Market value$40.24M
5.04%
Sole
850.00
Shared
0.00
None
138.20K
ALPHABET INC
SOLEShares110.44K
TypeSH
Market value$39.47M
4.94%
Sole
0.00
Shared
0.00
None
110.44K
BROADCOM INC
SOLEShares101.89K
TypeSH
Market value$38.49M
4.82%
Sole
645.00
Shared
0.00
None
101.24K
WW GRAINGER INC
SOLEShares25.82K
TypeSH
Market value$35.12M
4.40%
Sole
150.00
Shared
0.00
None
25.67K
MCKESSON CORP
SOLEShares44.84K
TypeSH
Market value$33.88M
4.24%
Sole
300.00
Shared
0.00
None
44.54K
STRYKER CORPORATION
SOLEShares105.93K
TypeSH
Market value$33.35M
4.18%
Sole
650.00
Shared
0.00
None
105.28K
APPLIED MATLS INC
SOLEShares39.74K
TypeSH
Market value$28.73M
3.60%
Sole
255.00
Shared
0.00
None
39.49K
MASTERCARD INCORPORATED
SOLEShares55.43K
TypeSH
Market value$28.47M
3.57%
Sole
350.00
Shared
0.00
None
55.08K
EATON CORP PLC
SOLEShares55.11K
TypeSH
Market value$23.48M
2.94%
Sole
320.00
Shared
0.00
None
54.79K
META PLATFORMS INC
SOLEShares39.84K
TypeSH
Market value$22.44M
2.81%
Sole
250.00
Shared
0.00
None
39.59K
S&P GLOBAL INC
SOLEShares49.10K
TypeSH
Market value$19.99M
2.50%
Sole
325.00
Shared
0.00
None
48.77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares37.95K
TypeSH
Market value$18.99M
2.38%
Sole
250.00
Shared
0.00
None
37.70K
TJX COS INC NEW
SOLEShares119.92K
TypeSH
Market value$18.17M
2.28%
Sole
755.00
Shared
0.00
None
119.16K
AIRBNB INC
SOLEShares124.09K
TypeSH
Market value$17.76M
2.22%
Sole
790.00
Shared
0.00
None
123.31K
AMPHENOL CORP
SOLEShares93.36K
TypeSH
Market value$16.46M
2.06%
Sole
595.00
Shared
0.00
None
92.77K
ASML HLDG NV
SOLEShares7.93K
TypeSH
Market value$15.78M
1.98%
Sole
50.00
Shared
0.00
None
7.88K
AON PLC
SOLEShares40.70K
TypeSH
Market value$13.50M
1.69%
Sole
260.00
Shared
0.00
None
40.44K
SERVICENOW INC
SOLEShares128.73K
TypeSH
Market value$12.78M
1.60%
Sole
810.00
Shared
0.00
None
127.92K
UBER TECHNOLOGIES INC
SOLEShares150.41K
TypeSH
Market value$10.85M
1.36%
Sole
970.00
Shared
0.00
None
149.44K
CENCORA INC
SOLEShares19.02K
TypeSH
Market value$5.38M
0.67%
Sole
110.00
Shared
0.00
None
18.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 395.02K | SH | $79.04M 9.90% | 2.50K | 0.00 | 392.52K |
MICROSOFT CORPSOLE | COM | 150.24K | SH | $56.04M 7.02% | 930.00 | 0.00 | 149.31K |
ALPHABET INCSOLE | CAP STK CL C | 138.78K | SH | $49.03M 6.14% | 1.55K | 0.00 | 137.22K |
VISA INCSOLE | COM CL A | 127.77K | SH | $43.84M 5.49% | 800.00 | 0.00 | 126.97K |
ELI LILLY & COSOLE | COM | 35.73K | SH | $42.85M 5.37% | 220.00 | 0.00 | 35.51K |
APPLE INCSOLE | COM | 139.05K | SH | $40.24M 5.04% | 850.00 | 0.00 | 138.20K |
ALPHABET INCSOLE | CAP STK CL A | 110.44K | SH | $39.47M 4.94% | 0.00 | 0.00 | 110.44K |
BROADCOM INCSOLE | COM | 101.89K | SH | $38.49M 4.82% | 645.00 | 0.00 | 101.24K |
WW GRAINGER INCSOLE | COM | 25.82K | SH | $35.12M 4.40% | 150.00 | 0.00 | 25.67K |
MCKESSON CORPSOLE | COM | 44.84K | SH | $33.88M 4.24% | 300.00 | 0.00 | 44.54K |
STRYKER CORPORATIONSOLE | COM | 105.93K | SH | $33.35M 4.18% | 650.00 | 0.00 | 105.28K |
APPLIED MATLS INCSOLE | COM | 39.74K | SH | $28.73M 3.60% | 255.00 | 0.00 | 39.49K |
MASTERCARD INCORPORATEDSOLE | CL A | 55.43K | SH | $28.47M 3.57% | 350.00 | 0.00 | 55.08K |
EATON CORP PLCSOLE | SHS | 55.11K | SH | $23.48M 2.94% | 320.00 | 0.00 | 54.79K |
META PLATFORMS INCSOLE | CL A | 39.84K | SH | $22.44M 2.81% | 250.00 | 0.00 | 39.59K |
S&P GLOBAL INCSOLE | COM | 49.10K | SH | $19.99M 2.50% | 325.00 | 0.00 | 48.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 37.95K | SH | $18.99M 2.38% | 250.00 | 0.00 | 37.70K |
TJX COS INC NEWSOLE | COM | 119.92K | SH | $18.17M 2.28% | 755.00 | 0.00 | 119.16K |
AIRBNB INCSOLE | COM CL A | 124.09K | SH | $17.76M 2.22% | 790.00 | 0.00 | 123.31K |
AMPHENOL CORPSOLE | CL A | 93.36K | SH | $16.46M 2.06% | 595.00 | 0.00 | 92.77K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.93K | SH | $15.78M 1.98% | 50.00 | 0.00 | 7.88K |
AON PLCSOLE | SHS CL A | 40.70K | SH | $13.50M 1.69% | 260.00 | 0.00 | 40.44K |
SERVICENOW INCSOLE | COM | 128.73K | SH | $12.78M 1.60% | 810.00 | 0.00 | 127.92K |
UBER TECHNOLOGIES INCSOLE | COM | 150.41K | SH | $10.85M 1.36% | 970.00 | 0.00 | 149.44K |
CENCORA INCSOLE | COM | 19.02K | SH | $5.38M 0.67% | 110.00 | 0.00 | 18.91K |
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