SUNCOAST EQUITY MANAGEMENT

PrivateCIK: 1315059

Location

TAMPA, FL

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

% of voting shares0.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.02M

% 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

SOLE

COM

Shares433.46K

TypeSH

Market value$75.60M

9.07%

Sole

3.63K

Shared

0.00

None

429.83K

MICROSOFT CORP

SOLE

COM

Shares165.62K

TypeSH

Market value$61.31M

7.36%

Sole

1.30K

Shared

0.00

None

164.31K

ALPHABET INC

SOLE

CAP STK CL C

Shares171.54K

TypeSH

Market value$49.21M

5.91%

Sole

1.75K

Shared

0.00

None

169.78K

VISA INC

SOLE

COM CL A

Shares141.64K

TypeSH

Market value$42.81M

5.14%

Sole

1.09K

Shared

0.00

None

140.55K

MCKESSON CORP

SOLE

COM

Shares48.63K

TypeSH

Market value$42.08M

5.05%

Sole

425.00

Shared

0.00

None

48.20K

APPLE INC

SOLE

COM

Shares164.50K

TypeSH

Market value$41.75M

5.01%

Sole

1.18K

Shared

0.00

None

163.33K

ALPHABET INC

SOLE

CAP STK CL A

Shares137.16K

TypeSH

Market value$39.44M

4.73%

Sole

790.00

Shared

0.00

None

136.37K

STRYKER CORPORATION

SOLE

COM

Shares116.19K

TypeSH

Market value$38.18M

4.58%

Sole

915.00

Shared

0.00

None

115.27K

ELI LILLY & CO

SOLE

COM

Shares38.95K

TypeSH

Market value$35.83M

4.30%

Sole

310.00

Shared

0.00

None

38.64K

WW GRAINGER INC

SOLE

COM

Shares28.04K

TypeSH

Market value$30.59M

3.67%

Sole

220.00

Shared

0.00

None

27.82K

MASTERCARD INCORPORATED

SOLE

CL A

Shares60.26K

TypeSH

Market value$30.11M

3.61%

Sole

525.00

Shared

0.00

None

59.74K

INTUIT

SOLE

COM

Shares67.20K

TypeSH

Market value$29.06M

3.49%

Sole

550.00

Shared

0.00

None

66.65K

BROADCOM INC

SOLE

COM

Shares85.49K

TypeSH

Market value$26.46M

3.18%

Sole

715.00

Shared

0.00

None

84.78K

META PLATFORMS INC

SOLE

CL A

Shares43.38K

TypeSH

Market value$24.82M

2.98%

Sole

365.00

Shared

0.00

None

43.01K

S&P GLOBAL INC

SOLE

COM

Shares53.36K

TypeSH

Market value$22.70M

2.72%

Sole

470.00

Shared

0.00

None

52.89K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares45.28K

TypeSH

Market value$21.70M

2.60%

Sole

350.00

Shared

0.00

None

44.93K

EATON CORP PLC

SOLE

SHS

Shares60.34K

TypeSH

Market value$21.58M

2.59%

Sole

445.00

Shared

0.00

None

59.90K

TJX COS INC NEW

SOLE

COM

Shares132.91K

TypeSH

Market value$21.23M

2.55%

Sole

1.01K

Shared

0.00

None

131.90K

AUTOMATIC DATA PROCESSING IN

SOLE

COM

Shares89.92K

TypeSH

Market value$18.27M

2.19%

Sole

710.00

Shared

0.00

None

89.21K

AIRBNB INC

SOLE

COM CL A

Shares134.35K

TypeSH

Market value$16.97M

2.04%

Sole

1.15K

Shared

0.00

None

133.21K

SERVICENOW INC

SOLE

COM

Shares138.91K

TypeSH

Market value$14.52M

1.74%

Sole

810.00

Shared

0.00

None

138.10K

AON PLC

SOLE

SHS CL A

Shares44.39K

TypeSH

Market value$14.33M

1.72%

Sole

375.00

Shared

0.00

None

44.02K

AMPHENOL CORP

SOLE

CL A

Shares101.62K

TypeSH

Market value$12.84M

1.54%

Sole

860.00

Shared

0.00

None

100.76K

UBER TECHNOLOGIES INC

SOLE

COM

Shares165.84K

TypeSH

Market value$11.93M

1.43%

Sole

1.41K

Shared

0.00

None

164.44K

CENCORA INC

SOLE

COM

Shares27.35K

TypeSH

Market value$8.59M

1.03%

Sole

140.00

Shared

0.00

None

27.21K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	433.46K	SH	$75.60M 9.07%	3.63K	429.83K
MICROSOFT CORPSOLE	COM	165.62K	SH	$61.31M 7.36%	1.30K	164.31K
ALPHABET INCSOLE	CAP STK CL C	171.54K	SH	$49.21M 5.91%	1.75K	169.78K
VISA INCSOLE	COM CL A	141.64K	SH	$42.81M 5.14%	1.09K	140.55K
MCKESSON CORPSOLE	COM	48.63K	SH	$42.08M 5.05%	425.00	48.20K
APPLE INCSOLE	COM	164.50K	SH	$41.75M 5.01%	1.18K	163.33K
ALPHABET INCSOLE	CAP STK CL A	137.16K	SH	$39.44M 4.73%	790.00	136.37K
STRYKER CORPORATIONSOLE	COM	116.19K	SH	$38.18M 4.58%	915.00	115.27K
ELI LILLY & COSOLE	COM	38.95K	SH	$35.83M 4.30%	310.00	38.64K
WW GRAINGER INCSOLE	COM	28.04K	SH	$30.59M 3.67%	220.00	27.82K
MASTERCARD INCORPORATEDSOLE	CL A	60.26K	SH	$30.11M 3.61%	525.00	59.74K
INTUITSOLE	COM	67.20K	SH	$29.06M 3.49%	550.00	66.65K
BROADCOM INCSOLE	COM	85.49K	SH	$26.46M 3.18%	715.00	84.78K
META PLATFORMS INCSOLE	CL A	43.38K	SH	$24.82M 2.98%	365.00	43.01K
S&P GLOBAL INCSOLE	COM	53.36K	SH	$22.70M 2.72%	470.00	52.89K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	45.28K	SH	$21.70M 2.60%	350.00	44.93K
EATON CORP PLCSOLE	SHS	60.34K	SH	$21.58M 2.59%	445.00	59.90K
TJX COS INC NEWSOLE	COM	132.91K	SH	$21.23M 2.55%	1.01K	131.90K
AUTOMATIC DATA PROCESSING INSOLE	COM	89.92K	SH	$18.27M 2.19%	710.00	89.21K
AIRBNB INCSOLE	COM CL A	134.35K	SH	$16.97M 2.04%	1.15K	133.21K
SERVICENOW INCSOLE	COM	138.91K	SH	$14.52M 1.74%	810.00	138.10K
AON PLCSOLE	SHS CL A	44.39K	SH	$14.33M 1.72%	375.00	44.02K
AMPHENOL CORPSOLE	CL A	101.62K	SH	$12.84M 1.54%	860.00	100.76K
UBER TECHNOLOGIES INCSOLE	COM	165.84K	SH	$11.93M 1.43%	1.41K	164.44K
CENCORA INCSOLE	COM	27.35K	SH	$8.59M 1.03%	140.00	27.21K

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