Suncoast Equity Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Suncoast Equity Management reported 72 stock positions worth $852.3 million. Its top holding was Microsoft (MSFT) at 9.0% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Intuit (INTU, 5.8%). Compared with Q4 2023, it opened 5 new positions, sold out of 5, added to 53 and reduced 9. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Apple (AAPL, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001315059
- Portfolio Value
- $852.3M (Q1 2024)
- SEC Filing
- 0001315059-24-000003 ↗ filed May 2, 2024
Holdings Value
Holdings 72 stocks · $852.3M
| MSFT Microsoft Corp. | 9.03% | 182,975 | $77.0M | Add +3.0% |
| NVDA Nvidia Corp. | 6.08% | 57,352 | $51.8M | Add +3.3% |
| INTU Intuit Inc. | 5.78% | 75,753 | $49.2M | Add +2.8% |
| ACN Accenture PLC Class A | 5.33% | 130,999 | $45.4M | Add +3.1% |
| SYK Stryker Corp. | 5.24% | 124,773 | $44.7M | Add +3.2% |
| V Visa Inc. Class A | 5.22% | 159,507 | $44.5M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 5.13% | 287,438 | $43.8M | Reduce -1.5% |
| AAPL Apple Inc. | 4.96% | 246,681 | $42.3M | Reduce -17.2% |
| BKNG Booking Holdings Inc. | 4.85% | 11,402 | $41.4M | Add +3.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 4.56% | 38,196 | $38.9M | Add +2.3% |
| FISV Fiserv Inc. | 4.21% | 224,758 | $35.9M | Add +3.0% |
| ADBE Adobe Inc. | 4.18% | 70,650 | $35.7M | Add +2.7% |
| MA Mastercard Inc. Class A | 3.86% | 68,304 | $32.9M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 3.74% | 64,402 | $31.9M | Add +3.0% |
| CRM Salesforce Inc. | 3.42% | 96,793 | $29.2M | Add +85.4% |
| ADP Automatic Data Processing | 3.02% | 103,131 | $25.8M | Add +6.3% |
| MRK Merck & Co. Inc. | 2.75% | 177,881 | $23.5M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 2.60% | 146,651 | $22.1M | Add +10.2% |
| ETN Eaton Corp. PLC | 2.53% | 68,983 | $21.6M | Add +278.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.49% | 50,406 | $21.2M | Add +2.5% |
| MCK McKesson Corp. | 1.99% | 31,536 | $16.9M | Add +5.9% |
| NKE Nike Inc. Class B | 1.85% | 168,119 | $15.8M | Add +1.4% |
| COR Cencora Inc. | 0.71% | 24,996 | $6.1M | Add +6.9% |
| BR Broadridge Financial Solutio | 0.55% | 23,066 | $4.7M | Add +6.1% |
| SHW The Sherwin-Williams Co. | 0.49% | 12,056 | $4.2M | Add +9.0% |
| LLY Eli Lilly & Co. | 0.49% | 5,331 | $4.1M | Add +5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 27,209 | $2.8M | Add +6.7% |
| HSY The Hershey Co. | 0.30% | 13,047 | $2.5M | Add +8.7% |
| PEP Pepsico Inc. | 0.29% | 14,067 | $2.5M | Add +15.8% |
| TSCO Tractor Supply Company | 0.29% | 9,399 | $2.5M | Reduce -88.2% |
| IWF iShares Russell 1000 Growth | 0.27% | 6,780 | $2.3M | No change |
| MRSH Marsh & McLennan Cos | 0.21% | 8,758 | $1.8M | Add +8.9% |
| CTAS Cintas Corp. | 0.20% | 2,505 | $1.7M | Add +4.2% |
| FICO Fair Isaac Corp. | 0.18% | 1,223 | $1.5M | Add +4.1% |
| CPRT Copart Inc. | 0.17% | 25,000 | $1.4M | Add +4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 2,639 | $1.4M | Reduce -16.4% |
| MCD McDonald's Corp. | 0.15% | 4,624 | $1.3M | Reduce -8.3% |
| ITT Itt Inc. | 0.15% | 9,365 | $1.3M | Add +5.4% |
| DECK Deckers Outdoor Corp. | 0.15% | 1,352 | $1.3M | Add +5.2% |
| NICE Nice Ltd. - Spon ADR | 0.14% | 4,625 | $1.2M | Add +43.9% |
| BRO Brown & Brown Inc. | 0.14% | 13,248 | $1.2M | Add +192.4% |
| CPAY Corpay Inc. | 0.13% | 3,638 | $1.1M | Add +4.3% |
| MSA Msa Safety Inc. | 0.13% | 5,745 | $1.1M | Add +30.7% |
| HUBB Hubbell Inc. | 0.11% | 2,296 | $953K | Add +6.7% |
| EW Edwards Lifesciences Corp. | 0.10% | 8,885 | $849K | Add +5.0% |
| FAST Fastenal Co. | 0.10% | 10,805 | $833K | Add +5.0% |
| VEEV Veeva Systems Inc. Class A | 0.09% | 3,188 | $739K | Add +8.1% |
| ROP Roper Technologies Inc. | 0.08% | 1,258 | $706K | Add +5.7% |
| FDX FedEx Corp. | 0.08% | 2,430 | $704K | Reduce -2.4% |
| HD Home Depot Inc. | 0.08% | 1,830 | $702K | Reduce -66.4% |
| IDXX Idexx Laboratories Inc. | 0.08% | 1,235 | $667K | Add +4.5% |
| STE Steris PLC | 0.08% | 2,960 | $665K | Add +7.0% |
| MEDP Medpace Holdings Inc. | 0.07% | 1,418 | $573K | Add +5.6% |
| MTD Mettler-Toledo International | 0.07% | 427 | $568K | Add +6.2% |
| AMZN Amazon.com Inc. | 0.06% | 2,984 | $538K | Add +1.7% |
| CDW CDW Corp. | 0.06% | 1,997 | $511K | Add +8.7% |
| NWBI Northwest Bancshares Inc. | 0.05% | 38,859 | $453K | No change |
| A Agilent Technologies Inc. | 0.05% | 2,810 | $409K | Add +6.8% |
| UPS United Parcel Service Class B | 0.05% | 2,652 | $394K | No change |
| G Genpact Ltd. | 0.04% | 11,500 | $379K | Add +7.7% |
| TXN Texas Instruments Inc. | 0.04% | 2,048 | $357K | No change |
| CHKP Check Point Software Tech | 0.04% | 2,175 | $357K | No change |
| HCI Hci Group Inc. | 0.04% | 2,915 | $338K | New |
| JNJ Johnson & Johnson | 0.03% | 1,810 | $286K | Reduce -4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 557 | $247K | New |
| DNP DNP Select Income Fund Inc. | 0.03% | 25,290 | $229K | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.02% | 425 | $204K | Reduce -30.4% |
| TELO Telomir Pharmaceuticals Inc. | 0.01% | 24,391 | $126K | New |
| SOUN Soundhound AI Inc. Class A | 0.01% | 20,400 | $120K | New |
| HIO Western Asset Hi Inc. Opport | 0.01% | 30,681 | $120K | Add +1.8% |
| MIRA Mira Pharmaceuticals Inc. | 0.01% | 40,000 | $44K | New |
| SABA Saba Capital Income & Opport | 0.00% | 10,521 | $40K | Add +2.3% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -17.2% | 4.96% | −2.61 |
| TSCO Tractor Supply Company | Reduce -88.2% | 0.29% | −1.98 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 5.13% | −0.29 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.18 |
| HD Home Depot Inc. | Reduce -66.4% | 0.08% | −0.17 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -8.3% | 0.15% | −0.04 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -16.4% | 0.16% | −0.04 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -30.4% | 0.02% | −0.01 |
| PLUG Plug Power Inc. | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -4.5% | 0.03% | −0.01 |
| FDX FedEx Corp. | Reduce -2.4% | 0.08% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +3.3% | 6.08% | +2.45 |
| ETN Eaton Corp. PLC | Add +278.7% | 2.53% | +1.95 |
| CRM Salesforce Inc. | Add +85.4% | 3.42% | +1.61 |
| GWW WW Grainger Inc. | Add +2.3% | 4.56% | +0.48 |
| SYK Stryker Corp. | Add +3.2% | 5.24% | +0.46 |
| FISV Fiserv Inc. | Add +3.0% | 4.21% | +0.39 |
| MRK Merck & Co. Inc. | Add +7.5% | 2.75% | +0.37 |
| MSFT Microsoft Corp. | Add +3.0% | 9.03% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 2.49% | +0.17 |
| MCK McKesson Corp. | Add +5.9% | 1.99% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +10.2% | 2.60% | +0.14 |
| MA Mastercard Inc. Class A | Add +2.6% | 3.86% | +0.11 |
| LLY Eli Lilly & Co. | Add +5.5% | 0.49% | +0.10 |
| BRO Brown & Brown Inc. | Add +192.4% | 0.14% | +0.09 |
| COR Cencora Inc. | Add +6.9% | 0.71% | +0.08 |
| NICE Nice Ltd. - Spon ADR | Add +43.9% | 0.14% | +0.06 |
| HCI Hci Group Inc. | New | 0.04% | +0.04 |
| ADP Automatic Data Processing | Add +6.3% | 3.02% | +0.04 |
| DECK Deckers Outdoor Corp. | Add +5.2% | 0.15% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +9.0% | 0.49% | +0.04 |
| MSA Msa Safety Inc. | Add +30.7% | 0.13% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.03% | +0.03 |
| HUBB Hubbell Inc. | Add +6.7% | 0.11% | +0.02 |
| PEP Pepsico Inc. | Add +15.8% | 0.29% | +0.02 |
| CPRT Copart Inc. | Add +4.9% | 0.17% | +0.02 |
| TELO Telomir Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +5.0% | 0.10% | +0.01 |
| SOUN Soundhound AI Inc. Class A | New | 0.01% | +0.01 |
| MEDP Medpace Holdings Inc. | Add +5.6% | 0.07% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Add +8.1% | 0.09% | +0.01 |
| CTAS Cintas Corp. | Add +4.2% | 0.20% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +8.9% | 0.21% | +0.01 |
| FAST Fastenal Co. | Add +5.0% | 0.10% | +0.01 |
| ITT Itt Inc. | Add +5.4% | 0.15% | +0.01 |
| TJX TJX Companies Inc. | Add +6.7% | 0.32% | +0.01 |
| MIRA Mira Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| CDW CDW Corp. | Add +8.7% | 0.06% | +0.00 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.06% | +0.00 |
| HSY The Hershey Co. | Add +8.7% | 0.30% | +0.00 |
| MTD Mettler-Toledo International | Add +6.2% | 0.07% | +0.00 |
| CPAY Corpay Inc. | Add +4.3% | 0.13% | +0.00 |
| A Agilent Technologies Inc. | Add +6.8% | 0.05% | −0.00 |
| SABA Saba Capital Income & Opport | Add +2.3% | 0.00% | −0.00 |
| DNP DNP Select Income Fund Inc. | Add +0.7% | 0.03% | −0.00 |
| FICO Fair Isaac Corp. | Add +4.1% | 0.18% | −0.00 |
| HIO Western Asset Hi Inc. Opport | Add +1.8% | 0.01% | −0.00 |
| STE Steris PLC | Add +7.0% | 0.08% | −0.00 |
| ROP Roper Technologies Inc. | Add +5.7% | 0.08% | −0.00 |
| G Genpact Ltd. | Add +7.7% | 0.04% | −0.00 |
| IDXX Idexx Laboratories Inc. | Add +4.5% | 0.08% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 63 | $798.4M | NVDA, MSFT, GOOG, V, LLY |
| Q1 2026 | 94 | $833.2M | NVDA, MSFT, GOOG, V, MCK |
| Q4 2025Amended | 90 | $989.9M | NVDA, MSFT, BKNG, GOOG, V |
| Q3 2025 | 90 | $1.0B | MSFT, NVDA, BKNG, GOOG, V |
| Q2 2025Amended | 85 | $976.8M | NVDA, MSFT, BKNG, INTU, V |
| Q1 2025 | 81 | $884.9M | MSFT, NVDA, V, BKNG, FISV |
| Q4 2024 | 76 | $895.8M | MSFT, NVDA, AAPL, BKNG, V |
| Q3 2024 | 74 | $877.4M | MSFT, NVDA, AAPL, BKNG, INTU |
| Q2 2024 | 71 | $903.7M | MSFT, NVDA, AAPL, GOOG, INTU |
| Q1 2024 | 72 | $852.3M | MSFT, NVDA, INTU, ACN, SYK |