Suncoast Equity Management
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Suncoast Equity Management reported 71 stock positions worth $903.7 million. Its top holding was Microsoft (MSFT) at 9.3% of the portfolio, followed by Nvidia (NVDA, 8.0%) and Apple (AAPL, 5.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 3, added to 52 and reduced 8. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale WW Grainger (GWW, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001315059
- Portfolio Value
- $903.7M (Q2 2024)
- SEC Filing
- 0001315059-24-000004 ↗ filed Jul 24, 2024
Holdings Value
Holdings 71 stocks · $903.7M
| MSFT Microsoft Corp. | 9.28% | 187,565 | $83.8M | Add +2.5% |
| NVDA Nvidia Corp. | 8.05% | 588,818 | $72.7M | Add +2.7% |
| AAPL Apple Inc. | 5.88% | 252,081 | $53.1M | Add +2.2% |
| GOOG Alphabet Inc. Class C | 5.80% | 285,903 | $52.4M | Reduce -0.5% |
| INTU Intuit Inc. | 5.62% | 77,232 | $50.8M | Add +1.9% |
| BKNG Booking Holdings Inc. | 5.11% | 11,666 | $46.2M | Add +2.3% |
| SYK Stryker Corp. | 4.79% | 127,343 | $43.3M | Add +2.1% |
| V Visa Inc. Class A | 4.71% | 162,000 | $42.5M | Add +1.6% |
| ACN Accenture PLC Class A | 4.52% | 134,551 | $40.8M | Add +2.7% |
| ADBE Adobe Inc. | 4.43% | 72,021 | $40.0M | Add +1.9% |
| CRM Salesforce Inc. | 3.99% | 140,365 | $36.1M | Add +45.0% |
| FISV Fiserv Inc. | 3.80% | 230,230 | $34.3M | Add +2.4% |
| UNH Unitedhealth Group Inc. | 3.70% | 65,589 | $33.4M | Add +1.8% |
| MA Mastercard Inc. Class A | 3.39% | 69,467 | $30.6M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 3.20% | 158,681 | $28.9M | Add +8.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 3.16% | 31,655 | $28.6M | Reduce -17.1% |
| ADP Automatic Data Processing | 2.79% | 105,688 | $25.2M | Add +2.5% |
| MRK Merck & Co. Inc. | 2.50% | 182,355 | $22.6M | Add +2.5% |
| ETN Eaton Corp. PLC | 2.47% | 71,212 | $22.3M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.31% | 51,352 | $20.9M | Add +1.9% |
| MCK McKesson Corp. | 2.05% | 31,766 | $18.6M | Add +0.7% |
| NKE Nike Inc. Class B | 1.44% | 172,788 | $13.0M | Add +2.8% |
| COR Cencora Inc. | 0.64% | 25,776 | $5.8M | Add +3.1% |
| LLY Eli Lilly & Co. | 0.57% | 5,737 | $5.2M | Add +7.6% |
| BR Broadridge Financial Solutio | 0.54% | 24,580 | $4.8M | Add +6.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 35,434 | $3.9M | Add +30.2% |
| SHW The Sherwin-Williams Co. | 0.42% | 12,656 | $3.8M | Add +5.0% |
| MRSH Marsh & McLennan Cos | 0.33% | 14,020 | $3.0M | Add +60.1% |
| TSCO Tractor Supply Company | 0.30% | 10,119 | $2.7M | Add +7.7% |
| IWF iShares Russell 1000 Growth | 0.27% | 6,780 | $2.5M | No change |
| PEP Pepsico Inc. | 0.27% | 14,584 | $2.4M | Add +3.7% |
| FICO Fair Isaac Corp. | 0.22% | 1,310 | $2.0M | Add +7.1% |
| CTAS Cintas Corp. | 0.21% | 2,700 | $1.9M | Add +7.8% |
| HSY The Hershey Co. | 0.19% | 9,487 | $1.7M | Reduce -27.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 2,766 | $1.5M | Add +4.8% |
| CPRT Copart Inc. | 0.16% | 27,150 | $1.5M | Add +8.6% |
| DECK Deckers Outdoor Corp. | 0.16% | 1,463 | $1.4M | Add +8.2% |
| ITT Itt Inc. | 0.15% | 10,166 | $1.3M | Add +8.6% |
| BRO Brown & Brown Inc. | 0.14% | 13,955 | $1.2M | Add +5.3% |
| MCD McDonald's Corp. | 0.13% | 4,615 | $1.2M | Reduce -0.2% |
| MSA Msa Safety Inc. | 0.12% | 6,005 | $1.1M | Add +4.5% |
| NICE Nice Ltd. - Spon ADR | 0.12% | 6,255 | $1.1M | Add +35.2% |
| CPAY Corpay Inc. | 0.12% | 3,908 | $1.0M | Add +7.4% |
| HUBB Hubbell Inc. | 0.10% | 2,421 | $885K | Add +5.4% |
| EW Edwards Lifesciences Corp. | 0.10% | 9,474 | $875K | Add +6.6% |
| ROP Roper Technologies Inc. | 0.08% | 1,334 | $752K | Add +6.0% |
| FAST Fastenal Co. | 0.08% | 11,595 | $729K | Add +7.3% |
| FDX FedEx Corp. | 0.08% | 2,390 | $717K | Reduce -1.6% |
| STE Steris PLC | 0.08% | 3,093 | $679K | Add +4.5% |
| MEDP Medpace Holdings Inc. | 0.07% | 1,577 | $649K | Add +11.2% |
| IDXX Idexx Laboratories Inc. | 0.07% | 1,321 | $644K | Add +7.0% |
| MTD Mettler-Toledo International | 0.07% | 451 | $630K | Add +5.6% |
| VEEV Veeva Systems Inc. Class A | 0.07% | 3,303 | $604K | Add +3.6% |
| AMZN Amazon.com Inc. | 0.07% | 3,096 | $598K | Add +3.8% |
| HD Home Depot Inc. | 0.06% | 1,558 | $536K | Reduce -14.9% |
| CDW CDW Corp. | 0.05% | 2,072 | $464K | Add +3.8% |
| NWBI Northwest Bancshares Inc. | 0.05% | 38,859 | $449K | No change |
| TXN Texas Instruments Inc. | 0.04% | 2,048 | $398K | No change |
| G Genpact Ltd. | 0.04% | 12,225 | $394K | Add +6.3% |
| UPS United Parcel Service Class B | 0.04% | 2,652 | $363K | No change |
| CHKP Check Point Software Tech | 0.04% | 2,175 | $359K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 577 | $316K | New |
| HCI Hci Group Inc. | 0.03% | 2,915 | $269K | No change |
| JNJ Johnson & Johnson | 0.03% | 1,837 | $269K | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 495 | $237K | Reduce -11.1% |
| DNP DNP Select Income Fund Inc. | 0.02% | 25,653 | $211K | Add +1.4% |
| TELO Telomir Pharmaceuticals Inc. | 0.01% | 24,391 | $117K | No change |
| SOUN Soundhound AI Inc. Class A | 0.01% | 20,400 | $81K | No change |
| HIO Western Asset Hi Inc. Opport | 0.01% | 15,914 | $61K | Reduce -48.1% |
| ICORECONNECT INC | 0.00% | 34,476 | $32K | New |
| MIRA Mira Pharmaceuticals Inc. | 0.00% | 40,000 | $25K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| GWW WW Grainger Inc. | Reduce -17.1% | 3.16% | −1.40 |
| HSY The Hershey Co. | Reduce -27.3% | 0.19% | −0.10 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -14.9% | 0.06% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.13% | −0.02 |
| HIO Western Asset Hi Inc. Opport | Reduce -48.1% | 0.01% | −0.01 |
| SABA Saba Capital Income & Opport | Sold out | 0.00% | −0.00 |
| FDX FedEx Corp. | Reduce -1.6% | 0.08% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.1% | 0.03% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 5.80% | +0.67 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +2.7% | 8.05% | +1.97 |
| AAPL Apple Inc. | Add +2.2% | 5.88% | +0.91 |
| GOOGL Alphabet Inc. Class A | Add +8.2% | 3.20% | +0.60 |
| CRM Salesforce Inc. | Add +45.0% | 3.99% | +0.57 |
| BKNG Booking Holdings Inc. | Add +2.3% | 5.11% | +0.26 |
| MSFT Microsoft Corp. | Add +2.5% | 9.28% | +0.24 |
| ADBE Adobe Inc. | Add +1.9% | 4.43% | +0.24 |
| MRSH Marsh & McLennan Cos | Add +60.1% | 0.33% | +0.12 |
| TJX TJX Companies Inc. | Add +30.2% | 0.43% | +0.11 |
| LLY Eli Lilly & Co. | Add +7.6% | 0.57% | +0.09 |
| MCK McKesson Corp. | Add +0.7% | 2.05% | +0.07 |
| FICO Fair Isaac Corp. | Add +7.1% | 0.22% | +0.04 |
| IVV iShares Core S&P 500 ETF | New | 0.03% | +0.03 |
| TSCO Tractor Supply Company | Add +7.7% | 0.30% | +0.01 |
| DECK Deckers Outdoor Corp. | Add +8.2% | 0.16% | +0.01 |
| CTAS Cintas Corp. | Add +7.8% | 0.21% | +0.01 |
| MEDP Medpace Holdings Inc. | Add +11.2% | 0.07% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.8% | 0.17% | +0.00 |
| ICORECONNECT INC | New | 0.00% | +0.00 |
| AMZN Amazon.com Inc. | Add +3.8% | 0.07% | +0.00 |
| MTD Mettler-Toledo International | Add +5.6% | 0.07% | +0.00 |
| BRO Brown & Brown Inc. | Add +5.3% | 0.14% | +0.00 |
| ROP Roper Technologies Inc. | Add +6.0% | 0.08% | +0.00 |
| G Genpact Ltd. | Add +6.3% | 0.04% | −0.00 |
| EW Edwards Lifesciences Corp. | Add +6.6% | 0.10% | −0.00 |
| STE Steris PLC | Add +4.5% | 0.08% | −0.00 |
| DNP DNP Select Income Fund Inc. | Add +1.4% | 0.02% | −0.00 |
| JNJ Johnson & Johnson | Add +1.5% | 0.03% | −0.00 |
| ITT Itt Inc. | Add +8.6% | 0.15% | −0.00 |
| MSA Msa Safety Inc. | Add +4.5% | 0.12% | −0.01 |
| IDXX Idexx Laboratories Inc. | Add +7.0% | 0.07% | −0.01 |
| CPRT Copart Inc. | Add +8.6% | 0.16% | −0.01 |
| CDW CDW Corp. | Add +3.8% | 0.05% | −0.01 |
| HUBB Hubbell Inc. | Add +5.4% | 0.10% | −0.01 |
| CPAY Corpay Inc. | Add +7.4% | 0.12% | −0.02 |
| FAST Fastenal Co. | Add +7.3% | 0.08% | −0.02 |
| BR Broadridge Financial Solutio | Add +6.6% | 0.54% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Add +3.6% | 0.07% | −0.02 |
| NICE Nice Ltd. - Spon ADR | Add +35.2% | 0.12% | −0.02 |
| PEP Pepsico Inc. | Add +3.7% | 0.27% | −0.02 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 3.70% | −0.04 |
| ETN Eaton Corp. PLC | Add +3.2% | 2.47% | −0.06 |
| COR Cencora Inc. | Add +3.1% | 0.64% | −0.07 |
| SHW The Sherwin-Williams Co. | Add +5.0% | 0.42% | −0.07 |
| INTU Intuit Inc. | Add +1.9% | 5.62% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 2.31% | −0.18 |
| ADP Automatic Data Processing | Add +2.5% | 2.79% | −0.23 |
| MRK Merck & Co. Inc. | Add +2.5% | 2.50% | −0.26 |
| NKE Nike Inc. Class B | Add +2.8% | 1.44% | −0.41 |
| FISV Fiserv Inc. | Add +2.4% | 3.80% | −0.42 |
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 |