Suncoast Equity Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Suncoast Equity Management reported 76 stock positions worth $895.8 million. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by Nvidia (NVDA, 8.2%) and Apple (AAPL, 6.6%). Compared with Q3 2024, it opened 9 new positions, sold out of 7, added to 37 and reduced 22. The biggest buy was Eli Lilly (LLY, shares +60%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001315059
- Portfolio Value
- $895.8M (Q4 2024)
- SEC Filing
- 0001315059-25-000002 ↗ filed Feb 3, 2025
Holdings Value
Holdings 76 stocks · $895.8M
| MSFT Microsoft Corp. | 8.27% | 175,663 | $74.0M | Reduce -0.9% |
| NVDA Nvidia Corp. | 8.20% | 547,151 | $73.5M | Reduce -1.0% |
| AAPL Apple Inc. | 6.57% | 234,947 | $58.8M | Reduce -1.6% |
| BKNG Booking Holdings Inc. | 5.97% | 10,762 | $53.5M | Reduce -1.4% |
| V Visa Inc. Class A | 5.29% | 149,822 | $47.3M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 5.28% | 248,350 | $47.3M | Reduce -3.5% |
| INTU Intuit Inc. | 5.00% | 71,266 | $44.8M | Reduce -1.7% |
| ACN Accenture PLC Class A | 4.93% | 125,507 | $44.2M | Reduce -1.2% |
| SYK Stryker Corp. | 4.90% | 121,950 | $43.9M | Add +1.4% |
| FISV Fiserv Inc. | 4.89% | 213,350 | $43.8M | Reduce -1.3% |
| CRM Salesforce Inc. | 4.87% | 130,376 | $43.6M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 3.77% | 64,221 | $33.8M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 3.60% | 41,779 | $32.3M | Add +60.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 3.45% | 29,284 | $30.9M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 3.37% | 159,709 | $30.2M | Add +1.1% |
| ADBE Adobe Inc. | 3.28% | 66,001 | $29.3M | Reduce -1.9% |
| ADP Automatic Data Processing | 3.24% | 99,173 | $29.0M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 2.50% | 67,503 | $22.4M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.41% | 47,567 | $21.6M | Reduce -1.5% |
| MCK McKesson Corp. | 1.85% | 29,045 | $16.6M | Reduce -1.5% |
| COR Cencora Inc. | 0.69% | 27,407 | $6.2M | Add +2.2% |
| BR Broadridge Financial Solutio | 0.65% | 25,926 | $5.9M | Add +3.1% |
| SHW The Sherwin-Williams Co. | 0.50% | 13,099 | $4.5M | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 36,520 | $4.4M | Add +2.1% |
| MRSH Marsh & McLennan Cos | 0.46% | 19,221 | $4.1M | Add +2.4% |
| IWF iShares Russell 1000 Growth | 0.32% | 7,201 | $2.9M | No change |
| FICO Fair Isaac Corp. | 0.32% | 1,434 | $2.9M | Add +10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 4,550 | $2.7M | Add +57.8% |
| TSCO Tractor Supply Company | 0.28% | 47,745 | $2.5M | Add +1.5% |
| PEP Pepsico Inc. | 0.26% | 15,154 | $2.3M | Add +1.1% |
| CTAS Cintas Corp. | 0.25% | 12,127 | $2.2M | Add +8.5% |
| MRK Merck & Co. Inc. | 0.22% | 19,953 | $2.0M | Reduce -0.1% |
| DECK Deckers Outdoor Corp. | 0.22% | 9,761 | $2.0M | Add +10.1% |
| ZTS Zoetis Inc. | 0.21% | 11,766 | $1.9M | New |
| ROL Rollins Inc. | 0.21% | 40,625 | $1.9M | Add +2.5% |
| CPRT Copart Inc. | 0.19% | 30,220 | $1.7M | Add +8.0% |
| ITT Itt Inc. | 0.18% | 11,595 | $1.7M | Add +11.8% |
| BRO Brown & Brown Inc. | 0.18% | 16,010 | $1.6M | Add +11.5% |
| CPAY Corpay Inc. | 0.17% | 4,483 | $1.5M | Add +10.6% |
| MCD McDonald's Corp. | 0.14% | 4,278 | $1.2M | Reduce -0.4% |
| NICE Nice Ltd. - Spon ADR | 0.14% | 7,140 | $1.2M | Add +11.7% |
| HUBB Hubbell Inc. | 0.13% | 2,676 | $1.1M | Add +8.7% |
| CHKP Check Point Software Tech | 0.12% | 5,770 | $1.1M | Add +6.8% |
| FAST Fastenal Co. | 0.11% | 13,110 | $943K | Add +10.9% |
| EW Edwards Lifesciences Corp. | 0.09% | 10,893 | $806K | Add +14.6% |
| ROP Roper Technologies Inc. | 0.09% | 1,540 | $801K | Add +11.1% |
| VEEV Veeva Systems Inc. Class A | 0.09% | 3,715 | $781K | Add +8.9% |
| AMZN Amazon.com Inc. | 0.09% | 3,539 | $776K | Add +11.8% |
| STE Steris PLC | 0.08% | 3,560 | $732K | Add +9.4% |
| YELP Yelp Inc. | 0.08% | 18,640 | $721K | New |
| FDX FedEx Corp. | 0.07% | 2,370 | $667K | No change |
| NTAP Netapp Inc. | 0.07% | 5,580 | $648K | New |
| IDXX Idexx Laboratories Inc. | 0.07% | 1,524 | $630K | Add +11.6% |
| MTD Mettler-Toledo International | 0.07% | 509 | $623K | Add +10.7% |
| G Genpact Ltd. | 0.07% | 14,146 | $608K | Add +12.3% |
| HD Home Depot Inc. | 0.07% | 1,543 | $600K | Reduce -4.0% |
| ETHE Grayscale Ethereum Staking E | 0.06% | 19,500 | $546K | No change |
| TSLA Tesla Inc. | 0.05% | 1,064 | $430K | Add +31.5% |
| HURA Tuhura Biosciences Inc. | 0.05% | 102,997 | $421K | New |
| VOO Vanguard S&P 500 ETF | 0.05% | 772 | $416K | Add +4.5% |
| IVV iShares Core S&P 500 ETF | 0.05% | 706 | $415K | New |
| SOUN Soundhound AI Inc. Class A | 0.05% | 20,800 | $413K | No change |
| TXN Texas Instruments Inc. | 0.04% | 2,048 | $384K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 740 | $378K | Add +49.5% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 5,000 | $378K | New |
| UPS United Parcel Service Class B | 0.04% | 2,652 | $334K | No change |
| HIG Hartford Insurance Group Inc. | 0.03% | 2,843 | $311K | New |
| WMT Walmart Inc. | 0.03% | 3,229 | $292K | New |
| DHI D.R. Horton Inc. | 0.03% | 2,044 | $286K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,441 | $282K | New |
| JNJ Johnson & Johnson | 0.03% | 1,803 | $261K | Add +0.2% |
| DNP DNP Select Income Fund Inc. | 0.03% | 26,370 | $233K | Add +1.4% |
| TELO Telomir Pharmaceuticals Inc. | 0.02% | 51,194 | $211K | No change |
| HCI Hci Group Inc. | 0.02% | 1,800 | $210K | Reduce -13.3% |
| HIO Western Asset Hi Inc. Opport | 0.01% | 16,941 | $67K | Add +3.6% |
| MIRA Mira Pharmaceuticals Inc. | 0.00% | 22,644 | $26K | Reduce -74.8% |
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −3.92 |
| ADBE Adobe Inc. | Reduce -1.9% | 3.28% | −0.70 |
| MSFT Microsoft Corp. | Reduce -0.9% | 8.27% | −0.43 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.21 |
| ACN Accenture PLC Class A | Reduce -1.2% | 4.93% | −0.19 |
| INTU Intuit Inc. | Reduce -1.7% | 5.00% | −0.13 |
| MSA Msa Safety Inc. | Sold out | 0.00% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 2.41% | −0.13 |
| ETN Eaton Corp. PLC | Reduce -0.8% | 2.50% | −0.07 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.06 |
| GWW WW Grainger Inc. | Reduce -1.1% | 3.45% | −0.06 |
| FOR Forestar Group Inc. | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.22% | −0.04 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.14% | −0.01 |
| MIRA Mira Pharmaceuticals Inc. | Reduce -74.8% | 0.00% | −0.01 |
| GRAYSCALE ETHEREUM MINI TR E | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -4.0% | 0.07% | −0.01 |
| HCI Hci Group Inc. | Reduce -13.3% | 0.02% | −0.00 |
| ICORECONNECT INC | Sold out | 0.00% | −0.00 |
| ADP Automatic Data Processing | Reduce -0.9% | 3.24% | +0.09 |
| MA Mastercard Inc. Class A | Reduce -1.5% | 3.77% | +0.11 |
| MCK McKesson Corp. | Reduce -1.5% | 1.85% | +0.19 |
| AAPL Apple Inc. | Reduce -1.6% | 6.57% | +0.22 |
| GOOG Alphabet Inc. Class C | Reduce -3.5% | 5.28% | +0.38 |
| FISV Fiserv Inc. | Reduce -1.3% | 4.89% | +0.46 |
| V Visa Inc. Class A | Reduce -1.7% | 5.29% | +0.51 |
| NVDA Nvidia Corp. | Reduce -1.0% | 8.20% | +0.55 |
| BKNG Booking Holdings Inc. | Reduce -1.4% | 5.97% | +0.73 |
| CRM Salesforce Inc. | Reduce -1.1% | 4.87% | +0.75 |
Portfolio Buys Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Add +60.2% | 3.60% | +0.97 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 3.37% | +0.39 |
| ZTS Zoetis Inc. | New | 0.21% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +57.8% | 0.30% | +0.11 |
| YELP Yelp Inc. | New | 0.08% | +0.08 |
| NTAP Netapp Inc. | New | 0.07% | +0.07 |
| DECK Deckers Outdoor Corp. | Add +10.1% | 0.22% | +0.06 |
| HURA Tuhura Biosciences Inc. | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| BR Broadridge Financial Solutio | Add +3.1% | 0.65% | +0.04 |
| HIG Hartford Insurance Group Inc. | New | 0.03% | +0.03 |
| WMT Walmart Inc. | New | 0.03% | +0.03 |
| FICO Fair Isaac Corp. | Add +10.7% | 0.32% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | New | 0.03% | +0.03 |
| CPRT Copart Inc. | Add +8.0% | 0.19% | +0.03 |
| CPAY Corpay Inc. | Add +10.6% | 0.17% | +0.02 |
| TSLA Tesla Inc. | Add +31.5% | 0.05% | +0.02 |
| AMZN Amazon.com Inc. | Add +11.8% | 0.09% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +14.6% | 0.09% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +49.5% | 0.04% | +0.01 |
| TJX TJX Companies Inc. | Add +2.1% | 0.49% | +0.01 |
| BRO Brown & Brown Inc. | Add +11.5% | 0.18% | +0.01 |
| G Genpact Ltd. | Add +12.3% | 0.07% | +0.01 |
| FAST Fastenal Co. | Add +10.9% | 0.11% | +0.01 |
| NICE Nice Ltd. - Spon ADR | Add +11.7% | 0.14% | +0.01 |
| ITT Itt Inc. | Add +11.8% | 0.18% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Add +8.9% | 0.09% | +0.01 |
| HUBB Hubbell Inc. | Add +8.7% | 0.13% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +4.5% | 0.05% | +0.00 |
| ROP Roper Technologies Inc. | Add +11.1% | 0.09% | +0.00 |
| CHKP Check Point Software Tech | Add +6.8% | 0.12% | +0.00 |
| HIO Western Asset Hi Inc. Opport | Add +3.6% | 0.01% | −0.00 |
| COR Cencora Inc. | Add +2.2% | 0.69% | −0.00 |
| DNP DNP Select Income Fund Inc. | Add +1.4% | 0.03% | −0.00 |
| JNJ Johnson & Johnson | Add +0.2% | 0.03% | −0.00 |
| IDXX Idexx Laboratories Inc. | Add +11.6% | 0.07% | −0.01 |
| STE Steris PLC | Add +9.4% | 0.08% | −0.01 |
| MTD Mettler-Toledo International | Add +10.7% | 0.07% | −0.01 |
| CTAS Cintas Corp. | Add +8.5% | 0.25% | −0.01 |
| ROL Rollins Inc. | Add +2.5% | 0.21% | −0.02 |
| MRSH Marsh & McLennan Cos | Add +2.4% | 0.46% | −0.02 |
| TSCO Tractor Supply Company | Add +1.5% | 0.28% | −0.03 |
| PEP Pepsico Inc. | Add +1.1% | 0.26% | −0.03 |
| SYK Stryker Corp. | Add +1.4% | 4.90% | −0.05 |
| SHW The Sherwin-Williams Co. | Add +2.1% | 0.50% | −0.06 |
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 |