Suncoast Equity Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Suncoast Equity Management reported 81 stock positions worth $884.9 million. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Nvidia (NVDA, 6.9%) and Visa Class A (V, 6.0%). Compared with Q4 2024, it opened 7 new positions, sold out of 2, added to 54 and reduced 9. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Apple (AAPL, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001315059
- Portfolio Value
- $884.9M (Q1 2025)
- SEC Filing
- 0001315059-25-000005 ↗ filed Apr 22, 2025
Holdings Value
Holdings 81 stocks · $884.9M
| MSFT Microsoft Corp. | 7.55% | 177,974 | $66.8M | Add +1.3% |
| NVDA Nvidia Corp. | 6.86% | 560,061 | $60.7M | Add +2.4% |
| V Visa Inc. Class A | 6.01% | 151,755 | $53.2M | Add +1.3% |
| BKNG Booking Holdings Inc. | 5.71% | 10,963 | $50.5M | Add +1.9% |
| FISV Fiserv Inc. | 5.42% | 217,273 | $48.0M | Add +1.8% |
| SYK Stryker Corp. | 5.22% | 124,123 | $46.2M | Add +1.8% |
| INTU Intuit Inc. | 5.02% | 72,375 | $44.4M | Add +1.6% |
| AAPL Apple Inc. | 4.58% | 182,491 | $40.5M | Reduce -22.3% |
| ACN Accenture PLC Class A | 4.50% | 127,681 | $39.8M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 4.30% | 243,475 | $38.0M | Reduce -2.0% |
| CRM Salesforce Inc. | 4.06% | 133,889 | $35.9M | Add +2.7% |
| LLY Eli Lilly & Co. | 4.05% | 43,399 | $35.8M | Add +3.9% |
| MA Mastercard Inc. Class A | 4.03% | 65,017 | $35.6M | Add +1.2% |
| ADP Automatic Data Processing | 3.49% | 101,092 | $30.9M | Add +1.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 3.32% | 29,755 | $29.4M | Add +1.6% |
| META Meta Platforms Inc. Class A | 2.98% | 45,806 | $26.4M | New |
| GOOGL Alphabet Inc. Class A | 2.98% | 170,616 | $26.4M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.91% | 48,360 | $25.8M | Add +1.7% |
| ADBE Adobe Inc. | 2.91% | 67,104 | $25.7M | Add +1.7% |
| MCK McKesson Corp. | 2.23% | 29,365 | $19.8M | Add +1.1% |
| ETN Eaton Corp. PLC | 2.12% | 69,134 | $18.8M | Add +2.4% |
| COR Cencora Inc. | 0.88% | 28,052 | $7.8M | Add +2.4% |
| BR Broadridge Financial Solutio | 0.75% | 27,371 | $6.6M | Add +5.6% |
| MRSH Marsh & McLennan Cos | 0.54% | 19,732 | $4.8M | Add +2.7% |
| SHW The Sherwin-Williams Co. | 0.53% | 13,497 | $4.7M | Add +3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 37,957 | $4.6M | Add +3.9% |
| ROL Rollins Inc. | 0.46% | 75,200 | $4.1M | Add +85.1% |
| CTAS Cintas Corp. | 0.33% | 14,354 | $3.0M | Add +18.4% |
| TSCO Tractor Supply Company | 0.31% | 49,065 | $2.7M | Add +2.8% |
| IWF iShares Russell 1000 Growth | 0.29% | 7,201 | $2.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.27% | 3 | $2.4M | New |
| PEP Pepsico Inc. | 0.26% | 15,341 | $2.3M | Add +1.2% |
| BRO Brown & Brown Inc. | 0.26% | 18,375 | $2.3M | Add +14.8% |
| FICO Fair Isaac Corp. | 0.26% | 1,228 | $2.3M | Reduce -14.4% |
| TT Trane Technologies PLC | 0.24% | 6,259 | $2.1M | New |
| CPRT Copart Inc. | 0.23% | 35,645 | $2.0M | Add +17.9% |
| ZTS Zoetis Inc. | 0.22% | 11,789 | $1.9M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 3,288 | $1.8M | Reduce -27.7% |
| CPAY Corpay Inc. | 0.20% | 5,173 | $1.8M | Add +15.4% |
| ITT Itt Inc. | 0.20% | 13,596 | $1.8M | Add +17.3% |
| CHKP Check Point Software Tech | 0.16% | 6,325 | $1.4M | Add +9.6% |
| MCD McDonald's Corp. | 0.15% | 4,121 | $1.3M | Reduce -3.7% |
| NICE Nice Ltd. - Spon ADR | 0.14% | 8,280 | $1.3M | Add +16.0% |
| DECK Deckers Outdoor Corp. | 0.14% | 11,281 | $1.3M | Add +15.6% |
| FAST Fastenal Co. | 0.14% | 15,421 | $1.2M | Add +17.6% |
| G Genpact Ltd. | 0.13% | 23,101 | $1.2M | Add +63.3% |
| ROP Roper Technologies Inc. | 0.12% | 1,802 | $1.1M | Add +17.0% |
| HUBB Hubbell Inc. | 0.12% | 3,105 | $1.0M | Add +16.0% |
| VEEV Veeva Systems Inc. Class A | 0.11% | 4,345 | $1.0M | Add +17.0% |
| STE Steris PLC | 0.11% | 4,155 | $942K | Add +16.7% |
| EW Edwards Lifesciences Corp. | 0.10% | 12,753 | $924K | Add +17.1% |
| YELP Yelp Inc. | 0.09% | 21,235 | $786K | Add +13.9% |
| IDXX Idexx Laboratories Inc. | 0.08% | 1,777 | $746K | Add +16.6% |
| AMZN Amazon.com Inc. | 0.08% | 3,878 | $738K | Add +9.6% |
| PRMB Primo Brands Corp. | 0.08% | 20,149 | $715K | New |
| USFD US Foods Holding Corp. | 0.08% | 10,890 | $713K | New |
| MTD Mettler-Toledo International | 0.08% | 586 | $692K | Add +15.1% |
| HD Home Depot Inc. | 0.06% | 1,546 | $567K | Add +0.2% |
| NTAP Netapp Inc. | 0.06% | 6,365 | $559K | Add +14.1% |
| FDX FedEx Corp. | 0.06% | 2,264 | $552K | Reduce -4.5% |
| CLS Celestica Inc. | 0.06% | 6,940 | $547K | New |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 5,000 | $422K | No change |
| WMT Walmart Inc. | 0.05% | 4,611 | $405K | Add +42.8% |
| VOO Vanguard S&P 500 ETF | 0.04% | 723 | $371K | Reduce -6.3% |
| TXN Texas Instruments Inc. | 0.04% | 2,048 | $368K | No change |
| HIG Hartford Insurance Group Inc. | 0.04% | 2,843 | $352K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 740 | $347K | No change |
| HURA Tuhura Biosciences Inc. | 0.04% | 99,997 | $323K | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.03% | 1,807 | $300K | Add +0.2% |
| ETHE Grayscale Ethereum Staking E | 0.03% | 19,500 | $297K | No change |
| UPS United Parcel Service Class B | 0.03% | 2,652 | $292K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,456 | $282K | Add +1.0% |
| HCI Hci Group Inc. | 0.03% | 1,800 | $269K | No change |
| DNP DNP Select Income Fund Inc. | 0.03% | 26,734 | $264K | Add +1.4% |
| DHI D.R. Horton Inc. | 0.03% | 2,044 | $260K | No change |
| TSLA Tesla Inc. | 0.02% | 810 | $210K | Reduce -23.9% |
| SOUN Soundhound AI Inc. Class A | 0.02% | 20,800 | $169K | No change |
| TELO Telomir Pharmaceuticals Inc. | 0.02% | 51,194 | $165K | No change |
| MIRA Mira Pharmaceuticals Inc. | 0.01% | 103,289 | $101K | Add +356.1% |
| HIO Western Asset Hi Inc. Opport | 0.01% | 17,239 | $69K | Add +1.8% |
| OMEX Odyssey Marine Exploration | 0.00% | 15,000 | $6K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $48K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CMPOW Composecure Inc. -CW25 | *W EXP 12/27/202 | 12,444 | $48K | New |
Total filed on the 13F, all lines: $884.9M.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -22.3% | 4.58% | −1.99 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 4.30% | −0.98 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.7% | 0.21% | −0.09 |
| FICO Fair Isaac Corp. | Reduce -14.4% | 0.26% | −0.06 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Reduce -23.9% | 0.02% | −0.02 |
| FDX FedEx Corp. | Reduce -4.5% | 0.06% | −0.01 |
| HURA Tuhura Biosciences Inc. | Reduce -2.9% | 0.04% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.3% | 0.04% | −0.00 |
| MCD McDonald's Corp. | Reduce -3.7% | 0.15% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | New | 2.98% | +2.98 |
| V Visa Inc. Class A | Add +1.3% | 6.01% | +0.72 |
| FISV Fiserv Inc. | Add +1.8% | 5.42% | +0.53 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 2.91% | +0.50 |
| LLY Eli Lilly & Co. | Add +3.9% | 4.05% | +0.45 |
| MCK McKesson Corp. | Add +1.1% | 2.23% | +0.39 |
| SYK Stryker Corp. | Add +1.8% | 5.22% | +0.32 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.27% | +0.27 |
| MA Mastercard Inc. Class A | Add +1.2% | 4.03% | +0.25 |
| ADP Automatic Data Processing | Add +1.9% | 3.49% | +0.25 |
| ROL Rollins Inc. | Add +85.1% | 0.46% | +0.25 |
| TT Trane Technologies PLC | New | 0.24% | +0.24 |
| COR Cencora Inc. | Add +2.4% | 0.88% | +0.19 |
| BR Broadridge Financial Solutio | Add +5.6% | 0.75% | +0.10 |
| MRSH Marsh & McLennan Cos | Add +2.7% | 0.54% | +0.09 |
| CTAS Cintas Corp. | Add +18.4% | 0.33% | +0.09 |
| PRMB Primo Brands Corp. | New | 0.08% | +0.08 |
| USFD US Foods Holding Corp. | New | 0.08% | +0.08 |
| BRO Brown & Brown Inc. | Add +14.8% | 0.26% | +0.08 |
| G Genpact Ltd. | Add +63.3% | 0.13% | +0.06 |
| CLS Celestica Inc. | New | 0.06% | +0.06 |
| CHKP Check Point Software Tech | Add +9.6% | 0.16% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +3.0% | 0.53% | +0.04 |
| CPAY Corpay Inc. | Add +15.4% | 0.20% | +0.03 |
| CPRT Copart Inc. | Add +17.9% | 0.23% | +0.03 |
| ROP Roper Technologies Inc. | Add +17.0% | 0.12% | +0.03 |
| TJX TJX Companies Inc. | Add +3.9% | 0.52% | +0.03 |
| FAST Fastenal Co. | Add +17.6% | 0.14% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +17.0% | 0.11% | +0.03 |
| STE Steris PLC | Add +16.7% | 0.11% | +0.02 |
| TSCO Tractor Supply Company | Add +2.8% | 0.31% | +0.02 |
| INTU Intuit Inc. | Add +1.6% | 5.02% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +17.1% | 0.10% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +16.6% | 0.08% | +0.01 |
| ITT Itt Inc. | Add +17.3% | 0.20% | +0.01 |
| WMT Walmart Inc. | Add +42.8% | 0.05% | +0.01 |
| NICE Nice Ltd. - Spon ADR | Add +16.0% | 0.14% | +0.01 |
| MTD Mettler-Toledo International | Add +15.1% | 0.08% | +0.01 |
| MIRA Mira Pharmaceuticals Inc. | Add +356.1% | 0.01% | +0.01 |
| YELP Yelp Inc. | Add +13.9% | 0.09% | +0.01 |
| ZTS Zoetis Inc. | Add +0.2% | 0.22% | +0.01 |
| JNJ Johnson & Johnson | Add +0.2% | 0.03% | +0.00 |
| DNP DNP Select Income Fund Inc. | Add +1.4% | 0.03% | +0.00 |
| PEP Pepsico Inc. | Add +1.2% | 0.26% | +0.00 |
| OMEX Odyssey Marine Exploration | New | 0.00% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +1.0% | 0.03% | +0.00 |
| HIO Western Asset Hi Inc. Opport | Add +1.8% | 0.01% | +0.00 |
| HD Home Depot Inc. | Add +0.2% | 0.06% | −0.00 |
| AMZN Amazon.com Inc. | Add +9.6% | 0.08% | −0.00 |
| HUBB Hubbell Inc. | Add +16.0% | 0.12% | −0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| CMPOW Composecure Inc. -CW25 | *W EXP 12/27/202 | New | 12,444 | $48K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |