Suncoast Equity Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Suncoast Equity Management reported 85 stock positions worth $976.8 million. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by Microsoft (MSFT, 8.9%) and Booking (BKNG, 6.5%). Compared with Q1 2025, it opened 7 new positions, sold out of 3, added to 44 and reduced 20. The biggest buy was Meta Platforms Class A (META, shares +1%) and the biggest sale Fiserv (FISV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001315059
- Portfolio Value
- $976.8M (Q2 2025)
- SEC Filing
- 0001315059-25-000007 ↗ filed Aug 11, 2025
Holdings Value
Holdings 85 stocks · $976.8M
| NVDA Nvidia Corp. | 9.03% | 558,025 | $88.2M | Reduce -0.4% |
| MSFT Microsoft Corp. | 8.94% | 175,568 | $87.3M | Reduce -1.4% |
| BKNG Booking Holdings Inc. | 6.49% | 10,957 | $63.4M | Reduce -0.1% |
| INTU Intuit Inc. | 5.81% | 72,045 | $56.7M | Reduce -0.5% |
| V Visa Inc. Class A | 5.51% | 151,690 | $53.9M | Reduce -0.0% |
| SYK Stryker Corp. | 5.03% | 124,084 | $49.1M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 4.26% | 234,383 | $41.6M | Reduce -3.7% |
| ACN Accenture PLC Class A | 3.91% | 127,679 | $38.2M | Reduce 0.0% |
| FISV Fiserv Inc. | 3.82% | 216,613 | $37.3M | Reduce -0.3% |
| CRM Salesforce Inc. | 3.72% | 133,378 | $36.4M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 3.72% | 64,645 | $36.3M | Reduce -0.6% |
| AAPL Apple Inc. | 3.63% | 172,599 | $35.4M | Reduce -5.4% |
| META Meta Platforms Inc. Class A | 3.50% | 46,326 | $34.2M | Add +1.1% |
| LLY Eli Lilly & Co. | 3.47% | 43,483 | $33.9M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 3.23% | 179,182 | $31.6M | Add +5.0% |
| ADP Automatic Data Processing | 3.20% | 101,225 | $31.2M | Add +0.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 3.18% | 29,870 | $31.1M | Add +0.4% |
| ADBE Adobe Inc. | 2.65% | 66,814 | $25.8M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 2.53% | 69,158 | $24.7M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.39% | 48,113 | $23.4M | Reduce -0.5% |
| MCK McKesson Corp. | 2.19% | 29,240 | $21.4M | Reduce -0.4% |
| COR Cencora Inc. | 0.88% | 28,773 | $8.6M | Add +2.6% |
| BR Broadridge Financial Solutio | 0.70% | 28,116 | $6.8M | Add +2.7% |
| SHW The Sherwin-Williams Co. | 0.48% | 13,757 | $4.7M | Add +1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 38,028 | $4.7M | Add +0.2% |
| MRSH Marsh & McLennan Cos | 0.45% | 20,082 | $4.4M | Add +1.8% |
| ROL Rollins Inc. | 0.44% | 76,965 | $4.3M | Add +2.4% |
| TT Trane Technologies PLC | 0.42% | 9,468 | $4.1M | Add +51.3% |
| FAST Fastenal Co. | 0.36% | 82,958 | $3.5M | Add +169.0% |
| CTAS Cintas Corp. | 0.34% | 15,035 | $3.4M | Add +4.7% |
| IWF iShares Russell 1000 Growth | 0.31% | 7,201 | $3.1M | No change |
| TSCO Tractor Supply Company | 0.27% | 50,005 | $2.6M | Add +1.9% |
| FICO Fair Isaac Corp. | 0.25% | 1,321 | $2.4M | Add +7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 3,659 | $2.3M | Add +11.3% |
| ITT Itt Inc. | 0.23% | 14,086 | $2.2M | Add +3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 3 | $2.2M | No change |
| PAYX Paychex Inc. | 0.21% | 13,970 | $2.0M | New |
| ZTS Zoetis Inc. | 0.20% | 12,256 | $1.9M | Add +4.0% |
| CPRT Copart Inc. | 0.19% | 37,295 | $1.8M | Add +4.6% |
| CPAY Corpay Inc. | 0.18% | 5,415 | $1.8M | Add +4.7% |
| NICE Nice Ltd. - Spon ADR | 0.15% | 8,642 | $1.5M | Add +4.4% |
| CHKP Check Point Software Tech | 0.15% | 6,525 | $1.4M | Add +3.2% |
| BRO Brown & Brown Inc. | 0.14% | 12,374 | $1.4M | Reduce -32.7% |
| HUBB Hubbell Inc. | 0.14% | 3,229 | $1.3M | Add +4.0% |
| VEEV Veeva Systems Inc. Class A | 0.13% | 4,540 | $1.3M | Add +4.5% |
| MCD McDonald's Corp. | 0.12% | 4,143 | $1.2M | Add +0.5% |
| CLS Celestica Inc. | 0.12% | 7,430 | $1.2M | Add +7.1% |
| AMZN Amazon.com Inc. | 0.11% | 5,103 | $1.1M | Add +31.6% |
| G Genpact Ltd. | 0.11% | 24,261 | $1.1M | Add +5.0% |
| ROP Roper Technologies Inc. | 0.11% | 1,868 | $1.1M | Add +3.7% |
| STE Steris PLC | 0.11% | 4,362 | $1.0M | Add +5.0% |
| EW Edwards Lifesciences Corp. | 0.11% | 13,288 | $1.0M | Add +4.2% |
| IDXX Idexx Laboratories Inc. | 0.10% | 1,841 | $987K | Add +3.6% |
| SEMG Suncoast Select Growth ETF | 0.10% | 35,079 | $930K | New |
| USFD US Foods Holding Corp. | 0.09% | 11,245 | $866K | Add +3.3% |
| MPWR Monolithic Power Systems Inc. | 0.08% | 1,071 | $783K | New |
| HURN Huron Consulting Group Inc. | 0.08% | 5,565 | $765K | New |
| YELP Yelp Inc. | 0.08% | 22,045 | $755K | Add +3.8% |
| MTD Mettler-Toledo International | 0.07% | 616 | $724K | Add +5.1% |
| NTAP Netapp Inc. | 0.07% | 6,625 | $706K | Add +4.1% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 5,000 | $682K | No change |
| HD Home Depot Inc. | 0.06% | 1,542 | $565K | Reduce -0.3% |
| FDX FedEx Corp. | 0.05% | 2,048 | $466K | Reduce -9.5% |
| WMT Walmart Inc. | 0.05% | 4,614 | $451K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 781 | $431K | Add +5.5% |
| TXN Texas Instruments Inc. | 0.04% | 2,048 | $425K | No change |
| VOO Vanguard S&P 500 ETF | 0.04% | 723 | $411K | No change |
| ETHE Grayscale Ethereum Staking E | 0.04% | 19,500 | $407K | No change |
| HIG Hartford Insurance Group Inc. | 0.04% | 2,843 | $361K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 5,484 | $336K | New |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,456 | $298K | No change |
| JNJ Johnson & Johnson | 0.03% | 1,811 | $277K | Add +0.2% |
| HCI Hci Group Inc. | 0.03% | 1,800 | $274K | No change |
| UPS United Parcel Service Class B | 0.03% | 2,652 | $268K | No change |
| DNP DNP Select Income Fund Inc. | 0.03% | 27,098 | $265K | Add +1.4% |
| DHI D.R. Horton Inc. | 0.03% | 2,044 | $264K | No change |
| TSLA Tesla Inc. | 0.03% | 809 | $257K | Reduce -0.1% |
| PEP Pepsico Inc. | 0.03% | 1,851 | $244K | Reduce -87.9% |
| HURA Tuhura Biosciences Inc. | 0.02% | 104,409 | $233K | Add +4.4% |
| SOUN Soundhound AI Inc. Class A | 0.02% | 20,800 | $223K | No change |
| AVGO Broadcom Inc. | 0.02% | 764 | $211K | New |
| MIRA Mira Pharmaceuticals Inc. | 0.01% | 103,289 | $125K | No change |
| HIO Western Asset Hi Inc. Opport | 0.01% | 17,713 | $70K | Add +2.8% |
| TELO Telomir Pharmaceuticals Inc. | 0.01% | 51,194 | $64K | No change |
| PNBK Patriot National Bancorp Inc. | 0.00% | 18,115 | $28K | New |
Portfolio Sells Q1 2025 → Q2 2025
| FISV Fiserv Inc. | Reduce -0.3% | 3.82% | −1.60 |
| AAPL Apple Inc. | Reduce -5.4% | 3.63% | −0.96 |
| ACN Accenture PLC Class A | Reduce 0.0% | 3.91% | −0.60 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 2.39% | −0.52 |
| V Visa Inc. Class A | Reduce -0.0% | 5.51% | −0.50 |
| CRM Salesforce Inc. | Reduce -0.4% | 3.72% | −0.34 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 3.72% | −0.31 |
| ADBE Adobe Inc. | Reduce -0.4% | 2.65% | −0.26 |
| PEP Pepsico Inc. | Reduce -87.9% | 0.03% | −0.23 |
| SYK Stryker Corp. | Reduce -0.0% | 5.03% | −0.20 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.14 |
| BRO Brown & Brown Inc. | Reduce -32.7% | 0.14% | −0.12 |
| PRMB Primo Brands Corp. | Sold out | 0.00% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 4.26% | −0.04 |
| MCK McKesson Corp. | Reduce -0.4% | 2.19% | −0.04 |
| FDX FedEx Corp. | Reduce -9.5% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -0.3% | 0.06% | −0.01 |
| OMEX Odyssey Marine Exploration | Sold out | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.03% | +0.00 |
| BKNG Booking Holdings Inc. | Reduce -0.1% | 6.49% | +0.79 |
| INTU Intuit Inc. | Reduce -0.5% | 5.81% | +0.79 |
| MSFT Microsoft Corp. | Reduce -1.4% | 8.94% | +1.39 |
| NVDA Nvidia Corp. | Reduce -0.4% | 9.03% | +2.17 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +1.1% | 3.50% | +0.52 |
| ETN Eaton Corp. PLC | Add +0.0% | 2.53% | +0.40 |
| GOOGL Alphabet Inc. Class A | Add +5.0% | 3.23% | +0.25 |
| FAST Fastenal Co. | Add +169.0% | 0.36% | +0.22 |
| PAYX Paychex Inc. | New | 0.21% | +0.21 |
| TT Trane Technologies PLC | Add +51.3% | 0.42% | +0.19 |
| SEMG Suncoast Select Growth ETF | New | 0.10% | +0.10 |
| MPWR Monolithic Power Systems Inc. | New | 0.08% | +0.08 |
| HURN Huron Consulting Group Inc. | New | 0.08% | +0.08 |
| CLS Celestica Inc. | Add +7.1% | 0.12% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +31.6% | 0.11% | +0.03 |
| ITT Itt Inc. | Add +3.6% | 0.23% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.3% | 0.23% | +0.02 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| VEEV Veeva Systems Inc. Class A | Add +4.5% | 0.13% | +0.02 |
| HUBB Hubbell Inc. | Add +4.0% | 0.14% | +0.02 |
| IDXX Idexx Laboratories Inc. | Add +3.6% | 0.10% | +0.02 |
| CTAS Cintas Corp. | Add +4.7% | 0.34% | +0.01 |
| NTAP Netapp Inc. | Add +4.1% | 0.07% | +0.01 |
| USFD US Foods Holding Corp. | Add +3.3% | 0.09% | +0.01 |
| NICE Nice Ltd. - Spon ADR | Add +4.4% | 0.15% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.04% | +0.00 |
| PNBK Patriot National Bancorp Inc. | New | 0.00% | +0.00 |
| EW Edwards Lifesciences Corp. | Add +4.2% | 0.11% | +0.00 |
| COR Cencora Inc. | Add +2.6% | 0.88% | +0.00 |
| STE Steris PLC | Add +5.0% | 0.11% | +0.00 |
| WMT Walmart Inc. | Add +0.1% | 0.05% | +0.00 |
| HIO Western Asset Hi Inc. Opport | Add +2.8% | 0.01% | −0.00 |
| DNP DNP Select Income Fund Inc. | Add +1.4% | 0.03% | −0.00 |
| MTD Mettler-Toledo International | Add +5.1% | 0.07% | −0.00 |
| JNJ Johnson & Johnson | Add +0.2% | 0.03% | −0.01 |
| FICO Fair Isaac Corp. | Add +7.6% | 0.25% | −0.01 |
| YELP Yelp Inc. | Add +3.8% | 0.08% | −0.01 |
| ROP Roper Technologies Inc. | Add +3.7% | 0.11% | −0.01 |
| HURA Tuhura Biosciences Inc. | Add +4.4% | 0.02% | −0.01 |
| ROL Rollins Inc. | Add +2.4% | 0.44% | −0.01 |
| CHKP Check Point Software Tech | Add +3.2% | 0.15% | −0.02 |
| CPAY Corpay Inc. | Add +4.7% | 0.18% | −0.02 |
| MCD McDonald's Corp. | Add +0.5% | 0.12% | −0.02 |
| G Genpact Ltd. | Add +5.0% | 0.11% | −0.02 |
| ZTS Zoetis Inc. | Add +4.0% | 0.20% | −0.02 |
| TSCO Tractor Supply Company | Add +1.9% | 0.27% | −0.04 |
| CPRT Copart Inc. | Add +4.6% | 0.19% | −0.04 |
| TJX TJX Companies Inc. | Add +0.2% | 0.48% | −0.04 |
| SHW The Sherwin-Williams Co. | Add +1.9% | 0.48% | −0.05 |
| BR Broadridge Financial Solutio | Add +2.7% | 0.70% | −0.05 |
| MRSH Marsh & McLennan Cos | Add +1.8% | 0.45% | −0.09 |
| GWW WW Grainger Inc. | Add +0.4% | 3.18% | −0.14 |
| ADP Automatic Data Processing | Add +0.1% | 3.20% | −0.29 |
Notes & Other Activity Q1 2025 → Q2 2025
| CMPOW Composecure Inc. -CW25 | *W EXP 12/27/202 | Sold out | 12,444 | $48Kbefore exit |
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 |