Suncoast Equity Management

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Suncoast Equity Management reported 90 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 9.1% of the portfolio, followed by Nvidia (NVDA, 8.7%) and Booking (BKNG, 5.9%). Compared with Q2 2025, it opened 7 new positions, sold out of 2, added to 51 and reduced 21. The biggest buy was McKesson (MCK, shares +76%) and the biggest sale Accenture Class A (ACN, shares −93%).

Most Recent 13F
Q2 2026
Location
TAMPA, FL
CIK
0001315059
Portfolio Value
$1.0B (Q3 2025)
SEC Filing
0001315059-25-000009 ↗ filed Oct 21, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $852.3M Q1 2024 Q2 2024: $903.7M Q2 2024 Q3 2024: $877.4M Q3 2024 Q4 2024: $895.8M Q4 2024 Q1 2025: $884.9M Q1 2025 Q2 2025: $976.8M Q2 2025 Q3 2025: $1.0B $1.0B Q3 2025 Q4 2025: $989.9M Q4 2025 Q1 2026: $833.2M Q1 2026 Q2 2026: $798.4M Q2 2026

Holdings 90 stocks · $1.0B
MSFT Microsoft Corp. 9.10% 176,047 $91.2M Add +0.3%
NVDA Nvidia Corp. 8.66% 465,534 $86.9M Reduce -16.6%
BKNG Booking Holdings Inc. 5.91% 10,965 $59.2M Add +0.1%
GOOG Alphabet Inc. Class C 5.61% 230,868 $56.2M Reduce -1.5%
V Visa Inc. Class A 5.16% 151,487 $51.7M Reduce -0.1%
INTU Intuit Inc. 4.90% 71,990 $49.2M Reduce -0.1%
SYK Stryker Corp. 4.57% 123,828 $45.8M Reduce -0.2%
GOOGL Alphabet Inc. Class A 4.41% 181,860 $44.2M Add +1.5%
AAPL Apple Inc. 4.41% 173,621 $44.2M Add +0.6%
MCK McKesson Corp. 3.96% 51,385 $39.7M Add +75.7%
MA Mastercard Inc. Class A 3.67% 64,734 $36.8M Add +0.1%
META Meta Platforms Inc. Class A 3.40% 46,367 $34.1M Add +0.1%
LLY Eli Lilly & Co. 3.29% 43,247 $33.0M Reduce -0.5%
CRM Salesforce Inc. 3.13% 132,238 $31.3M Reduce -0.8%
ADP Automatic Data Processing 2.95% 100,874 $29.6M Reduce -0.3%
GWW WW Grainger Inc. filed as GRAINGER W W INC 2.85% 29,933 $28.5M Add +0.2%
FISV Fiserv Inc. 2.79% 216,544 $27.9M Reduce -0.0%
ETN Eaton Corp. PLC 2.60% 69,700 $26.1M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 2.42% 48,291 $24.3M Add +0.4%
ADBE Adobe Inc. 2.34% 66,641 $23.5M Reduce -0.3%
UBER Uber Technologies Inc. 1.73% 176,859 $17.3M New
AVGO Broadcom Inc. 1.59% 48,390 $16.0M Add +6233.8%
COR Cencora Inc. 0.89% 28,563 $8.9M Reduce -0.7%
BR Broadridge Financial Solutio 0.67% 28,181 $6.7M Add +0.2%
FAST Fastenal Co. 0.58% 119,229 $5.8M Add +43.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.55% 37,963 $5.5M Reduce -0.2%
SHW The Sherwin-Williams Co. 0.47% 13,592 $4.7M Reduce -1.2%
ROL Rollins Inc. 0.45% 76,085 $4.5M Reduce -1.1%
TT Trane Technologies PLC 0.40% 9,506 $4.0M Add +0.4%
MRSH Marsh & McLennan Cos 0.40% 19,825 $4.0M Reduce -1.3%
IWF iShares Russell 1000 Growth 0.32% 6,913 $3.2M Reduce -4.0%
CTAS Cintas Corp. 0.32% 15,515 $3.2M Add +3.2%
TSCO Tractor Supply Company 0.28% 50,235 $2.9M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 4,140 $2.8M Add +13.2%
ITT Itt Inc. 0.26% 14,461 $2.6M Add +2.7%
SEMG Suncoast Select Growth ETF 0.25% 92,951 $2.5M Add +165.0%
ACN Accenture PLC Class A 0.23% 9,194 $2.3M Reduce -92.8%
BRK.A Berkshire Hathaway Inc. Class A 0.23% 3 $2.3M No change
FICO Fair Isaac Corp. 0.20% 1,365 $2.0M Add +3.3%
CLS Celestica Inc. 0.19% 7,605 $1.9M Add +2.4%
ZTS Zoetis Inc. 0.18% 12,624 $1.8M Add +3.0%
PAYX Paychex Inc. 0.18% 14,055 $1.8M Add +0.6%
CPRT Copart Inc. 0.17% 38,240 $1.7M Add +2.5%
CPAY Corpay Inc. 0.16% 5,585 $1.6M Add +3.1%
HUBB Hubbell Inc. 0.14% 3,316 $1.4M Add +2.7%
VEEV Veeva Systems Inc. Class A 0.14% 4,640 $1.4M Add +2.2%
CHKP Check Point Software Tech 0.14% 6,645 $1.4M Add +1.8%
NICE Nice Ltd. - Spon ADR 0.13% 8,877 $1.3M Add +2.7%
MCD McDonald's Corp. 0.13% 4,186 $1.3M Add +1.0%
IDXX Idexx Laboratories Inc. 0.12% 1,907 $1.2M Add +3.6%
BRO Brown & Brown Inc. 0.12% 12,569 $1.2M Add +1.6%
STE Steris PLC 0.11% 4,512 $1.1M Add +3.4%
EW Edwards Lifesciences Corp. 0.11% 13,623 $1.1M Add +2.5%
G Genpact Ltd. 0.10% 25,062 $1.0M Add +3.3%
MPWR Monolithic Power Systems Inc. 0.10% 1,123 $1.0M Add +4.9%
AMZN Amazon.com Inc. 0.10% 4,547 $998K Reduce -10.9%
HD Home Depot Inc. 0.10% 2,362 $957K Add +53.2%
PLTR Palantir Technologies Inc. Class A 0.09% 5,028 $917K Add +0.6%
USFD US Foods Holding Corp. 0.09% 11,435 $876K Add +1.7%
HURN Huron Consulting Group Inc. 0.08% 5,735 $842K Add +3.0%
SFM Sprouts Farmers Market Inc. 0.08% 7,577 $824K New
NTAP Netapp Inc. 0.08% 6,791 $804K Add +2.5%
YELP Yelp Inc. 0.07% 22,525 $703K Add +2.2%
HQY Healthequity Inc. 0.07% 7,320 $694K New
ETHE Grayscale Ethereum Staking E 0.07% 19,500 $668K No change
WMT Walmart Inc. 0.06% 5,552 $572K Add +20.3%
QQQ Invesco QQQ Trust Series 1 0.05% 758 $455K Reduce -2.9%
VOO Vanguard S&P 500 ETF 0.04% 728 $446K Add +0.7%
FDX FedEx Corp. 0.04% 1,763 $416K Reduce -13.9%
TXN Texas Instruments Inc. 0.04% 2,151 $395K Add +5.0%
IBIT iShares Bitcoin Trust ETF 0.04% 5,984 $389K Add +9.1%
TSLA Tesla Inc. 0.04% 869 $386K Add +7.4%
HIG Hartford Insurance Group Inc. 0.04% 2,843 $379K No change
JNJ Johnson & Johnson 0.04% 1,946 $361K Add +7.5%
DHI D.R. Horton Inc. 0.03% 2,044 $346K No change
SOUN Soundhound AI Inc. Class A 0.03% 20,800 $334K No change
VIG Vanguard Dividend Apprec ETF 0.03% 1,460 $315K Add +0.3%
HCI Hci Group Inc. 0.03% 1,600 $307K Reduce -11.1%
OKLO Oklo Inc. 0.03% 2,535 $283K New
OEF iShares S&P 100 ETF 0.03% 835 $278K New
DNP DNP Select Income Fund Inc. 0.03% 27,460 $275K Add +1.3%
RJF Raymond James Financial Inc. 0.03% 1,526 $263K New
PEP Pepsico Inc. 0.03% 1,851 $260K No change
HURA Tuhura Biosciences Inc. 0.03% 104,409 $259K No change
ORCL Oracle Corp. 0.02% 791 $223K New
UPS United Parcel Service Class B 0.02% 2,652 $222K No change
MIRA Mira Pharmaceuticals Inc. 0.01% 103,289 $140K No change
TELO Telomir Pharmaceuticals Inc. 0.01% 51,194 $71K No change
HIO Western Asset Hi Inc. Opport 0.01% 18,192 $70K Add +2.7%
PNBK Patriot National Bancorp Inc. 0.00% 18,115 $24K No change

Portfolio Sells Q2 2025 → Q3 2025
ACN Accenture PLC Class A Reduce -92.8% 0.23% −3.68
FISV Fiserv Inc. Reduce -0.0% 2.79% −1.04
INTU Intuit Inc. Reduce -0.1% 4.90% −0.91
CRM Salesforce Inc. Reduce -0.8% 3.13% −0.60
SYK Stryker Corp. Reduce -0.2% 4.57% −0.46
NVDA Nvidia Corp. Reduce -16.6% 8.66% −0.36
V Visa Inc. Class A Reduce -0.1% 5.16% −0.36
ADBE Adobe Inc. Reduce -0.3% 2.34% −0.30
ADP Automatic Data Processing Reduce -0.3% 2.95% −0.24
LLY Eli Lilly & Co. Reduce -0.5% 3.29% −0.18
ROP Roper Technologies Inc. Sold out 0.00% −0.11
MTD Mettler-Toledo International Sold out 0.00% −0.07
MRSH Marsh & McLennan Cos Reduce -1.3% 0.40% −0.05
AMZN Amazon.com Inc. Reduce -10.9% 0.10% −0.01
SHW The Sherwin-Williams Co. Reduce -1.2% 0.47% −0.01
FDX FedEx Corp. Reduce -13.9% 0.04% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -2.9% 0.05% +0.00
ROL Rollins Inc. Reduce -1.1% 0.45% +0.00
HCI Hci Group Inc. Reduce -11.1% 0.03% +0.00
COR Cencora Inc. Reduce -0.7% 0.89% +0.01
IWF iShares Russell 1000 Growth Reduce -4.0% 0.32% +0.01
TJX TJX Companies Inc. Reduce -0.2% 0.55% +0.07
GOOG Alphabet Inc. Class C Reduce -1.5% 5.61% +1.35

Portfolio Buys Q2 2025 → Q3 2025
MCK McKesson Corp. Add +75.7% 3.96% +1.77
UBER Uber Technologies Inc. New 1.73% +1.73
AVGO Broadcom Inc. Add +6233.8% 1.59% +1.57
GOOGL Alphabet Inc. Class A Add +1.5% 4.41% +1.18
AAPL Apple Inc. Add +0.6% 4.41% +0.78
FAST Fastenal Co. Add +43.7% 0.58% +0.23
MSFT Microsoft Corp. Add +0.3% 9.10% +0.16
SEMG Suncoast Select Growth ETF Add +165.0% 0.25% +0.15
SFM Sprouts Farmers Market Inc. New 0.08% +0.08
ETN Eaton Corp. PLC Add +0.8% 2.60% +0.07
HQY Healthequity Inc. New 0.07% +0.07
CLS Celestica Inc. Add +2.4% 0.19% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +13.2% 0.28% +0.04
HD Home Depot Inc. Add +53.2% 0.10% +0.04
ITT Itt Inc. Add +2.7% 0.26% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.4% 2.42% +0.03
OKLO Oklo Inc. New 0.03% +0.03
OEF iShares S&P 100 ETF New 0.03% +0.03
RJF Raymond James Financial Inc. New 0.03% +0.03
MPWR Monolithic Power Systems Inc. Add +4.9% 0.10% +0.02
ORCL Oracle Corp. New 0.02% +0.02
PLTR Palantir Technologies Inc. Class A Add +0.6% 0.09% +0.02
IDXX Idexx Laboratories Inc. Add +3.6% 0.12% +0.02
TSCO Tractor Supply Company Add +0.5% 0.28% +0.01
TSLA Tesla Inc. Add +7.4% 0.04% +0.01
WMT Walmart Inc. Add +20.3% 0.06% +0.01
NTAP Netapp Inc. Add +2.5% 0.08% +0.01
JNJ Johnson & Johnson Add +7.5% 0.04% +0.01
HUBB Hubbell Inc. Add +2.7% 0.14% +0.01
HURN Huron Consulting Group Inc. Add +3.0% 0.08% +0.01
IBIT iShares Bitcoin Trust ETF Add +9.1% 0.04% +0.00
STE Steris PLC Add +3.4% 0.11% +0.00
VEEV Veeva Systems Inc. Class A Add +2.2% 0.14% +0.00
MCD McDonald's Corp. Add +1.0% 0.13% +0.00
VOO Vanguard S&P 500 ETF Add +0.7% 0.04% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.3% 0.03% +0.00
DNP DNP Select Income Fund Inc. Add +1.3% 0.03% +0.00
HIO Western Asset Hi Inc. Opport Add +2.7% 0.01% −0.00
EW Edwards Lifesciences Corp. Add +2.5% 0.11% −0.00
USFD US Foods Holding Corp. Add +1.7% 0.09% −0.00
TXN Texas Instruments Inc. Add +5.0% 0.04% −0.00
G Genpact Ltd. Add +3.3% 0.10% −0.00
YELP Yelp Inc. Add +2.2% 0.07% −0.01
CHKP Check Point Software Tech Add +1.8% 0.14% −0.01
ZTS Zoetis Inc. Add +3.0% 0.18% −0.01
CPRT Copart Inc. Add +2.5% 0.17% −0.02
NICE Nice Ltd. - Spon ADR Add +2.7% 0.13% −0.02
BRO Brown & Brown Inc. Add +1.6% 0.12% −0.02
CPAY Corpay Inc. Add +3.1% 0.16% −0.02
TT Trane Technologies PLC Add +0.4% 0.40% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 63$798.4MNVDA, MSFT, GOOG, V, LLY
Q1 2026 94$833.2MNVDA, MSFT, GOOG, V, MCK
Q4 2025Amended 90$989.9MNVDA, MSFT, BKNG, GOOG, V
Q3 2025 90$1.0BMSFT, NVDA, BKNG, GOOG, V
Q2 2025Amended 85$976.8MNVDA, MSFT, BKNG, INTU, V
Q1 2025 81$884.9MMSFT, NVDA, V, BKNG, FISV
Q4 2024 76$895.8MMSFT, NVDA, AAPL, BKNG, V
Q3 2024 74$877.4MMSFT, NVDA, AAPL, BKNG, INTU
Q2 2024 71$903.7MMSFT, NVDA, AAPL, GOOG, INTU
Q1 2024 72$852.3MMSFT, NVDA, INTU, ACN, SYK