Sponsored

The Analysis of Suncoast Equity Management's Holdings & P&L

Currently, Suncoast Equity Management holds 63 types of securities in its portfolio with a total value $798.4M. In the most recent quarter, they have increased their positions in N/A (+39.7K shares, valued at $28.7M), ASML (+7.9K shares, valued at $15.8M), N/A (+16.4K shares, valued at $6.2M); decreased their positions in ADP (-83.8K shares, valued at $18.8M), GOOG (-32.8K shares, valued at $11.6M), GOOGL (-26.7K shares, valued at $9.5M); initiated new positions in N/A (+39.7K shares, valued at $28.7M), ASML (+7.9K shares, valued at $15.8M), N/A (+14.3K shares, valued at $1.7M).

1M P&L

-20.1M-3.28%

3M P&L

+24.8M+4.36%

HY P&L

+46.6M+8.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information88.5M

14.8%

2Semiconductors81.1M

13.5%

3Software - Infrastructure57.4M

9.6%

Top Industries by Stock Count

1Software - Application6 stocks

11.8%

2Semiconductors4 stocks

7.8%

3Electronic Components3 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION395.0K shares-8.87%2026-06-302026-08-04

MSFT MICROSOFT CORP150.2K shares-9.29%2026-06-302026-08-04

GOOG ALPHABET INC138.8K shares-19.10%2026-06-302026-08-04

VISA INC VISA INC127.8K shares-9.80%2026-06-302026-08-04

LLY ELI LILLY & CO35.7K shares-8.28%2026-06-302026-08-04

AAPL APPLE INC139.0K shares-15.47%2026-06-302026-08-04

GOOGL ALPHABET INC110.4K shares-19.48%2026-06-302026-08-04

BROADCOM INC BROADCOM INC101.9K shares19.18%2026-06-302026-08-04

Sponsored

GWW WW GRAINGER INC25.8K shares-7.94%2026-06-302026-08-04

MCK MCKESSON CORP44.8K shares-7.79%2026-06-302026-08-04

SYK STRYKER CORPORATION105.9K shares-8.83%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC39.7K sharesnew addition2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED55.4K shares-8.02%2026-06-302026-08-04

ETN EATON CORP PLC55.1K shares-8.68%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC39.8K shares-8.15%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC49.1K shares-7.99%2026-06-302026-08-04

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL37.9K shares-16.19%2026-06-302026-08-04

TJX TJX COS INC NEW119.9K shares-9.78%2026-06-302026-08-04

ABNB AIRBNB INC124.1K shares-7.63%2026-06-302026-08-04

APH AMPHENOL CORP93.4K shares-8.12%2026-06-302026-08-04

ASML ASML HLDG NV7.9K sharesnew addition2026-06-302026-08-04

AON AON PLC40.7K shares-8.30%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC128.7K shares-7.33%2026-06-302026-08-04

UBER UBER TECHNOLOGIES INC150.4K shares-9.31%2026-06-302026-08-04

Sponsored

COR CENCORA INC19.0K shares-30.45%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC9.8K shares-11.38%2026-06-302026-08-04

FAST FASTENAL CO98.6K shares-9.42%2026-06-302026-08-04

CTAS CINTAS CORP18.8K shares-9.15%2026-06-302026-08-04

SHW SHERWIN WILLIAMS CO9.0K shares-31.20%2026-06-302026-08-04

MMC MARSH & MCLENNAN COS INC16.6K shares-12.75%2026-06-302026-08-04

ROL ROLLINS INC64.2K shares-12.60%2026-06-302026-08-04

TEL TE CONNECTIVITY PLC12.7K shares56.04%2026-06-302026-08-04

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN16.5K shares-10.34%2026-06-302026-08-04

CLS CELESTICA INC5.7K shares-5.54%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC14.3K sharesnew addition2026-06-302026-08-04

FICO FAIR ISAAC CORP1.3K shares20.88%2026-06-302026-08-04

ITT ITT INC7.5K shares-33.81%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING IN6.1K shares-93.17%2026-06-302026-08-04

CPAY CORPAY INC4.1K shares-6.27%2026-06-302026-08-04

ABBVIE INC ABBVIE INC5.4K sharesnew addition2026-06-302026-08-04

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.4K sharesnew addition2026-06-302026-08-04

RMD RESMED INC6.5K shares-12.44%2026-06-302026-08-04

HUBB HUBBELL INC2.3K shares-13.37%2026-06-302026-08-04

PAYX PAYCHEX INC11.9K shares-11.87%2026-06-302026-08-04

MPWR MONOLITHIC PWR SYS INC826 shares-6.03%2026-06-302026-08-04

CAH CARDINAL HEALTH INC4.1K shares-6.60%2026-06-302026-08-04

NBIX NEUROCRINE BIOSCIENCES INC5.4K shares32.71%2026-06-302026-08-04

EW EDWARDS LIFESCIENCES CORP9.7K shares-6.23%2026-06-302026-08-04

Sponsored

USFD US FOODS HLDG CORP8.4K shares-6.05%2026-06-302026-08-04

HQY HEALTHEQUITY INC8.6K shares-6.65%2026-06-302026-08-04

SEMG EA SERIES TRUST27.8K shares-79.35%2026-06-302026-08-04

IDEXX LABS INC IDEXX LABS INC1.4K shares-6.44%2026-06-302026-08-04

STE STERIS PLC3.2K shares-7.17%2026-06-302026-08-04

CDNS CADENCE DESIGN SYSTEM INC1.7K shares-6.73%2026-06-302026-08-04

WAB WABTEC2.3K sharesnew addition2026-06-302026-08-04

VEEV VEEVA SYS INC3.5K shares-6.10%2026-06-302026-08-04

Sponsored

HURN HURON CONSULTING GROUP INC6.4K shares-7.29%2026-06-302026-08-04

CRDO CREDO TECHNOLOGY GROUP HOLDI2.0K sharesnew addition2026-06-302026-08-04

G GENPACT LIMITED17.8K shares-8.01%2026-06-302026-08-04

ADSK AUTODESK INC1.9K shares-10.73%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T474 shares-87.11%2026-06-302026-08-04

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-08-04

HURA TUHURA BIOSCIENCES INC21.8K shares-79.07%2026-06-302026-08-04

NVDA

NVIDIA CORPORATION

-8.87%

Shares395.0K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-9.29%

Shares150.2K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-19.10%

Shares138.8K

Event2026-06-30

Filed2026-08-04

VISA INC

-9.80%

Shares127.8K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

-8.28%

Shares35.7K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-15.47%

Shares139.0K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-19.48%

Shares110.4K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

19.18%

Shares101.9K

Event2026-06-30

Filed2026-08-04

GWW

WW GRAINGER INC

-7.94%

Shares25.8K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

-7.79%

Shares44.8K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

-8.83%

Shares105.9K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

New

Shares39.7K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

-8.02%

Shares55.4K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

-8.68%

Shares55.1K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-8.15%

Shares39.8K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

-7.99%

Shares49.1K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

-16.19%

Shares37.9K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

-9.78%

Shares119.9K

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC

-7.63%

Shares124.1K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

-8.12%

Shares93.4K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

New

Shares7.9K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

-8.30%

Shares40.7K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

-7.33%

Shares128.7K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

-9.31%

Shares150.4K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC

-30.45%

Shares19.0K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

-11.38%

Shares9.8K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

-9.42%

Shares98.6K

Event2026-06-30

Filed2026-08-04

CTAS

CINTAS CORP

-9.15%

Shares18.8K

Event2026-06-30

Filed2026-08-04

SHW

SHERWIN WILLIAMS CO

-31.20%

Shares9.0K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

-12.75%

Shares16.6K

Event2026-06-30

Filed2026-08-04

ROL

ROLLINS INC

-12.60%

Shares64.2K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC

56.04%

Shares12.7K

Event2026-06-30

Filed2026-08-04

BROADRIDGE FINL SOLUTIONS IN

-10.34%

Shares16.5K

Event2026-06-30

Filed2026-08-04

CLS

CELESTICA INC

-5.54%

Shares5.7K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

New

Shares14.3K

Event2026-06-30

Filed2026-08-04

FICO

FAIR ISAAC CORP

20.88%

Shares1.3K

Event2026-06-30

Filed2026-08-04

ITT

ITT INC

-33.81%

Shares7.5K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

-93.17%

Shares6.1K

Event2026-06-30

Filed2026-08-04

CPAY

CORPAY INC

-6.27%

Shares4.1K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

New

Shares5.4K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

RMD

RESMED INC

-12.44%

Shares6.5K

Event2026-06-30

Filed2026-08-04

HUBB

HUBBELL INC

-13.37%

Shares2.3K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

-11.87%

Shares11.9K

Event2026-06-30

Filed2026-08-04

MPWR

MONOLITHIC PWR SYS INC

-6.03%

Shares826

Event2026-06-30

Filed2026-08-04

CAH

CARDINAL HEALTH INC

-6.60%

Shares4.1K

Event2026-06-30

Filed2026-08-04

NBIX

NEUROCRINE BIOSCIENCES INC

32.71%

Shares5.4K

Event2026-06-30

Filed2026-08-04

EDWARDS LIFESCIENCES CORP

-6.23%

Shares9.7K

Event2026-06-30

Filed2026-08-04

USFD

US FOODS HLDG CORP

-6.05%

Shares8.4K

Event2026-06-30

Filed2026-08-04

HQY

HEALTHEQUITY INC

-6.65%

Shares8.6K

Event2026-06-30

Filed2026-08-04

SEMG

EA SERIES TRUST

-79.35%

Shares27.8K

Event2026-06-30

Filed2026-08-04

IDEXX LABS INC

-6.44%

Shares1.4K

Event2026-06-30

Filed2026-08-04

STE

STERIS PLC

-7.17%

Shares3.2K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

-6.73%

Shares1.7K

Event2026-06-30

Filed2026-08-04

WAB

WABTEC

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

VEEV

VEEVA SYS INC

-6.10%

Shares3.5K

Event2026-06-30

Filed2026-08-04

HURN

HURON CONSULTING GROUP INC

-7.29%

Shares6.4K

Event2026-06-30

Filed2026-08-04

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

GENPACT LIMITED

-8.01%

Shares17.8K

Event2026-06-30

Filed2026-08-04

ADSK

AUTODESK INC

-10.73%

Shares1.9K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-87.11%

Shares474

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

HURA

TUHURA BIOSCIENCES INC

-79.07%

Shares21.8K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available