The Analysis of Suncoast Equity Management's Holdings
Currently, Suncoast Equity Management holds 90 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in UBER (+176.9K shares, valued at $17.3M), MCK (+22.1K shares, valued at $17.1M), AVGO (+47.6K shares, valued at $15.7M); decreased their positions in ACN (-118.5K shares, valued at $29.2M), NVDA (-92.5K shares, valued at $17.3M), GOOG (-3.5K shares, valued at $856.1K); initiated new positions in UBER (+176.9K shares, valued at $17.3M), SFM (+7.6K shares, valued at $824.4K), HQY (+7.3K shares, valued at $693.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP176.0K shares0.27%2025-09-302025-10-21
NVDA NVIDIA CORPORATION465.5K shares-16.57%2025-09-302025-10-21 BKNG BOOKING HOLDINGS INC11.0K shares0.07%2025-09-302025-10-21 GOOG ALPHABET INC230.9K shares-1.50%2025-09-302025-10-21 V VISA INC151.5K shares-0.13%2025-09-302025-10-21 INTU INTUIT72.0K shares-0.08%2025-09-302025-10-21 SYK STRYKER CORPORATION123.8K shares-0.21%2025-09-302025-10-21 GOOGL ALPHABET INC181.9K shares1.49%2025-09-302025-10-21 AAPL APPLE INC173.6K shares0.59%2025-09-302025-10-21 MCK MCKESSON CORP51.4K shares75.74%2025-09-302025-10-21 MA MASTERCARD INCORPORATED64.7K shares0.14%2025-09-302025-10-21 META META PLATFORMS INC46.4K shares0.09%2025-09-302025-10-21 LLY ELI LILLY & CO43.2K shares-0.54%2025-09-302025-10-21 CRM SALESFORCE INC132.2K shares-0.85%2025-09-302025-10-21 ADP AUTOMATIC DATA PROCESSING IN100.9K shares-0.35%2025-09-302025-10-21 GWW GRAINGER W W INC29.9K shares0.21%2025-09-302025-10-21 FI FISERV INC216.5K shares-0.03%2025-09-302025-10-21 ETN EATON CORP PLC69.7K shares0.78%2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL48.3K shares0.37%2025-09-302025-10-21 ADBE ADOBE INC66.6K shares-0.26%2025-09-302025-10-21 UBER UBER TECHNOLOGIES INC176.9K sharesnew addition2025-09-302025-10-21 AVGO BROADCOM INC48.4K shares6233.77%2025-09-302025-10-21 COR CENCORA INC28.6K shares-0.73%2025-09-302025-10-21 BR BROADRIDGE FINL SOLUTIONS IN28.2K shares0.23%2025-09-302025-10-21 FAST FASTENAL CO119.2K shares43.72%2025-09-302025-10-21 TJX TJX COS INC NEW38.0K shares-0.17%2025-09-302025-10-21 SHW SHERWIN WILLIAMS CO13.6K shares-1.20%2025-09-302025-10-21 ROL ROLLINS INC76.1K shares-1.14%2025-09-302025-10-21 TT TRANE TECHNOLOGIES PLC9.5K shares0.40%2025-09-302025-10-21 MMC MARSH & MCLENNAN COS INC19.8K shares-1.28%2025-09-302025-10-21 IWF ISHARES TR6.9K shares-4.00%2025-09-302025-10-21 CTAS CINTAS CORP15.5K shares3.19%2025-09-302025-10-21 TSCO TRACTOR SUPPLY CO50.2K shares0.46%2025-09-302025-10-21 SPY SPDR S&P 500 ETF TR4.1K shares13.15%2025-09-302025-10-21 ITT ITT INC14.5K shares2.66%2025-09-302025-10-21 SEMG EA SERIES TRUST93.0K shares164.98%2025-09-302025-10-21 ACN ACCENTURE PLC IRELAND9.2K shares-92.80%2025-09-302025-10-21 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-10-21 FICO FAIR ISAAC CORP1.4K shares3.33%2025-09-302025-10-21 CLS CELESTICA INC7.6K shares2.36%2025-09-302025-10-21 ZTS ZOETIS INC12.6K shares3.00%2025-09-302025-10-21 PAYX PAYCHEX INC14.1K shares0.61%2025-09-302025-10-21 CPRT COPART INC38.2K shares2.53%2025-09-302025-10-21 CPAY CORPAY INC5.6K shares3.14%2025-09-302025-10-21 HUBB HUBBELL INC3.3K shares2.69%2025-09-302025-10-21 VEEV VEEVA SYS INC4.6K shares2.20%2025-09-302025-10-21 CHKP CHECK POINT SOFTWARE TECH LT6.6K shares1.84%2025-09-302025-10-21 NICE NICE LTD8.9K shares2.72%2025-09-302025-10-21 MCD MCDONALDS CORP4.2K shares1.04%2025-09-302025-10-21 IDXX IDEXX LABS INC1.9K shares3.59%2025-09-302025-10-21 BRO BROWN & BROWN INC12.6K shares1.58%2025-09-302025-10-21 STE STERIS PLC4.5K shares3.44%2025-09-302025-10-21 EW EDWARDS LIFESCIENCES CORP13.6K shares2.52%2025-09-302025-10-21 G GENPACT LIMITED25.1K shares3.30%2025-09-302025-10-21 MPWR MONOLITHIC PWR SYS INC1.1K shares4.86%2025-09-302025-10-21 AMZN AMAZON COM INC4.5K shares-10.90%2025-09-302025-10-21 HD HOME DEPOT INC2.4K shares53.18%2025-09-302025-10-21 PLTR PALANTIR TECHNOLOGIES INC5.0K shares0.56%2025-09-302025-10-21 USFD US FOODS HLDG CORP11.4K shares1.69%2025-09-302025-10-21 HURN HURON CONSULTING GROUP INC5.7K shares3.05%2025-09-302025-10-21 SFM SPROUTS FMRS MKT INC7.6K sharesnew addition2025-09-302025-10-21 NTAP NETAPP INC6.8K shares2.51%2025-09-302025-10-21 YELP YELP INC22.5K shares2.18%2025-09-302025-10-21 HQY HEALTHEQUITY INC7.3K sharesnew addition2025-09-302025-10-21 ETHE GRAYSCALE ETHEREUM TRUST ETF19.5K shares0.00%2025-09-302025-10-21 WMT WALMART INC5.6K shares20.33%2025-09-302025-10-21 QQQ INVESCO QQQ TR758 shares-2.94%2025-09-302025-10-21 VOO VANGUARD INDEX FDS728 shares0.69%2025-09-302025-10-21 FDX FEDEX CORP1.8K shares-13.92%2025-09-302025-10-21 TXN TEXAS INSTRS INC2.2K shares5.03%2025-09-302025-10-21 IBIT ISHARES BITCOIN TRUST ETF6.0K shares9.12%2025-09-302025-10-21 TSLA TESLA INC869 shares7.42%2025-09-302025-10-21 HIG HARTFORD INSURANCE GROUP INC2.8K shares0.00%2025-09-302025-10-21 JNJ JOHNSON & JOHNSON1.9K shares7.45%2025-09-302025-10-21 DHI D R HORTON INC2.0K shares0.00%2025-09-302025-10-21 SOUN SOUNDHOUND AI INC20.8K shares0.00%2025-09-302025-10-21 VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.27%2025-09-302025-10-21 HCI HCI GROUP INC1.6K shares-11.11%2025-09-302025-10-21 OKLO OKLO INC2.5K sharesnew addition2025-09-302025-10-21 OEF ISHARES TR835 sharesnew addition2025-09-302025-10-21 DNP DNP SELECT INCOME FD INC27.5K shares1.34%2025-09-302025-10-21 RJF RAYMOND JAMES FINL INC1.5K sharesnew addition2025-09-302025-10-21 PEP PEPSICO INC1.9K shares0.00%2025-09-302025-10-21 HURA TUHURA BIOSCIENCES INC104.4K shares0.00%2025-09-302025-10-21 ORCL ORACLE CORP791 sharesnew addition2025-09-302025-10-21 UPS UNITED PARCEL SERVICE INC2.7K shares0.00%2025-09-302025-10-21 MIRA MIRA PHARMACEUTICALS INC103.3K shares0.00%2025-09-302025-10-21 TELO TELOMIR PHARMACEUTICALS INC51.2K shares0.00%2025-09-302025-10-21 HIO WESTERN ASSET HIGH INCOME OP18.2K shares2.70%2025-09-302025-10-21 PNBK PATRIOT NATL BANCORP INC18.1K shares0.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available