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

Currently, Suncoast Equity Management holds 101 types of securities in its portfolio with a total value $833.3M. In the most recent quarter, they have increased their positions in SPGI (+53.4K shares, valued at $22.7M), ABNB (+134.3K shares, valued at $17.0M), TJX (+95.9K shares, valued at $15.3M); decreased their positions in NVDA (-23.3K shares, valued at $4.1M), LLY (-3.8K shares, valued at $3.5M), N/A (-8.0K shares, valued at $2.9M); initiated new positions in SPGI (+53.4K shares, valued at $22.7M), ABNB (+134.3K shares, valued at $17.0M), NOW (+138.9K shares, valued at $14.5M).

1M P&L

+875.3K+0.13%

3M P&L

-9.9M-1.44%

HY P&L

-44.4M-6.16%

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

1Software - Application77.4M

12.1%

2Semiconductors77.0M

12.0%

3Credit Services72.9M

11.4%

Top Industries by Stock Count

1Software - Application10 stocks

12.8%

2N/A9 stocks

11.5%

3Software - Infrastructure3 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION433.5K shares-5.10%2026-03-312026-05-08

MSFT MICROSOFT CORP165.6K shares-4.22%2026-03-312026-05-08

ALPHABET INC ALPHABET INC171.5K shares-3.64%2026-03-312026-05-08

V VISA INC141.6K shares-4.55%2026-03-312026-05-08

MCK MCKESSON CORP48.6K shares-3.24%2026-03-312026-05-08

AAPL APPLE INC164.5K shares-2.88%2026-03-312026-05-08

ALPHABET INC ALPHABET INC137.2K shares-5.95%2026-03-312026-05-08

SYK STRYKER CORPORATION116.2K shares-4.60%2026-03-312026-05-08

Sponsored

LLY ELI LILLY & CO39.0K shares-8.80%2026-03-312026-05-08

GWW WW GRAINGER INC28.0K shares-4.40%2026-03-312026-05-08

MA MASTERCARD INCORPORATED60.3K shares-4.75%2026-03-312026-05-08

INTU INTUIT67.2K shares-4.89%2026-03-312026-05-08

BROADCOM INC BROADCOM INC85.5K shares-3.54%2026-03-312026-05-08

META META PLATFORMS INC43.4K shares-4.76%2026-03-312026-05-08

SPGI S&P GLOBAL INC53.4K sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL45.3K shares-3.87%2026-03-312026-05-08

Sponsored

EATON CORP PLC EATON CORP PLC60.3K shares-11.71%2026-03-312026-05-08

TJX TJX COS INC NEW132.9K shares258.76%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN89.9K shares-9.15%2026-03-312026-05-08

ABNB AIRBNB INC134.3K sharesnew addition2026-03-312026-05-08

NOW SERVICENOW INC138.9K sharesnew addition2026-03-312026-05-08

AON PLC AON PLC44.4K sharesnew addition2026-03-312026-05-08

APH AMPHENOL CORP101.6K shares-1.56%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC165.8K shares-2.16%2026-03-312026-05-08

Sponsored

CENCORA INC CENCORA INC27.4K shares-2.89%2026-03-312026-05-08

FAST FASTENAL CO108.9K shares-6.49%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC11.1K shares18.78%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO13.0K shares-3.05%2026-03-312026-05-08

SLDE SLIDE INS HLDGS INC219.3K shares139.68%2026-03-312026-05-08

ROL ROLLINS INC73.5K shares-2.31%2026-03-312026-05-08

CTAS CINTAS CORP20.7K shares-13.01%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC19.0K shares-0.95%2026-03-312026-05-08

Sponsored

IWF ISHARES TR7.7K shares-4.35%2026-03-312026-05-08

SEMG EA SERIES TRUST134.4K shares20.26%2026-03-312026-05-08

BR BROADRIDGE FINL SOLUTIONS IN18.4K shares-33.07%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T3.7K shares-32.54%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO48.4K shares-2.81%2026-03-312026-05-08

ITT INC ITT INC11.4K shares-19.08%2026-03-312026-05-08

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.0K shares-2.24%2026-03-312026-05-08

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC8.2K sharesnew addition2026-03-312026-05-08

CELESTICA INC CELESTICA INC6.0K shares-18.42%2026-03-312026-05-08

RMD RESMED INC7.5K sharesnew addition2026-03-312026-05-08

HUBBELL INC HUBBELL INC2.6K shares-18.22%2026-03-312026-05-08

CORPAY INC CORPAY INC4.4K shares-18.83%2026-03-312026-05-08

PAYX PAYCHEX INC13.5K shares-1.01%2026-03-312026-05-08

FICO FAIR ISAAC CORP1.1K shares-19.16%2026-03-312026-05-08

AMZN AMAZON COM INC5.2K shares7.82%2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP3.2K shares-22.36%2026-03-312026-05-08

MPWR MONOLITHIC PWR SYS INC879 shares-18.23%2026-03-312026-05-08

CAH CARDINAL HEALTH INC4.4K sharesnew addition2026-03-312026-05-08

HURN HURON CONSULTING GROUP INC6.9K shares-19.47%2026-03-312026-05-08

IDXX IDEXX LABS INC1.5K shares-18.35%2026-03-312026-05-08

EW EDWARDS LIFESCIENCES CORP10.3K shares-21.41%2026-03-312026-05-08

USFD US FOODS HLDG CORP8.9K shares-18.72%2026-03-312026-05-08

CHKP CHECK POINT SOFTWARE TECH LT5.6K shares-12.52%2026-03-312026-05-08

Sponsored

HQY HEALTHEQUITY INC9.3K shares-19.50%2026-03-312026-05-08

STERIS PLC STERIS PLC3.5K shares-19.27%2026-03-312026-05-08

HD HOME DEPOT INC2.3K shares-0.35%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC5.0K shares0.42%2026-03-312026-05-08

G GENPACT LIMITED19.4K shares-19.45%2026-03-312026-05-08

WMT WALMART INC5.6K shares2.87%2026-03-312026-05-08

VEEV VEEVA SYS INC3.7K shares-16.61%2026-03-312026-05-08

FDX FEDEX CORP1.6K shares-3.56%2026-03-312026-05-08

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC4.0K shares-20.65%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON2.1K shares13.28%2026-03-312026-05-08

ADSK AUTODESK INC2.2K sharesnew addition2026-03-312026-05-08

CDNS CADENCE DESIGN SYSTEM INC1.8K sharesnew addition2026-03-312026-05-08

CPRT COPART INC14.9K shares-59.07%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR778 shares2.50%2026-03-312026-05-08

SFM SPROUTS FMRS MKT INC5.8K shares-19.89%2026-03-312026-05-08

TXN TEXAS INSTRS INC2.1K shares0.00%2026-03-312026-05-08

Sponsored

HIG HARTFORD INSURANCE GROUP INC2.8K shares0.00%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS636 shares-15.76%2026-03-312026-05-08

KO COCA COLA CO4.5K sharesnew addition2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.14%2026-03-312026-05-08

TSLA TESLA INC809 shares-6.90%2026-03-312026-05-08

PEP PEPSICO INC1.9K shares4.05%2026-03-312026-05-08

DNP DNP SELECT INCOME FD INC28.2K shares1.31%2026-03-312026-05-08

DHI D R HORTON INC2.0K shares0.00%2026-03-312026-05-08

Sponsored

UPS UNITED PARCEL SVCS INC2.7K shares0.00%2026-03-312026-05-08

OEF ISHARES TR785 shares0.00%2026-03-312026-05-08

HCI HCI GROUP INC1.6K shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC339 sharesnew addition2026-03-312026-05-08

RJF RAYMOND JAMES FINL INC1.5K shares0.00%2026-03-312026-05-08

CEF SPROTT ASSET MANAGEMENT LP4.4K sharesnew addition2026-03-312026-05-08

HURA TUHURA BIOSCIENCES INC104.4K shares0.00%2026-03-312026-05-08

UEC URANIUM ENERGY CORP13.0K sharesnew addition2026-03-312026-05-08

Sponsored

SOUN SOUNDHOUND AI INC20.8K shares0.00%2026-03-312026-05-08

MIRA MIRA PHARMACEUTICALS INC90.6K shares-12.24%2026-03-312026-05-08

GRAB GRAB HOLDINGS LIMITED20.0K shares0.00%2026-03-312026-05-08

HIO WESTERN ASSET HIGH INCOME OP20.0K shares6.11%2026-03-312026-05-08

TELO TELOMIR PHARMACEUTICALS INC51.2K shares0.00%2026-03-312026-05-08

PNBK PATRIOT NATL BANCORP INC18.1K shares0.00%2026-03-312026-05-08

VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP10.0K sharesnew addition2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.0K sharesnew addition2026-03-312026-05-08

Sponsored

MERITAGE HOMES CORP MERITAGE HOMES CORP13.0K sharesnew addition2026-03-312026-05-08

SOUTHERN CO SOUTHERN CO11.0K sharesnew addition2026-03-312026-05-08

GLOBAL PMTS INC GLOBAL PMTS INC14.0K sharesnew addition2026-03-312026-05-08

ENVISTA HOLDINGS CORPORATION ENVISTA HOLDINGS CORPORATION12.0K sharesnew addition2026-03-312026-05-08

PARSONS CORP DEL PARSONS CORP DEL10.0K sharesnew addition2026-03-312026-05-08

NVDA

NVIDIA CORPORATION

-5.10%

Shares433.5K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-4.22%

Shares165.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-3.64%

Shares171.5K

Event2026-03-31

Filed2026-05-08

VISA INC

-4.55%

Shares141.6K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

-3.24%

Shares48.6K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-2.88%

Shares164.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-5.95%

Shares137.2K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

-4.60%

Shares116.2K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-8.80%

Shares39.0K

Event2026-03-31

Filed2026-05-08

GWW

WW GRAINGER INC

-4.40%

Shares28.0K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-4.75%

Shares60.3K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

-4.89%

Shares67.2K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-3.54%

Shares85.5K

Event2026-03-31

Filed2026-05-08