Suncoast Equity Management
Suncoast Equity Management reported 63 holdings worth US$798M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Suncoast Equity Management reported 63 holdings worth US$798M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Microsoft Corp. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$798M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 248K | US$88.5M | 11.1% |
| Nvidia Corporation | 395K | US$79M | 9.9% |
| Microsoft Corp. | 150K | US$56M | 7.0% |
| Visa Inc. | 128K | US$43.8M | 5.5% |
| Eli Lilly And Company | 35,727 | US$42.9M | 5.4% |
| Apple Inc | 139K | US$40.2M | 5.0% |
| Broadcom Inc. | 102K | US$38.5M | 4.8% |
| W.w. Grainger, Inc. | 25,816 | US$35.1M | 4.4% |
| Mckesson Corporation | 44,837 | US$33.9M | 4.2% |
| Stryker Corporation | 106K | US$33.3M | 4.2% |
| Applied Materials, Inc. | 39,743 | US$28.7M | 3.6% |
| Mastercard Incorporated | 55,430 | US$28.5M | 3.6% |
| Meta Platforms, Inc. | 39,843 | US$22.4M | 2.8% |
| S&p Global Inc. | 49,096 | US$20M | 2.5% |
| Berkshire Hathaway Inc. | 37,949 | US$19M | 2.4% |
| Tjx Companies, Inc. (the) | 120K | US$18.2M | 2.3% |
| Airbnb, Inc. | 124K | US$17.8M | 2.2% |
| Amphenol Corporation | 93,361 | US$16.5M | 2.1% |
| Asml Holding Nv | 7,930 | US$15.8M | 2.0% |
| Servicenow, Inc. | 129K | US$12.8M | 1.6% |
| Uber Technologies, Inc. | 150K | US$10.9M | 1.4% |
| Cencora, Inc. | 19,023 | US$5.38M | 0.67% |
| Fastenal Company | 98,641 | US$4.74M | 0.59% |
| Cintas Corporation | 18,845 | US$3.21M | 0.40% |
| Sherwin-williams Company (the) | 8,956 | US$3.08M | 0.39% |
| Marsh | 16,611 | US$2.77M | 0.35% |
| Rollins, Inc. | 64,242 | US$2.68M | 0.34% |
| Broadridge Financial Solutions, Inc. | 16,530 | US$2.26M | 0.28% |
| Celestica Inc. | 5,710 | US$2.08M | 0.26% |
| Cisco Systems, Inc. | 14,300 | US$1.68M | 0.21% |
| Fair Isaac Corporation | 1,285 | US$1.54M | 0.19% |
| Itt Inc. | 7,550 | US$1.49M | 0.19% |
| Automatic Data Processing, Inc. | 6,138 | US$1.37M | 0.17% |
| Corpay, Inc. | 4,108 | US$1.37M | 0.17% |
| Abbvie Inc. | 5,438 | US$1.37M | 0.17% |
| Costco Wholesale Corporation | 1,409 | US$1.32M | 0.17% |
| Resmed Inc. | 6,548 | US$1.28M | 0.16% |
| Hubbell Inc | 2,287 | US$1.2M | 0.15% |
| Paychex, Inc. | 11,906 | US$1.17M | 0.15% |
| Monolithic Power Systems, Inc. | 826 | US$1.14M | 0.14% |
| Cardinal Health, Inc. | 4,133 | US$982K | 0.12% |
| Neurocrine Biosciences, Inc. | 5,355 | US$903K | 0.11% |
| Edwards Lifesciences Corporation | 9,700 | US$877K | 0.11% |
| Us Foods Holding Corp. | 8,385 | US$857K | 0.11% |
| Healthequity, Inc. | 8,635 | US$780K | 0.10% |
| Idexx Laboratories, Inc. | 1,395 | US$734K | 0.09% |
| Cadence Design Systems, Inc. | 1,677 | US$629K | 0.08% |
| Westinghouse Air Brake Technologies Corporation | 2,293 | US$618K | 0.08% |
| Veeva Systems Inc. | 3,465 | US$615K | 0.08% |
| Huron Consulting Group Inc. | 6,423 | US$579K | 0.07% |
| Credo Technology Group Holding Ltd | 2,011 | US$547K | 0.07% |
| Genpact Limited | 17,825 | US$490K | 0.06% |
| Autodesk, Inc. | 1,939 | US$377K | 0.05% |
| Marvell Technology, Inc. | 1,080 | US$322K | 0.04% |
| Tuhura Biosciences, Inc. | 21,848 | US$51,124 | <0.01% |
| Raymond James Financial, Inc. | 0 | US$0 | 0.00% |
| Slide Insurance Holdings, Inc. | 0 | US$0 | 0.00% |
| Soundhound Ai, Inc. | 0 | US$0 | 0.00% |
| Sprouts Farmers Market, Inc. | 0 | US$0 | 0.00% |
| Telomir Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| United Parcel Service, Inc. | 0 | US$0 | 0.00% |
| Uranium Energy Corp. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Copart, Inc. | 0 | US$0 | 0.00% |
| D.r. Horton, Inc. | 0 | US$0 | 0.00% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Grab Holdings Limited | 0 | US$0 | 0.00% |
| The Hartford Insurance Group, Inc. | 0 | US$0 | 0.00% |
| Hci Group, Inc. | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Johnson & Johnson | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Mira Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Patriot National Bancorp Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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