Holdings
Suncoast Equity Management
As of Jun 30, 2026, Suncoast Equity Management reported 55 positions worth US$752M. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 248K | US$88.5M | −60,630 | Jun 30, 2026 |
| Nvidia Corporation | 395K | US$79M | −38,434 | Jun 30, 2026 |
| Microsoft Corp. | 150K | US$56M | −15,382 | Jun 30, 2026 |
| Visa Inc. | 128K | US$43.8M | −13,878 | Jun 30, 2026 |
| Eli Lilly And Company | 35,727 | US$42.9M | −3,224 | Jun 30, 2026 |
| Apple Inc | 139K | US$40.2M | −25,455 | Jun 30, 2026 |
| Broadcom Inc. | 102K | US$38.5M | +16,394 | Jun 30, 2026 |
| W.w. Grainger, Inc. | 25,816 | US$35.1M | −2,228 | Jun 30, 2026 |
| Mckesson Corporation | 44,837 | US$33.9M | −3,788 | Jun 30, 2026 |
| Stryker Corporation | 106K | US$33.3M | −10,261 | Jun 30, 2026 |