Latest Suncoast Equity Management Stock Portfolio

Suncoast Equity Management Performance:

2025 Q3: 2.37%YTD: 6.99%2024: 18.45%

Performance for 2025 Q3 is 2.37%, and YTD is 6.99%, and 2024 is 18.45%.

About Suncoast Equity Management and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Suncoast Equity Management reported an equity portfolio of $1 Billions as of 30 Sep, 2025.

The top stock holdings of Suncoast Equity Management are MSFT, NVDA, BKNG. The fund has invested 9.1% of it's portfolio in MICROSOFT CORP and 8.7% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ROPER TECHNOLOGIES INC (ROP) and METTLER TOLEDO INTERNATIONAL (MTD) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), NVIDIA CORPORATION (NVDA) and FEDEX CORP (FDX). Suncoast Equity Management opened new stock positions in UBER TECHNOLOGIES INC (UBER), SPROUTS FMRS MKT INC (SFM) and HEALTHEQUITY INC (HQY). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), EA SERIES TRUST and MCKESSON CORP (MCK).

Suncoast Equity Management Annual Return Estimates Vs S&P 500

Our best estimate is that Suncoast Equity Management made a return of 2.37% in the last quarter. In trailing 12 months, it's portfolio return was 11.67%.

Performance
S&P 500

New Buys

Ticker	$ Bought
uber technologies inc	17,326,900
sprouts fmrs mkt inc	824,378
healthequity inc	693,716
oklo inc	282,982
ishares tr	277,961
raymond james finl inc	263,388
oracle corp	222,587

New stocks bought by Suncoast Equity Management

Additions

Ticker	% Inc.
broadcom inc	6,233
ea series trust	164
mckesson corp	75.74
home depot inc	53.18
fastenal co	43.72
walmart inc	20.33
spdr s&p 500 etf tr	13.15
ishares bitcoin trust etf	9.12

Additions to existing portfolio by Suncoast Equity Management

Reductions

Ticker	% Reduced
accenture plc ireland	-92.8
nvidia corporation	-16.57
fedex corp	-13.92
hci group inc	-11.11
amazon com inc	-10.9
ishares tr	-4.00
invesco qqq tr	-2.94
alphabet inc	-1.5

Suncoast Equity Management reduced stake in above stock

Sold off

Ticker	$ Sold
roper technologies inc	-1,058,890
mettler toledo international	-723,628

Suncoast Equity Management got rid off the above stocks

Sector Distribution

Suncoast Equity Management has about 37.4% of it's holdings in Technology sector.

Sector	%
Technology	37.4
Communication Services	13.5
Healthcare	12.6
Industrials	10.6
Financial Services	9.4
Others	8.1
Consumer Cyclical	7.6

Market Cap. Distribution

Suncoast Equity Management has about 92.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	55.4
LARGE-CAP	36.9
UNALLOCATED	7.3

Stocks belong to which Index?

About 89.1% of the stocks held by Suncoast Equity Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	89.1
Others	10.6

Top 5 Winners (%)		%
SOUN	soundhound ai inc	49.9 %
GOOG	alphabet inc	37.3 %
GOOG	alphabet inc	37.2 %
TSLA	tesla inc	36.2 %
PLTR	palantir technologies inc	33.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	16.0 M
GOOG	alphabet inc	15.5 M
GOOG	alphabet inc	12.0 M
AAPL	apple inc	8.5 M
MSFT	microsoft corp	3.6 M

Top 5 Losers (%)		%
FICO	fair isaac corp	-17.6 %
ACN	accenture plc ireland	-17.5 %
UPS	united parcel service inc	-17.3 %
BRO	brown & brown inc	-15.2 %
PNBK	patriot natl bancorp inc	-14.5 %

Top 5 Losers ($)		$
INTU	intuit	-7.5 M
ACN	accenture plc ireland	-6.7 M
CRM	salesforce inc	-4.8 M
BKNG	booking holdings inc	-4.3 M
SYK	stryker corporation	-3.2 M

Suncoast Equity Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Suncoast Equity Management

Suncoast Equity Management has 90 stocks in it's portfolio. About 56.7% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Suncoast Equity Management last quarter.

Last Reported on: 21 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.41	173,621	44,209,200	added	0.59

ABC	cencora inc	0.89	28,563	8,926,870	reduced	-0.73

ACN	accenture plc ireland	0.23	9,194	2,267,180	reduced	-92.8

ADBE	adobe inc	2.35	66,641	23,507,600	reduced	-0.26

ADP	automatic data processing in	2.95	100,874	29,606,500	reduced	-0.35

ALCC	oklo inc	0.03	2,535	282,982	new

AMZN	amazon com inc	0.10	4,547	998,385	reduced	-10.9

AVGO	broadcom inc	1.59	48,390	15,964,400	added	6,233

BKNG	booking holdings inc	5.91	10,965	59,203,100	added	0.07

BR	broadridge finl solutions in	0.67	28,181	6,711,980	added	0.23

BRO	brown & brown inc	0.12	12,569	1,178,810	added	1.58

CHKP	check point software tech lt	0.14	6,645	1,374,920	added	1.84

CPRT	copart inc	0.17	38,240	1,719,650	added	2.53

CRM	salesforce inc	3.13	132,238	31,340,300	reduced	-0.85

CTAS	cintas corp	0.32	15,515	3,184,540	added	3.19

DHI	d r horton inc	0.04	2,044	346,397	unchanged	0.00

ETN	eaton corp plc	2.60	69,700	26,085,300	added	0.78

EW	edwards lifesciences corp	0.11	13,623	1,059,460	added	2.52

FAST	fastenal co	0.58	119,229	5,846,980	added	43.72

FDX	fedex corp	0.04	1,763	415,763	reduced	-13.92