13F COMBINATION REPORT
Suncoast Equity Management
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001315059-25-000009
Total Value
$1.00B
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 176,047 | $91.2M | 9.10% |
| 2 | NVIDIA CORPORATION | NVDA | 465,534 | $86.9M | 8.66% |
| 3 | BOOKING HOLDINGS INC | BKNG | 10,965 | $59.2M | 5.91% |
| 4 | ALPHABET INC | GOOG | 230,868 | $56.2M | 5.61% |
| 5 | VISA INC | V | 151,487 | $51.7M | 5.16% |
| 6 | INTUIT | INTU | 71,990 | $49.2M | 4.90% |
| 7 | STRYKER CORPORATION | SYK | 123,828 | $45.8M | 4.57% |
| 8 | ALPHABET INC | GOOG | 181,860 | $44.2M | 4.41% |
| 9 | APPLE INC | AAPL | 173,621 | $44.2M | 4.41% |
| 10 | MCKESSON CORP | MCK | 51,385 | $39.7M | 3.96% |
| 11 | MASTERCARD INCORPORATED | MA | 64,734 | $36.8M | 3.67% |
| 12 | META PLATFORMS INC | META | 46,367 | $34.1M | 3.40% |
| 13 | ELI LILLY & CO | LLY | 43,247 | $33.0M | 3.29% |
| 14 | SALESFORCE INC | CRM | 132,238 | $31.3M | 3.13% |
| 15 | AUTOMATIC DATA PROCESSING IN | ADP | 100,874 | $29.6M | 2.95% |
| 16 | GRAINGER W W INC | 384802104 | 29,933 | $28.5M | 2.85% |
| 17 | FISERV INC | FISV | 216,544 | $27.9M | 2.78% |
| 18 | EATON CORP PLC | ETN | 69,700 | $26.1M | 2.60% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 48,291 | $24.3M | 2.42% |
| 20 | ADOBE INC | ADBE | 66,641 | $23.5M | 2.34% |
| 21 | UBER TECHNOLOGIES INC | UBER | 176,859 | $17.3M | 1.73% |
| 22 | BROADCOM INC | AVGO | 48,390 | $16.0M | 1.59% |
| 23 | CENCORA INC | COR | 28,563 | $8.9M | 0.89% |
| 24 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 28,181 | $6.7M | 0.67% |
| 25 | FASTENAL CO | FAST | 119,229 | $5.8M | 0.58% |
| 26 | TJX COS INC NEW | 872540109 | 37,963 | $5.5M | 0.55% |
| 27 | SHERWIN WILLIAMS CO | SHW | 13,592 | $4.7M | 0.47% |
| 28 | ROLLINS INC | ROL | 76,085 | $4.5M | 0.45% |
| 29 | TRANE TECHNOLOGIES PLC | TT | 9,506 | $4.0M | 0.40% |
| 30 | MARSH & MCLENNAN COS INC | 571748102 | 19,825 | $4.0M | 0.40% |
| 31 | ISHARES TR | 464287614 | 6,913 | $3.2M | 0.32% |
| 32 | CINTAS CORP | CTAS | 15,515 | $3.2M | 0.32% |
| 33 | TRACTOR SUPPLY CO | TSCO | 50,235 | $2.9M | 0.28% |
| 34 | SPDR S&P 500 ETF TR | SPY | 4,140 | $2.8M | 0.28% |
| 35 | ITT INC | ITT | 14,461 | $2.6M | 0.26% |
| 36 | EA SERIES TRUST | 02072Q580 | 92,951 | $2.5M | 0.25% |
| 37 | ACCENTURE PLC IRELAND | ACN | 9,194 | $2.3M | 0.23% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.23% |
| 39 | FAIR ISAAC CORP | FICO | 1,365 | $2.0M | 0.20% |
| 40 | CELESTICA INC | CLS | 7,605 | $1.9M | 0.19% |
| 41 | ZOETIS INC | ZTS | 12,624 | $1.8M | 0.18% |
| 42 | PAYCHEX INC | PAYX | 14,055 | $1.8M | 0.18% |
| 43 | COPART INC | CPRT | 38,240 | $1.7M | 0.17% |
| 44 | CORPAY INC | CPAY | 5,585 | $1.6M | 0.16% |
| 45 | HUBBELL INC | HUBB | 3,316 | $1.4M | 0.14% |
| 46 | VEEVA SYS INC | VEEV | 4,640 | $1.4M | 0.14% |
| 47 | CHECK POINT SOFTWARE TECH LT | M22465104 | 6,645 | $1.4M | 0.14% |
| 48 | NICE LTD | NCSYF | 8,877 | $1.3M | 0.13% |
| 49 | MCDONALDS CORP | MCD | 4,186 | $1.3M | 0.13% |
| 50 | IDEXX LABS INC | 45168D104 | 1,907 | $1.2M | 0.12% |
| 51 | BROWN & BROWN INC | BRO | 12,569 | $1.2M | 0.12% |
| 52 | STERIS PLC | STE | 4,512 | $1.1M | 0.11% |
| 53 | EDWARDS LIFESCIENCES CORP | EW | 13,623 | $1.1M | 0.11% |
| 54 | GENPACT LIMITED | G | 25,062 | $1.0M | 0.10% |
| 55 | MONOLITHIC PWR SYS INC | 609839105 | 1,123 | $1.0M | 0.10% |
| 56 | AMAZON COM INC | AMZN | 4,547 | $998,385 | 0.10% |
| 57 | HOME DEPOT INC | HD | 2,362 | $957,031 | 0.10% |
| 58 | PALANTIR TECHNOLOGIES INC | PLTR | 5,028 | $917,208 | 0.09% |
| 59 | US FOODS HLDG CORP | USFD | 11,435 | $876,150 | 0.09% |
| 60 | HURON CONSULTING GROUP INC | HURN | 5,735 | $841,726 | 0.08% |
| 61 | SPROUTS FMRS MKT INC | 85208M102 | 7,577 | $824,378 | 0.08% |
| 62 | NETAPP INC | NTAP | 6,791 | $804,407 | 0.08% |
| 63 | YELP INC | YELP | 22,525 | $702,780 | 0.07% |
| 64 | HEALTHEQUITY INC | HQY | 7,320 | $693,716 | 0.07% |
| 65 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 19,500 | $668,265 | 0.07% |
| 66 | WALMART INC | WMT | 5,552 | $572,172 | 0.06% |
| 67 | INVESCO QQQ TR | IVZ | 758 | $455,309 | 0.05% |
| 68 | VANGUARD INDEX FDS | 922908363 | 728 | $445,586 | 0.04% |
| 69 | FEDEX CORP | FDX | 1,763 | $415,763 | 0.04% |
| 70 | TEXAS INSTRS INC | 882508104 | 2,151 | $395,203 | 0.04% |
| 71 | ISHARES BITCOIN TRUST ETF | IBIT | 5,984 | $388,960 | 0.04% |
| 72 | TESLA INC | TSLA | 869 | $386,462 | 0.04% |
| 73 | HARTFORD INSURANCE GROUP INC | HIG-PG | 2,843 | $379,228 | 0.04% |
| 74 | JOHNSON & JOHNSON | JNJ | 1,946 | $360,753 | 0.04% |
| 75 | D R HORTON INC | 23331A109 | 2,044 | $346,397 | 0.03% |
| 76 | SOUNDHOUND AI INC | SOUNW | 20,800 | $334,464 | 0.03% |
| 77 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,460 | $315,060 | 0.03% |
| 78 | HCI GROUP INC | HCIIP | 1,600 | $307,088 | 0.03% |
| 79 | OKLO INC | OKLO | 2,535 | $282,982 | 0.03% |
| 80 | ISHARES TR | 464287101 | 835 | $277,961 | 0.03% |
| 81 | DNP SELECT INCOME FD INC | 23325P104 | 27,460 | $274,876 | 0.03% |
| 82 | RAYMOND JAMES FINL INC | 754730109 | 1,526 | $263,388 | 0.03% |
| 83 | PEPSICO INC | PEP | 1,851 | $259,954 | 0.03% |
| 84 | TUHURA BIOSCIENCES INC | HURA | 104,409 | $258,934 | 0.03% |
| 85 | ORACLE CORP | ORCL-PD | 791 | $222,587 | 0.02% |
| 86 | UNITED PARCEL SERVICE INC | UPS | 2,652 | $221,522 | 0.02% |
| 87 | MIRA PHARMACEUTICALS INC | MIRA | 103,289 | $140,473 | 0.01% |
| 88 | TELOMIR PHARMACEUTICALS INC | TELO | 51,194 | $71,160 | 0.01% |
| 89 | WESTERN ASSET HIGH INCOME OP | HIO | 18,192 | $69,859 | 0.01% |
| 90 | PATRIOT NATL BANCORP INC | 70336F203 | 18,115 | $23,550 | 0.00% |