13F HOLDINGS REPORT
Suncoast Equity Management
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001315059-26-000001
Total Value
$989.9M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 456,762 | $85.2M | 8.61% |
| 2 | MICROSOFT CORP | MSFT | 172,915 | $83.6M | 8.45% |
| 3 | BOOKING HOLDINGS INC | BKNG | 10,750 | $57.6M | 5.82% |
| 4 | ALPHABET INC | GOOG | 178,022 | $55.9M | 5.64% |
| 5 | VISA INC | V | 148,389 | $52.0M | 5.26% |
| 6 | INTUIT | INTU | 70,654 | $46.8M | 4.73% |
| 7 | APPLE INC | AAPL | 169,375 | $46.0M | 4.65% |
| 8 | ELI LILLY & CO | LLY | 42,711 | $45.9M | 4.64% |
| 9 | ALPHABET INC | GOOG | 145,838 | $45.6M | 4.61% |
| 10 | STRYKER CORPORATION | SYK | 121,793 | $42.8M | 4.32% |
| 11 | MCKESSON CORP | MCK | 50,255 | $41.2M | 4.16% |
| 12 | MASTERCARD INCORPORATED | MA | 63,269 | $36.1M | 3.65% |
| 13 | SALESFORCE INC | CRM | 129,109 | $34.2M | 3.46% |
| 14 | BROADCOM INC | AVGO | 88,630 | $30.7M | 3.10% |
| 15 | META PLATFORMS INC | META | 45,548 | $30.1M | 3.04% |
| 16 | WW GRAINGER INC | 384802104 | 29,334 | $29.6M | 2.99% |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 98,967 | $25.5M | 2.57% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 47,100 | $23.7M | 2.39% |
| 19 | ADOBE INC | ADBE | 64,122 | $22.4M | 2.27% |
| 20 | EATON CORP PLC | ETN | 68,343 | $21.8M | 2.20% |
| 21 | AMPHENOL CORP NEW | 032095101 | 103,230 | $14.0M | 1.41% |
| 22 | UBER TECHNOLOGIES INC | UBER | 169,499 | $13.8M | 1.40% |
| 23 | CENCORA INC | COR | 28,168 | $9.5M | 0.96% |
| 24 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 27,547 | $6.1M | 0.62% |
| 25 | TJX COS INC NEW | 872540109 | 37,048 | $5.7M | 0.57% |
| 26 | FASTENAL CO | FAST | 116,460 | $4.7M | 0.47% |
| 27 | ROLLINS INC | ROL | 75,240 | $4.5M | 0.46% |
| 28 | CINTAS CORP | CTAS | 23,845 | $4.5M | 0.45% |
| 29 | SHERWIN WILLIAMS CO | SHW | 13,427 | $4.4M | 0.44% |
| 30 | ISHARES TR | 464287614 | 8,051 | $3.8M | 0.38% |
| 31 | SPDR S&P 500 ETF TR | SPY | 5,449 | $3.7M | 0.38% |
| 32 | TRANE TECHNOLOGIES PLC | TT | 9,346 | $3.6M | 0.37% |
| 33 | MARSH & MCLENNAN COS INC | 571748102 | 19,220 | $3.6M | 0.36% |
| 34 | EA SERIES TRUST | 02072Q580 | 111,781 | $3.1M | 0.31% |
| 35 | TRACTOR SUPPLY CO | TSCO | 49,845 | $2.5M | 0.25% |
| 36 | ACCENTURE PLC IRELAND | ACN | 9,189 | $2.5M | 0.25% |
| 37 | ITT INC | ITT | 14,096 | $2.4M | 0.25% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.23% |
| 39 | FAIR ISAAC CORP | FICO | 1,315 | $2.2M | 0.22% |
| 40 | CELESTICA INC | CLS | 7,410 | $2.2M | 0.22% |
| 41 | SLIDE INS HLDGS INC | 831349105 | 91,494 | $1.8M | 0.18% |
| 42 | CORPAY INC | CPAY | 5,400 | $1.6M | 0.16% |
| 43 | PAYCHEX INC | PAYX | 13,647 | $1.5M | 0.15% |
| 44 | HURON CONSULTING GROUP INC | HURN | 8,603 | $1.5M | 0.15% |
| 45 | HUBBELL INC | HUBB | 3,228 | $1.4M | 0.14% |
| 46 | COPART INC | CPRT | 36,375 | $1.4M | 0.14% |
| 47 | MCDONALDS CORP | MCD | 4,173 | $1.3M | 0.13% |
| 48 | IDEXX LABS INC | 45168D104 | 1,826 | $1.2M | 0.12% |
| 49 | CHECK POINT SOFTWARE TECH LT | M22465104 | 6,430 | $1.2M | 0.12% |
| 50 | GENPACT LIMITED | G | 24,057 | $1.1M | 0.11% |
| 51 | EDWARDS LIFESCIENCES CORP | EW | 13,163 | $1.1M | 0.11% |
| 52 | AMAZON COM INC | AMZN | 4,807 | $1.1M | 0.11% |
| 53 | STERIS PLC | STE | 4,317 | $1.1M | 0.11% |
| 54 | HEALTHEQUITY INC | HQY | 11,490 | $1.1M | 0.11% |
| 55 | VEEVA SYS INC | VEEV | 4,425 | $987,793 | 0.10% |
| 56 | MONOLITHIC PWR SYS INC | 609839105 | 1,075 | $974,357 | 0.10% |
| 57 | BROWN & BROWN INC | BRO | 11,856 | $944,904 | 0.10% |
| 58 | PALANTIR TECHNOLOGIES INC | PLTR | 5,000 | $888,750 | 0.09% |
| 59 | US FOODS HLDG CORP | USFD | 10,980 | $827,014 | 0.08% |
| 60 | HOME DEPOT INC | HD | 2,303 | $792,342 | 0.08% |
| 61 | NEUROCRINE BIOSCIENCES INC | NBIX | 5,085 | $721,206 | 0.07% |
| 62 | NETAPP INC | NTAP | 6,561 | $702,585 | 0.07% |
| 63 | YELP INC | YELP | 21,130 | $642,141 | 0.06% |
| 64 | WALMART INC | WMT | 5,402 | $601,819 | 0.06% |
| 65 | SPROUTS FMRS MKT INC | 85208M102 | 7,240 | $576,811 | 0.06% |
| 66 | FEDEX CORP | FDX | 1,686 | $487,054 | 0.05% |
| 67 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 19,500 | $475,215 | 0.05% |
| 68 | VANGUARD INDEX FDS | 922908363 | 755 | $473,358 | 0.05% |
| 69 | INVESCO QQQ TR | IVZ | 759 | $466,481 | 0.05% |
| 70 | HARTFORD INSURANCE GROUP INC | HIG-PG | 2,843 | $391,765 | 0.04% |
| 71 | TESLA INC | TSLA | 869 | $390,807 | 0.04% |
| 72 | JOHNSON & JOHNSON | JNJ | 1,883 | $389,604 | 0.04% |
| 73 | ISHARES BITCOIN TRUST ETF | IBIT | 7,484 | $371,581 | 0.04% |
| 74 | TEXAS INSTRS INC | 882508104 | 2,087 | $362,074 | 0.04% |
| 75 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,464 | $321,700 | 0.03% |
| 76 | HCI GROUP INC | HCIIP | 1,600 | $306,704 | 0.03% |
| 77 | D R HORTON INC | 23331A109 | 2,044 | $294,397 | 0.03% |
| 78 | DNP SELECT INCOME FD INC | 23325P104 | 27,821 | $277,935 | 0.03% |
| 79 | ISHARES TR | 464287101 | 785 | $269,139 | 0.03% |
| 80 | PEPSICO INC | PEP | 1,851 | $265,656 | 0.03% |
| 81 | UNITED PARCEL SERVICE INC | UPS | 2,652 | $263,052 | 0.03% |
| 82 | RAYMOND JAMES FINL INC | 754730109 | 1,526 | $245,060 | 0.02% |
| 83 | LEMONADE INC | LMND | 3,000 | $213,540 | 0.02% |
| 84 | SOUNDHOUND AI INC | SOUNW | 20,800 | $207,376 | 0.02% |
| 85 | MIRA PHARMACEUTICALS INC | MIRA | 103,289 | $155,966 | 0.02% |
| 86 | GRAB HOLDINGS LIMITED | GRABW | 20,000 | $99,800 | 0.01% |
| 87 | TUHURA BIOSCIENCES INC | HURA | 104,409 | $79,006 | 0.01% |
| 88 | WESTERN ASSET HIGH INCOME OP | HIO | 18,882 | $70,054 | 0.01% |
| 89 | TELOMIR PHARMACEUTICALS INC | TELO | 51,194 | $68,088 | 0.01% |
| 90 | PATRIOT NATL BANCORP INC | 70336F203 | 18,115 | $32,969 | 0.00% |