Investor
Suncoast Equity Management
CIK 0001315059 · filed 2026-05-08 · SEC filing
13F book
$833.3M
Positions
101
20 new · 9 sold
Largest name
9.1%
Nvidia Corp · NVDA
Est. mark
−$84.8M
Price effect on 81 names still held. Flow −$71.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 433.5K | $75.6M | 9.1% | −$5.24M | Cut−$9.59M |
| Microsoft Corp | MSFT | 165.6K | $61.3M | 7.4% | −$18.8M | Cut−$22.3M |
| Alphabet Inc | — | 171.5K | $49.2M | 5.9% | −$4.62M | Cut−$6.66M |
| Visa Inc. | V | 141.6K | $42.8M | 5.1% | −$6.87M | Cut−$9.23M |
| Mckesson Corp | MCK | 48.6K | $42.1M | 5.1% | $2.19M | Cut$854.5K |
| Apple Inc. | AAPL | 164.5K | $41.7M | 5.0% | −$2.97M | Cut−$4.3M |
| Alphabet Inc | — | 137.2K | $39.4M | 4.7% | −$3.49M | Cut−$6.21M |
| Stryker Corp | SYK | 116.2K | $38.2M | 4.6% | −$2.66M | Cut−$4.63M |
| Eli Lilly & Co | LLY | 39K | $35.8M | 4.3% | −$6.03M | Cut−$10.1M |
| Ww Grainger Inc | — | 28K | $30.6M | 3.7% | $2.29M | Cut$991.2K |
| Mastercard Inc | MA | 60.3K | $30.1M | 3.6% | −$4.29M | Cut−$6.01M |
| Intuit Inc. | INTU | 67.2K | $29.1M | 3.5% | −$15.5M | Cut−$17.7M |
| Broadcom Inc. | AVGO | 85.5K | $26.5M | 3.2% | −$3.13M | Cut−$4.21M |
| Meta Platforms, Inc. | META | 43.4K | $24.8M | 3.0% | −$3.82M | Cut−$5.25M |
| S&P Global Inc. | SPGI | 53.4K | $22.7M | 2.7% | — | New |
| Berkshire Hathaway Inc Del | — | 45.3K | $21.7M | 2.6% | −$1.06M | Cut−$1.98M |
| Eaton Corp Plc | ETN | 60.3K | $21.6M | 2.6% | $2.36M | Cut−$185.3K |
| Tjx Cos Inc New | — | 132.9K | $21.2M | 2.5% | $225.7K | Added$15.5M |
| Automatic Data Processing In | — | 89.9K | $18.3M | 2.2% | −$4.86M | Cut−$7.19M |
| Airbnb, Inc. | ABNB | 134.3K | $17M | 2.0% | — | New |
| ServiceNow, Inc. | NOW | 138.9K | $14.5M | 1.7% | — | New |
| Aon plc | AON | 44.4K | $14.3M | 1.7% | — | New |
| Amphenol Corp New | — | 101.6K | $12.8M | 1.5% | −$893.2K | Cut−$1.11M |
| Uber Technologies, Inc | UBER | 165.8K | $11.9M | 1.4% | −$1.62M | Cut−$1.92M |
| Cencora, Inc. | COR | 27.4K | $8.59M | 1.0% | −$645.8K | Cut−$921.1K |
| Fastenal Co | FAST | 108.9K | $5.05M | 0.6% | $682.8K | Cut$379.5K |
| Trane Technologies Plc | TT | 11.1K | $4.63M | 0.6% | $257.4K | Added$988.8K |
| Sherwin Williams Co | SHW | 13K | $4.17M | 0.5% | −$45.3K | Cut−$178.2K |
| Slide Ins Hldgs Inc | — | 219.3K | $3.95M | 0.5% | −$135.4K | Added$2.17M |
| Rollins Inc | ROL | 73.5K | $3.93M | 0.5% | −$485.8K | Cut−$590.3K |
| Cintas Corp | CTAS | 20.7K | $3.51M | 0.4% | −$392.6K | Cut−$976.2K |
| Marsh & Mclennan Cos Inc | — | 19K | $3.3M | 0.4% | −$229.7K | Cut−$263.5K |
| Ishares Tr | — | 7.7K | $3.28M | 0.4% | −$361.2K | Cut−$526.8K |
| Ea Series Trust | — | 134.4K | $3.24M | 0.4% | −$372.2K | Added$172.8K |
| Broadridge Finl Solutions In | — | 18.4K | $3M | 0.4% | −$1.12M | Cut−$3.15M |
| Spdr S&P 500 Etf Tr | — | 3.68K | $2.39M | 0.3% | −$116.3K | Cut−$1.33M |
| Tractor Supply Co | — | 48.4K | $2.19M | 0.3% | −$228.2K | Cut−$298.2K |
| Itt Inc. | ITT | 11.4K | $2.17M | 0.3% | $194.1K | Cut−$272.6K |
| Berkshire Hathaway Inc Del | — | 3 | $2.15M | 0.3% | −$110K | Held |
| Accenture Plc Ireland | — | 8.98K | $1.78M | 0.2% | −$628.9K | Cut−$684.1K |
| Te Connectivity Plc | TEL | 8.15K | $1.7M | 0.2% | — | New |
| Celestica Inc | CLS | 6.04K | $1.7M | 0.2% | −$85.2K | Cut−$489K |
| Resmed Inc | — | 7.48K | $1.68M | 0.2% | — | New |
| Hubbell Inc | HUBB | 2.64K | $1.3M | 0.2% | $123.1K | Cut−$138K |
| Corpay, Inc. | CPAY | 4.38K | $1.28M | 0.2% | −$43.6K | Cut−$349.6K |
| Paychex Inc | PAYX | 13.5K | $1.24M | 0.1% | −$271K | Cut−$286.5K |
| Fair Isaac Corp | FICO | 1.06K | $1.13M | 0.1% | −$662.3K | Cut−$1.09M |
| Amazon Com Inc | AMZN | 5.18K | $1.08M | 0.1% | −$108.4K | Added−$30.1K |
| Mcdonalds Corp | MCD | 3.24K | $1.01M | 0.1% | $16.7K | Cut−$268.5K |
| Monolithic Pwr Sys Inc | — | 879 | $961.1K | 0.1% | $164.4K | Cut−$13.3K |
| Cardinal Health Inc | CAH | 4.42K | $935K | 0.1% | — | New |
| Huron Consulting Group Inc. | HURN | 6.93K | $883.3K | 0.1% | −$314.7K | Cut−$604.3K |
| Idexx Labs Inc | — | 1.49K | $837.8K | 0.1% | −$170.9K | Cut−$397.6K |
| Edwards Lifesciences Corp | EW | 10.3K | $828.4K | 0.1% | −$53.5K | Cut−$293.7K |
| Us Foods Hldg Corp | — | 8.93K | $823K | 0.1% | $150.7K | Cut−$4.04K |
| Check Point Software Tech Lt | — | 5.63K | $803.5K | 0.1% | −$240.2K | Cut−$389.6K |
| Healthequity, Inc. | HQY | 9.25K | $773K | 0.1% | −$74.4K | Cut−$279.6K |
| STERIS plc | STE | 3.48K | $770.7K | 0.1% | −$112.9K | Cut−$323.8K |
| Home Depot, Inc. | HD | 2.29K | $754.9K | 0.1% | −$34.7K | Cut−$37.5K |
| Palantir Technologies Inc. | PLTR | 5.02K | $734.5K | 0.1% | −$157.3K | Added−$154.3K |
| Genpact Limited | — | 19.4K | $721.8K | 0.1% | −$184.7K | Cut−$403.6K |
| Walmart Inc. | WMT | 5.56K | $690.6K | 0.1% | $69.5K | Added$88.8K |
| Veeva Sys Inc | — | 3.69K | $648.2K | 0.1% | −$175.5K | Cut−$339.6K |
| Fedex Corp | FDX | 1.63K | $579.2K | 0.1% | $109.5K | Cut$92.1K |
| Neurocrine Biosciences Inc | NBIX | 4.04K | $531.6K | 0.1% | −$40.7K | Cut−$189.6K |
| Johnson & Johnson | JNJ | 2.13K | $521.3K | 0.1% | $70.6K | Added$131.7K |
| Autodesk, Inc. | ADSK | 2.17K | $520K | 0.1% | — | New |
| Cadence Design System Inc | — | 1.8K | $499.6K | 0.1% | — | New |
| Copart Inc | CPRT | 14.9K | $494.3K | 0.1% | −$88.6K | Cut−$929.7K |
| Invesco Qqq Tr | — | 778 | $449K | 0.1% | −$28.5K | Added−$17.5K |
| Sprouts Fmrs Mkt Inc | — | 5.8K | $447.4K | 0.1% | −$14.7K | Cut−$129.5K |
| Texas Instrs Inc | — | 2.09K | $405.2K | 0.0% | $43.1K | Held |
| Hartford Insurance Group Inc | — | 2.84K | $384.5K | 0.0% | −$7.31K | Held |
| Vanguard Index Fds | — | 636 | $380.3K | 0.0% | −$18.4K | Cut−$93K |
| Coca Cola Co | KO | 4.46K | $339.2K | 0.0% | — | New |
| Vanguard Specialized Funds | — | 1.47K | $315.2K | 0.0% | −$6.95K | Added−$6.52K |
| Tesla, Inc. | TSLA | 809 | $300.7K | 0.0% | −$63.1K | Cut−$90.1K |
| Pepsico Inc | PEP | 1.93K | $299.1K | 0.0% | $21.8K | Added$33.4K |
| Dnp Select Income Fd Inc | — | 28.2K | $290.3K | 0.0% | $8.62K | Added$12.4K |
| D R Horton Inc | — | 2.04K | $280.5K | 0.0% | −$13.9K | Held |
| United Parcel Service Inc | UPS | 2.65K | $260.9K | 0.0% | −$2.15K | Held |
| Ishares Tr | — | 785 | $249.8K | 0.0% | −$19.3K | Held |
| Hci Group Inc | — | 1.6K | $247.4K | 0.0% | −$59.3K | Held |
| Caterpillar Inc | CAT | 339 | $240.5K | 0.0% | — | New |
| Raymond James Finl Inc | — | 1.53K | $220.9K | 0.0% | −$24.1K | Held |
| Sprott Asset Management Lp | — | 4.44K | $211.9K | 0.0% | — | New |
| TuHURA Biosciences, Inc./NV | HURA | 104.4K | $186.9K | 0.0% | $107.9K | Held |
| Uranium Energy Corp | UEC | 13K | $175.5K | 0.0% | — | New |
| Soundhound Ai Inc | — | 20.8K | $142.9K | 0.0% | −$64.5K | Held |
| Mira Pharmaceuticals, Inc. | MIRA | 90.6K | $97K | 0.0% | −$39.9K | Cut−$59K |
| Grab Holdings Limited | — | 20K | $73.2K | 0.0% | −$26.6K | Held |
| Western Asset High Income Op | — | 20K | $72.7K | 0.0% | −$1.51K | Added$2.68K |
| Telomir Pharmaceuticals, Inc. | TELO | 51.2K | $66.6K | 0.0% | −$1.54K | Held |
| Patriot Natl Bancorp Inc | — | 18.1K | $23.4K | 0.0% | −$9.6K | Held |
| Ventas Rlty Ltd Partnership | — | 10K | $15.1K | 0.0% | — | New |
| Duke Energy Corp New | — | 12K | $13.2K | 0.0% | — | New |
| Meritage Homes Corp | MTH | 13K | $12.6K | 0.0% | — | New |
| Southern Co | — | 11K | $12.2K | 0.0% | — | New |
| Global Pmts Inc | — | 14K | $12.2K | 0.0% | — | New |
| Envista Holdings Corp | NVST | 12K | $12K | 0.0% | — | New |
| Parsons Corp Del | — | 10K | $9.86K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.