Suncoast Equity Management
101 holdingsFiling period: 2026-03-31Current AUM: $934.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 433.5K | $75.6M | $87.0M | 9.31% | -23,304 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 165.6K | $61.3M | $77.0M | 8.23% | -7,296 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 171.5K | $49.2M | $61.2M | 6.55% | -6,485 | 2026-03-31 |
| 4 | V | VISA INC | 141.6K | $42.8M | $51.9M | 5.55% | -6,745 | 2026-03-31 |
| 5 | MCK | MCKESSON CORP | 48.6K | $42.1M | $41.6M | 4.45% | -1,630 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 164.5K | $41.7M | $50.8M | 5.44% | -4,871 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 137.2K | $39.4M | $48.8M | 5.23% | -8,683 | 2026-03-31 |
| 8 | SYK | STRYKER CORPORATION | 116.2K | $38.2M | $37.8M | 4.05% | -5,606 | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 39.0K | $35.8M | $44.7M | 4.79% | -3,760 | 2026-03-31 |
| 10 | GWW | WW GRAINGER INC | 28.0K | $30.6M | $38.8M | 4.15% | -1,290 | 2026-03-31 |
| 11 | MA | MASTERCARD INCORPORATED | 60.3K | $30.1M | $34.5M | 3.70% | -3,005 | 2026-03-31 |
| 12 | INTU | INTUIT | 67.2K | $29.1M | $21.2M | 2.27% | -3,455 | 2026-03-31 |
| 13 | AVGO | BROADCOM INC | 85.5K | $26.5M | $33.3M | 3.56% | -3,137 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 43.4K | $24.8M | $24.1M | 2.58% | -2,169 | 2026-03-31 |
| 15 | SPGI | S&P GLOBAL INC | 53.4K | $22.7M | $22.0M | 2.35% | -- | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 45.3K | $21.7M | $21.7M | 2.32% | -1,821 | 2026-03-31 |
| 17 | — | EATON CORP PLC | 60.3K | $21.6M | $21.6M | 2.31% | -8,001 | 2026-03-31 |
| 18 | TJX | TJX COS INC NEW | 132.9K | $21.2M | $20.9M | 2.24% | +95.9K | 2026-03-31 |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | 89.9K | $18.3M | $24.0M | 2.56% | -9,051 | 2026-03-31 |
| 20 | ABNB | AIRBNB INC | 134.3K | $17.0M | $20.4M | 2.18% | -- | 2026-03-31 |
| 21 | NOW | SERVICENOW INC | 138.9K | $14.5M | $15.5M | 1.65% | -- | 2026-03-31 |
| 22 | — | AON PLC | 44.4K | $14.3M | $14.3M | 1.53% | -- | 2026-03-31 |
| 23 | APH | AMPHENOL CORP | 101.6K | $12.8M | $16.3M | 1.75% | -1,613 | 2026-03-31 |
| 24 | UBER | UBER TECHNOLOGIES INC | 165.8K | $11.9M | $11.7M | 1.25% | -3,657 | 2026-03-31 |
| 25 | COR | CENCORA INC | 27.4K | $8.6M | $8.5M | 0.91% | -815 | 2026-03-31 |
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