Suncoast Equity Management
63 holdingsFiling period: 2026-06-30Current AUM: $824.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 395.0K | $79.0M | $83.8M | 10.17% | -38,434 | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 150.2K | $56.0M | $74.7M | 9.06% | -15,382 | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 138.8K | $49.0M | $47.4M | 5.75% | -32,760 | 2026-06-30 |
| 4 | V | VISA INC | 127.8K | $43.8M | $48.0M | 5.82% | -13,878 | 2026-06-30 |
| 5 | LLY | ELI LILLY & CO | 35.7K | $42.9M | $40.6M | 4.92% | -3,224 | 2026-06-30 |
| 6 | AAPL | APPLE INC | 139.0K | $40.2M | $46.1M | 5.59% | -25,455 | 2026-06-30 |
| 7 | GOOGL | ALPHABET INC | 110.4K | $39.5M | $38.1M | 4.62% | -26,719 | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 101.9K | $38.5M | $34.6M | 4.19% | +16.4K | 2026-06-30 |
| 9 | GWW | WW GRAINGER INC | 25.8K | $35.1M | $32.8M | 3.98% | -2,228 | 2026-06-30 |
| 10 | MCK | MCKESSON CORP | 44.8K | $33.9M | $40.3M | 4.89% | -3,788 | 2026-06-30 |
| 11 | SYK | STRYKER CORPORATION | 105.9K | $33.3M | $29.8M | 3.62% | -10,261 | 2026-06-30 |
| 12 | AMAT | APPLIED MATLS INC | 39.7K | $28.7M | $16.7M | 2.03% | -- | 2026-06-30 |
| 13 | MA | MASTERCARD INCORPORATED | 55.4K | $28.5M | $31.8M | 3.86% | -4,834 | 2026-06-30 |
| 14 | — | EATON CORP PLC | 55.1K | $23.5M | $23.5M | 2.85% | -5,236 | 2026-06-30 |
| 15 | META | META PLATFORMS INC | 39.8K | $22.4M | $26.7M | 3.24% | -3,536 | 2026-06-30 |
| 16 | SPGI | S&P GLOBAL INC | 49.1K | $20.0M | $20.3M | 2.46% | -4,264 | 2026-06-30 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 37.9K | $19.0M | $19.0M | 2.30% | -7,330 | 2026-06-30 |
| 18 | TJX | TJX COS INC NEW | 119.9K | $18.2M | $14.9M | 1.81% | -12,996 | 2026-06-30 |
| 19 | ABNB | AIRBNB INC | 124.1K | $17.8M | $20.9M | 2.53% | -10,255 | 2026-06-30 |
| 20 | APH | AMPHENOL CORP | 93.4K | $16.5M | $14.5M | 1.76% | -8,256 | 2026-06-30 |
| 21 | — | ASML HLDG NV | 7.9K | $15.8M | $15.8M | 1.91% | -- | 2026-06-30 |
| 22 | — | AON PLC | 40.7K | $13.5M | $13.5M | 1.64% | -3,686 | 2026-06-30 |
| 23 | NOW | SERVICENOW INC | 128.7K | $12.8M | $18.3M | 2.22% | -10,177 | 2026-06-30 |
| 24 | UBER | UBER TECHNOLOGIES INC | 150.4K | $10.9M | $10.7M | 1.30% | -15,437 | 2026-06-30 |
| 25 | COR | CENCORA INC | 19.0K | $5.4M | $6.1M | 0.75% | -8,330 | 2026-06-30 |
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