Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Suncoast Equity Management (CIK 1315059) reported $833.3M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($75.6M, 9.07%), MSFT ($61.3M, 7.36%), GOOG ($49.2M, 5.91%), V ($42.8M, 5.14%), MCK ($42.1M, 5.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $75.6M | 9.07% | 433,458 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $61.3M | 7.36% | 165,619 | Trimmed |
| 3 | GOOG | ALPHABET INC | $49.2M | 5.91% | 171,537 | Trimmed |
| 4 | V | VISA INC | $42.8M | 5.14% | 141,644 | Trimmed |
| 5 | MCK | MCKESSON CORP | $42.1M | 5.05% | 48,625 | Trimmed |
| 6 | AAPL | APPLE INC | $41.7M | 5.01% | 164,504 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $39.4M | 4.73% | 137,155 | Trimmed |
| 8 | SYK | STRYKER CORPORATION | $38.2M | 4.58% | 116,187 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $35.8M | 4.30% | 38,951 | Trimmed |
| 10 | GWW | WW GRAINGER INC | $30.6M | 3.67% | 28,044 | Trimmed |
| 11 | MA | MASTERCARD INCORPORATED | $30.1M | 3.61% | 60,264 | Trimmed |
| 12 | INTU | INTUIT | $29.1M | 3.49% | 67,199 | Trimmed |
| 13 | AVGO | BROADCOM INC | $26.5M | 3.18% | 85,493 | Trimmed |
| 14 | META | META PLATFORMS INC | $24.8M | 2.98% | 43,379 | Trimmed |
| 15 | SPGI | S&P GLOBAL INC | $22.7M | 2.72% | 53,360 | New |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.7M | 2.60% | 45,279 | Trimmed |
| 17 | ETN | EATON CORP PLC | $21.6M | 2.59% | 60,342 | Trimmed |
| 18 | TJX | TJX COS INC NEW | $21.2M | 2.55% | 132,914 | Added |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $18.3M | 2.19% | 89,916 | Trimmed |
| 20 | ABNB | AIRBNB INC | $17.0M | 2.04% | 134,350 | New |
| 21 | NOW | SERVICENOW INC | $14.5M | 1.74% | 138,911 | New |
| 22 | AON | AON PLC | $14.3M | 1.72% | 44,390 | New |
| 23 | APH | AMPHENOL CORP | $12.8M | 1.54% | 101,617 | Trimmed |
| 24 | UBER | UBER TECHNOLOGIES INC | $11.9M | 1.43% | 165,842 | Trimmed |
| 25 | ABC | CENCORA INC | $8.6M | 1.03% | 27,353 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31