The Analysis of Suncoast Equity Management's Holdings
Currently, Suncoast Equity Management holds 90 types of securities in its portfolio with a total value $989.9M. In the most recent quarter, they have increased their positions in APH (+103.2K shares, valued at $14.0M), N/A (+40.2K shares, valued at $13.9M), SLDE (+91.5K shares, valued at $1.8M); decreased their positions in N/A (-52.8K shares, valued at $16.6M), N/A (-36.0K shares, valued at $11.3M), NVDA (-8.8K shares, valued at $1.6M); initiated new positions in APH (+103.2K shares, valued at $14.0M), SLDE (+91.5K shares, valued at $1.8M), NBIX (+5.1K shares, valued at $721.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION456.8K shares-1.88%2025-12-312026-02-10
MSFT MICROSOFT CORP172.9K shares-1.78%2025-12-312026-02-10 BKNG BOOKING HOLDINGS INC10.8K shares-1.96%2025-12-312026-02-10 ALPHABET INC ALPHABET INC178.0K shares-22.89%2025-12-312026-02-10 V VISA INC148.4K shares-2.05%2025-12-312026-02-10 INTU INTUIT70.7K shares-1.86%2025-12-312026-02-10 AAPL APPLE INC169.4K shares-2.45%2025-12-312026-02-10 LLY ELI LILLY & CO42.7K shares-1.24%2025-12-312026-02-10 ALPHABET INC ALPHABET INC145.8K shares-19.81%2025-12-312026-02-10 SYK STRYKER CORPORATION121.8K shares-1.64%2025-12-312026-02-10 MCK MCKESSON CORP50.3K shares-2.20%2025-12-312026-02-10 MA MASTERCARD INCORPORATED63.3K shares-2.26%2025-12-312026-02-10 CRM SALESFORCE INC129.1K shares-2.37%2025-12-312026-02-10 BROADCOM INC BROADCOM INC88.6K shares83.16%2025-12-312026-02-10 META META PLATFORMS INC45.5K shares-1.77%2025-12-312026-02-10 GWW WW GRAINGER INC29.3K shares-2.00%2025-12-312026-02-10 ADP AUTOMATIC DATA PROCESSING IN99.0K shares-1.89%2025-12-312026-02-10 ADBE ADOBE INC64.1K shares-3.78%2025-12-312026-02-10 APH AMPHENOL CORP NEW103.2K sharesnew addition2025-12-312026-02-10 UBER UBER TECHNOLOGIES INC169.5K shares-4.16%2025-12-312026-02-10 CENCORA INC CENCORA INC28.2K shares-1.38%2025-12-312026-02-10 BR BROADRIDGE FINL SOLUTIONS IN27.5K shares-2.25%2025-12-312026-02-10 TJX TJX COS INC NEW37.0K shares-2.41%2025-12-312026-02-10 FAST FASTENAL CO116.5K shares-2.32%2025-12-312026-02-10 ROL ROLLINS INC75.2K shares-1.11%2025-12-312026-02-10 CTAS CINTAS CORP23.8K shares53.69%2025-12-312026-02-10 SHW SHERWIN WILLIAMS CO13.4K shares-1.21%2025-12-312026-02-10 IWF ISHARES TR8.1K shares16.46%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR5.4K shares31.62%2025-12-312026-02-10 TT TRANE TECHNOLOGIES PLC9.3K shares-1.68%2025-12-312026-02-10 MMC MARSH & MCLENNAN COS INC19.2K shares-3.05%2025-12-312026-02-10 SEMG EA SERIES TRUST111.8K shares20.26%2025-12-312026-02-10 TSCO TRACTOR SUPPLY CO49.8K shares-0.78%2025-12-312026-02-10 ITT INC ITT INC14.1K shares-2.52%2025-12-312026-02-10 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-10 FICO FAIR ISAAC CORP1.3K shares-3.66%2025-12-312026-02-10 SLDE SLIDE INS HLDGS INC91.5K sharesnew addition2025-12-312026-02-10 CORPAY INC CORPAY INC5.4K shares-3.31%2025-12-312026-02-10 PAYX PAYCHEX INC13.6K shares-2.90%2025-12-312026-02-10 HURN HURON CONSULTING GROUP INC8.6K shares50.01%2025-12-312026-02-10 HUBBELL INC HUBBELL INC3.2K shares-2.65%2025-12-312026-02-10 CPRT COPART INC36.4K shares-4.88%2025-12-312026-02-10 MCD MCDONALDS CORP4.2K shares-0.31%2025-12-312026-02-10 IDXX IDEXX LABS INC1.8K shares-4.25%2025-12-312026-02-10 CHKP CHECK POINT SOFTWARE TECH LT6.4K shares-3.24%2025-12-312026-02-10 G GENPACT LIMITED24.1K shares-4.01%2025-12-312026-02-10 EW EDWARDS LIFESCIENCES CORP13.2K shares-3.38%2025-12-312026-02-10 AMZN AMAZON COM INC4.8K shares5.72%2025-12-312026-02-10 STERIS PLC STERIS PLC4.3K shares-4.32%2025-12-312026-02-10 HQY HEALTHEQUITY INC11.5K shares56.97%2025-12-312026-02-10 VEEV VEEVA SYS INC4.4K shares-4.63%2025-12-312026-02-10 MPWR MONOLITHIC PWR SYS INC1.1K shares-4.27%2025-12-312026-02-10 BRO BROWN & BROWN INC11.9K shares-5.67%2025-12-312026-02-10 PLTR PALANTIR TECHNOLOGIES INC5.0K shares-0.56%2025-12-312026-02-10 USFD US FOODS HLDG CORP11.0K shares-3.98%2025-12-312026-02-10 HD HOME DEPOT INC2.3K shares-2.50%2025-12-312026-02-10 NBIX NEUROCRINE BIOSCIENCES INC5.1K sharesnew addition2025-12-312026-02-10 NTAP NETAPP INC6.6K shares-3.39%2025-12-312026-02-10 YELP YELP INC21.1K shares-6.19%2025-12-312026-02-10 WMT WALMART INC5.4K shares-2.70%2025-12-312026-02-10 SFM SPROUTS FMRS MKT INC7.2K shares-4.45%2025-12-312026-02-10 FDX FEDEX CORP1.7K shares-4.37%2025-12-312026-02-10 ETHE GRAYSCALE ETHEREUM TRUST ETF19.5K shares0.00%2025-12-312026-02-10 HIG HARTFORD INSURANCE GROUP INC2.8K shares0.00%2025-12-312026-02-10 TSLA TESLA INC869 shares0.00%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON1.9K shares-3.24%2025-12-312026-02-10 IBIT ISHARES BITCOIN TRUST ETF7.5K shares25.07%2025-12-312026-02-10 TXN TEXAS INSTRS INC2.1K shares-2.98%2025-12-312026-02-10 VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.27%2025-12-312026-02-10 HCI HCI GROUP INC1.6K shares0.00%2025-12-312026-02-10 DHI D R HORTON INC2.0K shares0.00%2025-12-312026-02-10 DNP DNP SELECT INCOME FD INC27.8K shares1.31%2025-12-312026-02-10 OEF ISHARES TR785 shares-5.99%2025-12-312026-02-10 PEP PEPSICO INC1.9K shares0.00%2025-12-312026-02-10 UPS UNITED PARCEL SERVICE INC2.7K shares0.00%2025-12-312026-02-10 RJF RAYMOND JAMES FINL INC1.5K shares0.00%2025-12-312026-02-10 LMND LEMONADE INC3.0K sharesnew addition2025-12-312026-02-10 SOUN SOUNDHOUND AI INC20.8K shares0.00%2025-12-312026-02-10 MIRA MIRA PHARMACEUTICALS INC103.3K shares0.00%2025-12-312026-02-10 GRAB GRAB HOLDINGS LIMITED20.0K sharesnew addition2025-12-312026-02-10 HURA TUHURA BIOSCIENCES INC104.4K shares0.00%2025-12-312026-02-10 HIO WESTERN ASSET HIGH INCOME OP18.9K shares3.79%2025-12-312026-02-10 TELO TELOMIR PHARMACEUTICALS INC51.2K shares0.00%2025-12-312026-02-10 PNBK PATRIOT NATL BANCORP INC18.1K shares0.00%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available