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Suncoast Equity Management
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $805,920,347
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $87,521,319
- MICROSOFT CORP · COM · 594918104 · shares: $74,383,374
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $46,779,354
- APPLE INC · COM · 037833100 · shares: $45,135,754
- VISA INC · COM CL A · 92826C839 · shares: $44,505,815
- ELI LILLY & CO · COM · 532457108 · shares: $39,863,983
- MCKESSON CORP · COM · 58155Q103 · shares: $37,100,028
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $35,831,103
- BROADCOM INC · COM · 11135F101 · shares: $34,741,614
- WW GRAINGER INC · COM · 384802104 · shares: $31,210,780
Reported holdings
64 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 383,227 shares | $87,521,319 |
| MICROSOFT CORP | COM | 594918104 | — | 145,025 shares | $74,383,374 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 137,288 shares | $46,779,354 |
| APPLE INC | COM | 037833100 | — | 135,535 shares | $45,135,754 |
| VISA INC | COM CL A | 92826C839 | — | 123,858 shares | $44,505,815 |
| ELI LILLY & CO | COM | 532457108 | — | 34,452 shares | $39,863,983 |
| MCKESSON CORP | COM | 58155Q103 | — | 43,452 shares | $37,100,028 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 104,136 shares | $35,831,103 |
| BROADCOM INC | COM | 11135F101 | — | 98,925 shares | $34,741,614 |
| WW GRAINGER INC | COM | 384802104 | — | 25,054 shares | $31,210,780 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 53,750 shares | $29,641,374 |
| AMPHENOL CORP | CL A | 032095101 | — | 335,191 shares | $28,256,641 |
| META PLATFORMS INC | CL A | 30303M102 | — | 38,507 shares | $27,924,635 |
| STRYKER CORPORATION | COM | 863667101 | — | 98,274 shares | $27,063,788 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 13,813 shares | $25,024,607 |
| EATON CORP PLC | SHS | G29183103 | — | 53,175 shares | $22,849,892 |
| APPLIED MATLS INC | COM | 038222105 | — | 38,741 shares | $19,811,390 |
| AIRBNB INC | COM CL A | 009066101 | — | 120,245 shares | $19,317,359 |
| S&P GLOBAL INC | COM | 78409V104 | — | 47,276 shares | $18,649,109 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 36,381 shares | $18,115,919 |
| SERVICENOW INC | COM | 81762P102 | — | 125,399 shares | $16,804,720 |
| TJX COS INC NEW | COM | 872540109 | — | 114,753 shares | $15,182,936 |
| CENCORA INC | COM | 03073E105 | — | 17,421 shares | $5,230,750 |
| FASTENAL CO | COM | 311900104 | — | 92,421 shares | $4,577,631 |
| CINTAS CORP | COM | 172908105 | — | 21,770 shares | $4,246,435 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 8,996 shares | $4,066,012 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 14,187 shares | $2,994,592 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 8,279 shares | $2,676,325 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 14,873 shares | $2,539,290 |
| CISCO SYS INC | COM | 17275R102 | — | 20,460 shares | $2,202,126 |
| CELESTICA INC | COM | 15101Q207 | — | 5,735 shares | $2,072,913 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 2,144 shares | $1,951,780 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 11,421 shares | $1,839,950 |
| CORPAY INC | COM SHS | 219948106 | — | 4,108 shares | $1,596,369 |
| ITT INC | COM | 45073V108 | — | 7,625 shares | $1,538,878 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 5,668 shares | $1,462,690 |
| RESMED INC | COM | 761152107 | — | 5,934 shares | $1,311,921 |
| ABBVIE INC | COM | 00287Y109 | — | 4,969 shares | $1,299,841 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 885 shares | $1,192,290 |
| ROLLINS INC | COM | 775711104 | — | 35,510 shares | $1,069,564 |
| HUBBELL INC | COM | 443510607 | — | 2,335 shares | $1,059,168 |
| PAYCHEX INC | COM | 704326107 | — | 10,683 shares | $1,052,261 |
| HURON CONSULTING GROUP INC | COM | 447462102 | — | 6,538 shares | $1,025,355 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 3,490 shares | $996,221 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 4,193 shares | $932,943 |
| WABTEC | COM | 929740108 | — | 3,243 shares | $931,325 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 4,574 shares | $890,969 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 9,795 shares | $845,504 |
| US FOODS HLDG CORP | COM | 912008109 | — | 8,410 shares | $775,486 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 5,465 shares | $775,156 |
| FAIR ISAAC CORP | COM | 303250104 | — | 1,308 shares | $774,951 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 8,725 shares | $771,814 |
| IDEXX LABS INC | COM | 45168D104 | — | 1,405 shares | $733,677 |
| EA SERIES TRUST | SUNCOAST SELECT | 02072Q580 | — | 24,613 shares | $680,919 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 1,840 shares | $669,834 |
| GENPACT LIMITED | SHS | G3922B107 | — | 18,305 shares | $595,462 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1,795 shares | $592,682 |
| FABRINET | SHS | G3323L100 | — | 1,360 shares | $577,007 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 580 shares | $442,519 |
| AUTODESK INC | COM | 052769106 | — | 1,934 shares | $404,206 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,090 shares | $287,989 |
| COCA COLA CO | COM | 191216100 | — | 3,054 shares | $262,888 |
| AMAZON COM INC | COM | 023135106 | — | 848 shares | $211,279 |
| TUHURA BIOSCIENCES INC | COM | 898920103 | — | 21,848 shares | $45,881 |