Suncoast Equity Management Portfolio Holdings

Suncoast Equity Management

  • $958 Million
  • Q2 2025

Suncoast Equity Management has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $958 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $88.2M, Microsoft Corp with a value of $87.3M, Booking Holdings Inc. with a value of $63.4M, Intuit Inc with a value of $56.7M, and Visa Inc. with a value of $53.9M.

Below you can find more details about Suncoast Equity Management portfolio as well as his latest detailed transactions.

Portfolio value $958 Million
Technology: $411 Million
Financial Services: $122 Million
Healthcare: $117 Million
Communication Services: $108 Million
Industrials: $106 Million
Consumer Cyclical: $80.4 Million
ETFs: $6.42 Million
Basic Materials: $4.72 Million
Other: $1.56 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$88.2 Million 9.2% of portfolio
558,025
Q2 2025 Reduced 0.36%
$3.95T
$87.3 Million 9.11% of portfolio
175,568
Q2 2025 Reduced 1.35%
$217B
$63.4 Million 6.62% of portfolio
10,957
Q2 2025 Reduced 0.05%
$201B
$56.7 Million 5.92% of portfolio
72,045
Q2 2025 Reduced 0.46%
$551B
$53.9 Million 5.62% of portfolio
151,690
Q2 2025 Reduced 0.04%
$142B
$49.1 Million 5.12% of portfolio
124,084
Q2 2025 Reduced 0.03%
$1.24T
$41.6 Million 4.34% of portfolio
234,383
Q2 2025 Reduced 3.73%
$150B
$38.2 Million 3.98% of portfolio
127,679
Q2 2025 Reduced -0.0%
$232B
$36.4 Million 3.8% of portfolio
133,378
Q2 2025 Reduced 0.38%
$548B
$36.3 Million 3.79% of portfolio
64,645
Q2 2025 Reduced 0.57%
$3.69T
$35.4 Million 3.7% of portfolio
172,599
Q2 2025 Reduced 5.42%
$1.78T
$34.2 Million 3.57% of portfolio
46,326
Q2 2025 Added 1.14%
$608B
$33.9 Million 3.54% of portfolio
43,483
Q2 2025 Added 0.19%
$1.21T
$31.6 Million 3.3% of portfolio
179,182
Q2 2025 Added 5.02%
$124B
$31.2 Million 3.26% of portfolio
101,225
Q2 2025 Added 0.13%
$48.5B
$31.1 Million 3.24% of portfolio
29,870
Q2 2025 Added 0.39%
$157B
$25.8 Million 2.7% of portfolio
66,814
Q2 2025 Reduced 0.43%
$145B
$24.7 Million 2.58% of portfolio
69,158
Q2 2025 Added 0.03%
$621B
$23.4 Million 2.44% of portfolio
48,113
Q2 2025 Reduced 0.51%
$94.7B
$21.4 Million 2.24% of portfolio
29,240
Q2 2025 Reduced 0.43%
$40.5B
$6.83 Million 0.71% of portfolio
28,116
Q2 2025 Added 2.72%
$38.4B
$5.33 Million 0.56% of portfolio
28,773
Q2 2025 Added 2.57%
$155B
$4.7 Million 0.49% of portfolio
38,028
Q2 2025 Added 0.19%
$92.8B
$4.72 Million 0.49% of portfolio
13,757
Q2 2025 Added 1.93%
$101B
$4.39 Million 0.46% of portfolio
20,082
Q2 2025 Added 1.77%
$28.5B
$4.34 Million 0.45% of portfolio
76,965
Q2 2025 Added 2.35%
$102B
$4.14 Million 0.43% of portfolio
9,468
Q2 2025 Added 51.27%
$27.8B
$3.48 Million 0.36% of portfolio
82,958
Q2 2025 Added 437.95%
$22.7B
$3.35 Million 0.35% of portfolio
15,035
Q2 2025 Added 4.74%
$6.58B
$2.64 Million 0.28% of portfolio
50,005
Q2 2025 Added 1.92%
$33.3B
$2.41 Million 0.25% of portfolio
1,321
Q2 2025 Added 7.57%
$14B
$2.21 Million 0.23% of portfolio
14,086
Q2 2025 Added 3.6%
$423B
$2.19 Million 0.23% of portfolio
3
Q1 2025 New
$48.7B
$2.03 Million 0.21% of portfolio
13,970
Q2 2025 New
$70.1B
$1.91 Million 0.2% of portfolio
12,256
Q2 2025 Added 3.96%
$11.2B
$1.83 Million 0.19% of portfolio
37,295
Q2 2025 Added 4.63%
$9.04B
$1.46 Million 0.15% of portfolio
8,642
Q2 2025 Added 4.37%
$22.7B
$1.44 Million 0.15% of portfolio
6,525
Q2 2025 Added 3.16%
$26.8B
$1.37 Million 0.14% of portfolio
12,374
Q2 2025 Reduced 32.66%
$23.2B
$1.32 Million 0.14% of portfolio
3,229
Q2 2025 Added 3.99%
$38.7B
$1.31 Million 0.14% of portfolio
4,540
Q2 2025 Added 4.49%
$222B
$1.21 Million 0.13% of portfolio
4,143
Q2 2025 Added 0.53%
$2.26T
$1.12 Million 0.12% of portfolio
5,103
Q2 2025 Added 31.59%
$47.6B
$1.04 Million 0.11% of portfolio
13,288
Q2 2025 Added 4.2%
$55.1B
$1.06 Million 0.11% of portfolio
1,868
Q2 2025 Added 3.66%
$24.4B
$1.05 Million 0.11% of portfolio
4,362
Q2 2025 Added 4.98%
$7.95B
$1.07 Million 0.11% of portfolio
24,261
Q2 2025 Added 5.02%
$54.3B
$987,000 0.1% of portfolio
1,841
Q2 2025 Added 3.6%
$17.7B
$865,000 0.09% of portfolio
11,245
Q2 2025 Added 3.26%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $958 Million
  • Prior Value $958 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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