Suncoast Equity Management Portfolio Holdings

Suncoast Equity Management

  • $857 Million
  • Q1 2025

Suncoast Equity Management has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $857 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $66.8M, Nvidia Corp with a value of $60.7M, Visa Inc. with a value of $53.2M, Booking Holdings Inc. with a value of $50.5M, and Stryker Corp with a value of $46.2M.

Examining the 13F form we can see an decrease of $17.4M in the current position value, from $875M to 857M.

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

Portfolio value $857 Million
Technology: $356 Million
Financial Services: $125 Million
Healthcare: $114 Million
Communication Services: $91.6 Million
Industrials: $90 Million
Consumer Cyclical: $68.2 Million
ETFs: $5.42 Million
Basic Materials: $4.71 Million
Other: $3.42 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$194B
$50.5 Million 5.89% of portfolio
10,963
Q1 2025 Added 1.87%
$139B
$46.2 Million 5.39% of portfolio
124,123
Q1 2025 Added 1.78%
$174B
$44.4 Million 5.18% of portfolio
72,375
Q1 2025 Added 1.56%
$185B
$39.8 Million 4.65% of portfolio
127,681
Q1 2025 Added 1.73%
$122B
$30.9 Million 3.6% of portfolio
101,092
Q1 2025 Added 1.94%
$51.1B
$29.4 Million 3.43% of portfolio
29,755
Q1 2025 Added 1.61%
$79.5B
$27.2 Million 3.17% of portfolio
217,273
Q1 2025 Added 1.84%
$171B
$25.7 Million 3.0% of portfolio
67,104
Q1 2025 Added 1.67%
$101B
$19.8 Million 2.3% of portfolio
29,365
Q1 2025 Added 1.1%
$115B
$18.8 Million 2.19% of portfolio
69,134
Q1 2025 Added 2.42%
$36.6B
$6.64 Million 0.77% of portfolio
27,371
Q1 2025 Added 5.57%
$38.4B
$5.19 Million 0.61% of portfolio
28,052
Q1 2025 Added 2.35%
$109B
$4.82 Million 0.56% of portfolio
19,732
Q1 2025 Added 2.66%
$86.1B
$4.71 Million 0.55% of portfolio
13,497
Q1 2025 Added 3.04%
$148B
$4.62 Million 0.54% of portfolio
37,957
Q1 2025 Added 3.93%
$27.6B
$4.06 Million 0.47% of portfolio
75,200
Q1 2025 Added 85.11%
$184B
$2.3 Million 0.27% of portfolio
15,341
Q1 2025 Added 1.23%
$32.4B
$2.29 Million 0.27% of portfolio
18,375
Q1 2025 Added 14.77%
$49.1B
$2.26 Million 0.26% of portfolio
1,228
Q1 2025 Reduced 14.37%
$81.4B
$2.11 Million 0.25% of portfolio
6,259
Q1 2025 New
$14.2B
$2.02 Million 0.24% of portfolio
35,645
Q1 2025 Added 17.95%
$71.9B
$1.94 Million 0.23% of portfolio
11,789
Q1 2025 Added 0.2%
$11.4B
$1.76 Million 0.2% of portfolio
13,596
Q1 2025 Added 17.26%
$26.6B
$1.44 Million 0.17% of portfolio
6,325
Q1 2025 Added 9.62%
$45.9B
$1.2 Million 0.14% of portfolio
15,421
Q1 2025 Added 17.63%
$58.5B
$1.06 Million 0.12% of portfolio
1,802
Q1 2025 Added 17.01%
$31.7B
$1.01 Million 0.12% of portfolio
4,345
Q1 2025 Added 16.96%
$19.2B
$1.03 Million 0.12% of portfolio
3,105
Q1 2025 Added 16.03%
$22.5B
$941,000 0.11% of portfolio
4,155
Q1 2025 Added 16.71%
$46.7B
$924,000 0.11% of portfolio
12,753
Q1 2025 Added 17.08%
$36.1B
$746,000 0.09% of portfolio
1,777
Q1 2025 Added 16.6%
$14.5B
$712,000 0.08% of portfolio
10,890
Q1 2025 New
$23.9B
$692,000 0.08% of portfolio
586
Q1 2025 Added 15.13%
$19.1B
$559,000 0.07% of portfolio
6,365
Q1 2025 Added 14.07%
$55B
$551,000 0.06% of portfolio
2,264
Q1 2025 Reduced 4.47%
$177B
$398,000 0.05% of portfolio
2,048
Q4 2023 Reduced 3.89%
$38.3B
$351,000 0.04% of portfolio
2,843
Q4 2024 New
$70.8B
$291,000 0.03% of portfolio
2,652
Q2 2023 Reduced 0.45%
$43.5B
$259,000 0.03% of portfolio
2,044
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $857 Million
  • Prior Value $875 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Suncoast Equity Management Portfolio

Follow Suncoast Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Suncoast Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Suncoast Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email