Suncoast Equity Management Portfolio Holdings

Suncoast Equity Management

  • $875 Million
  • Q4 2024

Suncoast Equity Management has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $875 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $74M, Nvidia Corp with a value of $73.5M, Apple Inc. with a value of $58.8M, Booking Holdings Inc. with a value of $53.5M, and Visa Inc. with a value of $47.3M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $862M to 875M.

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

Portfolio value $875 Million
Technology: $408 Million
Financial Services: $109 Million
Healthcare: $106 Million
Industrials: $90 Million
Communication Services: $78.2 Million
Consumer Cyclical: $69.3 Million
ETFs: $7.03 Million
Basic Materials: $4.45 Million
Other: $2.6 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$183B
$53.5 Million 6.11% of portfolio
10,762
Q4 2024 Reduced 1.43%
$173B
$44.8 Million 5.12% of portfolio
71,266
Q4 2024 Reduced 1.7%
$197B
$44.2 Million 5.05% of portfolio
125,507
Q4 2024 Reduced 1.22%
$141B
$43.9 Million 5.02% of portfolio
121,950
Q4 2024 Added 1.41%
$49.9B
$30.9 Million 3.53% of portfolio
29,284
Q4 2024 Reduced 1.13%
$178B
$29.3 Million 3.35% of portfolio
66,001
Q4 2024 Reduced 1.95%
$127B
$29 Million 3.32% of portfolio
99,173
Q4 2024 Reduced 0.88%
$79.5B
$26.7 Million 3.05% of portfolio
213,350
Q4 2024 Reduced 1.33%
$108B
$22.4 Million 2.56% of portfolio
67,503
Q4 2024 Reduced 0.84%
$96.7B
$16.6 Million 1.89% of portfolio
29,045
Q4 2024 Reduced 1.52%
$37.5B
$5.86 Million 0.67% of portfolio
25,926
Q4 2024 Added 3.11%
$38.4B
$5.07 Million 0.58% of portfolio
27,407
Q4 2024 Added 2.2%
$90.5B
$4.45 Million 0.51% of portfolio
13,099
Q4 2024 Added 2.13%
$141B
$4.41 Million 0.5% of portfolio
36,520
Q4 2024 Added 2.14%
$121B
$4.08 Million 0.47% of portfolio
19,221
Q4 2024 Added 2.38%
$46.6B
$2.85 Million 0.33% of portfolio
1,434
Q4 2024 Added 10.65%
$26.6B
$1.88 Million 0.22% of portfolio
40,625
Q4 2024 Added 2.47%
$77.1B
$1.92 Million 0.22% of portfolio
11,766
Q4 2024 New
$13.5B
$1.73 Million 0.2% of portfolio
30,220
Q4 2024 Added 7.97%
$35.1B
$1.63 Million 0.19% of portfolio
16,010
Q4 2024 Added 11.53%
$10.7B
$1.66 Million 0.19% of portfolio
11,595
Q4 2024 Added 11.81%
$17.8B
$1.12 Million 0.13% of portfolio
2,676
Q4 2024 Added 8.74%
$28.6B
$1.08 Million 0.12% of portfolio
5,770
Q4 2024 Added 6.75%
$44.4B
$942,000 0.11% of portfolio
13,110
Q4 2024 Added 10.87%
$32.5B
$781,000 0.09% of portfolio
3,715
Q4 2024 Added 8.94%
$62.5B
$800,000 0.09% of portfolio
1,540
Q4 2024 Added 11.11%
$44.8B
$806,000 0.09% of portfolio
10,893
Q4 2024 Added 14.6%
$22.7B
$731,000 0.08% of portfolio
3,560
Q4 2024 Added 9.37%
$63.4B
$666,000 0.08% of portfolio
2,370
Q3 2024 Reduced 0.84%
$19.1B
$647,000 0.07% of portfolio
5,580
Q4 2024 New
$26.6B
$622,000 0.07% of portfolio
509
Q4 2024 Added 10.65%
$35B
$630,000 0.07% of portfolio
1,524
Q4 2024 Added 11.57%
$177B
$398,000 0.05% of portfolio
2,048
Q4 2023 Reduced 3.89%
$166B
$378,000 0.04% of portfolio
5,000
Q4 2024 New
$80.2B
$334,000 0.04% of portfolio
2,652
Q2 2023 Reduced 0.45%
$39.4B
$311,000 0.04% of portfolio
2,843
Q4 2024 New
$44.2B
$285,000 0.03% of portfolio
2,044
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $875 Million
  • Prior Value $862 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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