Suncoast Equity Management has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $990 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91.2M, Nvidia Corp with a value of $86.9M, Booking Holdings Inc. with a value of $59.2M, Alphabet Inc. with a value of $56.2M, and Visa Inc. with a value of $51.7M.

Examining the 13F form we can see an increase of $32M in the current position value, from $958M to 990M.

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

Portfolio value $990 Million
Technology: $405 Million
Communication Services: $135 Million
Healthcare: $131 Million
Financial Services: $122 Million
Industrials: $105 Million
Consumer Cyclical: $77.7 Million
ETFs: $7.38 Million
Basic Materials: $4.71 Million
Other: $2.53 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $990 Million
  • Prior Value $958 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 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.