Suncoast Equity Management

Portfolio Overview

Suncoast Equity Management disclosed 63 positions worth $798.4M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 9.9% of the equity portfolio, followed by $MSFT and $GOOGL. During the quarter the fund opened 8 new positions and exited 45 — including a new stake in $AMAT and a full exit from $INTU. The portfolio is most concentrated in Technology (54.2% of disclosed assets). All figures are sourced directly from Suncoast Equity Management’s Form 13F-HR filing with the SEC under CIK 1315059.

• 

  NVIDIA CORP

  $NVDA

  85.9#5

  Quality

  $79.0M395,024 sh
• 

  MICROSOFT CORP

  $MSFT

  79.8#31

  Quality

  $56.0M150,237 sh
• 

  Alphabet Inc.

  $GOOGL

  78.2#57

  Quality

  $49.0M138,777 sh
• 

  VISA INC.

  $V

  82.9

  Quality

  $43.8M127,766 sh
• 

  ELI LILLY & Co

  $LLY

  87.5

  Quality

  $42.9M35,727 sh
• 

  Apple Inc.

  $AAPL

  76.4

  Quality

  $40.2M139,049 sh
• 

  Alphabet Inc.

  $GOOG

  78.2

  Quality

  $39.5M110,436 sh
• 

  Broadcom Inc.

  $AVGO

  84.5

  Quality

  $38.5M101,887 sh
• 

  W.W. GRAINGER, INC.

  $GWW

  61.8

  Quality

  $35.1M25,816 sh
• 

  MCKESSON CORP

  $MCK

  63.4

  Quality

  $33.9M44,837 sh

Company	Quality	Value	Shares
NVIDIA CORP$NVDA	85.9#5	$79.0M	395,024
MICROSOFT CORP$MSFT	79.8#31	$56.0M	150,237
Alphabet Inc.$GOOGL	78.2#57	$49.0M	138,777
VISA INC.$V	82.9	$43.8M	127,766
ELI LILLY & Co$LLY	87.5	$42.9M	35,727
Apple Inc.$AAPL	76.4	$40.2M	139,049
Alphabet Inc.$GOOG	78.2	$39.5M	110,436
Broadcom Inc.$AVGO	84.5	$38.5M	101,887
W.W. GRAINGER, INC.$GWW	61.8	$35.1M	25,816
MCKESSON CORP$MCK	63.4	$33.9M	44,837

Showing top 10 of 63 holdings.

Full Holdings — Suncoast Equity Management (Q2 2026)

All 63 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NVDA	NVIDIA CORP	$79.0M	9.9%	-9%	85.9
2	$MSFT	MICROSOFT CORP	$56.0M	7.0%	-9%	79.8
3	$GOOGL	Alphabet Inc.	$49.0M	6.1%	-19%	78.2
4	$V	VISA INC.	$43.8M	5.5%	-10%	82.9
5	$LLY	ELI LILLY & Co	$42.9M	5.4%	-8%	87.5
6	$AAPL	Apple Inc.	$40.2M	5.0%	-15%	76.4
7	$GOOG	Alphabet Inc.	$39.5M	4.9%	-19%	78.2
8	$AVGO	Broadcom Inc.	$38.5M	4.8%	+19%	84.5
9	$GWW	W.W. GRAINGER, INC.	$35.1M	4.4%	-8%	61.8
10	$MCK	MCKESSON CORP	$33.9M	4.2%	-8%	63.4
11	$SYK	STRYKER CORP	$33.3M	4.2%	-9%	72.1
12	$AMAT	APPLIED MATERIALS INC /DE	$28.7M	3.6%	NEW	72.3
13	$MA	Mastercard Inc	$28.5M	3.6%	-8%	85.1
14	$ETN	Eaton Corp plc	$23.5M	2.9%	-9%	—
15	$META	Meta Platforms, Inc.	$22.4M	2.8%	-8%	79.6
16	$SPGI	S&P Global Inc.	$20.0M	2.5%	-8%	76.1
17	$BRK.B	BERKSHIRE HATHAWAY INC	$19.0M	2.4%	-16%	73.8
18	$TJX	TJX COMPANIES INC /DE/	$18.2M	2.3%	-10%	68.7
19	$ABNB	Airbnb, Inc.	$17.8M	2.2%	-8%	71
20	$APH	AMPHENOL CORP /DE/	$16.5M	2.1%	-8%	79.3
21	$ASML	ASML HOLDING NV	$15.8M	2.0%	NEW	—
22	$AON	Aon plc	$13.5M	1.7%	-8%	—
23	$NOW	ServiceNow, Inc.	$12.8M	1.6%	-7%	72.9
24	$UBER	Uber Technologies, Inc	$10.9M	1.4%	-9%	73.5
25	$COR	Cencora, Inc.	$5.4M	0.7%	-30%	61.1
26	$TT	Trane Technologies plc	$4.8M	0.6%	-11%	—
27	$FAST	FASTENAL CO	$4.7M	0.6%	-9%	66.9
28	$CTAS	CINTAS CORP	$3.2M	0.4%	-9%	68.7
29	$SHW	SHERWIN WILLIAMS CO	$3.1M	0.4%	-31%	61.3
30	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	$2.8M	0.3%	-13%	66.2
31	$ROL	ROLLINS INC	$2.7M	0.3%	-13%	65
32	$TEL	TE Connectivity plc	$2.6M	0.3%	+56%	—
33	$BR	BROADRIDGE FINANCIAL SOLUTIONS, INC.	$2.3M	0.3%	-10%	66.5
34	$CLS	CELESTICA INC	$2.1M	0.3%	-6%	69.8
35	$CSCO	CISCO SYSTEMS, INC.	$1.7M	0.2%	NEW	70.3
36	$FICO	FAIR ISAAC CORP	$1.5M	0.2%	+21%	77.7
37	$ITT	ITT INC.	$1.5M	0.2%	-34%	63
38	$ADP	AUTOMATIC DATA PROCESSING INC	$1.4M	0.2%	-93%	69.8
39	$CPAY	CORPAY, INC.	$1.4M	0.2%	-6%	70.8
40	$ABBV	AbbVie Inc.	$1.4M	0.2%	NEW	72.6
41	$COST	COSTCO WHOLESALE CORP /NEW	$1.3M	0.2%	NEW	66.2
42	$RMD	RESMED INC	$1.3M	0.2%	-12%	74.3
43	$HUBB	HUBBELL INC	$1.2M	0.1%	-13%	64.1
44	$PAYX	PAYCHEX INC	$1.2M	0.1%	-12%	74.6
45	$MPWR	MONOLITHIC POWER SYSTEMS, INC.	$1.1M	0.1%	-6%	73.3
46	$CAH	CARDINAL HEALTH INC	$981,835	0.1%	-7%	62.4
47	$NBIX	NEUROCRINE BIOSCIENCES INC	$902,505	0.1%	+33%	76.5
48	$EW	Edwards Lifesciences Corp	$877,462	0.1%	-6%	69.4
49	$USFD	US Foods Holding Corp.	$857,366	0.1%	-6%	58.4
50	$HQY	HEALTHEQUITY, INC.	$779,913	0.1%	-7%	71.2
51	—	EA SERIES TRUST - SUNCOAST SELECT	$735,961	0.1%	-79%	—
52	$IDXX	IDEXX LABORATORIES INC /DE	$734,384	0.1%	-6%	73.8
53	$STE	STERIS plc	$681,194	0.1%	-7%	—
54	$CDNS	CADENCE DESIGN SYSTEMS INC	$629,412	0.1%	-7%	72.6
55	$WAB	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	$618,193	0.1%	NEW	66.3
56	$VEEV	VEEVA SYSTEMS INC	$614,934	0.1%	-6%	77.6
57	$HURN	Huron Consulting Group Inc.	$579,098	0.1%	-7%	53.9
58	$CRDO	Credo Technology Group Holding Ltd	$546,891	0.1%	NEW	55.1
59	$G	Genpact LTD	$490,188	0.1%	-8%	—
60	$ADSK	Autodesk, Inc.	$376,980	0.1%	-11%	78.6
61	$SPY	SPDR S&P 500 ETF TRUST	$354,135	0.0%	-87%	—
62	$MRVL	Marvell Technology, Inc.	$321,721	0.0%	NEW	76.5
63	$HURA	TuHURA Biosciences, Inc./NV	$51,124	0.0%	-79%	—