Investor Details
| Filer Name: | SUNCOAST EQUITY MANAGEMENT |
|---|---|
| CIK: | 1315059 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-03 |
| Number of Holdings: | 76 |
| Portfolio Value: | $0.90B |
Suncoast Equity Management Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 175,663 | $74M | 8.27% | -1.0% | - |
| NVDA | US | NVIDIA CORP | 547,151 | $73M | 8.20% | -1.0% | - |
| AAPL | US | APPLE INC | 234,947 | $59M | 6.57% | -1.6% | - |
| BKNG | US | BOOKING HOLDINGS INC | 10,762 | $53M | 5.97% | -1.4% | - |
| V | US | VISA INC-CLASS A SHARES | 149,822 | $47M | 5.29% | -1.7% | - |
| GOOG | US | ALPHABET INC-CL C | 248,350 | $47M | 5.28% | -3.5% | - |
| INTU | US | INTUIT INC | 71,266 | $45M | 5.00% | -1.7% | - |
| ACN | US | ACCENTURE PLC-CL A | 125,507 | $44M | 4.93% | -1.2% | - |
| SYK | US | STRYKER CORP | 121,950 | $44M | 4.90% | 1.4% | - |
| FI | US | FISERV INC | 213,350 | $44M | 4.89% | -1.3% | - |
| CRM | US | SALESFORCE INC | 130,376 | $44M | 4.87% | -1.1% | - |
| MA | US | MASTERCARD INC - A | 64,221 | $34M | 3.77% | -1.5% | - |
| LLY | US | ELI LILLY & CO | 41,779 | $32M | 3.60% | 60.2% | - |
| GWW | US | WW GRAINGER INC | 29,284 | $31M | 3.45% | -1.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 159,709 | $30M | 3.37% | 1.1% | - |
| ADBE | US | ADOBE INC | 66,001 | $29M | 3.28% | -2.0% | - |
| ADP | US | AUTOMATIC DATA PROCESSING | 99,173 | $29M | 3.24% | -0.9% | - |
| ETN | US | EATON CORP PLC | 67,503 | $22M | 2.50% | -0.8% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 47,567 | $22M | 2.41% | -1.5% | - |
| MCK | US | MCKESSON CORP | 29,045 | $17M | 1.85% | -1.5% | - |