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CIK: 0001315059
Total reported value
$798.4M
$798.4M
71 檔
39.2%
The Q2 2024 SEC filing reveals that Suncoast Equity Management held a total portfolio value of $798.4M, covering 71 public equity positions.
During Q2 2024, Suncoast Equity Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 39.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.28% | -0.34% | +2.51% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.05% | +0.83% | +926.67% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.88% | +0.03% | +2.19% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.80% | +0.23% | -0.53% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 5.62% | -3.49% | EXIT | |
| 6 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.11% | — | +2.32% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 4.79% | -0.40% | +2.06% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.71% | +0.35% | +1.56% | |
| 9 | ACN | Accenture plc | Stock-Tech | 4.52% | -0.21% | EXIT | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 4.43% | — | +1.94% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 3.99% | — | +45.02% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 3.80% | — | +2.43% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.70% | — | +1.84% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 3.39% | -0.04% | +1.70% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.20% | +0.21% | +8.20% | |
| 16 | GWW | Ww Grainger Inc | Stock-Industrials | 3.16% | +0.73% | -17.12% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 2.79% | -2.02% | +2.48% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.50% | — | +2.52% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 2.47% | +0.35% | +3.23% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.31% | -0.22% | +1.88% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 2.05% | -0.81% | +0.73% | |
| 22 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.44% | — | +2.78% | |
| 23 | COR | Cencora Inc | Stock-Healthcare | 0.64% | -0.36% | +3.12% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +1.07% | +7.62% | |
| 25 | BR | Broadridge Financial Solutio | Stock-Tech | 0.54% | -0.08% | +6.56% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.27% | +30.23% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.42% | -0.11% | +4.98% | |
| 28 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.33% | -0.05% | +60.08% | |
| 29 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.30% | -0.26% | EXIT | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | -0.39% | EXIT | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.04% | EXIT | |
| 32 | FICO | Fair Isaac CORP | Stock-Tech | 0.22% | +0.05% | +7.11% | |
| 33 | CTAS | Cintas CORP | Stock-Industrials | 0.21% | -0.02% | +7.78% | |
| 34 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.19% | — | -27.29% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.25% | +4.81% | |
| 36 | CPRT | Copart Inc | Stock-Industrials | 0.16% | -0.06% | EXIT | |
| 37 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.16% | — | +8.21% | |
| 38 | ITT | Itt Inc | Stock-Industrials | 0.15% | -0.07% | +8.55% | |
| 39 | BRO | Brown & Brown Inc | Stock-Financials | 0.14% | — | +5.34% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.12% | EXIT | |
| 41 | MSA | Msa Safety Inc | Stock-Industrials | 0.12% | — | +4.53% | |
| 42 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.12% | — | +35.24% | |
| 43 | CPAY | Corpay Inc | Stock-Tech | 0.12% | +0.02% | +7.42% | |
| 44 | HUBB | Hubbell Inc | Stock-Industrials | 0.10% | -0.01% | +5.44% | |
| 45 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.10% | +0.01% | +6.63% | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.08% | — | +6.04% | |
| 47 | FAST | Fastenal Co | Stock-Industrials | 0.08% | -0.02% | +7.31% | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.08% | -0.07% | EXIT | |
| 49 | STE | STERIS plc | Stock-Healthcare | 0.08% | — | +4.49% | |
| 50 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.07% | — | +11.21% |
According to official SEC Form 13F filings, Suncoast Equity Management reported a total U.S. public equity portfolio value of $798.4M across 71 disclosed positions in Q2 2024.
During Q2 2024, Suncoast Equity Management's top holdings by market value included MSFT (9.3%)、NVDA (8.1%)、AAPL (5.9%). The largest single position, MSFT, represented 9.3% of total portfolio value.
In Q2 2024, Suncoast Equity Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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