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CIK: 0001315059
Total reported value
$798.4M
$798.4M
74 檔
36.3%
In Q3 2024, Suncoast Equity Management's U.S. equity holdings reached a combined market value of $798.4M, distributed across 74 disclosed stock positions.
During Q3 2024, Suncoast Equity Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.70% | -0.34% | -5.45% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.65% | +0.83% | -6.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.34% | +0.03% | -5.24% | |
| 4 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.24% | — | -6.41% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 5.13% | -3.49% | EXIT | |
| 6 | ACN | Accenture plc | Stock-Tech | 5.12% | -0.21% | EXIT | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 4.95% | -0.40% | -5.57% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.90% | +0.23% | -10.01% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 4.77% | +0.35% | -5.95% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 4.43% | — | -6.08% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 4.11% | — | -6.09% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 3.97% | — | -6.53% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.92% | — | -10.23% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 3.67% | -0.04% | -6.18% | |
| 15 | GWW | Ww Grainger Inc | Stock-Industrials | 3.51% | +0.73% | -6.43% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 3.16% | -2.02% | -5.34% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | +0.21% | -0.40% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.63% | +1.07% | +354.61% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 2.57% | +0.35% | -4.41% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.53% | -0.22% | -5.98% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.66% | -0.81% | -7.16% | |
| 22 | COR | Cencora Inc | Stock-Healthcare | 0.69% | -0.36% | +4.03% | |
| 23 | BR | Broadridge Financial Solutio | Stock-Tech | 0.62% | -0.08% | +2.30% | |
| 24 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.56% | -0.11% | +1.34% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | -0.27% | +0.90% | |
| 26 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.48% | -0.05% | +33.92% | |
| 27 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.31% | -0.26% | EXIT | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.39% | EXIT | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.04% | EXIT | |
| 30 | FICO | Fair Isaac CORP | Stock-Tech | 0.29% | +0.05% | -1.07% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.26% | -0.02% | +313.89% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | — | -89.05% | |
| 33 | ROL | Rollins Inc | Stock-Consumer Disc | 0.23% | -0.13% | — | |
| 34 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.21% | — | +2.32% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | -0.25% | +4.27% | |
| 36 | ITT | Itt Inc | Stock-Industrials | 0.18% | -0.07% | +2.01% | |
| 37 | BRO | Brown & Brown Inc | Stock-Financials | 0.17% | — | +2.87% | |
| 38 | CPRT | Copart Inc | Stock-Industrials | 0.17% | -0.06% | EXIT | |
| 39 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.16% | — | +506.08% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.12% | EXIT | |
| 41 | CPAY | Corpay Inc | Stock-Tech | 0.14% | +0.02% | +3.71% | |
| 42 | MSA | Msa Safety Inc | Stock-Industrials | 0.13% | — | +4.83% | |
| 43 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.13% | — | +2.16% | |
| 44 | HUBB | Hubbell Inc | Stock-Industrials | 0.12% | -0.01% | +1.65% | |
| 45 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.12% | -0.10% | EXIT | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.10% | -0.02% | +1.98% | |
| 47 | STE | STERIS plc | Stock-Healthcare | 0.09% | — | +5.24% | |
| 48 | ROP | Roper Technologies Inc | Stock-Tech | 0.09% | — | +3.90% | |
| 49 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.08% | — | +3.24% | |
| 50 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.08% | -0.01% | +3.41% |
According to official SEC Form 13F filings, Suncoast Equity Management reported a total U.S. public equity portfolio value of $798.4M across 74 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 36.3% of total reported equity market value during Q3 2024.
During Q3 2024, Suncoast Equity Management's top holdings by market value included MSFT (8.7%)、NVDA (7.7%)、AAPL (6.3%). The largest single position, MSFT, represented 8.7% of total portfolio value.
In Q3 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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