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CIK: 0001315059
Total reported value
$798.4M
$798.4M
90 檔
41.9%
As reported in its official Q4 2025 Form 13F filing, Suncoast Equity Management's tracked investment portfolio stood at $798.4M with 90 total positions.
In Q4 2025, Suncoast Equity Management adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.61% | +0.83% | -1.88% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.45% | -0.34% | -1.78% | |
| 3 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.82% | — | -1.96% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.64% | +0.23% | -22.89% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.26% | +0.35% | -2.05% | |
| 6 | INTU | Intuit Inc | Stock-Tech | 4.73% | -3.49% | EXIT | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.65% | +0.03% | -2.45% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.64% | +1.07% | -1.24% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.61% | +0.21% | -19.81% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 4.32% | -0.40% | -1.64% | |
| 11 | MCK | Mckesson CORP | Stock-Healthcare | 4.16% | -0.81% | -2.20% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 3.65% | -0.04% | -2.26% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 3.46% | — | -2.37% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 3.10% | +1.64% | +83.16% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.04% | -0.17% | -1.77% | |
| 16 | GWW | Ww Grainger Inc | Stock-Industrials | 2.99% | +0.73% | -2.00% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 2.57% | -2.02% | -1.89% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -0.22% | -2.47% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 2.27% | — | -3.78% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 2.20% | +0.35% | -1.95% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.41% | +0.52% | — | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.40% | -0.07% | -4.16% | |
| 23 | COR | Cencora Inc | Stock-Healthcare | 0.96% | -0.36% | -1.38% | |
| 24 | BR | Broadridge Financial Solutio | Stock-Tech | 0.62% | -0.08% | -2.25% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.27% | -2.41% | |
| 26 | FAST | Fastenal Co | Stock-Industrials | 0.47% | -0.02% | -2.32% | |
| 27 | ROL | Rollins Inc | Stock-Consumer Disc | 0.46% | -0.13% | -1.11% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.45% | -0.02% | +53.69% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.44% | -0.11% | -1.21% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.39% | EXIT | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.25% | +31.62% | |
| 32 | TT | Trane Technologies plc | Stock-Industrials | 0.37% | +0.05% | -1.68% | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.36% | -0.05% | -3.05% | |
| 34 | SEMG | Suncoast Select Growth ETF | ETF-Other | 0.31% | -0.30% | +20.26% | |
| 35 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.25% | -0.26% | EXIT | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.25% | -0.21% | EXIT | |
| 37 | ITT | Itt Inc | Stock-Industrials | 0.25% | -0.07% | -2.52% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | -0.26% | EXIT | |
| 39 | FICO | Fair Isaac CORP | Stock-Tech | 0.22% | +0.05% | -3.66% | |
| 40 | CLS | Celestica Inc | Stock-Tech | 0.22% | +0.06% | -2.56% | |
| 41 | SLDE | Slide Insurance Holdings Inc | Stock-Other | 0.18% | -0.47% | EXIT | |
| 42 | CPAY | Corpay Inc | Stock-Tech | 0.16% | +0.02% | -3.31% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.15% | — | -2.90% | |
| 44 | HURN | Huron Consulting Group Inc | Stock-Other | 0.15% | -0.04% | +50.01% | |
| 45 | HUBB | Hubbell Inc | Stock-Industrials | 0.14% | -0.01% | -2.65% | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.14% | -0.06% | EXIT | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.12% | EXIT | |
| 48 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.12% | -0.01% | -4.25% | |
| 49 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.12% | -0.10% | EXIT | |
| 50 | G | Genpact Limited | Stock-Tech | 0.11% | -0.03% | -4.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | +83.16% | Add |
| 2 | LLY | Eli Lilly & Co | +1.4% | -1.24% | Trim |
| 3 | CRM | Salesforce Inc | +0.3% | -2.37% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | -2.45% | Trim |
| 5 | MCK | Mckesson CORP | +0.2% | -2.20% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -19.81% | Trim |
| 7 | GWW | Ww Grainger Inc | +0.1% | -2.00% | Trim |
| 8 | CTAS | Cintas CORP | +0.1% | +53.69% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +31.62% | Add |
| 10 | V | Visa Inc-class A Shares | +0.1% | -2.05% | Trim |
| 11 | HURN | Huron Consulting Group Inc | +0.1% | +50.01% | Add |
| 12 | COR | Cencora Inc | +0.1% | -1.38% | Trim |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | +16.46% | Add |
| 14 | SEMG | Suncoast Select Growth ETF | +0.1% | +20.26% | Add |
| 15 | HQY | Healthequity Inc | 0% | +56.97% | Add |
| 16 | GOOG | Alphabet Inc-cl C | 0% | -22.89% | Trim |
| 17 | CLS | Celestica Inc | 0% | -2.56% | Trim |
| 18 | TJX | Tjx Companies Inc | 0% | -2.41% | Trim |
| 19 | MA | Mastercard Inc - A | 0% | -2.26% | Trim |
| 20 | SFM | Sprouts Farmers Market Inc | 0% | -4.45% | Trim |
| 21 | BRO | Brown & Brown Inc | 0% | -5.67% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.47% | Trim |
| 23 | TT | Trane Technologies plc | 0% | -1.68% | Trim |
| 24 | TSCO | Tractor Supply Company | 0% | -0.78% | Trim |
| 25 | SHW | Sherwin-williams Co/the | 0% | -1.21% | Trim |
| 26 | CPRT | Copart Inc | 0% | -4.88% | Trim |
| 27 | PAYX | Paychex Inc | 0% | -2.90% | Trim |
| 28 | MRSH | Marsh & Mclennan Cos | 0% | -3.05% | Trim |
| 29 | VEEV | Veeva Systems Inc-class A | 0% | -4.63% | Trim |
| 30 | NVDA | Nvidia CORP | -0.1% | -1.88% | Trim |
| 31 | BR | Broadridge Financial Solutio | -0.1% | -2.25% | Trim |
| 32 | ADBE | Adobe Inc | -0.1% | -3.78% | Trim |
| 33 | BKNG | Booking Holdings Inc | -0.1% | -1.96% | Trim |
| 34 | FAST | Fastenal Co | -0.1% | -2.32% | Trim |
| 35 | INTU | Intuit Inc | -0.2% | -1.86% | Trim |
| 36 | SYK | Stryker CORP | -0.3% | -1.64% | Trim |
| 37 | UBER | Uber Technologies Inc | -0.3% | -4.16% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.4% | -1.77% | Trim |
| 39 | ADP | Automatic Data Processing | -0.4% | -1.89% | Trim |
| 40 | ETN | Eaton Corporation plc | -0.4% | -1.95% | Trim |
| 41 | MSFT | Microsoft CORP | -0.7% | -1.78% | Trim |
| 42 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 43 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 44 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 45 | SLDE | Slide Insurance Holdings Inc | — | NEW | New buy |
| 46 | NICE | Nice LTD - Spon Adr | — | EXIT | Sold out |
| 47 | NBIX | Neurocrine Biosciences Inc | — | NEW | New buy |
| 48 | OKLO | Oklo Inc | — | EXIT | Sold out |
| 49 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 50 | LMND | Lemonade Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Suncoast Equity Management reported a total U.S. public equity portfolio value of $798.4M across 90 disclosed positions in Q4 2025.
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 NVDA, MSFT, BKNG) accounted for 41.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
APH
市值: $14.0M
Top Position Liquidated / Trimmed
FISV
前期市值: $27.9M
During Q4 2025, Suncoast Equity Management's top holdings by market value included NVDA (8.6%)、MSFT (8.4%)、BKNG (5.8%). The largest single position, NVDA, represented 8.6% of total portfolio value.
In Q4 2025, Suncoast Equity Management made 50 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 34 holdings, and fully liquidating 5 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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