Suncoast Equity Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SE Suncoast Equity Management | Institutional Filer | ▼ 15.82% | $833.3M | 101 |
Current Portfolio Holdings
Showing all 101 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 433K | $75.6M | 9.07% |
| 2 | MSFT | Microsoft Corporation | Technology | 166K | $61.3M | 7.36% |
| 3 | GOOG | Alphabet Inc. | Technology | 172K | $49.2M | 5.91% |
| 4 | V | Visa Inc. | Financial Services | 142K | $42.8M | 5.14% |
| 5 | MCK | McKesson Corporation | Healthcare | 49K | $42.1M | 5.05% |
| 6 | AAPL | Apple Inc. | Technology | 165K | $41.7M | 5.01% |
| 7 | GOOGL | Alphabet Inc. | Technology | 137K | $39.4M | 4.73% |
| 8 | SYK | Stryker Corporation | Healthcare | 116K | $38.2M | 4.58% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 39K | $35.8M | 4.30% |
| 10 | GWW | W.W. Grainger, Inc. | Industrials | 28K | $30.6M | 3.67% |
| 11 | MA | Mastercard Incorporated | Financial Services | 60K | $30.1M | 3.61% |
| 12 | INTU | Intuit Inc. | Technology | 67K | $29.1M | 3.49% |
| 13 | AVGO | Broadcom Inc. | Technology | 85K | $26.5M | 3.18% |
| 14 | META | Meta Platforms, Inc. | Technology | 43K | $24.8M | 2.98% |
| 15 | SPGI | S&P Global Inc. | Financial Services | 53K | $22.7M | 2.72% |
Showing 1 to 15 of 101 holdings