account_balance
Investment manager · 13F filer · SEC CIK 1315059
Suncoast Equity Management
Reported value$806Mas of Sep 30, 2026
Positions64 4 new, 3 sold out
Top 10 weight59.2%NVDA alone is 11%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.9%Trimmed −3%
MSFTMicrosoft Corp
9.2%Trimmed −3%
GOOGAlphabet Inc.
5.8%
AAPLApple Inc.
5.6%Trimmed −3%
VVisa Inc.
5.5%Trimmed −3%
LLYELI Lilly & Co
4.9%Trimmed −4%
MCKMcKesson Corp
4.6%Trimmed −3%
GOOGLAlphabet Inc.
4.4%Trimmed −6%
AVGOBroadcom Inc.
4.3%Trimmed −3%
GWWW.W. Grainger, Inc.
3.9%Trimmed −3%
MAMastercard Inc
3.7%−3%
APHAmphenol Corp
3.5%+80%
NVDANVIDIA Corp
10.9%Trimmed −3%
MSFTMicrosoft Corp
9.2%Trimmed −3%
GOOGAlphabet Inc.
5.8%
AAPLApple Inc.
5.6%−3%
VVisa Inc.
5.5%−3%
LLYELI Lilly & Co
4.9%
MCKMcKesson Corp
4.6%
GOOGLAlphabet Inc.
4.4%
AVGOBroadcom Inc.
4.3%
GWW3.9%MA3.7%APH3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 10.9% Trimmed −3%MSFT Microsoft Corp 9.2% Trimmed −3%GOOG Alphabet Inc. 5.8% HeldAAPL Apple Inc. 5.6% Trimmed −3%V Visa Inc. 5.5% Trimmed −3%LLY ELI Lilly & Co 4.9% Trimmed −4%MCK McKesson Corp 4.6% Trimmed −3%GOOGL Alphabet Inc. 4.4% Trimmed −6%AVGO Broadcom Inc. 4.3% Trimmed −3%GWW W.W. Grainger, Inc. 3.9% Trimmed −3%MA Mastercard Inc 3.7% Trimmed −3%APH Amphenol Corp 3.5% Added +80%
What changed
Biggest moves since Jun 30, 2026
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