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| Suncoast Equity Management LLC
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|---|---|
| CRD # | 108289 |
| SEC # | 801-62262 |
| CIK # | 0001315059 |
| AUM | 2,114.7 M (2026-03-25) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 813-963-0502 |
| Address | 5550 W Executive Dr Tampa, FL 33609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001315059 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 75.6 | ||
| Microsoft Corp | 61.3 | ||
| Alphabet Inc | 49.2 | ||
| Visa Inc | 42.8 | ||
| McKesson Corp | 42.1 | ||
| Apple Inc | 41.7 | ||
| Alphabet Inc | 39.4 | ||
| Stryker Corp | 38.2 | ||
| Lilly Eli & Co | 35.8 | ||
| Grainger W W Inc | 30.6 | ||
| Mastercard Inc | 30.1 | ||
| Intuit Inc | 29.1 | ||
| Broadcom Inc | 26.5 | ||
| Facebook Inc | 24.8 | ||
| McGraw-Hill Companies Inc | 22.7 | ||
| Eaton Corp Ltd | 21.6 | ||
| TJX Companies Inc /DE/ | 21.2 | ||
| Automatic Data Processing Inc | 18.3 | ||
| Airbnb Inc | 17.0 | ||
| ServiceNow Inc | 14.5 | ||
| Aon Corp | 14.3 | ||
| Amphenol Corp /DE/ | 12.8 | ||
| Uber Technologies Inc | 11.9 | ||
| Amerisourcebergen Corp | 8.6 | ||
| Fastenal Co | 5.1 | ||
| Ingersoll-Rand PLC | 4.6 | ||
| Sherwin Williams Co | 4.2 | ||
| Slide Insurance Holdings Inc | 3.9 | ||
| Rollins Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 670 | 0.4 |
| (b) Individuals (high net worth individuals) | 168 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 3 | 0.9 |
| Total | 1,951 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,951 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,951 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,951 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001315059] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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