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| Happy Holidays!! thanks for using AUM13F!! |
| Suncoast Equity Management LLC
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| CRD # | 108289 |
| SEC # | 801-62262 |
| CIK # | 0001315059 |
| AUM | $1.9 B (2025-04-29) |
| Employees | 20 (65% Investors, 0% Brokers) |
| Phone | 813-963-0502 |
| Address | 5550 W Executive Dr Tampa, FL 33609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001315059 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 88.2 | ||
| Microsoft Corp | 87.3 | ||
| Priceline Com Inc | 63.4 | ||
| Intuit Inc | 56.7 | ||
| VISA Inc | 53.9 | ||
| Stryker Corp | 49.1 | ||
| Alphabet Inc | 41.6 | ||
| Accenture PLC | 38.2 | ||
| Fiserv Inc | 37.3 | ||
| Salesforce Com Inc | 36.4 | ||
| Mastercard Inc | 36.3 | ||
| Apple Inc | 35.4 | ||
| Facebook Inc | 34.2 | ||
| Lilly Eli & Co | 33.9 | ||
| Alphabet Inc | 31.6 | ||
| Automatic Data Processing Inc | 31.2 | ||
| Grainger W W Inc | 31.1 | ||
| Adobe Systems Inc | 25.8 | ||
| Eaton Corp Ltd | 24.7 | ||
| McKesson Corp | 21.4 | ||
| Amerisourcebergen Corp | 8.6 | ||
| Broadridge Financial Solutions Inc | 6.8 | ||
| Sherwin Williams Co | 4.7 | ||
| TJX Companies Inc /DE/ | 4.7 | ||
| Marsh & McLennan Companies Inc | 4.4 | ||
| Rollins Inc | 4.3 | ||
| Ingersoll-Rand PLC | 4.1 | ||
| Fastenal Co | 3.5 | ||
| Cintas Corp | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 598 | 332.7 |
| (b) Individuals (high net worth individuals) | 160 | 700.2 |
| (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 | 18 | 36.3 |
| (h) Charitable organizations | 0 | 0.9 |
| (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 | 15 | 12.7 |
| (n) Other | 18 | 784.0 |
| Total | 810 | 1,866.7 |
| By Discretionary | ||
| Discretionary | 810 | 1,866.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 810 | 1,866.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,866.7 | |
| Total | 810 | 1,866.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001315059] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Human Investing LLC
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|
OR | 1.9 |
|
Kiley Juergens Wealth Management LLC
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|
WA | 1.9 |
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Heitman Real Estate Securities LLC
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IL | 1.9 |
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Boston Family Office LLC
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MA | 1.9 |
|
Avity Investment Management Inc
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CT | 1.9 |
|
van Hulzen Asset Management LLC
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|
CA | 1.9 |
|
Albion Management Group
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|
UT | 1.9 |
|
Rather & Kittrell Inc
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|
TN | 1.9 |
|
Private Wealth Asset Management LLC
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|
NE | 1.8 |
|
Balis Enterprises LLC
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|
1.8 |