Suncoast Equity Management
Top Portfolio Positions
87 positions ·
$774,391,404 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
433,458 | $75,595,075 | 9.76% | |
| MSFT |
Microsoft Corp
Technology
|
165,619 | $61,307,185 | 7.92% | |
| V |
Visa Inc.
Financial Services
|
141,644 | $42,810,482 | 5.53% | |
| MCK |
Mckesson Corp
Healthcare
|
48,625 | $42,078,130 | 5.43% | |
| AAPL |
Apple Inc.
Technology
|
164,504 | $41,749,470 | 5.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
137,155 | $39,440,291 | 5.09% | |
| SYK |
Stryker Corp
Healthcare
|
116,187 | $38,177,886 | 4.93% | |
| LLY |
ELI LILLY & Co
Healthcare
|
38,951 | $35,825,961 | 4.63% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
28,044 | $30,590,678 | 3.95% | |
| MA |
Mastercard Inc
Financial Services
|
60,264 | $30,111,510 | 3.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TELO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,552 | 51,194 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $68,088 | 51,194 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $71,159 | 51,194 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $63,992 | 51,194 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $165,356 | 51,194 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $210,919 | 51,194 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $328,665 | 51,194 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $117,320 | 24,391 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $125,613 | 24,391 | Shares | Sole | 2024-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||