Titelia

Holdings of Suncoast Equity Management

81 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58.5 % of the equity sleeve

Sector breakdown

  • Technology 34.3 %
  • Health care 16.6 %
  • Financials 16.0 %
  • Communication 14.5 %
  • Industrials 9.3 %
  • Consumer discretionary 5.7 %
  • Materials 0.5 %
  • Consumer staples 0.3 %
  • Unattributed 2.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US81781.4M $100.00 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 433,45875.6M $
2Microsoft Corp 165,61961.3M $
3Alphabet Inc 171,53749.2M $
4Visa Inc 141,64442.8M $
5McKesson Corp 48,62542.1M $
6Apple Inc 164,50441.7M $
7Alphabet Inc 137,15539.4M $
8Stryker Corp 116,18738.2M $
9Eli Lilly & Co 38,95135.8M $
10WW Grainger Inc 28,04430.6M $
11Mastercard Inc 60,26430.1M $
12Intuit Inc 67,19929.1M $
13Broadcom Inc 85,49326.5M $
14Meta Platforms Inc 43,37924.8M $
15S&P Global Inc 53,36022.7M $
16Berkshire Hathaway Inc 45,27921.7M $
17TJX Cos Inc/The 132,91421.2M $
18Automatic Data Processing Inc 89,91618.3M $
19Airbnb Inc 134,35017M $
20ServiceNow Inc 138,91114.5M $
21Amphenol Corp 101,61712.8M $
22Uber Technologies Inc 165,84211.9M $
23Cencora Inc 27,3538.6M $
24Fastenal Co 108,9015.1M $
25Sherwin-Williams Co/The 13,0174.2M $
26Slide Insurance Holdings Inc 219,2953.9M $
27Rollins Inc 73,5003.9M $
28Cintas Corp 20,7423.5M $
29Marsh & McLennan Cos Inc 19,0383.3M $
30iShares Russell 1000 Growth ETF 7,7013.3M $
31Broadridge Financial Solutions Inc 18,4373M $
32State Street SPDR S&P 500 ETF Trust 3,6762.4M $
33Tractor Supply Co 48,4442.2M $
34ITT Inc 11,4062.2M $
35Berkshire Hathaway Inc 32.2M $
36ResMed Inc 7,4781.7M $
37Hubbell Inc 2,6401.3M $
38Corpay Inc 4,3831.3M $
39Paychex Inc 13,5091.2M $
40Fair Isaac Corp 1,0631.1M $
41Amazon.com Inc 5,1831.1M $
42McDonald's Corp. 3,2401M $
43Monolithic Power Systems Inc 879961.1K $
44Cardinal Health, Inc. 4,425935K $
45Huron Consulting Group Inc 6,928883.3K $
46IDEXX Laboratories Inc 1,491837.8K $
47Edwards Lifesciences Corp 10,345828.4K $
48US Foods Holding Corp 8,925823K $
49HealthEquity Inc 9,250773K $
50Home Depot Inc/The 2,295754.9K $
51Palantir Technologies Inc 5,021734.5K $
52Walmart Inc 5,557690.6K $
53Veeva Systems Inc 3,690648.2K $
54FedEx Corp 1,626579.2K $
55Neurocrine Biosciences Inc 4,035531.6K $
56Johnson & Johnson 2,133521.3K $
57Autodesk Inc 2,172520K $
58Cadence Design Systems Inc 1,798499.6K $
59Copart Inc 14,890494.3K $
60Invesco QQQ Trust Series 1 778449K $
61Sprouts Farmers Market Inc 5,800447.4K $
62Texas Instruments Inc 2,087405.2K $
63Hartford Insurance Group Inc/The 2,843384.5K $
64Vanguard S&P 500 ETF 636380.3K $
65Coca-Cola Co/The 4,460339.2K $
66VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,466315.2K $
67Tesla Inc 809300.7K $
68PepsiCo Inc 1,926299.1K $
69DR Horton Inc 2,044280.5K $
70United Parcel Service Inc 2,652260.9K $
71Ishares S&p 100 Etf 785249.8K $
72HCI Group Inc 1,600247.4K $
73Caterpillar Inc 339240.5K $
74Raymond James Financial Inc 1,526221K $
75TuHURA Biosciences Inc 104,409186.9K $
76Uranium Energy Corp 13,000175.5K $
77SoundHound AI Inc 20,800142.9K $
78MIRA PHARMACEUTICALS INC 90,64597K $
79Western Asset High Income Opportunity Fund Inc. 20,03672.7K $
80TELOMIR PHARMACEUTICALS INC 51,19466.6K $
81Patriot National Bancorp Inc 18,11523.4K $