小隐寺数据中心API 小隐寺主站

Suncoast Equity Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Suncoast Equity Management

报告期 2026-03-31 · CIK 0001315059

持仓数

101

前50大市值合计

$813.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$75.6M

433,458

9.3%

MSFT MICROSOFT CORP

COM

$61.3M

165,619

7.5%

GOOG ALPHABET INC

CAP STK CL C

$49.2M

171,537

6.0%

V VISA INC

COM CL A

$42.8M

141,644

5.3%

MCK MCKESSON CORP

COM

$42.1M

48,625

5.2%

AAPL APPLE INC

COM

$41.7M

164,504

5.1%

GOOGL ALPHABET INC

CAP STK CL A

$39.4M

137,155

4.8%

SYK STRYKER CORPORATION

COM

$38.2M

116,187

4.7%

LLY ELI LILLY & CO

COM

$35.8M

38,951

4.4%

GWW WW GRAINGER INC

COM

$30.6M

28,044

3.8%

MA MASTERCARD INCORPORATED

CL A

$30.1M

60,264

3.7%

INTU INTUIT

COM

$29.1M

67,199

3.6%

AVGO BROADCOM INC

COM

$26.5M

85,493

3.3%

META META PLATFORMS INC

CL A

$24.8M

43,379

3.1%

SPGI S&P GLOBAL INC

COM

$22.7M

53,360

2.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$21.7M

45,279

2.7%

— EATON CORP PLC

SHS

$21.6M

60,342

2.7%

TJX TJX COS INC NEW

COM

$21.2M

132,914

2.6%

ADP AUTOMATIC DATA PROCESSING IN

COM

$18.3M

89,916

2.2%

ABNB AIRBNB INC

COM CL A

$17.0M

134,350

2.1%

NOW SERVICENOW INC

COM

$14.5M

138,911

1.8%

— AON PLC

SHS CL A

$14.3M

44,390

1.8%

APH AMPHENOL CORP

CL A

$12.8M

101,617

1.6%

UBER UBER TECHNOLOGIES INC

COM

$11.9M

165,842

1.5%

COR CENCORA INC

COM

$8.6M

27,353

1.1%

FAST FASTENAL CO

COM

$5.1M

108,901

0.6%

— TRANE TECHNOLOGIES PLC

SHS

$4.6M

11,101

0.6%

SHW SHERWIN WILLIAMS CO

COM

$4.2M

13,017

0.5%

SLDE SLIDE INS HLDGS INC

COM

$3.9M

219,295

0.5%

ROL ROLLINS INC

COM

$3.9M

73,500

0.5%

CTAS CINTAS CORP

COM

$3.5M

20,742

0.4%

MRSH MARSH & MCLENNAN COS INC

COM

$3.3M

19,038

0.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$3.3M

7,701

0.4%

SEMG EA SERIES TRUST

SUNCOAST SELECT

$3.2M

134,425

0.4%

BR BROADRIDGE FINL SOLUTIONS IN

COM

$3.0M

18,437

0.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.4M

3,676

0.3%

TSCO TRACTOR SUPPLY CO

COM

$2.2M

48,444

0.3%

ITT ITT INC

COM

$2.2M

11,406

0.3%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.2M

3

0.3%

— ACCENTURE PLC IRELAND

SHS CLASS A

$1.8M

8,983

0.2%

— TE CONNECTIVITY PLC

ORD SHS

$1.7M

8,155

0.2%

CLS CELESTICA INC

COM

$1.7M

6,045

0.2%

RMD RESMED INC

COM

$1.7M

7,478

0.2%

HUBB HUBBELL INC

COM

$1.3M

2,640

0.2%

CPAY CORPAY INC

COM SHS

$1.3M

4,383

0.2%

PAYX PAYCHEX INC

COM

$1.2M

13,509

0.2%

FICO FAIR ISAAC CORP

COM

$1.1M

1,063

0.1%

AMZN AMAZON COM INC

COM

$1.1M

5,183

0.1%

MCD MCDONALDS CORP

COM

$1.0M

3,240

0.1%

MPWR MONOLITHIC PWR SYS INC

COM

$961.1K

879

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

NVDA9.3%MSFT7.5%GOOG6.0%V5.3%MCK5.2%AAPL5.1%