StockDriftsStockDriftsTop 50 Suncoast Equity Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.07% | 433.5K | $75.6M | -5.10%(-23.30K) | $47.18(+312.99%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.36% | 165.6K | $61.3M | -4.22%(-7.30K) | $147.72(+164.35%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.91% | 171.5K | $49.2M | -3.64%(-6.49K) | $45.36(+685.25%) | 2026-03-31 | |
| V | VISA INC | 5.14% | 141.6K | $42.8M | -4.55%(-6.75K) | $71.05(+409.72%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 5.05% | 48.6K | $42.1M | -3.24%(-1.63K) | $582.94(+34.89%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.01% | 164.5K | $41.7M | -2.88%(-4.87K) | $64.72(+376.90%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.73% | 137.2K | $39.4M | -5.95%(-8.68K) | $86.98(+313.80%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 4.58% | 116.2K | $38.2M | -4.60%(-5.61K) | $189.29(+72.50%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.3% | 39.0K | $35.8M | -8.80%(-3.76K) | $790.73(+53.52%) | 2026-03-31 | |
| GWW | WW GRAINGER INC | 3.67% | 28.0K | $30.6M | -4.40%(-1.29K) | $544.51(+146.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.83% | +39.84% |
| Top 20 Holdings Unweighted | +11.50% | +38.60% |
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