Suncoast Equity Management

RIA/Wealth

Suncoast Equity Management is a RIA/Wealth based in Tampa, FL led by Kenneth Eugene Ororke, reporting $1.9B in AUM as of Q3 2025 with 41% Technology concentration, 57% concentrated in top 10 holdings, and 41% technology allocation.

CEOKenneth Eugene Ororke

Portfolio Value: $1.0B
Positions: 90
Top Holding: MSFT at 9.1%
Last Reported: Q3 2025

Address5550 W Executive Dr, Suite 320, Tampa, FL, 33609, United States

Top Holdings

Largest long holdings in Suncoast Equity Management's portfolio (56.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$91.2M	9.10%	+$248.1K Bought	0.00% 176.0K shares	Q1 2018 Held for 7y 8m
2 Nvidia NVDA	Semiconductors Technology	$86.9M	8.66%	-$17.3M Sold	0.00% 465.5K shares	Q3 2023 Held for 2y 2m
3 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$59.2M	5.91%	+$43.2K Bought	0.03% 11.0K shares	Q1 2023 Held for 2y 8m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$56.2M	5.61%	-$856.1K Sold	0.00% 230.9K shares	Q2 2014 Held for 11y 5m
5 Visa V	Financial - Credit Services Financial Services	$51.7M	5.16%	-$69.3K Sold	0.01% 151.5K shares	≤ Q2 2013 Held for 12y 5m+
6 Intuit INTU	Software - Application Technology	$49.2M	4.90%	-$37.6K Sold	0.03% 72.0K shares	Q1 2020 Held for 5y 8m
7 Stryker SYK	Medical - Devices Healthcare	$45.8M	4.57%	-$94.6K Sold	0.03% 123.8K shares	Q1 2017 Held for 8y 8m
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$44.2M	4.41%	+$651.0K Bought	0.00% 181.9K shares	≤ Q2 2013 Held for 12y 5m+
9 Apple AAPL	Consumer Electronics Technology	$44.2M	4.41%	+$260.2K Bought	0.00% 173.6K shares	Q1 2018 Held for 7y 8m
10 McKesson MCK	Medical - Distribution Healthcare	$39.7M	3.96%	+$17.1M Bought	0.04% 51.4K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Suncoast Equity Management's latest filing

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Market Value

$1.0B

Prior: $976.8M

Q/Q Change

+2.63%

+$25.7M

Net Flows % of MV

+0.887%

Turnover Ratio

4.14%

New Purchases

7 stocks

$19.9M

Added To

51 stocks

+$39.5M

Sold Out Of

2 stocks

$1.8M

Reduced Holdings

21 stocks

-$48.8M

Increased Positions

Position	Shares Δ	Change
1 Uber Technologies UBER	New	0 → 176.9K +$17.3M
2 Sprouts Farmers Market SFM	New	0 → 7.6K +$824.4K
3 HealthEquity HQY	New	0 → 7.3K +$693.7K
4 Oklo OKLO	New	0 → 2.5K +$283.0K
5 iShares S&P 100 OEF	New	0 → 835.0 +$278.0K

Decreased Positions

Position	Shares Δ	Change
1 Roper Technologies, Inc. ROP	Sold	1.9K → 0 −$1.1M
2 Mettler-Toledo International, Inc. MTD	Sold	616.0 → 0 −$723.6K
3 Accenture ACN	-92.8%	127.7K → 9.2K −$29.2M
4 Nvidia NVDA	-16.57%	558.0K → 465.5K −$17.3M
5 FedEx FDX	-13.92%	2.0K → 1.8K −$67.2K

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Analytics

Portfolio insights and performance metrics for Suncoast Equity Management

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Sector Allocation

Technology

40.70%

Healthcare

13.50%

Communication Services

13.50%

Financial Services

12.20%

Industrials

10.40%

Consumer Cyclical

7.80%

ETF

0.80%

Basic Materials

0.50%

Consumer Defensive

0.30%

Market Cap Distribution

Mega Cap (> $200B)

57.37%

Large Cap ($10B - $200B)

40.03%

Mid Cap ($2B - $10B)

0.32%

Small Cap ($300M - $2B)

0.07%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.91%

N/A (ETF or Unknown)

1.26%

Portfolio Concentration

Top 10 Holdings %

56.68%

Top 20 Holdings %

86.12%

Top 50 Holdings %

97.89%

Top 100 Holdings %

100.0%