Suncoast Equity Management

Registered adviser

CIK

1315059

Location

TAMPA, FL

Portfolio Value

Small $798,412,318

Diversification

Diversified

Files via

Empowered Funds, LLC

Filing Date

Global Rank

#2,905 / 8,823 ▼ 301

Top Industry

Semiconductors 15.0%

Period ended 4 months ago

Filed Aug 4, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 108289

Roster of Nov 1, 2026

Regulatory AUM

$2,114,694,094

Main clients

Individuals and high net worth (54% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$2,114,694,094	Individuals and high net worth (54%)
Apr 2025 to Mar 2026	$1,866,702,990	Individuals and high net worth (55%)
Apr 2024 to Mar 2025	$1,364,799,575	Individuals and high net worth (62%)
May 2023 to Mar 2024	$840,639,208	Individuals and high net worth (74%)
Apr 2023	$840,639,208	Individuals and high net worth (74%)
Apr 2022 to Mar 2023	$1,091,588,569	Individuals and high net worth (75%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.5% of the book (60%+)

Turnover

Low turnover

24.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.2 quarters (12+), a floor since 39.1% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.9%; sector active share 28.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.1%

+0.4 pts

Top 5

38.9%

+1.6 pts

Top 10

61.5%

+3.1 pts

HHI

515

Diversified+39

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$315,959,243	23
Financial Services	16.0%	$127,557,884	6
Healthcare	15.5%	$123,731,611	14
Communication Services	13.9%	$110,943,753	3
Industrials	9.4%	$75,263,705	9
Consumer Cyclical	4.8%	$38,607,032	3
Basic Materials	0.4%	$3,083,729	1
Consumer Defensive	0.3%	$2,175,443	2
Unclassified	0.1%	$1,089,918	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+16,394	101,887	$38,487,814
TEL	TE Connectivity plc	+4,570	12,725	$2,565,487
NBIX	Neurocrine Biosciences Inc	+1,320	5,355	$902,531
FICO	Fair Isaac Corp	+222	1,285	$1,535,292
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SEMG	Suncoast Select Growth ETF	−106,669	27,756	$735,950
ADP	Automatic Data Processing Inc	−83,778	6,138	$1,374,605
HURA	TuHURA Biosciences, Inc.	−82,561	21,848	$51,124
NVDA	Nvidia Corp	−38,434	395,024	$79,040,352
GOOG	Alphabet Inc.	−32,760	138,777	$49,034,077
GOOGL	Alphabet Inc.	−26,719	110,436	$39,466,513
AAPL	Apple Inc.	−25,455	139,049	$40,235,218
UBER	Uber Technologies, Inc	−15,437	150,405	$10,853,224
MSFT	Microsoft Corp	−15,382	150,237	$56,041,405
V	Visa Inc.	−13,878	127,766	$43,835,236
TJX	Tjx Companies Inc	−12,996	119,918	$18,167,577
SYK	Stryker Corp	−10,261	105,926	$33,349,741
FAST	Fastenal Co	−10,260	98,641	$4,737,727
ABNB	Airbnb, Inc.	−10,255	124,095	$17,757,994
NOW	ServiceNow, Inc.	−10,177	128,734	$12,780,711
ROL	Rollins Inc	−9,258	64,242	$2,681,461
COR	Cencora, Inc.	−8,330	19,023	$5,383,128
APH	Amphenol Corp	−8,256	93,361	$16,461,411
BRK-B	Berkshire Hathaway Inc	−7,330	37,949	$18,989,300
ETN	Eaton Corp plc	−5,236	55,106	$23,481,768
MA	Mastercard Inc	−4,834	55,430	$28,468,848
SPGI	S&P Global Inc.	−4,264	49,096	$19,994,836
SHW	Sherwin Williams Co	−4,061	8,956	$3,083,729
ITT	Itt Inc.	−3,856	7,550	$1,493,088
MCK	Mckesson Corp	−3,788	44,837	$33,878,837
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc	39,743	$28,734,189
ASML	Asml Holding NV	7,930	$15,776,258
CSCO	Cisco Systems, Inc.	14,300	$1,679,678
ABBV	AbbVie Inc.	5,438	$1,368,418
COST	Costco Wholesale Corp	1,409	$1,318,077
WAB	Westinghouse Air Brake Technologies Corp	2,293	$618,192
CRDO	Credo Technology Group Holding Ltd	2,011	$546,891
MRVL	Marvell Technology, Inc.	1,080	$321,721
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	67,199	$29,055,503
SLDE	Slide Insurance Holdings, Inc.	219,295	$3,947,310
IWF	iShares Russell 1000 Growth ETF	7,701	$3,283,706
TSCO	Tractor Supply Co	48,444	$2,194,513
BRK-A	Berkshire Hathaway Inc	3	$2,154,420
ACN	Accenture plc	8,983	$1,781,239
AMZN	Amazon Com Inc	5,183	$1,079,463
MCD	Mcdonalds Corp	3,240	$1,006,959
CHKP	Check Point Software Technologies Ltd	5,625	$803,531
HD	Home Depot, Inc.	2,295	$754,802
PLTR	Palantir Technologies Inc.	5,021	$734,471
WMT	Walmart Inc.	5,557	$690,623
FDX	Fedex Corp	1,626	$579,148
JNJ	Johnson & Johnson	2,133	$521,390
CPRT	Copart Inc	14,890	$494,348
QQQ	Invesco Qqq Trust, Series 1	778	$449,046
SFM	Sprouts Farmers Market, Inc.	5,800	$447,354
TXN	Texas Instruments Inc	2,087	$405,170
HIG	Hartford Insurance Group, Inc.	2,843	$384,458
VOO	VANGUARD 500 INDEX FUND	636	$380,041
KO	Coca Cola Co	4,460	$339,183
VIG	Vanguard Specialized Funds	1,466	$315,277
TSLA	Tesla, Inc.	809	$300,745
PEP	Pepsico Inc	1,926	$299,088
DNP	Dnp Select Income Fund Inc	28,185	$290,305
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $798,412,318 total · filing declares 63 positions · $798,412,495 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	395,024	-38,434	$79,040,352	+4.6%	12	unpriced	9.90%
MSFT	Microsoft Corp Technology	Reduced	150,237	-15,382	$56,041,405	−8.6%	26+	before history	7.02%
GOOG	Alphabet Inc. Communication Services	Reduced	138,777	-32,760	$49,034,077	−0.4%	26+	before history	6.14%
V	Visa Inc. Financial Services	Reduced	127,766	-13,878	$43,835,236	+2.4%	26+	before history	5.49%
LLY	ELI LILLY & Co Healthcare	Reduced	35,727	-3,224	$42,852,039	+19.6%	25	$791.40	5.37%
AAPL	Apple Inc. Technology	Reduced	139,049	-25,455	$40,235,218	−3.6%	26+	before history	5.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	110,436	-26,719	$39,466,513	+0.1%	26+	before history	4.94%
AVGO	Broadcom Inc. Technology	Added	101,887	+16,394	$38,487,814	+45.5%	5	$340.65	4.82%
GWW	W.W. Grainger, Inc. Industrials	Reduced	25,816	-2,228	$35,120,086	+14.8%	18	$521.33	4.40%
MCK	Mckesson Corp Healthcare	Reduced	44,837	-3,788	$33,878,837	−19.5%	11	$565.35	4.24%
SYK	Stryker Corp Healthcare	Reduced	105,926	-10,261	$33,349,741	−12.6%	26+	before history	4.18%
AMAT	Applied Materials Inc Technology	NEW	39,743	NEW	$28,734,189	NEW	1	$461.39	3.60%
MA	Mastercard Inc Financial Services	Reduced	55,430	-4,834	$28,468,848	−5.5%	26+	before history	3.57%
ETN	Eaton Corp plc Industrials	Reduced	55,106	-5,236	$23,481,768	+8.8%	14	$254.45	2.94%
META	Meta Platforms, Inc. Communication Services	Reduced	39,843	-3,536	$22,443,163	−9.6%	6	$644.95	2.81%
SPGI	S&P Global Inc. Financial Services	Reduced	49,096	-4,264	$19,994,836	−11.9%	2	unpriced	2.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	37,949	-7,330	$18,989,300	−12.5%	26+	before history	2.38%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	119,918	-12,996	$18,167,577	−14.4%	13	$137.42	2.28%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	124,095	-10,255	$17,757,994	+4.7%	2	$130.05	2.22%
APH	Amphenol Corp Technology	Reduced	93,361	-8,256	$16,461,411	+28.2%	3	$133.75	2.06%
ASML	Asml Holding NV Technology	NEW	7,930	NEW	$15,776,258	NEW	1	$1,591.72	1.98%
AON	Aon plc Financial Services	Reduced	40,704	-3,686	$13,501,109	−5.8%	2	$332.33	1.69%
NOW	ServiceNow, Inc. Technology	Reduced	128,734	-10,177	$12,780,711	−12.0%	2	$117.65	1.60%
UBER	Uber Technologies, Inc Technology	Reduced	150,405	-15,437	$10,853,224	−9.0%	4	$93.52	1.36%
COR	Cencora, Inc. Healthcare	Reduced	19,023	-8,330	$5,383,128	−37.4%	24	$157.45	0.67%
TT	Trane Technologies plc Industrials	Reduced	9,838	-1,263	$4,832,032	+4.4%	6	$380.99	0.61%
FAST	Fastenal Co Industrials	Reduced	98,641	-10,260	$4,737,727	−6.2%	19	unpriced	0.59%
CTAS	Cintas Corp Industrials	Reduced	18,845	-1,897	$3,205,157	−8.6%	22	unpriced	0.40%
SHW	Sherwin Williams Co Basic Materials	Reduced	8,956	-4,061	$3,083,729	−26.1%	26+	before history	0.39%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	16,611	-2,427	$2,768,555	−16.2%	11	$205.51	0.35%
ROL	Rollins Inc Consumer Cyclical	Reduced	64,242	-9,258	$2,681,461	−31.7%	8	$49.90	0.34%
TEL	TE Connectivity plc Technology	Added	12,725	+4,570	$2,565,487	+50.5%	2	$217.95	0.32%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	16,530	-1,907	$2,263,783	−24.4%	23	$167.85	0.28%
CLS	Celestica Inc Technology	Reduced	5,710	-335	$2,083,008	+22.3%	6	$108.30	0.26%
CSCO	Cisco Systems, Inc. Technology	NEW	14,300	NEW	$1,679,678	NEW	1	$104.58	0.21%
FICO	Fair Isaac Corp Technology	Added	1,285	+222	$1,535,292	+35.3%	18	$895.10	0.19%
ITT	Itt Inc. Industrials	Reduced	7,550	-3,856	$1,493,088	−31.3%	16	$103.79	0.19%
ADP	Automatic Data Processing Inc Technology	Reduced	6,138	-83,778	$1,374,605	−92.5%	18	$226.72	0.17%
CPAY	Corpay, Inc. Technology	Reduced	4,108	-275	$1,369,073	+7.3%	10	$303.75	0.17%
ABBV	AbbVie Inc. Healthcare	NEW	5,438	NEW	$1,368,418	NEW	1	$215.15	0.17%
COST	Costco Wholesale Corp Consumer Defensive	NEW	1,409	NEW	$1,318,077	NEW	1	$996.37	0.17%
RMD	Resmed Inc Healthcare	Reduced	6,548	-930	$1,276,074	−24.0%	2	$249.20	0.16%
HUBB	Hubbell Inc Industrials	Reduced	2,287	-353	$1,196,558	−7.6%	13	$328.99	0.15%
PAYX	Paychex Inc Technology	Reduced	11,906	-1,603	$1,170,716	−5.9%	5	$150.48	0.15%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	826	-53	$1,141,829	+18.8%	5	$645.14	0.14%
CAH	Cardinal Health Inc Healthcare	Reduced	4,133	-292	$981,835	+5.0%	2	$215.35	0.12%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	5,355	+1,320	$902,531	+69.8%	3	$145.73	0.11%
EW	Edwards Lifesciences Corp Healthcare	Reduced	9,700	-645	$877,462	+5.9%	21	$91.49	0.11%
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	8,385	-540	$857,366	+4.2%	6	$68.62	0.11%
HQY	Healthequity, Inc. Healthcare	Reduced	8,635	-615	$779,913	+0.9%	4	$94.70	0.10%

Showing the top 50 of 63 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.