Suncoast Equity Management

CIK

1315059

Location

TAMPA, FL

Portfolio Value

Small $814,137,780

Diversification

Diversified

Files via

Empowered Funds, LLC

Filing Date

Global Rank

#2,201 / 8,708 ▲ 182

Top Industry

Semiconductors 14.7%

Period ended 3 months ago

Filed Aug 4, 2026 · 45d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

10.9%

+0.3 pts

Top 5

38.1%

+1.3 pts

Top 10

60.4%

+2.6 pts

HHI

507

Diversified+35

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.8%	$332,420,655	23
Financial Services	15.7%	$127,557,884	6
Healthcare	15.2%	$123,731,611	14
Communication Services	13.6%	$110,943,753	2
Industrials	9.2%	$75,263,705	9
Consumer Cyclical	4.7%	$38,607,032	3
Basic Materials	0.4%	$3,083,729	1
Consumer Defensive	0.3%	$2,175,443	2
Unclassified	0.0%	$353,968	1

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
ADP	Automatic Data Processing Inc	−83,778	6,138	$1,374,605
HURA	TuHURA Biosciences, Inc./NV	−82,561	21,848	$51,124
GOOGL	Alphabet Inc.	−59,479	249,213	$88,500,590
NVDA	Nvidia Corp	−38,434	395,024	$79,040,352
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 /De/	−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 /De/	−8,256	93,361	$32,922,823
BRK-B	Berkshire Hathaway Inc	−7,333	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
AON	Aon plc	−3,686	40,704	$13,501,109
META	Meta Platforms, Inc.	−3,536	39,843	$22,443,163
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	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 /New	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
AAAA	Amplius Aggressive Asset Allocation ETF	134,425	$3,235,609
TSCO	Tractor Supply Co /De/	48,444	$2,194,513
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
VB	Vanguard Morningstar Small-Cap ETF	636	$380,041
KO	Coca Cola Co	4,460	$339,183
VIG	Vanguard Dividend Appreciation ETF	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
DHI	Horton D R Inc /De/	2,044	$280,477
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 tracked positions · $814,137,780 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 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	249,213	-59,479	$88,500,590	−0.2%	10.87%
NVDA	Nvidia Corp Technology	Reduced	395,024	-38,434	$79,040,352	+4.6%	9.71%
MSFT	Microsoft Corp Technology	Reduced	150,237	-15,382	$56,041,405	−8.6%	6.88%
V	Visa Inc. Financial Services	Reduced	127,766	-13,878	$43,835,236	+2.4%	5.38%
LLY	ELI LILLY & Co Healthcare	Reduced	35,727	-3,224	$42,852,039	+19.6%	5.26%
AAPL	Apple Inc. Technology	Reduced	139,049	-25,455	$40,235,218	−3.6%	4.94%
AVGO	Broadcom Inc. Technology	Added	101,887	+16,394	$38,487,814	+45.5%	4.73%
GWW	W.W. Grainger, Inc. Industrials	Reduced	25,816	-2,228	$35,120,086	+14.8%	4.31%
MCK	Mckesson Corp Healthcare	Reduced	44,837	-3,788	$33,878,837	−19.5%	4.16%
SYK	Stryker Corp Healthcare	Reduced	105,926	-10,261	$33,349,741	−12.6%	4.10%
APH	Amphenol Corp /De/ Technology	Reduced	93,361	-8,256	$32,922,823	+28.2%	4.04%
AMAT	Applied Materials Inc /De Technology	NEW	39,743	NEW	$28,734,189	NEW	3.53%
MA	Mastercard Inc Financial Services	Reduced	55,430	-4,834	$28,468,848	−5.5%	3.50%
ETN	Eaton Corp plc Industrials	Reduced	55,106	-5,236	$23,481,768	+8.8%	2.88%
META	Meta Platforms, Inc. Communication Services	Reduced	39,843	-3,536	$22,443,163	−9.6%	2.76%
SPGI	S&P Global Inc. Financial Services	Reduced	49,096	-4,264	$19,994,836	−11.9%	2.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	37,949	-7,333	$18,989,300	−20.4%	2.33%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	119,918	-12,996	$18,167,577	−14.4%	2.23%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	124,095	-10,255	$17,757,994	+4.7%	2.18%
ASML	Asml Holding NV Technology	NEW	7,930	NEW	$15,776,258	NEW	1.94%
AON	Aon plc Financial Services	Reduced	40,704	-3,686	$13,501,109	−5.8%	1.66%
NOW	ServiceNow, Inc. Technology	Reduced	128,734	-10,177	$12,780,711	−12.0%	1.57%
UBER	Uber Technologies, Inc Technology	Reduced	150,405	-15,437	$10,853,224	−9.0%	1.33%
COR	Cencora, Inc. Healthcare	Reduced	19,023	-8,330	$5,383,128	−37.4%	0.66%
TT	Trane Technologies plc Industrials	Reduced	9,838	-1,263	$4,832,032	+4.4%	0.59%
FAST	Fastenal Co Industrials	Reduced	98,641	-10,260	$4,737,727	−6.2%	0.58%
CTAS	Cintas Corp Industrials	Reduced	18,845	-1,897	$3,205,157	−8.6%	0.39%
SHW	Sherwin Williams Co Basic Materials	Reduced	8,956	-4,061	$3,083,729	−26.1%	0.38%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	16,611	-2,427	$2,768,555	−16.2%	0.34%
ROL	Rollins Inc Consumer Cyclical	Reduced	64,242	-9,258	$2,681,461	−31.7%	0.33%
TEL	TE Connectivity plc Technology	Added	12,725	+4,570	$2,565,487	+50.5%	0.32%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	16,530	-1,907	$2,263,783	−24.4%	0.28%
CLS	Celestica Inc Technology	Reduced	5,710	-335	$2,083,008	+22.3%	0.26%
CSCO	Cisco Systems, Inc. Technology	NEW	14,300	NEW	$1,679,678	NEW	0.21%
FICO	Fair Isaac Corp Technology	Added	1,285	+222	$1,535,292	+35.3%	0.19%
ITT	Itt Inc. Industrials	Reduced	7,550	-3,856	$1,493,088	−31.3%	0.18%
ADP	Automatic Data Processing Inc Technology	Reduced	6,138	-83,778	$1,374,605	−92.5%	0.17%
CPAY	Corpay, Inc. Technology	Reduced	4,108	-275	$1,369,073	+7.3%	0.17%
ABBV	AbbVie Inc. Healthcare	NEW	5,438	NEW	$1,368,418	NEW	0.17%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	1,409	NEW	$1,318,077	NEW	0.16%
RMD	Resmed Inc Healthcare	Reduced	6,548	-930	$1,276,074	−24.0%	0.16%
HUBB	Hubbell Inc Industrials	Reduced	2,287	-353	$1,196,558	−7.6%	0.15%
PAYX	Paychex Inc Technology	Reduced	11,906	-1,603	$1,170,716	−5.9%	0.14%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	826	-53	$1,141,829	+18.8%	0.14%
CAH	Cardinal Health Inc Healthcare	Reduced	4,133	-292	$981,835	+5.0%	0.12%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	5,355	+1,320	$902,531	+69.8%	0.11%
EW	Edwards Lifesciences Corp Healthcare	Reduced	9,700	-645	$877,462	+5.9%	0.11%
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	8,385	-540	$857,366	+4.2%	0.11%
HQY	Healthequity, Inc. Healthcare	Reduced	8,635	-615	$779,913	+0.9%	0.10%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	1,395	-96	$734,383	−12.3%	0.09%

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.