Suncoast Equity Management

CIK

1315059

Location

TAMPA, FL

Portfolio Value

Micro $2,599,222

Diversification

Diversified

Filing Date

Global Rank

#2,052 / 8,588 ▼ 152

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-14.8%

Period ended 3 months ago

Filed May 8, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.0%

SPY

+76.8%

Annualised alpha

-14.3%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.8%

+0.5 pts

Top 5

34.0%

−1.2 pts

Top 10

56.5%

−2.7 pts

HHI

444

Diversified−30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$308,429,356	25
Financial Services	18.1%	$140,344,547	14
Healthcare	17.1%	$132,549,798	16
Industrials	9.2%	$71,287,292	12
Communication Services	8.3%	$64,258,718	2
Consumer Cyclical	6.2%	$47,734,677	9
Basic Materials	0.5%	$4,172,599	1
Unclassified	0.4%	$2,839,695	2
Consumer Defensive	0.3%	$2,599,222	5
Energy	0.0%	$175,500	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
SLDE	Slide Insurance Holdings, Inc.	+127,801	219,295	$3,947,310
TJX	Tjx Companies Inc /De/	+95,866	132,914	$21,226,365
TT	Trane Technologies plc	+1,755	11,101	$4,626,230
HIO	Western Asset High Income Opportunity Fund Inc.	+1,154	20,036	$72,730
AMZN	Amazon Com Inc	+376	5,183	$1,079,463
DNP	Dnp Select Income Fund Inc	+364	28,185	$290,305
JNJ	Johnson & Johnson	+250	2,133	$521,390
WMT	Walmart Inc.	+155	5,557	$690,623
PEP	Pepsico Inc	+75	1,926	$299,088
PLTR	Palantir Technologies Inc.	+21	5,021	$734,471
QQQ	Invesco Qqq Trust, Series 1	+19	778	$449,046
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−23,304	433,458	$75,595,075
CPRT	Copart Inc	−21,485	14,890	$494,348
MIRA	Mira Pharmaceuticals, Inc.	−12,644	90,645	$96,990
BR	Broadridge Financial Solutions, Inc.	−9,110	18,437	$2,995,643
ADP	Automatic Data Processing Inc	−9,051	89,916	$18,269,132
GOOGL	Alphabet Inc.	−8,683	137,155	$39,440,291
ETN	Eaton Corp plc	−8,001	60,342	$21,582,523
FAST	Fastenal Co	−7,559	108,901	$5,053,006
MSFT	Microsoft Corp	−7,296	165,619	$61,307,185
V	Visa Inc.	−6,745	141,644	$42,810,482
SYK	Stryker Corp	−5,606	116,187	$38,177,886
AAPL	Apple Inc.	−4,871	164,504	$41,749,470
G	Genpact LTD	−4,679	19,378	$721,830
LLY	ELI LILLY & Co	−3,760	38,951	$35,825,961
UBER	Uber Technologies, Inc	−3,657	165,842	$11,929,015
INTU	Intuit Inc.	−3,455	67,199	$29,055,503
AVGO	Broadcom Inc.	−3,137	85,493	$26,460,938
CTAS	Cintas Corp	−3,103	20,742	$3,508,301
MA	Mastercard Inc	−3,005	60,264	$30,111,510
EW	Edwards Lifesciences Corp	−2,818	10,345	$828,427
ITT	Itt Inc.	−2,690	11,406	$2,173,185
HQY	Healthequity, Inc.	−2,240	9,250	$773,022
META	Meta Platforms, Inc.	−2,169	43,379	$24,818,427
USFD	US Foods Holding Corp.	−2,055	8,925	$822,974
BRK-B	Berkshire Hathaway Inc	−1,821	45,279	$21,697,696
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	53,360	$22,696,142
ABNB	Airbnb, Inc.	134,350	$16,965,718
NOW	ServiceNow, Inc.	138,911	$14,523,145
AON	Aon plc	44,390	$14,328,204
TEL	TE Connectivity plc	8,155	$1,704,558
RMD	Resmed Inc	7,478	$1,678,661
CAH	Cardinal Health Inc	4,425	$935,046
ADSK	Autodesk, Inc.	2,172	$519,976
CDNS	Cadence Design Systems Inc	1,798	$499,610
KO	Coca Cola Co	4,460	$339,183
CAT	Caterpillar Inc	339	$240,167
CEF	Sprott Physical Gold & Silver Trust	4,440	$211,876
UEC	Uranium Energy Corp	13,000	$175,500
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	10,750	$57,569,798
CRM	Salesforce, Inc.	129,109	$34,202,265
ADBE	Adobe Inc.	64,122	$22,442,058
BRO	Brown & Brown, Inc.	11,856	$944,923
NTAP	NetApp, Inc.	6,561	$702,617
YELP	Yelp Inc	21,130	$642,140
ETHE	Grayscale Ethereum Staking ETF	19,500	$475,215
IBIT	iShares Bitcoin Trust ETF	7,484	$371,580
LMND	Lemonade, Inc.	3,000	$213,540
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $2,599,222 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	8,925	-2,055	$822,974	−0.5%	31.66%
WMT	Walmart Inc. Consumer Defensive	Added	5,557	+155	$690,623	+14.8%	26.57%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	5,800	-1,440	$447,354	−22.4%	17.21%
KO	Coca Cola Co Consumer Defensive	NEW	4,460	NEW	$339,183	NEW	13.05%
PEP	Pepsico Inc Consumer Defensive	Added	1,926	+75	$299,088	+12.6%	11.51%