Suncoast Equity Management
Sector Allocation
- Technology56.1%$448.3M
- Financials16.1%$128.9M
- Healthcare10.3%$82.1M
- Consumer Discretionary7.2%$57.3M
- Consumer Staples5.2%$41.6M
- Industrials4.5%$36.1M
- Materials0.4%$3.1M
- Other0.1%$1.1M
AUM History
13fpro.ai/research/fund/suncoast-equity-management-1315059
Conviction and streaks
Concentrating · top 10 = 57.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$79.0MMSFT
$56.0MGOOG
$49.0MV
$43.8MLLY
$42.9MAAPL
$40.2MGOOGL
$39.5MAVGO
$38.5MGWW
$35.1MMCK
$33.9MSYK
$33.3MAMAT
$28.7MMA
$28.5METN
$23.5MMETA
$22.4MSPGI
$20.0MBRK.B
$19.0MTJX
$18.2MABNB
$17.8MAPH
$16.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/suncoast-equity-management-1315059
Suncoast Equity Management 13F holdings — Q2 2026
$798.4M portfolio (-4.2% QoQ) · 63 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
$79.0M
9.9% of stocks
-9%This quarter+1.9%Since filed2+ qtrsHeld$56.0M
7.0% of stocks
-9%This quarter+8.1%Since filed2+ qtrsHeld$49.0M
6.1% of stocks
-19%This quarter-16.3%Since filed2+ qtrsHeld$43.8M
5.5% of stocks
-10%This quarter+9.3%Since filed2+ qtrsHeld$42.9M
5.4% of stocks
-8%This quarter+14.7%Since filed2+ qtrsHeld$40.2M
5.0% of stocks
-15%This quarter+11.2%Since filed2+ qtrsHeld$39.5M
4.9% of stocks
-19%This quarter-16.3%Since filed2+ qtrsHeld$38.5M
4.8% of stocks
+19%This quarter-21.3%Since filed2+ qtrsHeld$35.1M
4.4% of stocks
-8%This quarter+4.4%Since filed2+ qtrsHeld$33.9M
4.2% of stocks
-8%This quarter+19.6%Since filed2+ qtrsHeld
All holdings — Suncoast Equity Management (Q2 2026)
63 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | STRYKER CORP | Healthcare | $33.3M | 4.2% | 106K | -9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | APPLIED MATERIALS INC /DE | Technology | $28.7M | 3.6% | 40K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Mastercard Inc | Financials | $28.5M | 3.6% | 55K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Eaton Corp plc | Industrials | $23.5M | 2.9% | 55K | -9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $22.4M | 2.8% | 40K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | S&P Global Inc. | Financials | $20.0M | 2.5% | 49K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $19.0M | 2.4% | 38K | -16% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $18.2M | 2.3% | 120K | -10% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Airbnb, Inc. | Technology | $17.8M | 2.2% | 124K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMPHENOL CORP /DE/ | Technology | $16.5M | 2.1% | 93K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ASML HOLDING NV | Technology | $15.8M | 2.0% | 7,930 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Aon plc | Financials | $13.5M | 1.7% | 41K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ServiceNow, Inc. | Technology | $12.8M | 1.6% | 129K | -7% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Uber Technologies, Inc | Technology | $10.9M | 1.4% | 150K | -9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Cencora, Inc. | Consumer Staples | $5.4M | 0.7% | 19K | -30% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TT | Trane Technologies plc | Technology | $4.8M | 0.6% | 9,838 | -11% | |||
| 27 | $FAST | FASTENAL CO | Industrials | $4.7M | 0.6% | 99K | -9% | |||
| 28 | $CTAS | CINTAS CORP | Consumer Discretionary | $3.2M | 0.4% | 19K | -9% | |||
| 29 | $SHW | SHERWIN WILLIAMS CO | Materials | $3.1M | 0.4% | 8,956 | -31% | |||
| 30 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $2.8M | 0.3% | 17K | -13% | |||
| 31 | $ROL | ROLLINS INC | Industrials | $2.7M | 0.3% | 64K | -13% | |||
| 32 | $TEL | TE Connectivity plc | Technology | $2.6M | 0.3% | 13K | +56% | |||
| 33 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $2.3M | 0.3% | 17K | -10% | |||
| 34 | $CLS | CELESTICA INC | Technology | $2.1M | 0.3% | 5,710 | -6% | |||
| 35 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.7M | 0.2% | 14K | New | |||
| 36 | $FICO | FAIR ISAAC CORP | Technology | $1.5M | 0.2% | 1,285 | +21% | |||
| 37 | $ITT | ITT INC. | Industrials | $1.5M | 0.2% | 7,550 | -34% | |||
| 38 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.4M | 0.2% | 6,138 | -93% | |||
| 39 | $CPAY | CORPAY, INC. | Financials | $1.4M | 0.2% | 4,108 | -6% | |||
| 40 | $ABBV | AbbVie Inc. | Healthcare | $1.4M | 0.2% | 5,438 | New | |||
| 41 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.3M | 0.2% | 1,409 | New | |||
| 42 | $RMD | RESMED INC | Healthcare | $1.3M | 0.2% | 6,548 | -12% | |||
| 43 | $HUBB | HUBBELL INC | Technology | $1.2M | 0.1% | 2,287 | -13% | |||
| 44 | $PAYX | PAYCHEX INC | Technology | $1.2M | 0.1% | 12K | -12% | |||
| 45 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.1M | 0.1% | 826 | -6% | |||
| 46 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $982K | 0.1% | 4,133 | -7% | |||
| 47 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $903K | 0.1% | 5,355 | +33% | |||
| 48 | $EW | Edwards Lifesciences Corp | Healthcare | $877K | 0.1% | 9,700 | -6% | |||
| 49 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $857K | 0.1% | 8,385 | -6% | |||
| 50 | $HQY | HEALTHEQUITY, INC. | Industrials | $780K | 0.1% | 8,635 | -7% | |||
| 51 | — | EA SERIES TRUST - SUNCOAST SELECT | — | $736K | 0.1% | 28K | -79% | |||
| 52 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $734K | 0.1% | 1,395 | -6% | |||
| 53 | $STE | STERIS plc | Healthcare | $681K | 0.1% | 3,235 | -7% | |||
| 54 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $629K | 0.1% | 1,677 | -7% | |||
| 55 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $618K | 0.1% | 2,293 | New | |||
| 56 | $VEEV | VEEVA SYSTEMS INC | Technology | $615K | 0.1% | 3,465 | -6% | |||
| 57 | $HURN | Huron Consulting Group Inc. | Technology | $579K | 0.1% | 6,423 | -7% | |||
| 58 | $CRDO | Credo Technology Group Holding Ltd | Technology | $547K | 0.1% | 2,011 | New | |||
| 59 | $G | Genpact LTD | Technology | $490K | 0.1% | 18K | -8% | |||
| 60 | $ADSK | Autodesk, Inc. | Technology | $377K | 0.1% | 1,939 | -11% | |||
| 61 | $SPY | SPDR S&P 500 ETF TRUST | — | $354K | 0.0% | 474 | -87% | |||
| 62 | $MRVL | Marvell Technology, Inc. | Technology | $322K | 0.0% | 1,080 | New | |||
| 63 | $HURA | TuHURA Biosciences, Inc./NV | Healthcare | $51K | 0.0% | 22K | -79% |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 4 added to, 51 trimmed, 45 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
first bought this quarter
$ASMLASML HOLDING NV$15.8M
first bought this quarter
$CSCOCISCO SYSTEMS, INC.$1.7M
first bought this quarter
$ABBVAbbVie Inc.$1.4M
first bought this quarter
$COSTCOSTCO WHOLESALE CORP /NEW$1.3M
first bought this quarter
$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$618K
first bought this quarter
+2 more in the Excel export
Added to (4)
Trimmed (51)
$ADPAUTOMATIC DATA PROCESSING INC-93%
now $1.4M · held 2+ qtrs
now $49.0M · held 2+ qtrs
now $39.5M · held 2+ qtrs
now $79.0M · held 2+ qtrs
now $40.2M · held 2+ qtrs
now $56.0M · held 2+ qtrs
+45 more in the Excel export
Holdings by quarter
Every 13F Suncoast Equity Management has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Suncoast Equity Management?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Suncoast Equity Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.4%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Suncoast Equity Management disclosed 63 positions worth $798.4M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 9.9% of the equity portfolio, followed by $MSFT and $GOOG. During the quarter the fund opened 8 new positions and exited 45 — including a new stake in $AMAT and a full exit from $INTU. The portfolio is most concentrated in Technology (56.1% of disclosed assets). All figures are sourced directly from Suncoast Equity Management’s Form 13F-HR filing with the SEC under CIK 1315059.
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