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Latest Suncoast Equity Management Stock Portfolio

$798Million | No. of Holdings #63

Suncoast Equity Management Performance

2026 Q2+8.39%
YTD+0.55%
2025+8.60%

About Suncoast Equity Management and 13F Hedge Fund Stock Holdings

On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Suncoast Equity Management reported an equity portfolio of $798.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Suncoast Equity Management are NVDA, MSFT, GOOG. The fund has invested 9.9% of it's portfolio in NVIDIA CORPORATION and 7% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off INTUIT (INTU), SLIDE INS HLDGS INC and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in AUTOMATIC DATA PROCESSING IN (ADP), STATE STR SPDR S&P 500 ETF T (SPY) and EA SERIES TRUST. Suncoast Equity Management opened new stock positions in APPLIED MATLS INC (AMAT), ASML HLDG NV (ASML) and CISCO SYS INC (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to TE CONNECTIVITY PLC, NEUROCRINE BIOSCIENCES INC (NBIX) and FAIR ISAAC CORP (FICO).
Suncoast Equity Management Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$798Million
  as of Aug 04, 2026

Suncoast Equity Management Annual Return Estimates Vs S&P 500

Our best estimate is that Suncoast Equity Management made a return of 8.39% in the last quarter. In trailing 12 months, it's portfolio return was 4.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
applied matls inc28,734,200
asml hldg nv15,776,300
cisco sys inc1,679,680
abbvie inc1,368,420
costco wholesale corporation1,318,080
wabtec618,193
credo technology group holdi546,891
marvell technology inc321,721
New stocks bought by Suncoast Equity Management

Additions

Ticker% Inc.
te connectivity plc56.04
neurocrine biosciences inc32.71
fair isaac corp20.88
broadcom inc19.18
Additions to existing portfolio by Suncoast Equity Management

Reductions

Ticker% Reduced
automatic data processing in-93.17
state str spdr s&p 500 etf t-87.11
ea series trust-79.35
tuhura biosciences inc-79.07
itt inc-33.81
sherwin williams co-31.2
cencora inc-30.45
alphabet inc-19.48
Suncoast Equity Management reduced stake in above stock

Sold off

Ticker$ Sold
slide ins hldgs inc-3,947,310
mira pharmaceuticals inc-96,990
intuit-29,055,500
telomir pharmaceuticals inc-66,552
tractor supply co-2,194,510
dnp select income fd inc-290,306
soundhound ai inc-142,896
western asset high income op-72,731
Suncoast Equity Management got rid off the above stocks

Sector Distribution

Suncoast Equity Management has about 36.5% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Industrials
  • Others
  • Consumer Cyclical
Sector%
Technology36.5
Healthcare14.8
Communication Services13.9
Financial Services13.6
Industrials9.7
Others5.9
Consumer Cyclical4.8

Market Cap. Distribution

Suncoast Equity Management has about 94.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP59.2
LARGE-CAP35.3
UNALLOCATED5.3

Stocks belong to which Index?

About 91.9% of the stocks held by Suncoast Equity Management either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50091.9
Others7.9
Top 5 Winners (%)%
APH
amphenol corp
37.9 %
CDNS
cadence design system inc
33.9 %
LLY
eli lilly & co
29.1 %
CLS
celestica inc
28.7 %
MPWR
monolithic pwr sys inc
25.6 %
Top 5 Winners ($)$
NVDA
nvidia corporation
10.6 M
LLY
eli lilly & co
10.4 M
GOOG
alphabet inc
10.3 M
GOOG
alphabet inc
8.6 M
GWW
ww grainger inc
7.3 M
Top 5 Losers (%)%
HURN
huron consulting group inc
-28.2 %
G
genpact limited
-25.1 %
ROL
rollins inc
-20.5 %
ADSK
autodesk inc
-17.8 %
BR
broadridge finl solutions in
-14.9 %
Top 5 Losers ($)$
MCK
mckesson corp
-5.1 M
SYK
stryker corporation
-1.5 M
TJX
tjx cos inc new
-1.0 M
SPGI
s&p global inc
-0.9 M
ROL
rollins inc
-0.8 M

Suncoast Equity Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Suncoast Equity Management

Suncoast Equity Management has 63 stocks in it's portfolio. About 57.4% of the portfolio is in top 10 stocks. MCK proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Suncoast Equity Management last quarter.

$798.41MTotal Value
109Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Suncoast Equity Management, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Suncoast Equity Management's holding in Asml Hldg Nv over time
1.98%7,930
$15.78M
1.98%
new position
CEF
Sprott Asset Management Lp

Sprott Asset Management Lp

CEF
Suncoast Equity Management's holding in Sprott Asset Management Lp over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CHKP
Check Point Software Tech Lt

Check Point Software Tech Lt

CHKP
Suncoast Equity Management's holding in Check Point Software Tech Lt over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CLS
Celestica Inc

Celestica Inc

CLS
Suncoast Equity Management's holding in Celestica Inc over time
0.26%5,710
$2.08M
0.26%
decreased 5.54 percentreduced