Suncoast Equity Management
TAMPA, FL
$798m in 63 US stocks at the end of 30 June 2026. The top 10 are 57.4% of the money. It changed about 12.9% of the portfolio this quarter.
Value
$798m
Stocks
63
Top 10 share
57.4%
Turnover
12.9%
What changed this quarter
New
Bought for the first time this quarter.
- Applied MaterialsAMAT3.6% of the fund
- ASML Holding NVASML2.0% of the fund
- Cisco SystemsCSCO0.2% of the fund
- AbbVieABBV0.2% of the fund
- Costco WholesaleCOST0.2% of the fund
- Westinghouse Air Brake TechnologiesWAB<0.1% of the fund
- Credo Technology Group HoldingCRDO<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
Added
Bought more of a stock they already held.
- BroadcomAVGO4.8% of the fund+19%
- TE ConnectivityTEL0.3% of the fund+56%
- Fair IsaacFICO0.2% of the fund+21%
- Neurocrine BiosciencesNBIX0.1% of the fund+33%
Cut
Sold some of their stake.
- NvidiaNVDA9.9% of the fund-9%
- MicrosoftMSFT7.0% of the fund-9%
- AlphabetGOOG6.1% of the fund-19%
- VisaV5.5% of the fund-10%
- Eli LillyLLY5.4% of the fund-8%
- AppleAAPL5.0% of the fund-15%
- AlphabetGOOGL4.9% of the fund-19%
- W.W. GraingerGWW4.4% of the fund-8%
- MckessonMCK4.2% of the fund-8%
- StrykerSYK4.2% of the fund-9%
- MastercardMA3.6% of the fund-8%
- EatonETN2.9% of the fund-9%
- Meta PlatformsMETA2.8% of the fund-8%
- S&P GlobalSPGI2.5% of the fund-8%
- Berkshire HathawayBRK-B2.4% of the fund-16%
- TJX CompaniesTJX2.3% of the fund-10%
- AirbnbABNB2.2% of the fund-8%
- AmphenolAPH2.1% of the fund-8%
- AonAON1.7% of the fund-8%
- ServiceNowNOW1.6% of the fund-7%
- Uber TechnologiesUBER1.4% of the fund-9%
- CencoraCOR0.7% of the fund-30%
- Trane TechnologiesTT0.6% of the fund-11%
- FastenalFAST0.6% of the fund-9%
- CintasCTAS0.4% of the fund-9%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- Slide Insurance HoldingsSLDE-100%
- Ishares TRIWF-100%
- Tractor SupplyTSCO-100%
- Berkshire Hathaway INC DELBRK-A-100%
- AccentureACN-100%
- Amazon.comAMZN-100%
- McDonald'sMCD-100%
- Check Point Software TechnologiesCHKP-100%
- Home DepotHD-100%
- Palantir TechnologiesPLTR-100%
- WalmartWMT-100%
- FedExFDX-100%
- Johnson & JohnsonJNJ-100%
- CopartCPRT-100%
- Invesco QQQ TRQQQ-100%
- Sprouts Farmers MarketSFM-100%
- Texas InstrumentsTXN-100%
- Hartford Insurance GroupHIG-100%
- Vanguard Index FDSVOO-100%
- Coca-ColaKO-100%
- Vanguard Specialized FundsVIG-100%
- TeslaTSLA-100%
- PepsiCoPEP-100%
- DNP Select Income FundDNP-100%
Holdings
- EA Series TrustSEMG
- Share
- <0.1%
- Value
- $735,961
- Shares
- 27,756
-79%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $354,135
- Shares
- 474
-87%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 9.9% | $79m | 395,024 | -9% |
| MicrosoftMSFT | 7.0% | $56m | 150,237 | -9% |
| AlphabetGOOG | 6.1% | $49m | 138,777 | -19% |
| VisaV | 5.5% | $44m | 127,766 | -10% |
| Eli LillyLLY | 5.4% | $43m | 35,727 | -8% |
| AppleAAPL | 5.0% | $40m | 139,049 | -15% |
| AlphabetGOOGL | 4.9% | $39m | 110,436 | -19% |
| BroadcomAVGO | 4.8% | $38m | 101,887 | +19% |
| W.W. GraingerGWW | 4.4% | $35m | 25,816 | -8% |
| MckessonMCK | 4.2% | $34m | 44,837 | -8% |
| StrykerSYK | 4.2% | $33m | 105,926 | -9% |
| Applied MaterialsAMAT | 3.6% | $29m | 39,743 | New |
| MastercardMA | 3.6% | $28m | 55,430 | -8% |
| EatonETN | 2.9% | $23m | 55,106 | -9% |
| Meta PlatformsMETA | 2.8% | $22m | 39,843 | -8% |
| S&P GlobalSPGI | 2.5% | $20m | 49,096 | -8% |
| Berkshire HathawayBRK-B | 2.4% | $19m | 37,949 | -16% |
| TJX CompaniesTJX | 2.3% | $18m | 119,918 | -10% |
| AirbnbABNB | 2.2% | $18m | 124,095 | -8% |
| AmphenolAPH | 2.1% | $16m | 93,361 | -8% |
| ASML Holding NVASML | 2.0% | $16m | 7,930 | New |
| AonAON | 1.7% | $14m | 40,704 | -8% |
| ServiceNowNOW | 1.6% | $13m | 128,734 | -7% |
| Uber TechnologiesUBER | 1.4% | $11m | 150,405 | -9% |
| CencoraCOR | 0.7% | $5m | 19,023 | -30% |
| Trane TechnologiesTT | 0.6% | $5m | 9,838 | -11% |
| FastenalFAST | 0.6% | $5m | 98,641 | -9% |
| CintasCTAS | 0.4% | $3m | 18,845 | -9% |
| Sherwin-WilliamsSHW | 0.4% | $3m | 8,956 | -31% |
| Marsh & McLennan CompaniesMRSH | 0.3% | $3m | 16,611 | -13% |
| RollinsROL | 0.3% | $3m | 64,242 | -13% |
| TE ConnectivityTEL | 0.3% | $3m | 12,725 | +56% |
| Broadridge Financial SolutionsBR | 0.3% | $2m | 16,530 | -10% |
| CelesticaCLS | 0.3% | $2m | 5,710 | -6% |
| Cisco SystemsCSCO | 0.2% | $2m | 14,300 | New |
| Fair IsaacFICO | 0.2% | $2m | 1,285 | +21% |
| ITTITT | 0.2% | $1m | 7,550 | -34% |
| Automatic Data ProcessingADP | 0.2% | $1m | 6,138 | -93% |
| CorpayCPAY | 0.2% | $1m | 4,108 | -6% |
| AbbVieABBV | 0.2% | $1m | 5,438 | New |
| Costco WholesaleCOST | 0.2% | $1m | 1,409 | New |
| ResmedRMD | 0.2% | $1m | 6,548 | -12% |
| HubbellHUBB | 0.1% | $1m | 2,287 | -13% |
| PaychexPAYX | 0.1% | $1m | 11,906 | -12% |
| Monolithic Power SystemsMPWR | 0.1% | $1m | 826 | -6% |
| Cardinal HealthCAH | 0.1% | $981,835 | 4,133 | -7% |
| Neurocrine BiosciencesNBIX | 0.1% | $902,505 | 5,355 | +33% |
| Edwards LifesciencesEW | 0.1% | $877,462 | 9,700 | -6% |
| US Foods HoldingUSFD | 0.1% | $857,366 | 8,385 | -6% |
| HealthequityHQY | <0.1% | $779,913 | 8,635 | -7% |
| EA Series TrustSEMG | <0.1% | $735,961 | 27,756 | -79% |
| Idexx LaboratoriesIDXX | <0.1% | $734,384 | 1,395 | -6% |
| SterisSTE | <0.1% | $681,194 | 3,235 | -7% |
| Cadence Design SystemsCDNS | <0.1% | $629,412 | 1,677 | -7% |
| Westinghouse Air Brake TechnologiesWAB | <0.1% | $618,193 | 2,293 | New |
| Veeva SystemsVEEV | <0.1% | $614,934 | 3,465 | -6% |
| Huron Consulting GroupHURN | <0.1% | $579,098 | 6,423 | -7% |
| Credo Technology Group HoldingCRDO | <0.1% | $546,891 | 2,011 | New |
| GenpactG | <0.1% | $490,188 | 17,825 | -8% |
| AutodeskADSK | <0.1% | $376,980 | 1,939 | -11% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $354,135 | 474 | -87% |
| Marvell TechnologyMRVL | <0.1% | $321,721 | 1,080 | New |
| TuHURA BiosciencesHURA | <0.1% | $51,124 | 21,848 | -79% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 18.3% since 30 June 2025.
Where the money is
Technology35.4%
Financial services16.1%
Health care15.5%
Media & telecom13.9%
Industrials13.8%
Retail & consumer4.5%
Materials0.4%
Everyday goods0.3%
Other0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.