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CIK: 0001315059
Total reported value
$798.4M
$798.4M
101 檔
33.9%
According to the latest 13F quarterly dataset, Suncoast Equity Management managed an equity portfolio of $798.4M at the end of Q1 2026, spanning 101 distinct U.S. exchange-listed positions.
In Q1 2026, Suncoast Equity Management adopted a defensive or profit-taking posture, trimming 55 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.07% | +0.83% | -5.10% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.36% | -0.34% | -4.22% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.91% | +0.23% | -3.64% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 5.14% | +0.35% | -4.55% | |
| 5 | MCK | Mckesson CORP | Stock-Healthcare | 5.05% | -0.81% | -3.24% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.01% | +0.03% | -2.88% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.73% | +0.21% | -5.95% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 4.58% | -0.40% | -4.60% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.30% | +1.07% | -8.80% | |
| 10 | GWW | Ww Grainger Inc | Stock-Industrials | 3.67% | +0.73% | -4.40% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.61% | -0.04% | -4.75% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 3.49% | -3.49% | EXIT | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 3.18% | +1.64% | -3.54% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.98% | -0.17% | -4.76% | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 2.72% | -0.22% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.60% | -0.22% | -3.87% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 2.59% | +0.35% | -11.71% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.55% | -0.27% | +258.76% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 2.19% | -2.02% | -9.15% | |
| 20 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.04% | +0.18% | — | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.74% | -0.14% | — | |
| 22 | AON | Aon plc | Stock-Financials | 1.72% | -0.03% | — | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 1.54% | +0.52% | -1.56% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.43% | -0.07% | -2.16% | |
| 25 | COR | Cencora Inc | Stock-Healthcare | 1.03% | -0.36% | -2.89% | |
| 26 | FAST | Fastenal Co | Stock-Industrials | 0.61% | -0.02% | -6.49% | |
| 27 | TT | Trane Technologies plc | Stock-Industrials | 0.56% | +0.05% | +18.78% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.50% | -0.11% | -3.05% | |
| 29 | SLDE | Slide Insurance Holdings Inc | Stock-Other | 0.47% | -0.47% | EXIT | |
| 30 | ROL | Rollins Inc | Stock-Consumer Disc | 0.47% | -0.13% | -2.31% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.42% | -0.02% | -13.01% | |
| 32 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.40% | -0.05% | -0.95% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.39% | EXIT | |
| 34 | SEMG | Suncoast Select Growth ETF | ETF-Other | 0.39% | -0.30% | +20.26% | |
| 35 | BR | Broadridge Financial Solutio | Stock-Tech | 0.36% | -0.08% | -33.07% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | -0.25% | -32.54% | |
| 37 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.26% | -0.26% | EXIT | |
| 38 | ITT | Itt Inc | Stock-Industrials | 0.26% | -0.07% | -19.08% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.26% | -0.26% | EXIT | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.21% | -0.21% | EXIT | |
| 41 | TEL | TE Connectivity plc | Stock-Tech | 0.20% | +0.12% | — | |
| 42 | CLS | Celestica Inc | Stock-Tech | 0.20% | +0.06% | -18.42% | |
| 43 | RMD | Resmed Inc | Stock-Healthcare | 0.20% | -0.04% | — | |
| 44 | HUBB | Hubbell Inc | Stock-Industrials | 0.16% | -0.01% | -18.22% | |
| 45 | CPAY | Corpay Inc | Stock-Tech | 0.15% | +0.02% | -18.83% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.15% | — | -1.01% | |
| 47 | FICO | Fair Isaac CORP | Stock-Tech | 0.14% | +0.05% | -19.16% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | -0.13% | EXIT | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.12% | EXIT | |
| 50 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.12% | +0.02% | -18.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +2% | +258.76% | Add |
| 2 | MCK | Mckesson CORP | +0.9% | -3.24% | Trim |
| 3 | GWW | Ww Grainger Inc | +0.7% | -4.40% | Trim |
| 4 | NVDA | Nvidia CORP | +0.5% | -5.10% | Trim |
| 5 | ETN | Eaton Corporation plc | +0.4% | -11.71% | Trim |
| 6 | AAPL | Apple Inc | +0.4% | -2.88% | Trim |
| 7 | SLDE | Slide Insurance Holdings Inc | +0.3% | +139.68% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -3.64% | Trim |
| 9 | SYK | Stryker CORP | +0.3% | -4.60% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -3.87% | Trim |
| 11 | TT | Trane Technologies plc | +0.2% | +18.78% | Add |
| 12 | FAST | Fastenal Co | +0.1% | -6.49% | Trim |
| 13 | APH | Amphenol Corp-cl A | +0.1% | -1.56% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.95% | Trim |
| 15 | AVGO | Broadcom Inc | +0.1% | -3.54% | Trim |
| 16 | SEMG | Suncoast Select Growth ETF | +0.1% | +20.26% | Add |
| 17 | COR | Cencora Inc | +0.1% | -2.89% | Trim |
| 18 | SHW | Sherwin-williams Co/the | +0.1% | -3.05% | Trim |
| 19 | MRSH | Marsh & Mclennan Cos | 0% | -0.95% | Trim |
| 20 | UBER | Uber Technologies Inc | 0% | -2.16% | Trim |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 22 | HUBB | Hubbell Inc | 0% | -18.22% | Trim |
| 23 | JNJ | Johnson & Johnson | 0% | +13.28% | Add |
| 24 | FDX | Fedex CORP | 0% | -3.56% | Trim |
| 25 | WMT | Walmart Inc | 0% | +2.87% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +7.82% | Add |
| 27 | MPWR | Monolithic Power Systems Inc | 0% | -18.23% | Trim |
| 28 | USFD | US Foods Holding CORP | 0% | -18.72% | Trim |
| 29 | ROL | Rollins Inc | 0% | -2.31% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | -4.35% | Trim |
| 31 | TSCO | Tractor Supply Company | 0% | -2.81% | Trim |
| 32 | ITT | Itt Inc | 0% | -19.08% | Trim |
| 33 | HURA | Tuhura Biosciences Inc | 0% | — | Unchanged |
| 34 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 35 | HD | Home Depot Inc | 0% | -0.35% | Trim |
| 36 | PEP | Pepsico Inc | 0% | +4.05% | Add |
| 37 | RJF | Raymond James Financial Inc | 0% | — | Unchanged |
| 38 | HIG | Hartford Insurance Group Inc | 0% | — | Unchanged |
| 39 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.14% | Add |
| 40 | PAYX | Paychex Inc | — | -1.01% | Trim |
| 41 | PLTR | Palantir Technologies Inc-a | — | +0.42% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | — | -15.76% | Trim |
| 43 | TSLA | Tesla Inc | — | -6.90% | Trim |
| 44 | SOUN | Soundhound Ai Inc-a | — | — | Unchanged |
| 45 | HCI | Hci Group Inc | — | — | Unchanged |
| 46 | GRAB | Grab Holdings Limited | — | — | Unchanged |
| 47 | OEF | Ishares S&p 100 ETF | — | — | Unchanged |
| 48 | QQQ | Invesco Qqq Trust Series 1 | — | +2.50% | Add |
| 49 | DHI | Dr Horton Inc | — | — | Unchanged |
| 50 | DNP | Dnp Select Income Fund Inc | — | +1.31% | Add |
According to official SEC Form 13F filings, Suncoast Equity Management reported a total U.S. public equity portfolio value of $798.4M across 101 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, GOOG) accounted for 33.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPGI
市值: $22.7M
Top Position Liquidated / Trimmed
BKNG
前期市值: $57.6M
During Q1 2026, Suncoast Equity Management's top holdings by market value included NVDA (9.1%)、MSFT (7.4%)、GOOG (5.9%). The largest single position, NVDA, represented 9.1% of total portfolio value.
In Q1 2026, Suncoast Equity Management made 97 total portfolio adjustments, initiating 20 new buys, adding to 13 positions, trimming 55 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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