SE

Suncoast Equity Management

Diversified strategyContrarianQuality / disciplined sizing

Total reported value

$833.3M

Reporting period: 2026-03-31 · Number of holdings: 101

Suncoast Equity Management disclosed 101 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $833.3M and a quarterly turnover rate of 38.4%.

Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "S"

Personality snowflake

Concentration
16.74
Portfolio Stability
38.35
Momentum/Contrarian
0
Sector conviction
65.84
Diversification
100
Sizing Uniformity
81.95

Recent moves

  • Add TJX

    +258.8%　$15.5M

  • Trim INTU

    -4.9%　-$17.7M

  • Trim MSFT

    -4.2%　-$22.3M

  • Add MCK

    -3.2%　$854.5K

  • Add GWW

    -4.4%　$991.2K

  • Add NVDA

    -5.1%　-$9.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech9.07%+0.46%-5.10%
2MSFTMicrosoft CORPStock-Tech7.36%-1.09%-4.22%
3GOOGAlphabet Inc-cl CStock-Comm Services5.91%+0.27%-3.64%
4VVisa Inc-class A SharesStock-Financials5.14%-0.12%-4.55%
5MCKMckesson CORPStock-Healthcare5.05%+0.89%-3.24%
6AAPLApple INCStock-Tech5.01%+0.36%-2.88%
7GOOGLAlphabet Inc-cl AStock-Comm Services4.73%+0.12%-5.95%
8SYKStryker CORPStock-Healthcare4.58%+0.26%-4.60%
9LLYEli Lilly & CoStock-Healthcare4.30%-0.34%-8.80%
10GWWWw Grainger INCStock-Industrials3.67%+0.68%-4.40%
11MAMastercard INC - AStock-Financials3.61%-0.04%-4.75%
12INTUIntuit INCStock-Tech3.49%-1.24%-4.89%
13AVGOBroadcom INCStock-Tech3.18%+0.08%-3.54%
14METAMeta Platforms Inc-class AStock-Comm Services2.98%-0.06%-4.76%
15SPGIS&p Global INCStock-Financials2.72%+2.72%NEW
16BRK-BBerkshire Hathaway Inc-cl BStock-Other2.60%+0.21%-3.87%
17ETNEaton Corporation plcStock-Industrials2.59%—-11.71%
18TJXTjx Companies INCStock-Consumer Disc2.55%+1.98%+258.76%
19ADPAutomatic Data ProcessingStock-Tech2.19%-0.38%-9.15%
20ABNBAirbnb Inc-class AStock-Consumer Disc2.04%+2.04%NEW
21NOWServicenow INCStock-Tech1.74%+1.74%NEW
22AONAon plcStock-Financials1.72%+1.72%NEW
23APHAmphenol Corp-cl AStock-Tech1.54%+0.13%-1.56%
24UBERUber Technologies INCStock-Industrials1.43%+0.03%-2.16%
25CORCencora INCStock-Healthcare1.03%+0.07%-2.89%
26FASTFastenal CoStock-Industrials0.61%—-6.49%
27TTTrane Technologies plcStock-Industrials0.56%+0.19%+18.78%
28SHWSherwin-williams Co/theStock-Materials0.50%—-3.05%
29SLDESlide Insurance Holdings INCStock-Other0.47%+0.29%+139.68%
30ROLRollins INCStock-Consumer Disc0.47%+0.01%-2.31%
31CTASCintas CORPStock-Industrials0.42%-0.03%-13.01%
32MRSHMarsh & Mclennan CosStock-Financials0.40%—-0.95%
33IWFIshares Russell 1000 GrowthETF-Other0.39%+0.01%-4.35%
34SEMGSuncoast Select Growth ETFETF-Other0.39%—+20.26%
35BRBroadridge Financial SolutioStock-Tech0.36%-0.26%-33.07%
36SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.29%-0.09%-32.54%
37TSCOTractor Supply CompanyStock-Consumer Disc0.26%—-2.81%
38ITTItt INCStock-Industrials0.26%—-19.08%
39BRK-ABerkshire Hathaway Inc-cl AStock-Other0.26%——
40ACNAccenture plcStock-Tech0.21%-0.04%-2.24%
41TELTE Connectivity plcStock-Tech0.20%+0.20%NEW
42CLSCelestica INCStock-Tech0.20%-0.02%-18.42%
43RMDResmed INCStock-Healthcare0.20%+0.20%NEW
44HUBBHubbell INCStock-Industrials0.16%—-18.22%
45CPAYCorpay INCStock-Tech0.15%—-18.83%
46PAYXPaychex INCStock-Tech0.15%—-1.01%
47FICOFair Isaac CORPStock-Tech0.14%-0.08%-19.16%
48AMZNAmazon.com INCStock-Consumer Disc0.13%—+7.82%
49MCDMcdonald's CORPStock-Consumer Disc0.12%—-22.36%
50MPWRMonolithic Power Systems INCStock-Tech0.12%—-18.23%
1–50 of 101

Holding changes this quarter

Suncoast Equity Management's most significant position changes for 2026-03-31: Sold out: Booking Holdings INC (BKNG); Sold out: Salesforce INC (CRM); New buy: S&p Global INC (SPGI); Sold out: Adobe INC (ADBE); New buy: Airbnb Inc-class A (ABNB).

Position changes disclosed by Suncoast Equity Management for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TJXTjx Companies INC+2%+258.76%Add
2MCKMckesson CORP+0.9%-3.24%Trim
3GWWWw Grainger INC+0.7%-4.40%Trim
4NVDANvidia CORP+0.5%-5.10%Trim
5AAPLApple INC+0.4%-2.88%Trim
6SLDESlide Insurance Holdings INC+0.3%+139.68%Add
7GOOGAlphabet Inc-cl C+0.3%-3.64%Trim
8SYKStryker CORP+0.3%-4.60%Trim
9BRK-BBerkshire Hathaway Inc-cl B+0.2%-3.87%Trim
10TTTrane Technologies plc+0.2%+18.78%Add
11APHAmphenol Corp-cl A+0.1%-1.56%Trim
12GOOGLAlphabet Inc-cl A+0.1%-5.95%Trim
13AVGOBroadcom INC+0.1%-3.54%Trim
14CORCencora INC+0.1%-2.89%Trim
15UBERUber Technologies INC0%-2.16%Trim
16ROLRollins INC0%-2.31%Trim
17IWFIshares Russell 1000 Growth0%-4.35%Trim
18CLSCelestica INC0%-18.42%Trim
19GGenpact Limited0%-19.45%Trim
20IDXXIdexx Laboratories INC0%-18.35%Trim
21CTASCintas CORP0%-13.01%Trim
22MAMastercard INC - A0%-4.75%Trim
23ACNAccenture plc0%-2.24%Trim
24HURNHuron Consulting Group INC0%-19.47%Trim
25METAMeta Platforms Inc-class A-0.1%-4.76%Trim
26FICOFair Isaac CORP-0.1%-19.16%Trim
27CPRTCopart INC-0.1%-59.07%Trim
28SPYSs Spdr S&p 500 ETF Trust-us-0.1%-32.54%Trim
29VVisa Inc-class A Shares-0.1%-4.55%Trim
30BRBroadridge Financial Solutio-0.3%-33.07%Trim
31LLYEli Lilly & Co-0.3%-8.80%Trim
32ADPAutomatic Data Processing-0.4%-9.15%Trim
33MSFTMicrosoft CORP-1.1%-4.22%Trim
34INTUIntuit INC-1.2%-4.89%Trim
35BKNGBooking Holdings INC—EXITSold out
36CRMSalesforce INC—EXITSold out
37SPGIS&p Global INC—NEWNew buy
38ADBEAdobe INC—EXITSold out
39ABNBAirbnb Inc-class A—NEWNew buy
40NOWServicenow INC—NEWNew buy
41AONAon plc—NEWNew buy
42TELTE Connectivity plc—NEWNew buy
43RMDResmed INC—NEWNew buy
44BROBrown & Brown INC—EXITSold out
45CAHCardinal Health INC—NEWNew buy
46NTAPNetapp INC—EXITSold out
47YELPYelp INC—EXITSold out
48ADSKAutodesk INC—NEWNew buy
49CDNSCadence Design Sys INC—NEWNew buy
50ETHEGrayscale Ethereum Staking E—EXITSold out

FAQ

What is Suncoast Equity Management and what type of investor is it?
Suncoast Equity Management is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $833.3M, spread across 101 disclosed positions.
What are Suncoast Equity Management's largest equity positions?
Based on the latest 13F filing, Suncoast Equity Management's top holdings by market value are: 1. Nvidia CORP (NVDA) — $75.6M (9.1%) 2. Microsoft CORP (MSFT) — $61.3M (7.4%) 3. Alphabet Inc-cl C (GOOG) — $49.2M (5.9%) 4. Visa Inc-class A Shares (V) — $42.8M (5.1%) 5. Mckesson CORP (MCK) — $42.1M (5.0%)
What changes did Suncoast Equity Management make in its most recent portfolio filing?
In the latest reported quarter, Suncoast Equity Management made 50 notable position adjustments: 9 new positions were initiated, 3 existing holdings were added to, 31 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Booking Holdings INC (BKNG); Sold out: Salesforce INC (CRM); New buy: S&p Global INC (SPGI); Sold out: Adobe INC (ADBE); New buy: Airbnb Inc-class A (ABNB)
What sectors does Suncoast Equity Management focus on?
Suncoast Equity Management is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.4% • Financials: 16.7% • Health Care: 16.2% • Communication Services: 13.9% • Industrials: 10.1% • Consumer Discretionary: 5.9%

Peer Institutions

Institutions with a similar AUM

FB

Front Barnett Associates LLC

Total reported value

$833.3M

113 stks

2023-09-30

Concentration16.4
Portfolio Stability0.0
Sector conviction49.3

AUM within 0.0% of this institution

View detail
BC

Breakwater Capital Group

Total reported value

$833.3M

377 stks

2026-06-30

Concentration4.5
Portfolio Stability17.3
Sector conviction55.8

AUM within 0.0% of this institution

View detail
SW

Spectrum Wealth Counsel, LLC

Total reported value

$833.1M

368 stks

2025-03-31

Concentration16.3
Portfolio Stability0.0
Sector conviction69.4

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

SG

Sustainable Growth Advisers, LP

Total reported value

$10.6B

96 stks

2026-03-31

Concentration15.5
Portfolio Stability42.5
Sector conviction63.9

4 of the top 5 holdings overlap, including Nvidia CORP

View detail
A(

Ashburton (Jersey) Ltd

Total reported value

$226.7M

52 stks

2024-12-31

Concentration20.5
Portfolio Stability0.0
Sector conviction56.5

4 of the top 5 holdings overlap, including Microsoft CORP

View detail
BW

Barlow Wealth Partners, LLC

Total reported value

$900.0M

137 stks

2026-03-31

Concentration12.6
Portfolio Stability25.7
Sector conviction68.5

4 of the top 5 holdings overlap, including Alphabet Inc-cl C

View detail