Q2 2026 13F · SEC CIK 1315059

Suncoast Equity Management

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $798.4M
Reported positions: 63
Top holdings a year, 3 yrs: +15.1%
Assets under management: $2.1B

Suncoast Equity Management is a wealth manager that reported 63 positions worth $798.4M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Nvidia Corporation (NVDA, 9.9%), Microsoft Corp (MSFT, 7.0%), Alphabet Inc (GOOG, 6.1%). A portfolio copying its top holdings returned 15.1% a year over the last 3 years, against 22.3% for the S&P 500.

Suncoast Equity Management holdings largest 50 of 63 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Suncoast Equity Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.9%	9.1%	395,024	-8.9%	$79.0M
MSFTMicrosoft Corp	7.0%	7.4%	150,237	-9.3%	$56.0M
GOOGAlphabet Inc	6.1%	5.9%	138,777	-19.1%	$49.0M
VVisa Inc	5.5%	5.1%	127,766	-9.8%	$43.8M
LLYEli Lilly & Co	5.4%	4.3%	35,727	-8.3%	$42.9M
AAPLApple Inc	5.0%	5.0%	139,049	-15.5%	$40.2M
GOOGLAlphabet Inc	4.9%	4.7%	110,436	-19.5%	$39.5M
AVGOBroadcom Inc	4.8%	3.2%	101,887	+19.2%	$38.5M
GWWWw Grainger Inc	4.4%	3.7%	25,816	-7.9%	$35.1M
MCKMckesson Corp	4.2%	5.0%	44,837	-7.8%	$33.9M
SYKStryker Corporation	4.2%	4.6%	105,926	-8.8%	$33.3M
AMATApplied Matls Inc	3.6%	—	39,743	—	$28.7M
MAMastercard Incorporated	3.6%	3.6%	55,430	-8.0%	$28.5M
ETNEaton Corp PLC	2.9%	2.6%	55,106	-8.7%	$23.5M
METAMeta Platforms Inc	2.8%	3.0%	39,843	-8.2%	$22.4M
SPGIS&p Global Inc	2.5%	2.7%	49,096	-8.0%	$20.0M
BRK-BBerkshire Hathaway Inc Del	2.4%	2.6%	37,949	-16.2%	$19.0M
TJXTjx Cos Inc New	2.3%	2.5%	119,918	-9.8%	$18.2M
ABNBAirbnb Inc	2.2%	2.0%	124,095	-7.6%	$17.8M
APHAmphenol Corp	2.1%	1.5%	93,361	-8.1%	$16.5M
ASMLAsml Hldg NV	2.0%	—	7,930	—	$15.8M
AONAon PLC	1.7%	1.7%	40,704	-8.3%	$13.5M
NOWServicenow Inc	1.6%	1.7%	128,734	-7.3%	$12.8M
UBERUber Technologies Inc	1.4%	1.4%	150,405	-9.3%	$10.9M
CORCencora Inc	0.7%	1.0%	19,023	-30.5%	$5.4M
TTTrane Technologies PLC	0.6%	0.6%	9,838	-11.4%	$4.8M
FASTFastenal Co	0.6%	0.6%	98,641	-9.4%	$4.7M
CTASCintas Corp	0.4%	0.4%	18,845	-9.1%	$3.2M
SHWSherwin Williams Co	0.4%	0.5%	8,956	-31.2%	$3.1M
MRSHMarsh & Mclennan Cos	0.3%	0.4%	16,611	-12.7%	$2.8M
ROLRollins Inc	0.3%	0.5%	64,242	-12.6%	$2.7M
TELTe Connectivity PLC	0.3%	0.2%	12,725	+56.0%	$2.6M
BRBroadridge Finl Solutions in	0.3%	0.4%	16,530	-10.3%	$2.3M
CLSCelestica Inc	0.3%	0.2%	5,710	-5.5%	$2.1M
CSCOCisco Sys Inc	0.2%	—	14,300	—	$1.7M
FICOFair Isaac Corp	0.2%	0.1%	1,285	+20.9%	$1.5M
ITTItt	0.2%	0.3%	7,550	-33.8%	$1.5M
ADPAutomatic Data Processing in	0.2%	2.2%	6,138	-93.2%	$1.4M
CPAYCorpay Inc	0.2%	0.2%	4,108	-6.3%	$1.4M
ABBVAbbvie Inc	0.2%	—	5,438	—	$1.4M
COSTCostco Wholesale Corporation	0.2%	—	1,409	—	$1.3M
RMDResmed Inc	0.2%	0.2%	6,548	-12.4%	$1.3M
HUBBHubbell Inc	0.1%	0.2%	2,287	-13.4%	$1.2M
PAYXPaychex Inc	0.1%	0.1%	11,906	-11.9%	$1.2M
MPWRMonolithic Pwr Sys Inc	0.1%	0.1%	826	-6.0%	$1.1M
CAHCardinal Health Inc	0.1%	—	4,133	—	$982K
NBIXNeurocrine Biosciences Inc	0.1%	—	5,355	—	$903K
EWEdwards Lifesciences Corp	0.1%	—	9,700	—	$877K
USFDUS Foods Hldg Corp	0.1%	—	8,385	—	$857K
HQYHealthequity Inc	0.1%	—	8,635	—	$780K

What Suncoast Equity Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +1.4% /yr; S&P 500 +11.7%
3 years: +15.1% /yr; S&P 500 +22.3%
5 years: +6.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$798.4M	63
Q1 2026	$833.2M	94
Q4 2025	$989.9M	90
Q3 2025	$1.0B	90
Q2 2025	$976.8M	85
Q1 2025	$884.9M	82
Q4 2024	$895.8M	76
Q3 2024	$877.4M	74
Q2 2024	$903.7M	71
Q1 2024	$852.3M	72
Q4 2023	$757.5M	72
Q3 2023	$661.7M	73

Questions about Suncoast Equity Management's portfolio

What stocks does Suncoast Equity Management own?

Suncoast Equity Management's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 63 positions worth $798.4M. The largest are Nvidia Corporation (NVDA) at 9.9%, Microsoft Corp (MSFT) at 7.0%, Alphabet Inc (GOOG) at 6.1%, Visa Inc (V) at 5.5% and Eli Lilly & Co (LLY) at 5.4%.

What did Suncoast Equity Management buy last quarter?

In Q2 2026, Suncoast Equity Management added Te Connectivity PLC (TEL) (+56.0% shares), Fair Isaac Corp (FICO) (+20.9% shares) and Broadcom Inc (AVGO) (+19.2% shares), compared with its Q1 2026 filing.

What did Suncoast Equity Management sell last quarter?

In Q2 2026, Suncoast Equity Management cut from its top 50 Intuit (INTU), cut from its top 50 Slide Ins Hldgs Inc (SLDE), cut from its top 50 Ishares Tr (IWF), cut from its top 50 Ea Series Trust (SEMG), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), Automatic Data Processing in (ADP) (-93.2% shares), Itt (ITT) (-33.8% shares) and Sherwin Williams Co (SHW) (-31.2% shares), compared with its Q1 2026 filing.

How has Suncoast Equity Management's portfolio performed?

A portfolio copying Suncoast Equity Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +1.4% against +11.7%. Over 5 years: +6.3% a year against +10.6%.

When is Suncoast Equity Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Suncoast Equity Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Suncoast Equity Management manage?

Suncoast Equity Management reported $2.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $798.4M.