Suncoast Equity Management

Q3 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
90
Total value ($000)
$1,002,493
Net value change ($000)
+25,706 (2.6%)
New positions
7
Sold out positions
2
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MCK 18,270 85.3%
UBER 17,327 NEW
AVGO 15,753 7465.9%
GOOGL 14,651 35.2%
GOOGL 12,633 40.0%
AAPL 8,797 24.8%
MSFT 3,855 4.4%
FAST 2,363 67.8%
SEMG 1,565 168.3%
ETN 1,396 5.7%
Top Reduces (Value $000, Stocks/ETFs)
ACN -35,895 -94.1%
FISV -9,427 -25.2%
INTU -7,582 -13.4%
CRM -5,031 -13.8%
BKNG -4,230 -6.7%
SYK -3,315 -6.8%
GWW -2,546 -8.2%
ADBE -2,341 -9.1%
V -2,143 -4.0%
ADP -1,611 -5.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type