Suncoast Equity Management

Q4 2025 13F-HR/A Holdings

Location
Tampa, FL
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
90
Total value ($000)
$989,898
Net value change ($000)
-12,595 (-1.3%)
New positions
5
Sold out positions
5
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVGO 14,711 92.2%
APH 13,951 NEW
LLY 12,903 39.1%
CRM 2,862 9.1%
AAPL 1,837 4.2%
SLDE 1,782 NEW
MCK 1,527 3.8%
GOOGL 1,437 3.3%
CTAS 1,300 40.8%
GWW 1,074 3.8%
Top Reduces (Value $000, Stocks/ETFs)
FISV -27,919 -100.0%
MSFT -7,559 -8.3%
ETN -4,317 -16.5%
ADP -4,150 -14.0%
META -3,985 -11.7%
UBER -3,477 -20.1%
SYK -2,969 -6.5%
INTU -2,360 -4.8%
ZTS -1,847 -100.0%
NVDA -1,673 -1.9%
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