Suncoast Equity Management

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$833,305
Net value change ($000)
-156,593 (-15.8%)
New positions
13
Sold out positions
9
Turnover %
23.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPGI 22,696 NEW
ABNB 16,966 NEW
TJX 15,535 273.0%
NOW 14,523 NEW
AON 14,328 NEW
SLDE 2,165 121.5%
TE CONNECTIVITY PLC 1,705 NEW
RMD 1,679 NEW
GWW 991 3.3%
TT 989 27.2%
Top Reduces (Value $000, Stocks/ETFs)
BKNG -57,570 -100.0%
CRM -34,202 -100.0%
ADBE -22,442 -100.0%
MSFT -22,318 -26.7%
INTU -17,747 -37.9%
LLY -10,074 -21.9%
NVDA -9,591 -11.3%
V -9,230 -17.7%
ADP -7,188 -28.2%
GOOGL -6,656 -11.9%
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