Suncoast Equity Management

Q2 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$798,412
Net value change ($000)
-34,893 (-4.2%)
New positions
8
Sold out positions
39
Turnover %
13.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 28,734 NEW
ASML 15,776 NEW
AVGO 12,027 45.5%
LLY 7,026 19.6%
GWW 4,529 14.8%
APH 3,622 28.2%
NVDA 3,445 4.6%
ETN 1,899 8.8%
CSCO 1,680 NEW
ABBV 1,368 NEW
Top Reduces (Value $000, Stocks/ETFs)
INTU -29,056 -100.0%
ADP -16,894 -92.5%
MCK -8,199 -19.5%
MSFT -5,266 -8.6%
SYK -4,828 -12.6%
SLDE -3,947 -100.0%
IWF -3,284 -100.0%
COR -3,210 -37.4%
TJX -3,058 -14.4%
BRK-B -2,709 -12.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type