Suncoast Equity Management

Q3 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$805,920
Net value change ($000)
+7,508 (0.9%)
New positions
4
Sold out positions
3
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 18,342 32.7%
APH 11,796 71.7%
ASML 9,249 58.6%
NVDA 8,481 10.7%
META 5,482 24.4%
AAPL 4,901 12.2%
NOW 4,024 31.5%
MCK 3,221 9.5%
ABNB 1,559 8.8%
MA 1,172 4.1%
Top Reduces (Value $000, Stocks/ETFs)
AON -13,501 -100.0%
UBER -10,853 -100.0%
AMAT -8,923 -31.1%
SYK -6,286 -18.8%
GWW -3,908 -11.1%
AVGO -3,746 -9.7%
GOOGL -3,635 -9.2%
LLY -2,988 -7.0%
TJX -2,985 -16.4%
GOOG -2,255 -4.6%
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