Suncoast Equity Management

All 13F Filings

Location
Tampa, FL
Most recent 13F
Q2 2026
Holdings value ($000)
798,412
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/4/2026 63 798,412 13F-HR Suncoast Equity Management
Q1 2026 5/8/2026 101 833,305 13F-HR Suncoast Equity Management
Q4 2025 2/10/2026 90 989,898 13F-HR/A - RESTATEMENT Suncoast Equity Management
Q4 2025 2/10/2026 90 989,898 13F-HR Suncoast Equity Management
Q3 2025 10/21/2025 90 1,002,493 13F-HR Suncoast Equity Management
Q2 2025 8/11/2025 85 976,787 13F-HR/A - RESTATEMENT Suncoast Equity Management
Q2 2025 8/6/2025 85 976,787 13F-HR Suncoast Equity Management
Q1 2014 4/21/2014 19 99,057 13F-HR Suncoast Equity Management
Q4 2013 2/5/2014 21 98,507 13F-HR Suncoast Equity Management
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 797.4 K 99.9% 0 28 K -28 K
ETFs 354 0.0% 0 6.715 K -6.715 K
Debt 0 0.0% 0 87 -87
Other 681 0.1% 0 90 -90
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
798,412
Holdings
63
QoQ value change ($000)
-34,893 (-4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.