Suncoast Equity Management

CIK 0001315059 · Q2 2026

13F Equity AUM

$798.4M

-4.2% QoQ

Positions

-38 QoQ

AUM Rank

#3,816

Top 30%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,829 · Top 46%

vs S&P +0.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 33.9%Top 10: 57.4%Top 20: 85.9%

NVDA9.9%

MSFT7.0%

GOOG6.1%

V5.5%

LLY5.4%

AAPL5.0%

GOOGL4.9%

AVGO4.8%

GWW4.4%

MCK4.2%

Others (53)42.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology39.3%

Financial Services16.5%

Healthcare14.8%

Communication Services13.9%

Industrials9.3%

Consumer Cyclical4.8%

Other1.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 63Median: 0.32%Avg: 1.59%

0–0.5%

36(5.6%)

0.5–1%

3(1.9%)

1–3%

11(23.8%)

3–5%

7(29.8%)

5%+

6(39.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 63vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New8Increased4Decreased51Exited46

New Positions

AMAT3.6%

+40K

ASML2.0%

+8K

CSCO0.2%

+14K

ABBV0.2%

+5K

COST0.2%

+1K

WAB0.1%

+2K

CRDO0.1%

+2K

MRVL0.0%

+1K

Increased

AVGO4.8%

+16K(+19%)

TEL0.3%

+5K(+56%)

NBIX0.1%

+1K(+33%)

FICO0.2%

+222(+21%)

Decreased

SEMG0.1%

-106,669(-79%)

ADP0.2%

-83,778(-93%)

HURA0.0%

-82,561(-79%)

NVDA9.9%

-38,434(-9%)

GOOG6.1%

-32,760(-19%)

GOOGL4.9%

-26,719(-19%)

AAPL5.0%

-25,455(-15%)

UBER1.4%

-15,437(-9%)

MSFT7.0%

-15,382(-9%)

V5.5%

-13,878(-10%)

Exited

-67,199

-219,295

-7,701

-48,444

-3

-8,983

-5,183

-3,240

-5,625

-2,295

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...