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SEM

Suncoast Equity Management Portfolio holdings

AUM $798M
1-Year Est. Return 14.62%
This Fund
S&P 500
This Quarter Est. Return
+4.21%
1 Year Est. Return
+14.62%
3 Year Est. Return
+82.86%
5 Year Est. Return
+107.56%
10 Year Est. Return
+571.43%
AUM
$990M
AUM Growth
-$12.6M
Cap. Flow
-$39M
Cap. Flow %
-3.94%
Top 10 Hldgs %
56.72%
Holding
95
New
5
Increased
14
Reduced
57
Closed
5

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$14.4M
2
APH icon
Amphenol
APH
+$13.8M
3
CTAS icon
Cintas
CTAS
+$1.57M
4
SLDE
Slide Insurance Holdings
SLDE
+$1.53M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$885K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$27.9M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.1M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.3M
4
ZTS icon
Zoetis
ZTS
+$1.85M
5
NVDA icon
NVIDIA
NVDA
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 42.83%
2 Healthcare 14.78%
3 Communication Services 13.36%
4 Financials 12.28%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EW icon
51
Edwards Lifesciences
EW
$49.1B
$1.12M 0.11%
13,163
-460
-3% -$37.8K
AMZN icon
52
Amazon
AMZN
$2.68T
$1.11M 0.11%
4,807
+260
+6% +$59.5K
STE icon
53
Steris
STE
$20.7B
$1.09M 0.11%
4,317
-195
-4% -$49K
HQY icon
54
HealthEquity
HQY
$7.94B
$1.05M 0.11%
11,490
+4,170
+57% +$399K
VEEV icon
55
Veeva Systems
VEEV
$43.3B
$988K 0.1%
4,425
-215
-5% -$57.1K
MPWR icon
56
Monolithic Power Systems
MPWR
$56.9B
$974K 0.1%
1,075
-48
-4% -$46.2K
BRO icon
57
Brown & Brown
BRO
$22.8B
$945K 0.1%
11,856
-713
-6% -$59.5K
PLTR icon
58
Palantir
PLTR
$412B
$889K 0.09%
5,000
-28
-0.6% -$5.07K
USFD icon
59
US Foods
USFD
$19.8B
$827K 0.08%
10,980
-455
-4% -$34.2K
HD icon
60
Home Depot
HD
$306B
$792K 0.08%
2,303
-59
-2% -$21.6K
NBIX icon
61
Neurocrine Biosciences
NBIX
$15.5B
$721K 0.07%
+5,085
New +$737K
NTAP icon
62
NetApp
NTAP
$37.9B
$703K 0.07%
6,561
-230
-3% -$26.3K
YELP icon
63
Yelp
YELP
$1.14B
$642K 0.06%
21,130
-1,395
-6% -$43K
WMT icon
64
Walmart Inc
WMT
$863B
$602K 0.06%
5,402
-150
-3% -$16.1K
SFM icon
65
Sprouts Farmers Market
SFM
$6.96B
$577K 0.06%
7,240
-337
-4% -$30.2K
FDX icon
66
FedEx
FDX
$72.9B
$487K 0.05%
1,686
-77
-4% -$20.2K
ETHE
67
Grayscale Ethereum Staking ETF Shares
ETHE
$1.84B
$475K 0.05%
19,500
– –
VOO icon
68
Vanguard S&P 500 ETF
VOO
$1.04T
$473K 0.05%
755
+27
+4% +$16.8K
QQQ icon
69
Invesco QQQ Trust
QQQ
$475B
$466K 0.05%
759
+1
+0.1% +$614
HIG icon
70
Hartford Financial Services
HIG
$36.9B
$392K 0.04%
2,843
– –
TSLA icon
71
Tesla
TSLA
$1.43T
$391K 0.04%
869
– –
JNJ icon
72
Johnson & Johnson
JNJ
$637B
$390K 0.04%
1,883
-63
-3% -$12.5K
IBIT icon
73
iShares Bitcoin Trust
IBIT
$59.9B
$372K 0.04%
7,484
+1,500
+25% +$85.2K
TXN icon
74
Texas Instruments
TXN
$241B
$362K 0.04%
2,087
-64
-3% -$11K
VIG icon
75
Vanguard Dividend Appreciation ETF
VIG
$111B
$322K 0.03%
1,464
+4
+0.3% +$874
1 2
3
4

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TI
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JJ
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GIM
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QCMNJ
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XPN
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LOPW
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HW
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CCM
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Suncoast Equity Management's Q4 2025 Portfolio in Review

As of Q4 2025, Suncoast Equity Management held 95 positions worth $990M, down 1.3% from $1B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Suncoast Equity Management withdrew a net $39M in Q4 2025, closing 5 positions and reducing 57 holdings. Its most notable exit was Fiserv Inc, an estimated $27.9M position sold in full.

By sector, the portfolio is most concentrated in Technology at 43% of assets, down from 44% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Suncoast Equity Management opened a new position in Amphenol worth $14M.

  • Suncoast Equity Management's largest Q4 2025 buy was Amphenol: 206,460 shares worth $14M.
  • Suncoast Equity Management added most to Broadcom in Q4 2025, an estimated $14.4M increase.
  • Suncoast Equity Management's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $15.1M.
  • Suncoast Equity Management fully exited Fiserv Inc in Q4 2025, selling an estimated $27.9M.
  • Suncoast Equity Management's ten largest holdings make up 57% of its $990M portfolio in Q4 2025.
  • Suncoast Equity Management opened 5 new positions and closed 5 in Q4 2025.
  • Suncoast Equity Management's portfolio value fell 1.3% quarter-over-quarter to $990M.

Based on Suncoast Equity Management's 13F filing for Q4 2025, filed 10 Feb 2026.