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Suncoast Equity Management

Suncoast Equity Management Portfolio holdings

AUM $806M Turnover 10.45%
1-Year Est. Return 16.14%
This Fund
S&P 500
This Quarter Est. Return
+6.14%
1 Year Est. Return
+16.14%
3 Year Est. Return
+96.06%
5 Year Est. Return
+117.35%
10 Year Est. Return
+592.4%
AUM
$806M
AUM Growth
+$7.51M
Cap. Flow
-$25.8M
Cap. Flow %
-3.21%
Top 10 Hldgs %
59.2%
Holding
67
New
4
Increased
25
Reduced
33
Closed
3
Avg Time Held
3.3 years
Top 10 Avg Time Held
3.4 years
Top 20 Avg Time Held
4.8 years

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$12M
2
ASML icon
ASML
ASML
+$10.2M
3
CSCO icon
Cisco
CSCO
+$694K
4
COST icon
Costco
COST
+$686K
5
FN icon
Fabrinet
FN
+$624K

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$13.5M
2
UBER icon
Uber
UBER
+$10.9M
3
NVDA icon
NVIDIA
NVDA
+$2.53M
4
SYK icon
Stryker
SYK
+$2.41M
5
MSFT icon
Microsoft
MSFT
+$2.41M

Sector Composition

Rank Sector Weight
1 Technology 43.54%
2 Healthcare 14.51%
3 Financials 14.08%
4 Communication Services 13.72%
5 Industrials 8.87%

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Suncoast Equity Management's Q3 2026 Portfolio in Review

As of Q3 2026, Suncoast Equity Management held 67 positions worth $806M, up 0.94% from $798M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Suncoast Equity Management withdrew a net $25.8M in Q3 2026, closing 3 positions and reducing 33 holdings. Its most notable exit was Aon, an estimated $13.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 40% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Suncoast Equity Management opened a new position in Fabrinet worth $577K.

  • Suncoast Equity Management's largest Q3 2026 buy was Fabrinet: 1,360 shares worth $577K.
  • Suncoast Equity Management added most to Amphenol in Q3 2026, an estimated $12M increase.
  • Suncoast Equity Management's biggest Q3 2026 reduction was NVIDIA, cutting an estimated $2.53M.
  • Suncoast Equity Management fully exited Aon in Q3 2026, selling an estimated $13.5M.
  • Suncoast Equity Management's ten largest holdings make up 59% of its $806M portfolio in Q3 2026.
  • Suncoast Equity Management opened 4 new positions and closed 3 in Q3 2026.
  • Suncoast Equity Management's portfolio value rose 0.94% quarter-over-quarter to $806M.

Based on Suncoast Equity Management's 13F filing for Q3 2026, filed 3 Nov 2026.