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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
+15.8%
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
$798M
AUM Growth
-$34.9M
Cap. Flow
-$122M
Cap. Flow %
-15.27%
Top 10 Hldgs %
57.36%
Holding
102
New
8
Increased
4
Reduced
51
Closed
39

Top Buys

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$18.3M
2
ASML icon
ASML
ASML
+$12.6M
3
AVGO icon
Broadcom
AVGO
+$6.57M
4
CSCO icon
Cisco
CSCO
+$1.5M
5
COST icon
Costco
COST
+$1.4M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$29.1M
2
ADP icon
Automatic Data Processing
ADP
+$17.9M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.62M
5
NVDA icon
NVIDIA
NVDA
+$7.9M

Sector Composition

Rank Sector Weight
1 Technology 39.57%
2 Financials 15.98%
3 Healthcare 15.5%
4 Communication Services 13.9%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TELO icon
101
Telomir Pharmaceuticals
TELO
$80.5M
– –
-51,194
Closed -$66.6K
SLDE
102
Slide Insurance Holdings
SLDE
$2.9B
– –
-219,295
Closed -$3.95M
1 2 3 4
5

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GIM
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QCMNJ
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XPN
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LOPW
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CCM
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Suncoast Equity Management's Q2 2026 Portfolio in Review

As of Q2 2026, Suncoast Equity Management held 102 positions worth $798M, down 4.2% from $833M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Suncoast Equity Management withdrew a net $122M in Q2 2026, closing 39 positions and reducing 51 holdings. Its most notable exit was Intuit, an estimated $29.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 37% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Suncoast Equity Management opened a new position in Applied Materials worth $28.7M.

  • Suncoast Equity Management's largest Q2 2026 buy was Applied Materials: 39,743 shares worth $28.7M.
  • Suncoast Equity Management added most to Broadcom in Q2 2026, an estimated $6.57M increase.
  • Suncoast Equity Management's biggest Q2 2026 reduction was Automatic Data Processing, cutting an estimated $17.9M.
  • Suncoast Equity Management fully exited Intuit in Q2 2026, selling an estimated $29.1M.
  • Suncoast Equity Management's ten largest holdings make up 57% of its $798M portfolio in Q2 2026.
  • Suncoast Equity Management opened 8 new positions and closed 39 in Q2 2026.
  • Suncoast Equity Management's portfolio value fell 4.2% quarter-over-quarter to $798M.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.