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SEM

Suncoast Equity Management Portfolio holdings

AUM $833M
1-Year Est. Return 11.9%
This Fund
S&P 500
This Quarter Est. Return
+4.21%
1 Year Est. Return
+11.9%
3 Year Est. Return
+72.94%
5 Year Est. Return
+102.95%
10 Year Est. Return
+465.47%
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
NVDA icon
1
NVIDIA
NVDA
$4.72T
$85.2M 8.61%
456,762
-8,772
-2% -$1.63M
MSFT icon
2
Microsoft
MSFT
$2.92T
$83.6M 8.45%
172,915
-3,132
-2% -$1.57M
BKNG icon
3
Booking.com
BKNG
$150B
$57.6M 5.82%
268,750
-5,375
-2% -$1.11M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.99T
$55.9M 5.64%
178,022
-52,846
-23% -$15.1M
V icon
5
Visa
V
$694B
$52M 5.26%
148,389
-3,098
-2% -$1.06M
INTU icon
6
Intuit
INTU
$86.9B
$46.8M 4.73%
70,654
-1,336
-2% -$883K
AAPL icon
7
Apple
AAPL
$4.94T
$46M 4.65%
169,375
-4,246
-2% -$1.14M
LLY icon
8
Eli Lilly
LLY
$1.09T
$45.9M 4.64%
42,711
-536
-1% -$513K
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4T
$45.6M 4.61%
145,838
-36,022
-20% -$10.3M
SYK icon
10
Stryker
SYK
$134B
$42.8M 4.32%
121,793
-2,035
-2% -$741K
MCK icon
11
McKesson
MCK
$103B
$41.2M 4.16%
50,255
-1,130
-2% -$922K
MA icon
12
Mastercard
MA
$493B
$36.1M 3.65%
63,269
-1,465
-2% -$819K
CRM icon
13
Salesforce
CRM
$148B
$34.2M 3.46%
129,109
-3,129
-2% -$778K
AVGO icon
14
Broadcom
AVGO
$1.81T
$30.7M 3.1%
88,630
+40,240
+83% +$14.4M
META icon
15
Meta Platforms (Facebook)
META
$1.51T
$30.1M 3.04%
45,548
-819
-2% -$547K
GWW icon
16
W.W. Grainger
GWW
$66.7B
$29.6M 2.99%
29,334
-599
-2% -$581K
ADP icon
17
Automatic Data Processing
ADP
$105B
$25.5M 2.57%
98,967
-1,907
-2% -$508K
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.1T
$23.7M 2.39%
47,100
-1,191
-2% -$593K
ADBE icon
19
Adobe
ADBE
$98.6B
$22.4M 2.27%
64,122
-2,519
-4% -$857K
ETN icon
20
Eaton
ETN
$147B
$21.8M 2.2%
68,343
-1,357
-2% -$481K
APH icon
21
Amphenol
APH
$174B
$14M 1.41%
+103,230
New +$13.8M
UBER icon
22
Uber
UBER
$141B
$13.8M 1.4%
169,499
-7,360
-4% -$663K
COR icon
23
Cencora
COR
$62B
$9.51M 0.96%
28,168
-395
-1% -$135K
BR icon
24
Broadridge
BR
$18.4B
$6.15M 0.62%
27,547
-634
-2% -$145K
TJX icon
25
TJX Companies
TJX
$176B
$5.69M 0.57%
37,048
-915
-2% -$135K
1
2 3 4

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NWM
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AWA
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FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

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: 103,230 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.