Suncoast Equity Management

TAMPA, FL · CIK 1315059 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 2003 · limited liability company

Assets managed$2.1bn
Staff12 · 7 in investment roles
Main clients (by assets)High net worth individuals 36%, Individuals 19%, Pension plans 2%
Websitesuncoastequity.com
Form ADV · 2026-03-25SEC adviser record

Others nearbyTampa, FL

$798.4m reported value -4.2% vs Q1 2026

63positions

57.4%in top 10

8 new 4 added 51 reduced 46 sold out vs Q1 2026

Also in the report of:

Empowered Funds, LLC – $60.6m of shares are in both reports
CARY STREET PARTNERS INVESTMENT ADVISORY LLC – $6.5m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	395,024	$79.0m9.90%	9.90%	Reduced -38.4k	-38,434 -8.9%
2	MICROSOFT CORP COM MSFT	MSFT	150,237	$56.0m7.02%	7.02%	Reduced -15.4k	-15,382 -9.3%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	138,777	$49.0m6.14%	6.14%	Reduced -32.8k	-32,760 -19.1%
4	VISA INC COM CL A V	V	127,766	$43.8m5.49%	5.49%	Reduced -13.9k	-13,878 -9.8%
5	ELI LILLY & CO COM LLY	LLY	35,727	$42.9m5.37%	5.37%	Reduced -3.2k	-3,224 -8.3%
6	APPLE INC COM AAPL	AAPL	139,049	$40.2m5.04%	5.04%	Reduced -25.5k	-25,455 -15.5%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	110,436	$39.5m4.94%	4.94%	Reduced -26.7k	-26,719 -19.5%
8	BROADCOM INC COM AVGO	AVGO	101,887	$38.5m4.82%	4.82%	Added +16.4k	+16,394 19.2%
9	GRAINGER W W INC COM GWW	GWW	25,816	$35.1m4.40%	4.40%	Reduced -2.2k	-2,228 -7.9%
10	MCKESSON CORP COM MCK	MCK	44,837	$33.9m4.24%	4.24%	Reduced -3.8k	-3,788 -7.8%
11	STRYKER CORPORATION COM SYK	SYK	105,926	$33.3m4.18%	4.18%	Reduced -10.3k	-10,261 -8.8%
12	APPLIED MATLS INC COM AMAT	AMAT	39,743	$28.7m3.60%	3.60%	New
13	MASTERCARD INCORPORATED CL A MA	MA	55,430	$28.5m3.57%	3.57%	Reduced -4.8k	-4,834 -8.0%
14	EATON CORP PLC SHS ETN	ETN	55,106	$23.5m2.94%	2.94%	Reduced -5.2k	-5,236 -8.7%
15	META PLATFORMS INC CL A META	META	39,843	$22.4m2.81%	2.81%	Reduced -3.5k	-3,536 -8.2%
16	S&P GLOBAL INC COM SPGI	SPGI	49,096	$20.0m2.50%	2.50%	Reduced -4.3k	-4,264 -8.0%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	37,949	$19.0m2.38%	2.38%	Reduced -7.3k	-7,330 -16.2%
18	TJX COS INC NEW COM TJX	TJX	119,918	$18.2m2.28%	2.28%	Reduced -13.0k	-12,996 -9.8%
19	AIRBNB INC COM CL A ABNB	ABNB	124,095	$17.8m2.22%	2.22%	Reduced -10.3k	-10,255 -7.6%
20	AMPHENOL CORP CL A APH	APH	93,361	$16.5m2.06%	2.06%	Reduced -8.3k	-8,256 -8.1%
21	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,930	$15.8m1.98%	1.98%	New
22	AON PLC SHS CL A AON	AON	40,704	$13.5m1.69%	1.69%	Reduced -3.7k	-3,686 -8.3%
23	SERVICENOW INC COM NOW	NOW	128,734	$12.8m1.60%	1.60%	Reduced -10.2k	-10,177 -7.3%
24	UBER TECHNOLOGIES INC COM UBER	UBER	150,405	$10.9m1.36%	1.36%	Reduced -15.4k	-15,437 -9.3%
25	CENCORA INC COM COR	COR	19,023	$5.4m0.67%	0.67%	Reduced -8.3k	-8,330 -30.4%
26	TRANE TECHNOLOGIES PLC SHS TT	TT	9,838	$4.8m0.61%	0.61%	Reduced -1.3k	-1,263 -11.4%
27	FASTENAL CO COM FAST	FAST	98,641	$4.7m0.59%	0.59%	Reduced -10.3k	-10,260 -9.4%
28	CINTAS CORP COM CTAS	CTAS	18,845	$3.2m0.40%	0.40%	Reduced -1.9k	-1,897 -9.2%
29	SHERWIN WILLIAMS CO COM SHW	SHW	8,956	$3.1m0.39%	0.39%	Reduced -4.1k	-4,061 -31.2%
30	MARSH & MCLENNAN COS INC COM MRSH	MRSH	16,611	$2.8m0.35%	0.35%	Reduced -2.4k	-2,427 -12.8%
31	ROLLINS INC COM ROL	ROL	64,242	$2.7m0.34%	0.34%	Reduced -9.3k	-9,258 -12.6%
32	TE CONNECTIVITY PLC ORD SHS TEL	TEL	12,725	$2.6m0.32%	0.32%	Added +4.6k	+4,570 56.0%
33	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	16,530	$2.3m0.28%	0.28%	Reduced -1.9k	-1,907 -10.3%
34	CELESTICA INC COM CLS	CLS	5,710	$2.1m0.26%	0.26%	Reduced -335	-335 -5.5%
35	CISCO SYS INC COM CSCO	CSCO	14,300	$1.7m0.21%	0.21%	New
36	FAIR ISAAC CORP COM FICO	FICO	1,285	$1.5m0.19%	0.19%	Added +222	+222 20.9%
37	ITT INC COM ITT	ITT	7,550	$1.5m0.19%	0.19%	Reduced -3.9k	-3,856 -33.8%
38	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	6,138	$1.4m0.17%	0.17%	Reduced -83.8k	-83,778 -93.2%
39	CORPAY INC COM SHS CPAY	CPAY	4,108	$1.4m0.17%	0.17%	Reduced -275	-275 -6.3%
40	ABBVIE INC COM ABBV	ABBV	5,438	$1.4m0.17%	0.17%	New
41	COSTCO WHSL CORP NEW COM COST	COST	1,409	$1.3m0.17%	0.17%	New
42	RESMED INC COM RMD	RMD	6,548	$1.3m0.16%	0.16%	Reduced -930	-930 -12.4%
43	HUBBELL INC COM HUBB	HUBB	2,287	$1.2m0.15%	0.15%	Reduced -353	-353 -13.4%
44	PAYCHEX INC COM PAYX	PAYX	11,906	$1.2m0.15%	0.15%	Reduced -1.6k	-1,603 -11.9%
45	MONOLITHIC PWR SYS INC COM MPWR	MPWR	826	$1.1m0.14%	0.14%	Reduced -53	-53 -6.0%
46	CARDINAL HEALTH INC COM CAH	CAH	4,133	$981.8k0.12%	0.12%	Reduced -292	-292 -6.6%
47	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	5,355	$902.5k0.11%	0.11%	Added +1.3k	+1,320 32.7%
48	EDWARDS LIFESCIENCES CORP COM EW	EW	9,700	$877.5k0.11%	0.11%	Reduced -645	-645 -6.2%
49	US FOODS HLDG CORP COM USFD	USFD	8,385	$857.4k0.11%	0.11%	Reduced -540	-540 -6.0%
50	HEALTHEQUITY INC COM HQY	HQY	8,635	$779.9k0.10%	0.10%	Reduced -615	-615 -6.7%
51	EA SERIES TRUST SUNCOAST SELECT SEMG	SEMG	27,756	$736.0k0.09%	0.09%	Reduced -106.7k	-106,669 -79.3%
52	IDEXX LABS INC COM IDXX	IDXX	1,395	$734.4k0.09%	0.09%	Reduced -96	-96 -6.4%
53	STERIS PLC SHS USD STE	STE	3,235	$681.2k0.09%	0.09%	Reduced -250	-250 -7.2%
54	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,677	$629.4k0.08%	0.08%	Reduced -121	-121 -6.7%
55	WABTEC COM WAB	WAB	2,293	$618.2k0.08%	0.08%	New
56	VEEVA SYS INC CL A COM VEEV	VEEV	3,465	$614.9k0.08%	0.08%	Reduced -225	-225 -6.1%
57	HURON CONSULTING GROUP INC COM HURN	HURN	6,423	$579.1k0.07%	0.07%	Reduced -505	-505 -7.3%
58	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	2,011	$546.9k0.07%	0.07%	New
59	GENPACT LIMITED SHS G	G	17,825	$490.2k0.06%	0.06%	Reduced -1.6k	-1,553 -8.0%
60	AUTODESK INC COM ADSK	ADSK	1,939	$377.0k0.05%	0.05%	Reduced -233	-233 -10.7%
61	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	474	$354.1k0.04%	0.04%	Reduced -3.2k	-3,202 -87.1%
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,080	$321.7k0.04%	0.04%	New
63	TUHURA BIOSCIENCES INC COM HURA	HURA	21,848	$51.1k0.01%	0.01%	Reduced -82.6k	-82,561 -79.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	67,199	$29.1m67.2k shares
SLIDE INS HLDGS INC SLDE	SLDE	219,295	$3.9m219.3k shares
ISHARES TR IWF	IWF	30,804	$3.3m30.8k shares
TRACTOR SUPPLY CO TSCO	TSCO	48,444	$2.2m48.4k shares
BERKSHIRE HATHAWAY INC DEL BRK.A	BRK.A	3	$2.2m3 shares
ACCENTURE PLC IRELAND ACN	ACN	8,983	$1.8m9.0k shares
AMAZON COM INC AMZN	AMZN	5,183	$1.1m5.2k shares
MCDONALDS CORP MCD	MCD	3,240	$1.0m3.2k shares
CHECK POINT SOFTWARE TECH LT CHKP	CHKP	5,625	$803.5k5.6k shares
HOME DEPOT INC HD	HD	2,295	$754.9k2.3k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	5,021	$734.5k5.0k shares
WALMART INC WMT	WMT	5,557	$690.6k5.6k shares
FEDEX CORP FDX	FDX	1,626	$579.2k1.6k shares
JOHNSON & JOHNSON JNJ	JNJ	2,133	$521.3k2.1k shares
COPART INC CPRT	CPRT	14,890	$494.3k14.9k shares
INVESCO QQQ TR QQQ	QQQ	778	$449.0k778 shares
SPROUTS FMRS MKT INC SFM	SFM	5,800	$447.4k5.8k shares
TEXAS INSTRS INC TXN	TXN	2,087	$405.2k2.1k shares
HARTFORD INSURANCE GROUP INC HIG	HIG	2,843	$384.5k2.8k shares
VANGUARD INDEX FDS VOO	VOO	636	$380.3k636 shares
COCA COLA CO KO	KO	4,460	$339.2k4.5k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	1,466	$315.2k1.5k shares
TESLA INC TSLA	TSLA	809	$300.7k809 shares
PEPSICO INC PEP	PEP	1,926	$299.1k1.9k shares
DNP SELECT INCOME FD INC DNP	DNP	28,185	$290.3k28.2k shares