Institutional Fund
Suncoast Equity Management
Tampa, FLCIK 13150597 filings on record
Portfolio Value
$833.22M
Q1 2026
Holdings
94
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-15.8%
from $989.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation9.1%
- Microsoft Corp7.4%
- Alphabet Inc5.9%
- Visa Inc5.1%
- Mckesson Corp5.1%
- Apple Inc5.0%
- Other62.5%
Portfolio Holdings
94 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 433.5K | $75.60M | 9.1% | −23.3K | Reduced |
| 2 | Microsoft Corp | 165.6K | $61.31M | 7.4% | −7.3K | Reduced |
| 3 | Alphabet Inc | 171.5K | $49.21M | 5.9% | −6.5K | Reduced |
| 4 | Visa Inc | 141.6K | $42.81M | 5.1% | −6.7K | Reduced |
| 5 | Mckesson Corp | 48.6K | $42.08M | 5.1% | −1.6K | Reduced |
| 6 | Apple Inc | 164.5K | $41.75M | 5.0% | −4.9K | Reduced |
| 7 | Alphabet Inc | 137.2K | $39.44M | 4.7% | −8.7K | Reduced |
| 8 | Stryker Corporation | 116.2K | $38.18M | 4.6% | −5.6K | Reduced |
| 9 | Eli Lilly & Co | 39.0K | $35.83M | 4.3% | −3.8K | Reduced |
| 10 | Grainger W W Inc | 28.0K | $30.59M | 3.7% | −1.3K | Reduced |
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