Suncoast Equity Management holds a focused book of 63 stocks worth $798.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Suncoast Equity Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 63 | $2.0T |
| MORGAN STANLEY | 79 / 63 | $483.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 63 | $284.8B |
| ROYAL BANK OF CANADA | 79 / 63 | $133.5B |
| WELLS FARGO & COMPANY/MN | 79 / 63 | $122.1B |
| Russell Investments Group, Ltd. | 79 / 63 | $29.8B |
| JPMORGAN CHASE & CO | 78 / 63 | $488.4B |
| UBS Group AG | 78 / 63 | $126.6B |
Ranked by how many of Suncoast Equity Management's top 63 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $79.0M | 395.0K | 9.9% | ▼−8.9% Reduced · −38K sh | |
| 2 | Microsoft Corp COM | $56.0M | 150.2K | 7.0% | ▼−9.3% Reduced · −15K sh | |
| 3 | Alphabet Inc CAP STK CL C | $49.0M | 138.8K | 6.1% | ▼−19% Reduced · −33K sh | |
| 4 | Visa Inc COM CL A | $43.8M | 127.8K | 5.5% | ▼−9.8% Reduced · −14K sh | |
| 5 | Eli Lilly & Co COM | $42.9M | 35.7K | 5.4% | ▼−8.3% Reduced · −3K sh | |
| 6 | Apple Inc COM | $40.2M | 139.0K | 5.0% | ▼−15% Reduced · −25K sh | |
| 7 | Alphabet Inc CAP STK CL A | $39.5M | 110.4K | 4.9% | ▼−19% Reduced · −27K sh | |
| 8 | Broadcom Inc COM | $38.5M | 101.9K | 4.8% | ▲+19% Added · +16K sh | |
| 9 | WW Grainger Inc COM | $35.1M | 25.8K | 4.4% | ▼−7.9% Reduced · −2K sh | |
| 10 | McKesson Corp COM | $33.9M | 44.8K | 4.2% | ▼−7.8% Reduced · −4K sh | |
| 11 | Stryker Corporation COM | $33.3M | 105.9K | 4.2% | ▼−8.8% Reduced · −10K sh | |
| 12 | Applied Matls Inc COM | $28.7M | 39.7K | 3.6% | ▲New New position | |
| 13 | Mastercard Incorporated CL A | $28.5M | 55.4K | 3.6% | ▼−8.0% Reduced · −5K sh | |
| 14 | Eaton Corp PLC SHS | $23.5M | 55.1K | 2.9% | ▼−8.7% Reduced · −5K sh | |
| 15 | Meta Platforms Inc CL A | $22.4M | 39.8K | 2.8% | ▼−8.2% Reduced · −4K sh | |
| 16 | S&P Global Inc COM | $20.0M | 49.1K | 2.5% | ▼−8.0% Reduced · −4K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $19.0M | 37.9K | 2.4% | ▼−16% Reduced · −7K sh | |
| 18 | TJX Cos Inc New COM | $18.2M | 119.9K | 2.3% | ▼−9.8% Reduced · −13K sh | |
| 19 | Airbnb Inc COM CL A | $17.8M | 124.1K | 2.2% | ▼−7.6% Reduced · −10K sh | |
| 20 | Amphenol Corp CL A | $16.5M | 93.4K | 2.1% | ▼−8.1% Reduced · −8K sh | |
| 21 | ASML Hldg NV N Y REGISTRY SHS | $15.8M | 7.9K | 2.0% | ▲New New position | |
| 22 | Aon PLC SHS CL A | $13.5M | 40.7K | 1.7% | ▼−8.3% Reduced · −4K sh | |
| 23 | Servicenow Inc COM | $12.8M | 128.7K | 1.6% | ▼−7.3% Reduced · −10K sh | |
| 24 | Uber Technologies Inc COM | $10.9M | 150.4K | 1.4% | ▼−9.3% Reduced · −15K sh | |
| 25 | Cencora Inc COM | $5.4M | 19.0K | 0.7% | ▼−30% Reduced · −8K sh | |
| 26 | Trane Technologies PLC SHS | $4.8M | 9.8K | 0.6% | ▼−11% Reduced · −1K sh | |
| 27 | Fastenal Co COM | $4.7M | 98.6K | 0.6% | ▼−9.4% Reduced · −10K sh | |
| 28 | Cintas Corp COM | $3.2M | 18.8K | 0.4% | ▼−9.1% Reduced · −2K sh | |
| 29 | Sherwin Williams Co COM | $3.1M | 9.0K | 0.4% | ▼−31% Reduced · −4K sh | |
| 30 | Marsh & McLennan Cos Inc COM | $2.8M | 16.6K | 0.3% | ▼−13% Reduced · −2K sh | |
| 31 | Rollins Inc COM | $2.7M | 64.2K | 0.3% | ▼−13% Reduced · −9K sh | |
| 32 | Te Connectivity PLC ORD SHS | $2.6M | 12.7K | 0.3% | ▲+56% Added · +5K sh | |
| 33 | Broadridge Finl Solutions In COM | $2.3M | 16.5K | 0.3% | ▼−10% Reduced · −2K sh | |
| 34 | Celestica Inc COM | $2.1M | 5.7K | 0.3% | ▼−5.5% Reduced · −335 sh | |
| 35 | Cisco Sys Inc COM | $1.7M | 14.3K | 0.2% | ▲New New position | |
| 36 | Fair Isaac Corp COM | $1.5M | 1.3K | 0.2% | ▲+21% Added · +222 sh | |
| 37 | Itt Inc COM | $1.5M | 7.5K | 0.2% | ▼−34% Reduced · −4K sh | |
| 38 | Automatic Data Processing In COM | $1.4M | 6.1K | 0.2% | ▼−93% Reduced · −84K sh | |
| 39 | Corpay Inc COM SHS | $1.4M | 4.1K | 0.2% | ▼−6.3% Reduced · −275 sh | |
| 40 | Abbvie Inc COM | $1.4M | 5.4K | 0.2% | ▲New New position | |
| 41 | Costco Wholesale Corporation COM | $1.3M | 1.4K | 0.2% | ▲New New position | |
| 42 | Resmed Inc COM | $1.3M | 6.5K | 0.2% | ▼−12% Reduced · −930 sh | |
| 43 | Hubbell Inc COM | $1.2M | 2.3K | 0.1% | ▼−13% Reduced · −353 sh | |
| 44 | Paychex Inc COM | $1.2M | 11.9K | 0.1% | ▼−12% Reduced · −2K sh | |
| 45 | Monolithic PWR Sys Inc COM | $1.1M | 826 | 0.1% | ▼−6.0% Reduced · −53 sh | |
| 46 | Cardinal Health Inc COM | $982K | 4.1K | 0.1% | ▼−6.6% Reduced · −292 sh | |
| 47 | Neurocrine Biosciences Inc COM | $903K | 5.4K | 0.1% | ▲+33% Added · +1K sh | |
| 48 | Edwards Lifesciences Corp COM | $877K | 9.7K | 0.1% | ▼−6.2% Reduced · −645 sh | |
| 49 | US Foods Hldg Corp COM | $857K | 8.4K | 0.1% | ▼−6.0% Reduced · −540 sh | |
| 50 | Healthequity Inc COM | $780K | 8.6K | 0.1% | ▼−6.6% Reduced · −615 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1315059/holdings"
Use Arkolith to show Suncoast Equity Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 63 | $798.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 101 | $833.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 90 | $989.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.