1y return−2.4%S&P 500 +20.9%
3y return+37.6%S&P 500 +68.5%
5y return+36.9%S&P 500 +74.5%
10y return+269.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $370 against $357 in the S&P 500.2
Suncoast Equity ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $79.0M | 9.9% | −8.9% |
| MSFTMicrosoft Corp | $56.0M | 7.0% | −9.3% |
| GOOGAlphabet Inc | $49.0M | 6.1% | −19.1% |
| VVisa Inc | $43.8M | 5.5% | −9.8% |
| LLYEli Lilly & Co | $42.9M | 5.4% | −8.3% |
| AAPLApple Inc | $40.2M | 5.0% | −15.5% |
| GOOGLAlphabet Inc | $39.5M | 4.9% | −19.5% |
| AVGOBroadcom Inc | $38.5M | 4.8% | +19.2% |
| GWWWw Grainger Inc | $35.1M | 4.4% | −7.9% |
| MCKMckesson Corp | $33.9M | 4.2% | −7.8% |
| SYKStryker Corporation | $33.3M | 4.2% | −8.8% |
| AMATApplied Matls Inc | $28.7M | 3.6% | New |
| MAMastercard Incorporated | $28.5M | 3.6% | −8.0% |
| Eaton Corp PLCCUSIP G29183103 | $23.5M | 2.9% | −8.7% |
| METAMeta Platforms Inc | $22.4M | 2.8% | −8.2% |
| SPGIS&p Global Inc | $20.0M | 2.5% | −8.0% |
| BRK/BBerkshire Hathaway Inc Del | $19.0M | 2.4% | −16.2% |
| TJXTjx Cos Inc New | $18.2M | 2.3% | −9.8% |
| ABNBAirbnb Inc | $17.8M | 2.2% | −7.6% |
| APHAmphenol Corp | $16.5M | 2.1% | −8.1% |
| Asml Hldg NvCUSIP N07059210 | $15.8M | 2.0% | New |
| Aon PLCCUSIP G0403H108 | $13.5M | 1.7% | −8.3% |
| NOWServicenow Inc | $12.8M | 1.6% | −7.3% |
| UBERUber Technologies Inc | $10.9M | 1.4% | −9.3% |
| CORCencora Inc | $5.4M | 0.7% | −30.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $42.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $39.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $49.0M |
| CLSCelestica Inc | March 31, 2025 | +362.9% | $2.1M |
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $79.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $40.2M |
| ITTItt Inc | September 30, 2022 | +202.6% | $1.5M |
| CORCencora Inc | September 30, 2020 | +191.9% | $5.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $19.0M |
| GWWWw Grainger Inc | March 31, 2022 | +163.8% | $35.1M |
Sold off last quarter
- INTUIntuit was $29.1M
- SLDESlide Ins Hldgs Inc was $3.9M
- IWFIshares Tr was $3.3M
- TSCOTractor Supply Co was $2.2M
- BRK/ABerkshire Hathaway Inc Del was $2.2M
- Accenture PLC IrelandCUSIP G1151C101 was $1.8M
- AMZNAmazon Com Inc was $1.1M
- MCDMcdonalds Corp was $1.0M
- Check Point Software Tech LtCUSIP M22465104 was $804K
- HDHome Depot Inc was $755K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −12.1% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +1.7% | +7.8% |
| June 30, 2025 | +10.1% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | +4.5% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −1.3% | −3.6% |
| June 30, 2023 | +9.2% | +8.3% |
| March 31, 2023 | +8.9% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −16.3% | −16.5% |
| March 31, 2022 | −11.7% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Suncoast Equity Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1315059&type=13F-HR&dateb=&owner=include&count=40CIK 1315059
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1315059/000131505926000005/Filed August 4, 2026 · accession 0001315059-26-000005