BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Suncoast Equity Management

· CIK 0001315059
13F Portfolio $798M AUM 63 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 4 Added 42 Reduced 44 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 FDX FEDEX CORP Industrials 1,686 $487K 0.05% SOLD
22 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 19,500 $475K 0.05% SOLD
23 VOO VANGUARD INDEX FDS 755 $473K 0.05% SOLD
24 QQQ INVESCO QQQ TR Financial Services 759 $466K 0.05% SOLD
25 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,843 $392K 0.04% SOLD
26 TSLA TESLA INC Consumer Cyclical 869 $391K 0.04% SOLD
27 JNJ JOHNSON & JOHNSON Healthcare 1,883 $390K 0.04% SOLD
28 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,484 $372K 0.04% SOLD
29 TXN TEXAS INSTRS INC Technology 2,087 $362K 0.04% SOLD
30 VIG VANGUARD SPECIALIZED FUNDS 1,464 $322K 0.03% SOLD
31 HCI HCI GROUP INC Financial Services 1,600 $307K 0.03% SOLD
32 DHI D R HORTON INC Consumer Cyclical 2,044 $294K 0.03% SOLD
33 DNP DNP SELECT INCOME FD INC Financial Services 27,821 $278K 0.03% SOLD
34 OEF ISHARES TR 785 $269K 0.03% SOLD
35 PEP PEPSICO INC Consumer Defensive 1,851 $266K 0.03% SOLD
36 UPS UNITED PARCEL SERVICE INC Industrials 2,652 $263K 0.03% SOLD
37 RJF RAYMOND JAMES FINL INC Financial Services 1,526 $245K 0.03% SOLD
38 LMND LEMONADE INC Financial Services 3,000 $214K 0.02% SOLD
39 SOUN SOUNDHOUND AI INC Technology 20,800 $207K 0.02% SOLD
40 MIRA MIRA PHARMACEUTICALS INC Healthcare 103,289 $156K 0.02% SOLD
Page 2 of 3  ·  44 positions
Sector Allocation
Technology 40.4%
Healthcare 15.3%
Communication Services 14.4%
Financial Services 14.1%
Industrials 10.1%
Consumer Cyclical 5.0%
Basic Materials 0.4%
Consumer Defensive 0.3%