Portfolio (Quarterly)
Guide ↗
Suncoast Equity Management
· CIK 0001315059| # | 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 |
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%