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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GRAB GRAB HOLDINGS LIMITED Technology 20,000 $100K 0.01% SOLD
42 HIO WESTERN ASSET HIGH INCOME OP Financial Services 18,882 $70K 0.01% SOLD
43 TELO TELOMIR PHARMACEUTICALS INC Healthcare 51,194 $68K 0.01% SOLD
44 PNBK PATRIOT NATL BANCORP INC Financial Services 18,115 $33K 0.00% SOLD
Page 3 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%