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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  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 474.0 $354K 0.04% -5K -91.3% $747.12 +2.9%
42 TUHURA BIOSCIENCES INC 21,848.0 $51K 0.01% -83K -79.1% $2.34
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%