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Suncoast Equity Management — 13F Holdings & Portfolio

CIK 1315059 · latest 13F-HR filed 2026-08-04

Backtest portfolio

Suncoast Equity Management manages $798.4M in 13F-reported U.S. long-equity assets across 63 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (9.90%), MSFT (7.02%), GOOG (6.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions and exited 46; 14 existing positions rose in reported value and 32 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$798.4M

Long-equity book

Holdings
63

Distinct positions

Period
2026-06-30

Filed 2026-08-04

Q/Q Activity
+8 / −46 / ↑14 / ↓32

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA9.9% · -9%MSFT7.0% · -9%GOOG6.1% · -19%V5.5% · -10%LLY5.4% · -8%AAPL5.0% · -16%GOOGL4.9% · -20%AVGO4.8% · +19%GWW4.4% · -8%MCK4.2% · -8%SYK4.2% · -9%AMAT3.6% · newMA3.6% · -8%ETN2.9% · -9%META2.8% · -8%SPGI2.5% · -8%BRK.B2.4% · -16%TJX2.3% · -10%ABNB2.2% · -8%APH2.1% · -8%ASML2.0% · newAON1.7% · -8%NOW1.6% · -7%UBER1.4% · -9%COR0.7% · -30%TT0.6% · -11%FAST0.6% · -9%CTAS0.4% · -9%SHW0.4% · -31%MRSH0.3% · -13%ROL0.3% · -13%TEL0.3% · +56%BR0.3% · -10%CLS0.3% · -6%CSCO0.2% · newFICO0.2% · +21%ITT0.2% · -34%ADP0.2% · -93%CPAY0.2% · -6%ABBV0.2% · newCOST0.2% · newRMD0.2% · -12%HUBB0.1% · -13%PAYX0.1% · -12%MPWR0.1% · -6%CAH0.1% · -7%NBIX0.1% · +33%EW0.1% · -6%USFD0.1% · -6%HQY0.1% · -7%SEMG0.1% · -79%IDXX0.1% · -6%STE0.1% · -7%CDNS0.1% · -7%WAB0.1% · newVEEV0.1% · -6%HURN0.1% · -7%CRDO0.1% · newG0.1% · -8%ADSK0.0% · -11%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 57.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 25, 2026.

Assets Under Management
$2.11B
Discretionary
$2.11B
Employees
12
Accounts
1,951
Address
5550 W EXECUTIVE DR
SUITE 320
TAMPA, FL 33609
Phone
(813) 963-0502
Website
Name Title / Status Ownership Type
JOWDY, DONALD, ROBERT ControlMANAGING MEMBER
since Sep 1997
75% or moreIndividual
MCNICHOL, DANIELPRESIDENT
since Apr 2020
Less than 5%Individual
ORORKE, KENNETH, EUGENECHIEF EXECUTIVE OFFICER
since Jul 2021
Less than 5%Individual
SHARP, ELLIOTT, TAYLORCHIEF COMPLIANCE OFFICER
since Mar 2014
Less than 5%Individual
Ownership & leadership changes · 6 filings with changes since Nov 10, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2022 filing
  • AddedORORKE, KENNETH, EUGENE · CHIEF EXECUTIVE OFFICER · Less than 5%
May 1, 2020 filing
  • AddedMCNICHOL, DANIEL · PRESIDENT · Less than 5%
Aug 31, 2017 filing
  • ChangedJOWDY, DONALD, ROBERT · title PRESIDENT → MANAGING MEMBER
  • ChangedSHARP, ELLIOTT, TAYLOR · title CCO → CHIEF COMPLIANCE OFFICER
Jul 13, 2017 filing
  • No longer listedJOWDY, DONALD, ROBERT · CO-OWNER · General partner, trustee or manager · indirect via SANIBEL CAPTIVA HOLDINGS INC. · listed since Jul 2013
  • No longer listedSANIBEL CAPTIVA HOLDINGS INC. · OWNER · 10–25% · listed since Aug 2010
Sep 29, 2015 filing
  • ChangedJOWDY, DONALD, ROBERT · ownership Less than 5% → 75% or more
  • ChangedSANIBEL CAPTIVA HOLDINGS INC. · ownership 75% or more → 10–25%
May 5, 2014 filing
  • No longer listedDORSEY, PATRICK, WARFIELD · DIRECTOR · Less than 5% · listed since Jun 2011
  • No longer listedKARAM, FRED, CHARLES · DIRECTOR/SECRETARY · Less than 5% · listed since Sep 1997
  • No longer listedSANIBEL CAPTIVA TRUST COMPANY · OWNER · 10–25% · listed since Nov 2011
  • AddedJOWDY, DONALD, ROBERT · CO-OWNER · General partner, trustee or manager · indirect via SANIBEL CAPTIVA HOLDINGS INC.
  • AddedSANIBEL CAPTIVA HOLDINGS INC. · OWNER · 75% or more
  • AddedSHARP, ELLIOTT, TAYLOR · CCO · Less than 5%
  • ChangedJOWDY, DONALD, ROBERT · title PRESIDENT/CHIEF COMPLIANCE OFFICER → PRESIDENT; ownership 75% or more → Less than 5%
Nov 10, 2011 filing (earliest on record)
  • ListedDORSEY, PATRICK, WARFIELD · DIRECTOR · Less than 5%
  • ListedJOWDY, DONALD, ROBERT · PRESIDENT/CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedKARAM, FRED, CHARLES · DIRECTOR/SECRETARY · Less than 5%
  • ListedSANIBEL CAPTIVA TRUST COMPANY · OWNER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 14 →

Top Trims

Show all 32 →

New Positions

Show all 8 →

Exited Positions

Show all 46 →

Suncoast Equity Management Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $79.0M 9.90% 395,024 SH
2 MICROSOFT CORP MSFT 594918104 $56.0M 7.02% 150,237 SH
3 ALPHABET INC GOOG 02079K107 $49.0M 6.14% 138,777 SH
4 VISA INC V 92826C839 $43.8M 5.49% 127,766 SH
5 ELI LILLY & CO LLY 532457108 $42.9M 5.37% 35,727 SH
6 APPLE INC AAPL 037833100 $40.2M 5.04% 139,049 SH
7 ALPHABET INC GOOGL 02079K305 $39.5M 4.94% 110,436 SH
8 BROADCOM INC AVGO 11135F101 $38.5M 4.82% 101,887 SH
9 WW GRAINGER INC GWW 384802104 $35.1M 4.40% 25,816 SH
10 MCKESSON CORP MCK 58155Q103 $33.9M 4.24% 44,837 SH
11 STRYKER CORPORATION SYK 863667101 $33.3M 4.18% 105,926 SH
12 APPLIED MATLS INC AMAT 038222105 $28.7M 3.60% 39,743 SH
13 MASTERCARD INCORPORATED MA 57636Q104 $28.5M 3.57% 55,430 SH
14 EATON CORP PLC ETN G29183103 $23.5M 2.94% 55,106 SH
15 META PLATFORMS INC META 30303M102 $22.4M 2.81% 39,843 SH
16 S&P GLOBAL INC SPGI 78409V104 $20.0M 2.50% 49,096 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $19.0M 2.38% 37,949 SH
18 TJX COS INC NEW TJX 872540109 $18.2M 2.28% 119,918 SH
19 AIRBNB INC ABNB 009066101 $17.8M 2.22% 124,095 SH
20 AMPHENOL CORP APH 032095101 $16.5M 2.06% 93,361 SH
21 ASML HLDG NV ASML N07059210 $15.8M 1.98% 7,930 SH
22 AON PLC AON G0403H108 $13.5M 1.69% 40,704 SH
23 SERVICENOW INC NOW 81762P102 $12.8M 1.60% 128,734 SH
24 UBER TECHNOLOGIES INC UBER 90353T100 $10.9M 1.36% 150,405 SH
25 CENCORA INC COR 03073E105 $5.4M 0.67% 19,023 SH
26 TRANE TECHNOLOGIES PLC TT G8994E103 $4.8M 0.61% 9,838 SH
27 FASTENAL CO FAST 311900104 $4.7M 0.59% 98,641 SH
28 CINTAS CORP CTAS 172908105 $3.2M 0.40% 18,845 SH
29 SHERWIN WILLIAMS CO SHW 824348106 $3.1M 0.39% 8,956 SH
30 MARSH & MCLENNAN COS INC MRSH 571748102 $2.8M 0.35% 16,611 SH
31 ROLLINS INC ROL 775711104 $2.7M 0.34% 64,242 SH
32 TE CONNECTIVITY PLC TEL G87052109 $2.6M 0.32% 12,725 SH
33 BROADRIDGE FINL SOLUTIONS IN BR 11133T103 $2.3M 0.28% 16,530 SH
34 CELESTICA INC CLS 15101Q207 $2.1M 0.26% 5,710 SH
35 CISCO SYS INC CSCO 17275R102 $1.7M 0.21% 14,300 SH
36 FAIR ISAAC CORP FICO 303250104 $1.5M 0.19% 1,285 SH
37 ITT INC ITT 45073V108 $1.5M 0.19% 7,550 SH
38 AUTOMATIC DATA PROCESSING IN ADP 053015103 $1.4M 0.17% 6,138 SH
39 CORPAY INC CPAY 219948106 $1.4M 0.17% 4,108 SH
40 ABBVIE INC ABBV 00287Y109 $1.4M 0.17% 5,438 SH
41 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.3M 0.17% 1,409 SH
42 RESMED INC RMD 761152107 $1.3M 0.16% 6,548 SH
43 HUBBELL INC HUBB 443510607 $1.2M 0.15% 2,287 SH
44 PAYCHEX INC PAYX 704326107 $1.2M 0.15% 11,906 SH
45 MONOLITHIC PWR SYS INC MPWR 609839105 $1.1M 0.14% 826 SH
46 CARDINAL HEALTH INC CAH 14149Y108 $981.8K 0.12% 4,133 SH
47 NEUROCRINE BIOSCIENCES INC NBIX 64125C109 $902.5K 0.11% 5,355 SH
48 EDWARDS LIFESCIENCES CORP EW 28176E108 $877.5K 0.11% 9,700 SH
49 US FOODS HLDG CORP USFD 912008109 $857.4K 0.11% 8,385 SH
50 HEALTHEQUITY INC HQY 42226A107 $779.9K 0.10% 8,635 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $798.4M 63 0001315059-26-000005
2026-03-31 2026-05-08 $833.3M 101 0001315059-26-000004
2025-12-31 2026-02-10 $989.9M 90 0001315059-26-000002
Filer Information
Address
5550 W. EXECUTIVE DRIVE
SUITE 320
TAMPA, FL 33609
Phone
(813) 963-0502
Filing Manager
Suncoast Equity Management
TAMPA, FL
Signatory
Elliott Sharp
CCO