Portfolio (Quarterly) Guide ↗

Suncoast Equity Management

· CIK 0001315059

13F Portfolio $990M AUM 90 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 5 New 12 Added 55 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FISV	FISERV INC	Technology	216,544	$27.9M	2.79%	SOLD
2	ZTS	ZOETIS INC	Healthcare	12,624	$1.8M	0.18%	SOLD
3	NICE	NICE LTD	Technology	8,877	$1.3M	0.13%	SOLD
4	OKLO	OKLO INC	Utilities	2,535	$283K	0.03%	SOLD
5	ORCL	ORACLE CORP	Technology	791	$223K	0.02%	SOLD

Sector Allocation

Technology 41.8%

Healthcare 14.5%

Communication Services 14.0%

Financial Services 10.7%

Industrials 10.4%

Consumer Cyclical 7.8%

Basic Materials 0.5%

Consumer Defensive 0.2%