Portfolio (Quarterly)
Guide ↗
Suncoast Equity Management
· CIK 0001315059| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SLDE | SLIDE INS HLDGS INC | Financial Services | 91,494.0 | $1.8M | 0.18% | NEW | — | $19.48 | -5.3% |
| 42 | — | CORPAY INC | — | 5,400.0 | $1.6M | 0.16% | -185.0 | -3.3% | $300.93 | — |
| 43 | PAYX | PAYCHEX INC | Industrials | 13,647.0 | $1.5M | 0.15% | -408.0 | -2.9% | $112.18 | -18.0% |
| 44 | HURN | HURON CONSULTING GROUP INC | Industrials | 8,603.0 | $1.5M | 0.15% | +3K | +50.0% | $172.91 | -39.3% |
| 45 | HUBB | HUBBELL INC | Industrials | 3,228.0 | $1.4M | 0.14% | -88.0 | -2.6% | $444.09 | +3.8% |
| 46 | CPRT | COPART INC | Industrials | 36,375.0 | $1.4M | 0.14% | -2K | -4.9% | $39.15 | -17.1% |
| 47 | MCD | MCDONALDS CORP | Consumer Cyclical | 4,173.0 | $1.3M | 0.13% | — | — | $305.61 | -9.1% |
| 48 | IDXX | IDEXX LABS INC | Healthcare | 1,826.0 | $1.2M | 0.12% | -81.0 | -4.2% | $676.53 | -20.4% |
| 49 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 6,430.0 | $1.2M | 0.12% | -215.0 | -3.2% | $185.56 | -32.7% |
| 50 | G | GENPACT LIMITED | Technology | 24,057.0 | $1.1M | 0.11% | -1K | -4.0% | $46.78 | -33.4% |
| 51 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 13,163.0 | $1.1M | 0.11% | -460.0 | -3.4% | $85.25 | -4.1% |
| 52 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,807.0 | $1.1M | 0.11% | +260.0 | +5.7% | $230.82 | +12.9% |
| 53 | STE | STERIS PLC | Healthcare | 4,317.0 | $1.1M | 0.11% | -195.0 | -4.3% | $253.54 | -16.6% |
| 54 | HQY | HEALTHEQUITY INC | Healthcare | 11,490.0 | $1.1M | 0.11% | +4K | +57.0% | $91.61 | -7.1% |
| 55 | VEEV | VEEVA SYS INC | Healthcare | 4,425.0 | $988K | 0.10% | -215.0 | -4.6% | $223.23 | -29.3% |
| 56 | MPWR | MONOLITHIC PWR SYS INC | Technology | 1,075.0 | $974K | 0.10% | -48.0 | -4.3% | $906.38 | +64.3% |
| 57 | BRO | BROWN & BROWN INC | Financial Services | 11,856.0 | $945K | 0.10% | -713.0 | -5.7% | $79.70 | -28.3% |
| 58 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,000.0 | $889K | 0.09% | -28.0 | -0.6% | $177.75 | -25.2% |
| 59 | USFD | US FOODS HLDG CORP | Consumer Defensive | 10,980.0 | $827K | 0.08% | -455.0 | -4.0% | $75.32 | +7.8% |
| 60 | HD | HOME DEPOT INC | Consumer Cyclical | 2,303.0 | $792K | 0.08% | -59.0 | -2.5% | $344.05 | -13.6% |
① 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
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%