Institutions / Suncoast Equity Management / Activity
Activity — Suncoast Equity Management
13 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 921908844 Common stock | $430 | +2 +0.14% | 1,466 0.04% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $3.1K | +21 +0.42% | 5,021 0.09% of portfolio | low |
| Q1 2026 as of | Add | DNP Dnp Select Income Fund Inc Closed-End Fund | $3.7K | +364 +1.31% | 28,185 0.03% of portfolio | low |
| Q1 2026 as of | Add | HIO Western Asset High Income Opportunity Fund Inc. Closed-End Fund | $4.2K | +1K +6.11% | 20,036 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46090E103 Common stock | $11.0K | +19 +2.50% | 778 0.05% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $11.6K | +75 +4.05% | 1,926 0.04% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $19.3K | +155 +2.87% | 5,557 0.08% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $61.1K | +250 +13.28% | 2,133 0.06% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $78.3K | +376 +7.82% | 5,183 0.13% of portfolio | low |
| Q1 2026 as of | Add | 02072Q580 Common stock | $545.0K | +23K +20.26% | 134,425 0.39% of portfolio | low |
| Q1 2026 as of | Add | Trane Technologies plc Common stock | $731.4K | +2K +18.78% | 11,101 0.56% of portfolio | low |
| Q1 2026 as of | Add | SLDE Slide Insurance Holdings, Inc. Common Stock | $2.30M | +128K +139.68% | 219,295 0.47% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $15.31M | +96K +258.76% | 132,914 2.55% of portfolio | medium |