Institutions / Suncoast Equity Management / Activity
Activity — Suncoast Equity Management
90 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Booking Holdings Inc Common stock | $-57.57M | -11K -100.00% | 0 | high |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-34.20M | -129K -100.00% | 0 | medium |
| Q1 2026 as of | New | S&P Global Inc. Common stock | $22.70M | +53K | 53,360 2.72% of portfolio | medium |
| Q1 2026 as of | Exit | Adobe Inc. Common stock | $-22.44M | -64K -100.00% | 0 | medium |
| Q1 2026 as of | New | Airbnb, Inc. Common stock | $16.97M | +134K | 134,350 2.04% of portfolio | medium |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $15.31M | +96K +258.76% | 132,914 2.55% of portfolio | medium |
| Q1 2026 as of | New | ServiceNow Inc Common stock | $14.52M | +139K | 138,911 1.74% of portfolio | medium |
| Q1 2026 as of | New | Aon plc Common stock | $14.33M | +44K | 44,390 1.72% of portfolio | medium |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-4.06M | -23K -5.10% | 433,458 9.07% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-3.46M | -4K -8.80% | 38,951 4.30% of portfolio | low |
| Q1 2026 as of | Trim | Eaton Corp plc Common stock | $-2.86M | -8K -11.71% | 60,342 2.59% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-2.70M | -7K -4.22% | 165,619 7.36% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.50M | -9K -5.95% | 137,155 4.73% 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 | Trim | Visa Inc Common stock | $-2.04M | -7K -4.55% | 141,644 5.14% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.86M | -6K -3.64% | 171,537 5.91% of portfolio | low |
| Q1 2026 as of | Trim | Stryker Corp Common stock | $-1.84M | -6K -4.60% | 116,187 4.58% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-1.84M | -9K -9.15% | 89,916 2.19% of portfolio | low |
| Q1 2026 as of | New | TE Connectivity PLC Common stock | $1.70M | +8K | 8,155 0.20% of portfolio | low |
| Q1 2026 as of | New | Resmed Inc Common stock | $1.68M | +7K | 7,478 0.20% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-1.50M | -3K -4.75% | 60,264 3.61% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-1.49M | -3K -4.89% | 67,199 3.49% of portfolio | low |
| Q1 2026 as of | Trim | Broadridge Financial Solutions Inc Common stock | $-1.48M | -9K -33.07% | 18,437 0.36% of portfolio | low |
| Q1 2026 as of | Trim | McKesson Corp Common stock | $-1.41M | -2K -3.24% | 48,625 5.05% of portfolio | low |
| Q1 2026 as of | Trim | W.w. Grainger, Inc. Common stock | $-1.41M | -1K -4.40% | 28,044 3.67% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-1.24M | -2K -4.76% | 43,379 2.98% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-1.24M | -5K -2.88% | 164,504 5.01% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-1.15M | -2K -32.54% | 3,676 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-970.9K | -3K -3.54% | 85,493 3.18% of portfolio | low |
| Q1 2026 as of | Exit | Brown & Brown, Inc. Common stock | $-944.9K | -12K -100.00% | 0 | low |
| Q1 2026 as of | New | Cardinal Health Inc Common stock | $935.0K | +4K | 4,425 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-872.6K | -2K -3.87% | 45,279 2.60% 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 | Trim | Copart Inc Common stock | $-713.3K | -21K -59.07% | 14,890 0.06% of portfolio | low |
| Q1 2026 as of | Exit | NetApp Inc Common stock | $-702.6K | -7K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Yelp Inc Common stock | $-642.1K | -21K -100.00% | 0 | 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 | Trim | Cintas Corp Common stock | $-524.8K | -3K -13.01% | 20,742 0.42% of portfolio | low |
| Q1 2026 as of | New | Autodesk, Inc. Common stock | $520.0K | +2K | 2,172 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Itt Inc. Common stock | $-512.5K | -3K -19.08% | 11,406 0.26% of portfolio | low |
| Q1 2026 as of | New | Cadence Design Systems Inc Common stock | $499.6K | +2K | 1,798 0.06% of portfolio | low |
| Q1 2026 as of | Exit | 389638107 Common stock | $-475.2K | -20K -100.00% | 0 | low |
| Q1 2026 as of | Trim | CLS Celestica Inc Common Stock | $-384.5K | -1K -18.42% | 6,045 0.20% of portfolio | low |
| Q1 2026 as of | Exit | 46438F101 Common stock | $-371.6K | -7K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-350.7K | -8K -6.49% | 108,901 0.61% of portfolio | low |
| Q1 2026 as of | New | Coca Cola Co Common stock | $339.2K | +4K | 4,460 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Corpay Inc Common stock | $-295.9K | -1K -18.83% | 4,383 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-289.9K | -933 -22.36% | 3,240 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Hubbell Inc Common stock | $-288.5K | -588 -18.22% | 2,640 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Fair Isaac Corp Common stock | $-269.0K | -252 -19.16% | 1,063 0.14% of portfolio | low |