Institutions / Suncoast Equity Management / Activity
Activity — Suncoast Equity Management
90 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-263.0K | -4K -2.16% | 165,842 1.43% of portfolio | low |
| Q1 2026 as of | Trim | Cencora Inc Common stock | $-256.0K | -815 -2.89% | 27,353 1.03% of portfolio | low |
| Q1 2026 as of | New | Caterpillar Inc Common stock | $240.5K | +339 | 339 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Edwards Lifesciences Corp Common stock | $-225.7K | -3K -21.41% | 10,345 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Monolithic Power Systems Inc Common stock | $-214.3K | -196 -18.23% | 879 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Huron Consulting Group Inc. Common stock | $-213.5K | -2K -19.47% | 6,928 0.11% of portfolio | low |
| Q1 2026 as of | Exit | Lemonade, Inc. Common stock | $-213.5K | -3K -100.00% | 0 | low |
| Q1 2026 as of | New | 85208R101 Common stock | $211.9K | +4K | 4,440 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-203.8K | -2K -1.56% | 101,617 1.54% of portfolio | low |
| Q1 2026 as of | Trim | US Foods Holding Corp. Common stock | $-189.5K | -2K -18.72% | 8,925 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Idexx Laboratories Inc /De Common stock | $-188.2K | -335 -18.35% | 1,491 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Healthequity, Inc. Common stock | $-187.2K | -2K -19.50% | 9,250 0.09% of portfolio | low |
| Q1 2026 as of | Trim | STERIS plc Common stock | $-184.0K | -832 -19.27% | 3,485 0.09% of portfolio | low |
| Q1 2026 as of | New | Uranium Energy Corp Common stock | $175.5K | +13K | 13,000 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Genpact Ltd Common stock | $-174.3K | -5K -19.45% | 19,378 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 464287614 Common stock | $-149.2K | -350 -4.35% | 7,701 0.39% of portfolio | low |
| Q1 2026 as of | Trim | Neurocrine Biosciences Inc Common stock | $-138.3K | -1K -20.65% | 4,035 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Sherwin Williams Co Common stock | $-131.4K | -410 -3.05% | 13,017 0.50% of portfolio | low |
| Q1 2026 as of | Trim | Veeva Systems Inc Common stock | $-129.1K | -735 -16.61% | 3,690 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Check Point Software Technologies Ltd Common stock | $-115.0K | -805 -12.52% | 5,625 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Sprouts Farmers Market, Inc. Common stock | $-111.1K | -1K -19.89% | 5,800 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Rollins Inc Common stock | $-92.9K | -2K -2.31% | 73,500 0.47% 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 | Trim | 922908363 Common stock | $-71.2K | -119 -15.76% | 636 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Tractor Supply Co /De Common stock | $-63.5K | -1K -2.81% | 48,444 0.26% 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 | Trim | Accenture plc Common stock | $-40.8K | -206 -2.24% | 8,983 0.21% of portfolio | low |
| Q1 2026 as of | Trim | Marsh & McLennan Companies, Inc. Common stock | $-31.6K | -182 -0.95% | 19,038 0.40% of portfolio | low |
| Q1 2026 as of | Trim | Tesla Inc Common stock | $-22.3K | -60 -6.90% | 809 0.04% of portfolio | low |
| Q1 2026 as of | Trim | FedEx Corp Common stock | $-21.4K | -60 -3.56% | 1,626 0.07% 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 | Trim | MIRA Mira Pharmaceuticals, Inc. Common Stock | $-13.5K | -13K -12.24% | 90,645 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-12.7K | -138 -1.01% | 13,509 0.15% 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 | 46090E103 Common stock | $11.0K | +19 +2.50% | 778 0.05% 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 | 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 | Palantir Technologies Inc Common stock | $3.1K | +21 +0.42% | 5,021 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-2.6K | -8 -0.35% | 2,295 0.09% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $430 | +2 +0.14% | 1,466 0.04% of portfolio | low |