SEMG

SEMG
About Suncoast Select Growth ETF
The Suncoast Select Growth ETF is an actively managed exchange-traded fund that seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 15–30 high-quality U.S. growth companies. The fund employs the SEM Disciplined Investment System (SEM-DIS), a bottom-up fundamental stock selection approach blending value and growth principles. The strategy focuses on...
About Suncoast Select Growth ETF
The Suncoast Select Growth ETF is an actively managed exchange-traded fund that seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 15–30 high-quality U.S. growth companies. The fund employs the SEM Disciplined Investment System (SEM-DIS), a bottom-up fundamental stock selection approach blending value and growth principles. The strategy focuses on...
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
GOOGL | Alphabet Inc. | 11.75% | 21.32K | $7.52M |
NVDA | NVIDIA Corporation | 10.76% | 33.81K | $6.88M |
MSFT | Microsoft Corporation | 6.87% | 11.23K | $4.39M |
V | Visa Inc. | 6.08% | 10.86K | $3.89M |
AVGO | Broadcom Inc. | 5.38% | 8.96K | $3.44M |
GWW | W.W. Grainger, Inc. | 5.07% | 2.33K | $3.24M |
AAPL | Apple Inc. | 5.04% | 10.15K | $3.22M |
MCK | McKesson Corporation | 4.96% | 3.91K | $3.17M |
LLY | Eli Lilly and Company | 4.74% | 2.57K | $3.03M |
MA | Mastercard Incorporated | 3.95% | 4.70K | $2.53M |
SYK | Stryker Corporation | 3.79% | 7.31K | $2.42M |
META | Meta Platforms, Inc. | 3.61% | 3.51K | $2.31M |
AMAT | Applied Materials, Inc. | 3.19% | 3.54K | $2.04M |
SPGI | S&P Global Inc. | 2.95% | 4.31K | $1.89M |
BRK-B | Berkshire Hathaway Inc. | 2.55% | 3.28K | $1.63M |
ABNB | Airbnb, Inc. | 2.44% | 10.67K | $1.56M |
NOW | ServiceNow, Inc. | 2.16% | 12.42K | $1.38M |
AON | Aon plc | 2.06% | 3.59K | $1.32M |
APH | Amphenol Corporation | 1.97% | 8.09K | $1.26M |
ETN | Eaton Corporation plc | 1.92% | 3.04K | $1.22M |
SECTOR HOLDINGS
Technology
Communication Services
Financial Services
Healthcare
Industrials
Consumer Cyclical
Cash & OthersASSET ALLOCATION BY REGION
SECTOR HOLDINGS
Technology
Communication Services
Financial Services
Healthcare
Industrials
Consumer Cyclical
Cash & OthersASSET ALLOCATION BY REGION
Holdings (Top 20)
GOOGL
Alphabet Inc.
NVDA
NVIDIA Corporation
MSFT
Microsoft Corporation
V
Visa Inc.
AVGO
Broadcom Inc.
GWW
W.W. Grainger, Inc.
AAPL
Apple Inc.
MCK
McKesson Corporation
LLY
Eli Lilly and Company
MA
Mastercard Incorporated
SYK
Stryker Corporation
META
Meta Platforms, Inc.
AMAT
Applied Materials, Inc.
SPGI
S&P Global Inc.
BRK-B
Berkshire Hathaway Inc.
ABNB
Airbnb, Inc.
NOW
ServiceNow, Inc.
AON
Aon plc
APH
Amphenol Corporation
ETN
Eaton Corporation plc
