SARA-BAY FINANCIAL 13F Portfolio
SARA-BAY FINANCIAL runs SARA-BAY FINANCIAL and currently holds 87 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $375.42M. Their top holdings are HLIO, NVDA, LEU, CSCO, JPM. The top five represent 61.3% of reported portfolio weight. SARA-BAY FINANCIAL ranks #119 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SARA-BAY FINANCIAL initiated 8 new positions. They added to 18 existing positions. They trimmed 33 positions. Their current best-performing preview position is MRVL with returns of +200.75%.
Portfolio Value
$375.42M
Alpha Score
118.4
#119 of 1000
Holdings
87
SARA-BAY FINANCIAL Current 13F Holdings
Reported holdings from SARA-BAY FINANCIAL's latest SEC 13F filing, ranked by portfolio weight.
87 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 HLIO HELIOS TECHNOLOGIES INC | 27.26% | $46.63 | $69.47 | +48.98% | Trimmed -0.63% |
 NVDA NVIDIA CORP | 16.24% | $12.80 | $229.28 | +1,691.25% | Trimmed -4.33% |
 LEU CENTRUS ENERGY CORP CLASS A | 6.65% | $11.13 | $142.37 | +1,179.16% | Trimmed -3.39% |
 CSCO CISCO SYS INC | 5.96% | $73.17 | $118.39 | +61.80% | Trimmed -1.39% |
 JPM JPMORGAN CHASE & CO | 5.16% | $239.79 | $333.01 | +38.88% | Trimmed -0.31% |
 AMZN AMAZON.COM INC | 4.10% | $194.70 | $262.43 | +34.79% | Trimmed -0.27% |
 MELI MERCADOLIBRE INC | 2.86% | $1,745.19 | $1,889.85 | +8.29% | Trimmed -2.29% |
 IBIT ISHARES BITCOIN TRUST ETF | 2.13% | $47.97 | $46.55 | -2.96% | Trimmed -0.52% |
 BLK BLACKROCK INC NEW | 2.05% | $1,164.67 | $1,082.13 | -7.09% | Added +0.01% |
 META META PLATFORMS INC CLASS A | 2.02% | $291.06 | $718.67 | +146.91% | Trimmed -52.37% |
Showing 1-10 of 87