Back to investors
SARA-BAY FINANCIAL
SARA-BAY FINANCIAL
Latest filing: 2026-06-30
SARA-BAY FINANCIAL runs SARA-BAY FINANCIAL and currently holds 87 stock positions, which is fewer than the average of 230 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 #118 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%.
Sign in to enable email alerts for this investor.
Showper page
87 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 HLIO HELIOS TECHNOLOGIES INC | 27.26% | $46.63 | $76.10 | +63.20% | Trimmed -0.63% |
 NVDA NVIDIA CORP | 16.24% | $12.80 | $214.76 | +1,577.81% | Trimmed -4.33% |
 LEU CENTRUS ENERGY CORP CLASS A | 6.65% | $11.13 | $186.42 | +1,574.93% | Trimmed -3.39% |
 CSCO CISCO SYS INC | 5.96% | $73.17 | $111.04 | +51.76% | Trimmed -1.39% |
 JPM JPMORGAN CHASE & CO | 5.16% | $239.79 | $351.64 | +46.64% | Trimmed -0.31% |
 AMZN AMAZON.COM INC | 4.10% | $194.70 | $258.63 | +32.84% | Trimmed -0.27% |
 MELI MERCADOLIBRE INC | 2.86% | $1,745.19 | $1,922.73 | +10.17% | Trimmed -2.29% |
 IBIT ISHARES BITCOIN TRUST ETF | 2.13% | $47.97 | $43.68 | -8.94% | Trimmed -0.52% |
 BLK BLACKROCK INC NEW | 2.05% | $1,164.67 | $1,156.18 | -0.73% | Added +0.01% |
 META META PLATFORMS INC CLASS A | 2.02% | $291.06 | $549.90 | +88.93% | Trimmed -52.37% |
Showing 1-10 of 87