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SARA-BAY FINANCIAL 13F portfolio summary

SARA-BAY FINANCIAL of SARA-BAY FINANCIAL has 80 current stock holdings with a reported portfolio value of $332.5M. The portfolio 1 year return is +56.18%. Top holdings include HLIO (22.49%), NVDA (16.73%), LEU (8.05%), JPM (5.26%), META (4.86%).

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SARA-BAY FINANCIAL

SARA-BAY FINANCIAL
Latest filing: 2026-03-31

SARA-BAY FINANCIAL runs SARA-BAY FINANCIAL and currently holds 80 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $332.53M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SARA-BAY FINANCIAL ranks #158 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SARA-BAY FINANCIAL's portfolio at SARA-BAY FINANCIAL has delivered returns of +56.18%. Their 3-year annualized return is +144.38%. Looking at the 5-year horizon, SARA-BAY FINANCIAL has achieved +107.48% annualized returns at SARA-BAY FINANCIAL.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+56.18%
#141/1000
3 Year
+144.38%
#111/1000
5 Year
+107.48%
#214/1000

Portfolio Value

$332.53M

Alpha Score

97.2

#158 of 1000

Holdings

80

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change