Sara-Bay Financial - Portfolio overview

Sara-Bay Financial has 90 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. HLIO - HELIOS TECHNOLOGIES INC, 22.19%
2. NVDA - NVIDIA CORP, 16.51%
3. LEU - CENTRUS ENERGY CORP CLASS A, 7.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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