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Sara-Bay Financial

Q2 2026 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    87

  • Value ($000)

    $375,424

  • Date Filed
    07/17/2026
  • Form type
    13F-HR
  • CIK
    0001816444
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HLIO

HELIOS TECHNOLOGIES INC

COM
42328H109
$102.34M
27 %

1,146,658

N
NVDA

NVIDIA CORP

COM
67066G104
$60.98M
16 %

304,753

L
LEU

CENTRUS ENERGY CORP CLASS A

CL A
15643U104
$24.97M
7 %

148,730

C
CSCO

CISCO SYS INC

COM
17275R102
$22.38M
6 %

190,535

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$19.38M
5 %

59,206

P
PSTG

EVERPURE INC CLASS A

CL A
74624M102
$15.59M
4 %

197,910

A
AMZN

AMAZON.COM INC

COM
023135106
$15.4M
4 %

64,623

M
MELI

MERCADOLIBRE INC

COM
58733R102
$10.73M
3 %

6,320

I
IBIT

ISHARES BITCOIN TRUST ETF

ETF
46438F101
$7.98M
2 %

239,691

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BLACKROCK INC NEW

COM
09290D101
$7.69M
2 %

7,997

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