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Sara-Bay Financial

Q4 2025 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    80

  • Value ($000)

    $334,384

  • Date Filed
    01/20/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HLIO

HELIOS TECHNOLOGIES INC

COM
42328H109
$65.38M
20 %

1,204,959

N
NVDA

NVIDIA CORP

COM
67066G104
$61.65M
18 %

328,704

L
LEU

CENTRUS ENERGY CORP CLASS A

CL A
15643U104
$38.51M
12 %

155,904

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$19.88M
6 %

61,475

M
META

META PLATFORMS INC CLASS A

CL A
30303M102
$19.05M
6 %

28,612

A
AMZN

AMAZON.COM INC

COM
023135106
$15.16M
5 %

65,199

C
CSCO

CISCO SYS INC

COM
17275R102
$15.1M
5 %

195,083

P
PSTG

PURE STORAGE INC CLASS CLASS A

CL A
74624M102
$13.92M
4 %

205,361

I
IBIT

ISHARES BITCOIN ETF

ETF
46438F101
$12.35M
4 %

247,896

---

BLACKROCK INC NEW

EQUITY
09290D101
$8.65M
3 %

7,988

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