account_balance
Investment manager · 13F filer · SEC CIK 1816444
Sara-Bay Financial
Reported value$375Mas of Jun 30, 2026
Positions87 12 new, 6 sold out
Top 10 weight76.6%HLIO alone is 27%
FiledJul 1717 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HLIOHelios Technologies Inc
27.3%
NVDANvidia Corp
16.2%Trimmed −4%
LEUCentrus Energy Corp Class A
6.7%Trimmed −3%
CSCOCisco Sys Inc
6.0%
JPMJPMorgan Chase & Co
5.2%
PEverpure Inc Class A
4.2%
AMZNAmazon.com Inc
4.1%
MELIMercadolibre Inc
2.9%Trimmed −2%
IBIT2.1%BLKBlackRock Inc New
2.0%
METAMeta Platforms Inc Class A
2.0%Trimmed −52%
AAPL1.4%HLIOHelios Technologies Inc
27.3%
NVDANvidia Corp
16.2%Trimmed −4%
LEU6.7%CSCO6.0%JPM5.2%P4.2%AMZN4.1%MELI2.9%IBIT2.1%BLK2.0%META2.0%AAPL1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HLIO Helios Technologies Inc 27.3% HeldNVDA Nvidia Corp 16.2% Trimmed −4%LEU Centrus Energy Corp Class A 6.7% Trimmed −3%CSCO Cisco Sys Inc 6.0% HeldJPM JPMorgan Chase & Co 5.2% HeldP Everpure Inc Class A 4.2% HeldAMZN Amazon.com Inc 4.1% HeldMELI Mercadolibre Inc 2.9% Trimmed −2%IBIT iShares Bitcoin Trust ETF 2.1% HeldBLK BlackRock Inc New 2.0% HeldMETA Meta Platforms Inc Class A 2.0% Trimmed −52%AAPL Apple Inc 1.4% Held
What changed