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Portfolio (Quarterly) Guide ↗

Sara-Bay Financial

· CIK 0001816444
13F Portfolio $333M AUM 81 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 20 Added 32 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSTG EVERPURE INC CLASS A Technology 199,096.0 $11.8M 3.54% NEW $59.04 +26.5%
2 ASPI ASP ISOTOPES INC Basic Materials 586,673.0 $2.6M 0.78% NEW $4.42 +62.4%
3 SLV ISHARES SILVER TRUST Financial Services 5,732.0 $391K 0.12% NEW $68.14 -12.7%
4 HSY HERSHEY CO Consumer Defensive 1,406.0 $292K 0.09% NEW $207.87 -17.0%
5 PSA PUBLIC STORAGE REIT Real Estate 1,062.0 $288K 0.09% NEW $270.88 +17.4%
6 EW EDWARDS LIFESCIENCES COR Healthcare 3,100.0 $248K 0.07% NEW $80.08 +9.1%
7 BWXT BWX TECHNOLOGIES INC Industrials 1,212.0 $248K 0.07% NEW $204.49 +0.4%
8 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 15,000.0 $237K 0.07% NEW $15.83 -18.6%
9 ADM ARCHER-DANIELS MIDLAND C Consumer Defensive 3,115.0 $226K 0.07% NEW $72.69 +3.3%
10 NDSN NORDSON CORP Industrials 800.0 $213K 0.06% NEW $266.06 +11.2%
11 KR KROGER CO Consumer Defensive 2,850.0 $206K 0.06% NEW $72.36 -21.8%
12 LHX L3HARRIS TECHNOLOGIES IN Industrials 597.0 $206K 0.06% NEW $345.15 -14.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Industrials 26.5%
Financial Services 15.8%
Energy 8.7%
Consumer Cyclical 8.3%
Communication Services 5.3%
Healthcare 2.7%
Basic Materials 0.8%
Utilities 0.8%
Consumer Defensive 0.8%