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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCK MCKESSON CORP Healthcare 1,140.0 $987K 0.30% -10.0 -0.9% $865.36 -13.3%
22 MPC MARATHON PETE CORP Energy 3,114.0 $760K 0.23% -318.0 -9.3% $244.18 -0.5%
23 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 2,001.0 $642K 0.19% -19.0 -0.9% $320.81 +15.3%
24 MSFT MICROSOFT CORP Technology 1,573.0 $582K 0.17% -93.0 -5.6% $370.22 +2.5%
25 AMD ADVANCED MICRO DEVIC Technology 2,712.0 $552K 0.17% -89.0 -3.2% $203.43 +164.2%
26 BAC BANK OF AMERICA CORP Financial Services 10,441.0 $509K 0.15% -321.0 -3.0% $48.75 +15.3%
27 QQQ INVESCO QQQ TR Financial Services 752.0 $434K 0.13% -9.0 -1.2% $576.97 +28.4%
28 MET METLIFE INC Financial Services 6,052.0 $428K 0.13% -86.0 -1.4% $70.72 +21.0%
29 BNS BANK NOVA SCOTIA F Financial Services 4,410.0 $306K 0.09% -445.0 -9.2% $69.31 +25.6%
30 ELV ELEVANCE HEALTH INC Healthcare 972.0 $285K 0.09% -100.0 -9.3% $292.75 +32.7%
31 HON HONEYWELL INTL INC Industrials 1,219.0 $272K 0.08% -10.0 -0.8% $223.48 +2.5%
32 PFE PFIZER INC Healthcare 9,055.0 $254K 0.08% -79.0 -0.9% $28.08 -10.2%
Page 2 of 2  ·  32 positions

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%