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Portfolio (Quarterly) Guide ↗

Sara-Bay Financial

· CIK 0001816444
13F Portfolio $375M AUM 87 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 13 Added 31 Reduced 6 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICLR ICON PLC F Healthcare 3,128.0 $543K 0.14% -131.0 -4.0% $173.71 -2.3%
22 QQQ INVESCO QQQ TR Financial Services 736.0 $542K 0.14% -16.0 -2.1% $736.13 -2.0%
23 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 1,428.0 $528K 0.14% -573.0 -28.6% $370.09 +2.8%
24 GRANITESHARES 2X LONG MARA DAILY ETF 6,997.0 $498K 0.13% -167K -96.0% $71.11
25 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 569.0 $425K 0.11% -29.0 -4.8% $746.38 +3.3%
26 OKLO OKLO INC CLASS A Utilities 7,150.0 $374K 0.10% -800.0 -10.1% $52.33 -18.7%
27 BAC BANK OF AMERICA CORP Financial Services 6,395.0 $364K 0.10% -4K -38.8% $56.98 +7.3%
28 ELV ELEVANCE HEALTH INC Healthcare 906.0 $350K 0.09% -66.0 -6.8% $386.73 +3.2%
29 V VISA INC CLASS A Financial Services 876.0 $301K 0.08% -20.0 -2.2% $343.09 +10.7%
30 XOM EXXON MOBIL CORP Energy 1,433.0 $196K 0.05% -435.0 -23.3% $136.67 +14.5%
31 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 10,000.0 $119K 0.03% -5K -33.3% $11.89 +58.7%
Page 2 of 2  ·  31 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
Industrials 33.5%
Technology 30.8%
Financial Services 12.8%
Consumer Cyclical 8.6%
Energy 7.6%
Healthcare 2.7%
Communication Services 2.2%
Utilities 0.7%
Consumer Defensive 0.7%
Real Estate 0.4%