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Portfolio (Quarterly) Guide ↗

Sara-Bay Financial

· CIK 0001816444
13F Portfolio $334M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VB VANGUARD SMALL CAP ETF 2,483.0 $647K 0.19% NEW $260.45 +13.8%
42 IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 7,574.0 $644K 0.19% NEW $84.97 +14.1%
43 VO VANGUARD MID CAP ETF 2,151.0 $630K 0.19% NEW $292.95 -72.7%
44 AMD ADVANCED MICRO DEVIC Technology 2,801.0 $603K 0.18% NEW $215.34 +149.5%
45 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 3,300.0 $597K 0.18% NEW $180.84 -29.0%
46 ICLR ICON PLC F Healthcare 3,259.0 $596K 0.18% NEW $183.00 -20.2%
47 BAC BANK OF AMERICA CORP Financial Services 10,762.0 $595K 0.18% NEW $55.28 +1.7%
48 MPC MARATHON PETE CORP Energy 3,432.0 $562K 0.17% NEW $163.82 +48.3%
49 ICE INTERCONTINENTAL EXCHANG Financial Services 3,353.0 $547K 0.16% NEW $163.16 -17.9%
50 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 7,500.0 $543K 0.16% NEW $72.40 -13.6%
51 ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 500.0 $536K 0.16% NEW $1072.14 +80.0%
52 DE DEERE & CO Industrials 1,097.0 $516K 0.15% NEW $469.94 +25.4%
53 MET METLIFE INC Financial Services 6,138.0 $490K 0.15% NEW $79.78 +7.3%
54 QQQ INVSC QQQ TRUST SRS 1 ETF Financial Services 761.0 $471K 0.14% NEW $619.10 +19.6%
55 OKLO OKLO INC CLASS A Utilities 6,450.0 $462K 0.14% NEW $71.62 -14.6%
56 JNJ JOHNSON & JOHNSON Healthcare 2,183.0 $452K 0.14% NEW $206.91 +10.4%
57 NEE NEXTERA ENERGY INC Utilities 5,476.0 $441K 0.13% NEW $80.54 +7.7%
58 THOMSON REUTERS CORP F 3,176.0 $422K 0.13% NEW $132.82
59 PG PROCTER & GAMBLE CO Consumer Defensive 2,817.0 $406K 0.12% NEW $144.05 +4.4%
60 SO SOUTHERN CO Utilities 4,531.0 $397K 0.12% NEW $87.57 +6.3%
Page 3 of 4  ·  80 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 33.2%
Industrials 23.4%
Financial Services 15.1%
Energy 12.2%
Communication Services 6.2%
Consumer Cyclical 5.4%
Healthcare 3.0%
Utilities 0.8%
Consumer Defensive 0.5%
Real Estate 0.3%