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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DE DEERE & CO Industrials 1,095.0 $617K 0.18% $563.30 +4.6%
42 GOOG ALPHABET INC CLASS CLASS C Communication Services 2,100.0 $602K 0.18% $286.86 +28.1%
43 MSFT MICROSOFT CORP Technology 1,573.0 $582K 0.17% -93.0 -5.6% $370.22 +2.5%
44 PAYX PAYCHEX INC Industrials 6,251.0 $576K 0.17% $92.12 +6.6%
45 AMD ADVANCED MICRO DEVIC Technology 2,712.0 $552K 0.17% -89.0 -3.2% $203.43 +164.2%
46 BERKSHIRE HATHAWAY CLASS B 1,150.0 $551K 0.17% +444.0 +62.9% $479.20
47 JNJ JOHNSON & JOHNSON Healthcare 2,234.0 $546K 0.16% +51.0 +2.3% $244.44 -6.6%
48 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 7,500.0 $537K 0.16% $71.61 -12.7%
49 NEE NEXTERA ENERGY INC Utilities 5,706.0 $530K 0.16% +230.0 +4.2% $92.87 -6.6%
50 ICE INTERCONTINENTAL EXCHANG Financial Services 3,353.0 $527K 0.16% $157.28 -14.9%
51 MARA MARA HLDGS INC Financial Services 62,730.0 $512K 0.15% +36K +131.2% $8.16 +74.3%
52 BAC BANK OF AMERICA CORP Financial Services 10,441.0 $509K 0.15% -321.0 -3.0% $48.75 +15.3%
53 GRANITESHARES 2X LONG MARA DAILY ETF 174,363.0 $500K 0.15% +41K +30.5% $2.87
54 SO SOUTHERN CO Utilities 4,531.0 $437K 0.13% $96.52 -3.6%
55 QQQ INVESCO QQQ TR Financial Services 752.0 $434K 0.13% -9.0 -1.2% $576.97 +28.4%
56 MET METLIFE INC Financial Services 6,052.0 $428K 0.13% -86.0 -1.4% $70.72 +21.0%
57 PG PROCTER & GAMBLE CO Consumer Defensive 2,864.0 $414K 0.12% +47.0 +1.7% $144.44 +4.1%
58 OKLO OKLO INC CLASS A Utilities 7,950.0 $394K 0.12% +2K +23.3% $49.59 +23.4%
59 SLV ISHARES SILVER TRUST Financial Services 5,732.0 $391K 0.12% NEW $68.14 -12.7%
60 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 598.0 $389K 0.12% +91.0 +17.9% $650.80 +14.7%
Page 3 of 5  ·  81 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%