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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES 2,612.0 $792K 0.21% +70.0 +2.8% $303.14 +0.4%
42 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 7,887.0 $753K 0.20% +223.0 +2.9% $95.44 +2.9%
43 VO VANGUARD MID-CAP INDEX FUND ETF SHARES 9,318.0 $751K 0.20% +7K +318.2% $80.57 +3.1%
44 GOOG ALPHABET INC CLASS C 2,100.0 $742K 0.20% $353.33
45 MRVL MARVELL TECHNOLOGY INC Technology 2,468.0 $735K 0.20% +45.0 +1.9% $297.89 -18.9%
46 DE DEERE & CO Industrials 1,095.0 $695K 0.18% $634.33 -1.8%
47 PAYX PAYCHEX INC Industrials 6,251.0 $615K 0.16% $98.33 +28.6%
48 BERKSHIRE HATHAWAY CLASS B 1,210.0 $605K 0.16% +60.0 +5.2% $500.39
49 LOW LOWES COS INC Consumer Cyclical 2,679.0 $591K 0.16% $220.49 -6.2%
50 MET METLIFE INC Financial Services 6,937.0 $587K 0.16% +885.0 +14.6% $84.61 +13.8%
51 MSFT MICROSOFT CORP Technology 1,573.0 $587K 0.16% $373.08 +35.4%
52 JNJ JOHNSON & JOHNSON Healthcare 2,307.0 $586K 0.16% +73.0 +3.3% $253.97 +4.6%
53 NEE NEXTERA ENERGY INC Utilities 6,349.0 $557K 0.15% +643.0 +11.3% $87.77 -4.9%
54 ICLR ICON PLC F Healthcare 3,128.0 $543K 0.14% -131.0 -4.0% $173.71 -2.3%
55 QQQ INVESCO QQQ TR Financial Services 736.0 $542K 0.14% -16.0 -2.1% $736.13 -2.0%
56 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 1,428.0 $528K 0.14% -573.0 -28.6% $370.09 +2.8%
57 GRANITESHARES 2X LONG MARA DAILY ETF 6,997.0 $498K 0.13% -167K -96.0% $71.11
58 VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES 1,534.0 $470K 0.12% +71.0 +4.8% $306.30 +0.2%
59 SO SOUTHERN CO Utilities 4,647.0 $445K 0.12% +116.0 +2.6% $95.71 -7.0%
60 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 569.0 $425K 0.11% -29.0 -4.8% $746.38 +3.3%
Page 3 of 5  ·  87 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%