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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES 1,463.0 $377K 0.11% +150.0 +11.4% $257.35 +19.0%
62 ICLR ICON PLC F Healthcare 3,259.0 $361K 0.11% $110.66 +31.9%
63 XOM EXXON MOBIL CORP Energy 1,868.0 $317K 0.10% +116.0 +6.6% $169.70 -18.8%
64 KO THE COCA-COLA CO Consumer Defensive 4,059.0 $309K 0.09% $76.05 +4.4%
65 BNS BANK NOVA SCOTIA F Financial Services 4,410.0 $306K 0.09% -445.0 -9.2% $69.31 +25.6%
66 HSY HERSHEY CO Consumer Defensive 1,406.0 $292K 0.09% NEW $207.87 -17.0%
67 PSA PUBLIC STORAGE REIT Real Estate 1,062.0 $288K 0.09% NEW $270.88 +17.4%
68 ELV ELEVANCE HEALTH INC Healthcare 972.0 $285K 0.09% -100.0 -9.3% $292.75 +32.7%
69 HON HONEYWELL INTL INC Industrials 1,219.0 $272K 0.08% -10.0 -0.8% $223.48 +2.5%
70 V VISA INC CLASS CLASS A Financial Services 896.0 $271K 0.08% +35.0 +4.1% $302.24 +8.3%
71 IWM ISHARES RUSSELL 2000 ETF 1,055.0 $262K 0.08% +44.0 +4.3% $248.10 +19.1%
72 PFE PFIZER INC Healthcare 9,055.0 $254K 0.08% -79.0 -0.9% $28.08 -10.2%
73 EW EDWARDS LIFESCIENCES COR Healthcare 3,100.0 $248K 0.07% NEW $80.08 +9.1%
74 BWXT BWX TECHNOLOGIES INC Industrials 1,212.0 $248K 0.07% NEW $204.49 +0.4%
75 MRVL MARVELL TECHNOLOGY INC Technology 2,423.0 $240K 0.07% $99.05 +213.6%
76 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 15,000.0 $237K 0.07% NEW $15.83 -18.6%
77 GOOGL ALPHABET INC CLASS CLASS A Communication Services 804.0 $231K 0.07% $287.56 +28.0%
78 ADM ARCHER-DANIELS MIDLAND C Consumer Defensive 3,115.0 $226K 0.07% NEW $72.69 +3.3%
79 NDSN NORDSON CORP Industrials 800.0 $213K 0.06% NEW $266.06 +11.2%
80 KR KROGER CO Consumer Defensive 2,850.0 $206K 0.06% NEW $72.36 -21.8%
Page 4 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%