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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NDSN NORDSON CORP Industrials 800.0 $241K 0.06% $301.69 +9.7%
82 ADM ARCHER-DANIELS MIDLAND C Consumer Defensive 3,115.0 $238K 0.06% $76.40 +3.5%
83 MU MICRON TECHNOLOGY INC Technology 205.0 $237K 0.06% NEW $1153.99 -18.9%
84 THOMSON REUTERS CORP F 2,800.0 $229K 0.06% NEW $81.67
85 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2,425.0 $201K 0.05% NEW $82.85 -0.5%
86 XOM EXXON MOBIL CORP Energy 1,433.0 $196K 0.05% -435.0 -23.3% $136.67 +14.5%
87 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 10,000.0 $119K 0.03% -5K -33.3% $11.89 +58.7%
Page 5 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%