Sara Bay Financial has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $223 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Helios Technologies, Inc. with a value of $43.2B, Nvidia Corp with a value of $32.3B, Centrus Energy Corp with a value of $14.2B, Meta Platforms, Inc. with a value of $12.6B, and Jpmorgan Chase & CO with a value of $12.4B.

Examining the 13F form we can see an increase of $17.9B in the current position value, from $205B to 223B.

Below you can find more details about Sara Bay Financial portfolio as well as his latest detailed transactions.

Portfolio value $223 Billion
Technology: $87.3 Billion
Industrials: $50.7 Billion
Communication Services: $18.9 Billion
Financial Services: $18.7 Billion
Energy: $15.2 Billion
Healthcare: $13.1 Billion
ETFs: $9.78 Billion
Consumer Cyclical: $2.62 Billion
Other: $5.69 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 78
  • Current Value $223 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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