Sara Bay Financial Portfolio Holdings
Sara Bay Financial
- $267 Million
- Q2 2025
Sara Bay Financial has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $53.4M, Centrus Energy Corp with a value of $48.7M, Helios Technologies, Inc. with a value of $40.5M, Meta Platforms, Inc. with a value of $21M, and Jpmorgan Chase & CO with a value of $18M.
Examining the 13F form we can see an decrease of $226B in the current position value, from $227B to 267M.
Below you can find more details about Sara Bay Financial portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
Technology: $82.6 Million
Energy: $49.3 Million
Industrials: $48.7 Million
Financial Services: $32.3 Million
Communication Services: $21.4 Million
Consumer Cyclical: $12.2 Million
Healthcare: $8.1 Million
ETFs: $7.09 Million
Other: $5.01 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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