Holdings of Sara-Bay Financial
76 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 76.7 % of the equity sleeve
Sector breakdown
- Technology 24.8 %
- Financials 8.4 %
- Consumer discretionary 8.1 %
- Communication 5.2 %
- Materials 3.6 %
- Industrials 3.2 %
- Health care 2.6 %
- Consumer staples 0.8 %
- Funds 0.7 %
- Utilities 0.7 %
- Energy 0.3 %
- Real estate 0.3 %
- Unattributed 41.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 76 | 327.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Helios Technologies Inc | 1,153,896 | 74.7M $ | |
| 2 | NVIDIA Corp | 318,534 | 55.6M $ | |
| 3 | Centrus Energy Corp | 153,943 | 26.7M $ | |
| 4 | JPMorgan Chase & Co | 59,392 | 17.5M $ | |
| 5 | Meta Platforms Inc | 28,201 | 16.1M $ | |
| 6 | Cisco Systems, Inc. | 193,224 | 15M $ | |
| 7 | Amazon.com Inc | 64,798 | 13.5M $ | |
| 8 | Everpure Inc | 199,096 | 11.8M $ | |
| 9 | MercadoLibre Inc | 6,468 | 11.2M $ | |
| 10 | iShares Bitcoin Trust ETF | 240,935 | 9.3M $ | |
| 11 | Ally Financial Inc | 23,084 | 9.1M $ | |
| 12 | Blackrock Inc | 7,996 | 7.7M $ | |
| 13 | Apple Inc | 18,208 | 4.6M $ | |
| 14 | AbbVie Inc | 18,142 | 3.9M $ | |
| 15 | Vanguard High Dividend Yield E | 25,678 | 3.8M $ | |
| 16 | Cummins Inc | 6,037 | 3.2M $ | |
| 17 | Emerson Electric Co. | 24,006 | 3.1M $ | |
| 18 | ASP Isotopes Inc | 586,673 | 2.6M $ | |
| 19 | Jabil Inc | 9,625 | 2.6M $ | |
| 20 | Vanguard Whitehall Funds | 23,905 | 2.3M $ | |
| 21 | Broadcom Inc | 7,021 | 2.2M $ | |
| 22 | Old Second Bancorp Inc | 94,063 | 1.9M $ | |
| 23 | iShares Core S&P 500 ETF | 1,890 | 1.2M $ | |
| 24 | Home Depot Inc/The | 3,600 | 1.2M $ | |
| 25 | Public Service Enterprise Group Inc | 14,438 | 1.2M $ | |
| 26 | Walmart Inc | 8,834 | 1.1M $ | |
| 27 | Abbott Laboratories | 10,618 | 1.1M $ | |
| 28 | Merck & Co Inc | 8,632 | 1M $ | |
| 29 | Rocket Lab Corp | 15,905 | 1M $ | |
| 30 | Welltower Inc | 5,135 | 1M $ | |
| 31 | Fastenal Co | 21,323 | 989.4K $ | |
| 32 | McKesson Corp | 1,140 | 986.5K $ | |
| 33 | Marathon Petroleum Corp | 3,114 | 760.4K $ | |
| 34 | Vanguard Small-Cap ETF | 2,542 | 665.8K $ | |
| 35 | iShares Core MSCI Total International Stock ETF | 7,664 | 664K $ | |
| 36 | Vanguard Total Stock Market ETF | 2,001 | 641.9K $ | |
| 37 | Vanguard Mid-Cap ETF | 2,228 | 639.9K $ | |
| 38 | Lowe's Cos Inc | 2,679 | 633K $ | |
| 39 | Deere & Co | 1,095 | 616.8K $ | |
| 40 | Alphabet Inc | 2,100 | 602.4K $ | |
| 41 | Microsoft Corp | 1,573 | 582.4K $ | |
| 42 | Paychex Inc | 6,251 | 575.8K $ | |
| 43 | Advanced Micro Devices Inc | 2,712 | 551.7K $ | |
| 44 | Berkshire Hathaway Inc | 1,150 | 551.1K $ | |
| 45 | Johnson & Johnson | 2,234 | 546.1K $ | |
| 46 | ABRDN SILVER ETF TRUST | 7,500 | 537.1K $ | |
| 47 | NextEra Energy Inc | 5,706 | 529.9K $ | |
| 48 | Intercontinental Exchange Inc | 3,353 | 527.4K $ | |
| 49 | MARA Holdings Inc | 62,730 | 511.9K $ | |
| 50 | Bank of America Corp | 10,441 | 509K $ | |
| 51 | Southern Co/The | 4,531 | 437.3K $ | |
| 52 | Invesco QQQ Trust Series 1 | 752 | 433.9K $ | |
| 53 | MetLife Inc | 6,052 | 428K $ | |
| 54 | Procter & Gamble Co/The | 2,864 | 413.7K $ | |
| 55 | Oklo Inc | 7,950 | 394.2K $ | |
| 56 | iShares Silver Trust | 5,732 | 390.6K $ | |
| 57 | State Street SPDR S&P 500 ETF Trust | 598 | 389.2K $ | |
| 58 | Vanguard Mid-Cap Growth ETF | 1,463 | 376.5K $ | |
| 59 | Exxon Mobil Corp | 1,868 | 317K $ | |
| 60 | Coca-Cola Co/The | 4,059 | 308.7K $ | |
| 61 | Hershey Co/The | 1,406 | 292.3K $ | |
| 62 | Public Storage | 1,062 | 287.7K $ | |
| 63 | Elevance Health Inc | 972 | 284.6K $ | |
| 64 | Honeywell International Inc | 1,219 | 272.4K $ | |
| 65 | Visa Inc | 896 | 270.8K $ | |
| 66 | iShares Russell 2000 ETF | 1,055 | 261.7K $ | |
| 67 | Pfizer Inc | 9,055 | 254.3K $ | |
| 68 | Edwards Lifesciences Corp | 3,100 | 248.2K $ | |
| 69 | BWX Technologies Inc | 1,212 | 247.8K $ | |
| 70 | Marvell Technology Inc | 2,423 | 240K $ | |
| 71 | iShares Ethereum Trust ETF | 15,000 | 237.5K $ | |
| 72 | Alphabet Inc | 804 | 231.2K $ | |
| 73 | Archer-Daniels-Midland Co | 3,115 | 226.4K $ | |
| 74 | Nordson Corp | 800 | 212.8K $ | |
| 75 | Kroger Co/The | 2,850 | 206.2K $ | |
| 76 | L3Harris Technologies Inc | 597 | 206.1K $ | |