Sara-Bay Financial — 13F holdings

Sara-Bay Financial reported 89 holdings worth $384M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. HLIO HELIOS TECHNOLOGIES INC — $77.8M (20.3%)
2. NVDA NVIDIA CORPORATION — $68.1M (17.7%)
3. P PURE STORAGE INC — $26.9M (7.0%)
4. LEU CENTRUS ENERGY CORP — $20.8M (5.4%)
5. CSCO CISCO SYS INC — $20.4M (5.3%)
6. JPM JPMORGAN CHASE & CO. — $19.5M (5.1%)
7. AMZN AMAZON COM INC — $16.2M (4.2%)
8. IBIT ISHARES BITCOIN TRUST ETF — $11.3M (2.9%)
9. TOST TOAST INC — $11.1M (2.9%)
10. MELI MERCADOLIBRE INC — $10.5M (2.7%)