Top 50 Sara-Bay Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HLIO | HELIOS TECHNOLOGIES INC | 22.45% | 1.15M | $74.7M | -4.24%(-51.06K) | $45.68(+48.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 16.71% | 318.5K | $55.6M | -3.09%(-10.17K) | $12.17(+1515.02%) | 2026-03-31 | |
| LEU | CENTRUS ENERGY CORP CLASS A | 8.04% | 153.9K | $26.7M | -1.26%(-1.96K) | $11.52(+1688.33%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 5.25% | 59.4K | $17.5M | -3.39%(-2.08K) | $117.83(+162.59%) | 2026-03-31 | |
| META | META PLATFORMS INC CLASS CLASS A | 4.85% | 28.2K | $16.1M | -1.44%(-411) | $267.88(+125.83%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 4.51% | 193.2K | $15.0M | -0.95%(-1.86K) | $69.72(+35.26%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 4.06% | 64.8K | $13.5M | -0.62%(-401) | $197.94(+38.20%) | 2026-03-31 | |
| PSTG | EVERPURE INC CLASS A | 3.53% | 199.1K | $11.8M | -3.05%(-6.26K) | $35.71(+108.98%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 3.36% | 6.5K | $11.2M | +3493.33%(+6.29K) | $1887.74(-3.73%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.78% | 240.9K | $9.3M | -2.81%(-6.96K) | $51.53(-10.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.03% | +81.72% |
| Top 20 Holdings Unweighted | +13.93% | +47.89% |
Sign up free to track Sara-Bay Financial, compare funds side by side, and get alerts the moment positions change.