Sara-Bay Financial
Annual return '25
+39.7%
SPY '25
+17.7%
Alpha
+22.0ptsvs SPY
Invested
$332.5M
Holdings
82
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HLIO
HELIOS TECHNOLOGIES INC
Held since at least Q1 2024
22.5%
02
$NVDA
NVIDIA CORP
Q1 2026: New position (29.8k shares)
16.7%
03
$LEU
CENTRUS ENERGY CORP CLASS A
Held since at least Q1 2024
8.0%
04
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (4.4k shares)
5.3%
05
$META
META PLATFORMS INC CLASS CLASS A
Q1 2026: New position (2.6k shares)
4.9%
06
$CSCO
CISCO SYS INC
Q1 2026: New position (6.6k shares)
4.5%
07
$AMZN
AMAZON.COM INC
Q1 2026: New position (13.0k shares)
4.1%
08
$PSTG
EVERPURE INC CLASS A
Held since at least Q1 2024
3.5%
09
$MELI
MERCADOLIBRE INC
Held since at least Q1 2024
3.4%
10
$IBIT
ISHARES BITCOIN TRUST ETF
Q1 2026: New position (13.2k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.