Sara-Bay Financial
Top Portfolio Positions
68 positions ·
$311,953,455 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| HLIO |
Helios Technologies, Inc.
Industrials
|
1,153,896 | $74,668,610 | 23.94% |
| NVDA |
Nvidia Corp
Technology
|
318,534 | $55,552,329 | 17.81% |
| LEU |
Centrus Energy Corp
Energy
|
153,943 | $26,722,965 | 8.57% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
59,392 | $17,470,750 | 5.60% |
| META |
Meta Platforms, Inc.
Communication Services
|
28,201 | $16,134,638 | 5.17% |
| CSCO |
Cisco Systems, Inc.
Technology
|
193,224 | $14,992,250 | 4.81% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
64,798 | $13,495,479 | 4.33% |
| P |
Everpure, Inc.
Technology
|
199,096 | $11,754,627 | 3.77% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
6,468 | $11,183,301 | 3.58% |
| IBIT |
iShares Bitcoin Trust ETF
|
240,935 | $9,256,722 | 2.97% |
Portfolio Trend
Holdings in OSBC
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,896,310 | 94,063 | Shares | Sole | 2026-04-17 | |
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