Glekko logo

Sara-Bay Financial - Q22026 Holdings

Sara-Bay Financial holds 87 stocks with a total portfolio value of $ 375.42M as of Q22026. In Q22026, Sara-Bay Financial added 12 new positions, increased stakes in 15 stocks, reduced 35 holdings, and fully exited 6 positions. The largest holding is Helios Technologies Inc (HLIO), representing 27.26% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options