Sara-Bay Financial - Q42025 Holdings
Sara-Bay Financial holds 80 stocks with a total portfolio value of $ 334.38M as of Q42025. In Q42025, Sara-Bay Financial added 7 new positions, increased stakes in 27 stocks, reduced 31 holdings, and fully exited 7 positions. The largest holding is Helios Technologies Inc (HLIO), representing 19.55% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options