Long-term investor
Sara-bay Financial @sarabayfinancial
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001816444).
Record
- Tracked since 2025-06-30 (454 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +41.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HLIO · 27.3% · long · since 2025-06-30
- NVDA · 16.2% · long · since 2025-06-30
- LEU · 6.7% · long · since 2025-06-30
- CSCO · 6.0% · long · since 2025-06-30
- JPM · 5.2% · long · since 2025-06-30
- P · 4.2% · long · since 2025-06-30
- AMZN · 4.1% · long · since 2025-06-30
- MELI · 2.9% · long · since 2025-09-30
- IBIT · 2.1% · long · since 2025-06-30
- BLK · 2.0% · long · since 2025-09-30
- META · 2.0% · long · since 2025-06-30
- AAPL · 1.4% · long · since 2025-06-30