Sara-Bay Financial

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Sarasota, FL
CIK
0001816444
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 77 205,058 HLIO, NVDA, LEU, INTU 13F-HR 1/12/2024 000181644424000001
Q3 2023 72 197,185 HLIO, NVDA, LEU, INTU 13F-HR 10/13/2023 000181644423000005
Q2 2023 78 205,629 HLIO, NVDA, LEU, JPM 13F-HR 7/14/2023 000181644423000004
Q1 2023 77 196,437 HLIO, NVDA, LEU, INTU 13F-HR 4/14/2023 000181644423000003
Q4 2022 81 177,736 HLIO, LEU, EPAM, JPM 13F-HR 1/11/2023 000181644423000001
Q3 2022 80 179,700 HLIO, LEU, EPAM, GLOB 13F-HR 10/18/2022 000181644422000005
Q2 2022 82 205,963 HLIO, NVDA, LEU, EPAM RESTATEMENT 8/26/2022 000181644422000004
Q1 2022 76 252,314 HLIO, NVDA, LEU, GLOB 13F-HR 4/12/2022 000181644422000002
Q4 2021 81 333,046 HLIO, LEU, NVDA, EPAM 13F-HR 1/14/2022 000181644422000001
Q3 2021 79 255,580 HLIO, PYPL, EPAM, LEU 13F-HR 10/8/2021 000181644421000004
Q2 2021 80 265,344 HLIO, PYPL, EPAM, NVDA 13F-HR 7/16/2021 000181644421000003
Q1 2021 79 245,195 HLIO, PYPL, EPAM, ETSY 13F-HR 4/14/2021 000181644421000002
Q4 2020 75 221,530 HLIO, PYPL, EPAM, ETSY 13F-HR 1/15/2021 000181644421000001
Q3 2020 75 184,043 HLIO, PYPL, EPAM, BABA 13F-HR 10/7/2020 000181644420000002
Q2 2020 77 174,092 HLIO, PYPL, EPAM, META 13F-HR 7/21/2020 000181644420000001
Additional filings from Sara-Bay Financial that have since been restated