Sara-Bay Financial
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 375,424
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 87 | 375,424 | 13F-HR | Sara-Bay Financial |
| Q1 2026 | 4/17/2026 | 81 | 332,526 | 13F-HR | Sara-Bay Financial |
| Q4 2025 | 1/20/2026 | 80 | 334,384 | 13F-HR | Sara-Bay Financial |
| Q3 2025 | 10/10/2025 | 80 | 357,718 | 13F-HR | Sara-Bay Financial |
| Q2 2025 | 7/15/2025 | 76 | 279,455 | 13F-HR | Sara-Bay Financial |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 350.4 K | 93.3% | 40.2 K | 0 | 40.2 K |
| ETFs | 24.99 K | 6.7% | 2.702 K | 0 | 2.702 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
375,424
Holdings
87
QoQ value change ($000)
42,898
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.