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Sara-Bay Financial
RIA/Wealth
Sara-Bay Financial is a RIA/Wealth based in Sarasota, FL led by Benjamin Michael Hard, managing $356.2M across 78 long positions as of Q3 2025 with 82% concentrated in top 10 holdings and 18% allocation to HLIO.
PresidentBenjamin Michael Hard
- Portfolio Value
- $356.2M
- Positions
- 78
- Top Holding
- HLIO at 17.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sara-Bay Financial's portfolio (81.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Machinery Industrials | $62.9M | 17.66% | -$399.7K Sold | 3.64% 1.2M shares | |
Uranium Energy | $62.7M | 17.61% | -$19.7M Sold | 1.11% 202.3K shares | |
Semiconductors Technology | $62.5M | 17.55% | -$581.4K Sold | 0.00% 335.0K shares | |
Internet Content & Information Communication Services | $21.0M | 5.91% | +$147.6K Bought | 0.00% 28.7K shares | |
Banks - Diversified Financial Services | $19.4M | 5.44% | -$166.5K Sold | 0.00% 61.4K shares | |
Computer Hardware Technology | $17.3M | 4.86% | -$140.7K Sold | 0.06% 206.7K shares | |
Specialty Retail Consumer Cyclical | $14.2M | 3.99% | +$3.9M Bought | 0.00% 64.8K shares | |
ETF ETF | $13.1M | 3.67% | +$414.2K Bought | — 201.3K shares | |
Asset Management Financial Services | $9.2M | 2.59% | +$1.0M Bought | 0.01% 7.9K shares | |
Chemicals Basic Materials | $8.7M | 2.44% | +$8.7M New | — 903.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sara-Bay Financial's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Sara-Bay Financial
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