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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $436M AUM 3,039 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 223 New 903 Added 191 Reduced 169 Exited
Page 11 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FTS FORTIS INC COM Utilities 358.0 $20K 0.01% +165.0 +85.5% $57.23 -1.3%
202 ACIW ACI WORLDWIDE INC COM Technology 407.0 $20K 0.01% +212.0 +108.7% $50.29 +3.7%
203 ING ING GROEP N.V. SPONSORED ADR Financial Services 652.0 $20K 0.01% +204.0 +45.5% $31.38 +13.1%
204 XPO XPO INC COM Industrials 99.0 $20K 0.01% +30.0 +43.5% $205.29 -1.3%
205 INDB INDEPENDENT BK CORP MASS COM Financial Services 242.0 $20K 0.01% +111.0 +84.7% $83.72 +1.9%
206 BOX BOX INC CL A Technology 762.0 $20K 0.01% +388.0 +103.7% $26.54 +22.2%
207 TEL TE CONNECTIVITY PLC ORD SHS Technology 100.0 $20K 0.01% +38.0 +61.3% $201.61 +1.7%
208 ALKS ALKERMES PLC SHS Healthcare 383.0 $20K 0.01% +159.0 +71.0% $52.40 -5.6%
209 WM WASTE MGMT INC DEL COM Industrials 90.0 $20K 0.01% +34.0 +60.7% $222.89 +0.3%
210 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 249.0 $20K 0.01% +153.0 +159.4% $80.56 +0.8%
211 CRC CALIFORNIA RES CORP COM STOCK Energy 379.0 $20K 0.01% +144.0 +61.3% $52.87 +0.5%
212 RBC RBC BEARINGS INC COM Industrials 31.0 $20K 0.01% +13.0 +72.2% $644.06 -15.3%
213 BRC BRADY CORP CL A Industrials 218.0 $20K 0.01% +95.0 +77.2% $91.57 +2.8%
214 SKY CHAMPION HOMES INC COM Consumer Cyclical 226.0 $20K 0.01% +51.0 +29.1% $88.12 +3.1%
215 UPS UNITED PARCEL SVCS INC CL B Industrials 184.0 $20K 0.01% +147.0 +397.3% $107.51 -5.2%
216 AX AXOS FINANCIAL INC COM Financial Services 203.0 $20K 0.01% +94.0 +86.2% $97.39 +0.3%
217 USFD US FOODS HLDG CORP COM Consumer Defensive 193.0 $20K 0.01% +80.0 +70.8% $102.25 +4.6%
218 OUTFRONT MEDIA INC COM NEW 601.0 $20K 0.01% +209.0 +53.3% $32.76
219 YOU CLEAR SECURE INC COM CL A Technology 353.0 $20K 0.01% +104.0 +41.8% $55.73 -20.0%
220 COP CONOCOPHILLIPS COM Energy 189.0 $20K 0.01% +52.0 +38.0% $103.96 +24.8%
Page 11 of 46  ·  903 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 21.1%
Industrials 9.9%
Consumer Cyclical 8.5%
Communication Services 6.6%
Healthcare 6.0%
Utilities 4.1%
Real Estate 3.3%
Consumer Defensive 3.0%
Energy 3.0%