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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $378M AUM 2,857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New 787 Added 308 Reduced 187 Exited
Page 26 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GWW WW GRAINGER INC COM Industrials 4.0 $4K 0.00% +3.0 +300.0% $1090.75 +13.7%
502 SNA SNAP ON INC COM Industrials 12.0 $4K 0.00% +3.0 +33.3% $363.25 +2.4%
503 WFRD WEATHERFORD INTL PLC ORD SHS Energy 46.0 $4K 0.00% +6.0 +15.0% $94.59 +13.8%
504 WWD WOODWARD INC COM Industrials 12.0 $4K 0.00% +4.0 +50.0% $358.00 -0.3%
505 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 26.0 $4K 0.00% +17.0 +188.9% $165.15 +9.7%
506 WDFC WD 40 CO COM Basic Materials 21.0 $4K 0.00% +1.0 +5.0% $203.95 +2.1%
507 KVYO KLAVIYO INC COM SER A Technology 219.0 $4K 0.00% +167.0 +321.1% $19.46 -23.6%
508 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 295.0 $4K 0.00% +200.0 +210.5% $14.35 -18.4%
509 TOL TOLL BROTHERS INC COM Consumer Cyclical 31.0 $4K 0.00% +4.0 +14.8% $136.48 +4.3%
510 GHC GRAHAM HLDGS CO COM CL B Consumer Defensive 4.0 $4K 0.00% +3.0 +300.0% $1057.25 +4.8%
511 RNG RINGCENTRAL INC CL A Technology 113.0 $4K 0.00% +53.0 +88.3% $37.19 +13.7%
512 IDYA IDEAYA BIOSCIENCES INC COM Healthcare 125.0 $4K 0.00% +103.0 +468.2% $33.32 -10.9%
513 FE FIRSTENERGY CORP COM Utilities 82.0 $4K 0.00% +13.0 +18.8% $50.67 -7.7%
514 BX BLACKSTONE INC COM Financial Services 36.0 $4K 0.00% +28.0 +350.0% $115.00 +4.0%
515 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 24.0 $4K 0.00% +21.0 +700.0% $172.12 +17.3%
516 PL PLANET LABS PBC COM CL A Industrials 147.0 $4K 0.00% +66.0 +81.5% $27.95 +74.5%
517 RGLD ROYAL GOLD INC COM Basic Materials 16.0 $4K 0.00% +5.0 +45.5% $254.44 -12.8%
518 PAYX PAYCHEX INC COM Industrials 44.0 $4K 0.00% +40.0 +1000.0% $92.11 +3.7%
519 FSV FIRSTSERVICE CORP NEW COM Real Estate 29.0 $4K 0.00% +25.0 +625.0% $138.93 -3.0%
520 XRAY DENTSPLY SIRONA INC COM Healthcare 347.0 $4K 0.00% +215.0 +162.9% $11.60 -13.7%
Page 26 of 40  ·  787 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 27.5%
Financial Services 23.6%
Consumer Cyclical 8.3%
Industrials 8.1%
Utilities 7.2%
Communication Services 6.7%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%