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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 4 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GS GOLDMAN SACHS GROUP INC COM Financial Services 33.0 $28K 0.01% +3.0 +10.0% $846.00 +17.6%
62 DIS DISNEY WALT CO COM Communication Services 279.0 $27K 0.01% +61.0 +28.0% $96.38 +7.2%
63 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 183.0 $27K 0.01% +29.0 +18.8% $146.28 -6.6%
64 RTX RTX CORPORATION COM Industrials 137.0 $26K 0.01% +13.0 +10.5% $192.90 -7.2%
65 D DOMINION ENERGY INC COM Utilities 423.0 $26K 0.01% +40.0 +10.4% $61.82 +8.8%
66 C CITIGROUP INC COM NEW Financial Services 223.0 $25K 0.01% +46.0 +26.0% $113.41 +11.9%
67 BA BOEING CO COM Industrials 125.0 $25K 0.01% +9.0 +7.8% $199.02 +10.0%
68 CRM SALESFORCE INC COM Technology 132.0 $25K 0.01% +87.0 +193.3% $186.67 -4.1%
69 MA MASTERCARD INCORPORATED CL A Financial Services 49.0 $24K 0.01% +35.0 +250.0% $499.65 -1.3%
70 PG PROCTER & GAMBLE CO COM Consumer Defensive 167.0 $24K 0.01% +96.0 +135.2% $144.44 -1.0%
71 LITE LUMENTUM HLDGS INC COM Technology 34.0 $24K 0.01% +11.0 +47.8% $702.76 +29.6%
72 MCD MCDONALDS CORP COM Consumer Cyclical 75.0 $23K 0.01% +12.0 +19.1% $310.79 -10.1%
73 TJX TJX COS INC NEW COM Consumer Cyclical 144.0 $23K 0.01% +33.0 +29.7% $159.70 -0.5%
74 COHR COHERENT CORP COM Technology 94.0 $22K 0.01% +5.0 +5.6% $238.21 +60.1%
75 PEP PEPSICO INC COM Consumer Defensive 140.0 $22K 0.01% +20.0 +16.7% $155.29 -6.2%
76 AMGN AMGEN INC COM Healthcare 60.0 $21K 0.01% +13.0 +27.7% $351.85 -4.5%
77 CTVA CORTEVA INC COM Basic Materials 248.0 $21K 0.01% +23.0 +10.2% $83.71 -5.5%
78 ADI ANALOG DEVICES INC COM Technology 62.0 $20K 0.01% +17.0 +37.8% $318.15 +32.0%
79 O REALTY INCOME CORP COM Real Estate 317.0 $19K 0.01% +22.0 +7.5% $61.18 +2.1%
80 LIN LINDE PLC SHS Basic Materials 39.0 $19K 0.01% +16.0 +69.6% $495.77 +3.9%
Page 4 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%