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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 40 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 297.0 $3K 0.00% +62.0 +26.4% $8.78 +9.9%
782 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 17.0 $3K 0.00% +5.0 +41.7% $153.00 -18.8%
783 LIBERTY CAP CORP SER A GCI GROUP 118.0 $3K 0.00% +107.0 +972.7% $21.90
784 PRI PRIMERICA INC COM Financial Services 9.0 $3K 0.00% +3.0 +50.0% $284.22 +8.4%
785 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 31.0 $2K 0.00% +20.0 +181.8% $80.03 -13.3%
786 GABC GERMAN AMERN BANCORP INC COM Financial Services 52.0 $2K 0.00% +14.0 +36.8% $47.46 +7.3%
787 MCY MERCURY GENL CORP NEW COM Financial Services 23.0 $2K 0.00% +10.0 +76.9% $106.61 -0.3%
788 KOS KOSMOS ENERGY LTD COM Energy 1,151.0 $2K 0.00% +598.0 +108.1% $2.11 +29.8%
789 CARR CARRIER GLOBAL CORPORATION COM Industrials 33.0 $2K 0.00% +11.0 +50.0% $73.36 -16.3%
790 ZBIO ZENAS BIOPHARMA INC COM Healthcare 95.0 $2K 0.00% +81.0 +578.6% $25.39 +25.7%
791 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 8.0 $2K 0.00% +7.0 +700.0% $296.00 +13.6%
792 DDOG DATADOG INC CL A COM Technology 9.0 $2K 0.00% +1.0 +12.5% $260.33 -5.5%
793 BNL BROADSTONE NET LEASE INC COM Real Estate 112.0 $2K 0.00% +27.0 +31.8% $20.67 +0.5%
794 LADR LADDER CAP CORP CL A Real Estate 232.0 $2K 0.00% +122.0 +110.9% $9.95 -0.4%
795 ROIV ROIVANT SCIENCES LTD SHS Healthcare 65.0 $2K 0.00% +9.0 +16.1% $35.40 +5.6%
796 VECO VEECO INSTRS INC DEL COM Technology 30.0 $2K 0.00% +7.0 +30.4% $75.80 -32.8%
797 CHCO CITY HLDG CO COM Financial Services 17.0 $2K 0.00% +4.0 +30.8% $132.65 +10.2%
798 WABC WESTAMERICA BANCORPORATION COM Financial Services 38.0 $2K 0.00% +16.0 +72.7% $58.66 +0.9%
799 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 104.0 $2K 0.00% +49.0 +89.1% $21.39 -9.7%
800 FBYD FALCONS BEYOND GLOBAL INC COM CL A Industrials 123.0 $2K 0.00% +46.0 +59.7% $17.92 -41.2%
Page 40 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%