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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 44 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ELF E L F BEAUTY INC COM Consumer Defensive 15.0 $1K +11.0 +275.0% $74.00 +26.6%
862 JKHY HENRY JACK & ASSOC INC COM Technology 8.0 $1K +4.0 +100.0% $137.75 +8.8%
863 REZOLVE AI PLC ORD SHS 348.0 $1K +32.0 +10.1% $3.15
864 SOLV SOLVENTUM CORP COM SHS Healthcare 14.0 $1K +7.0 +100.0% $77.14 +12.5%
865 NNI NELNET INC CL A Financial Services 8.0 $1K +4.0 +100.0% $133.25 -5.6%
866 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 28.0 $1K +2.0 +7.7% $37.79 -3.6%
867 MYGN MYRIAD GENETICS INC COM Healthcare 184.0 $1K +98.0 +114.0% $5.71 -46.6%
868 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 28.0 $1K +5.0 +21.7% $37.43 +126.4%
869 GERN GERON CORP COM Healthcare 815.0 $1K +475.0 +139.7% $1.28 +19.6%
870 PAY PAYMENTUS HOLDINGS INC COM CL A Technology 43.0 $1K +23.0 +115.0% $24.16 +68.3%
871 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 30.0 $1K +15.0 +100.0% $34.00 -0.7%
872 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 6.0 $1K +3.0 +100.0% $169.67 -0.0%
873 CXM SPRINKLR INC CL A Technology 197.0 $1K +16.0 +8.8% $5.16 +29.8%
874 PCOR PROCORE TECHNOLOGIES INC COM Technology 25.0 $1K +6.0 +31.6% $40.64 +43.7%
875 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 28.0 $1K +10.0 +55.6% $36.25 -2.5%
876 PEGA PEGASYSTEMS INC COM Technology 33.0 $989.0 +21.0 +175.0% $29.97 +6.4%
877 GLOB GLOBANT S A COM Technology 34.0 $984.0 +2.0 +6.2% $28.94 +25.3%
878 EPAM EPAM SYS INC COM Technology 12.0 $952.0 +8.0 +200.0% $79.33 +24.4%
879 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 7.0 $921.0 +4.0 +133.3% $131.57 +2.1%
880 AMP AMERIPRISE FINL INC COM Financial Services 2.0 $918.0 +1.0 +100.0% $459.00 +22.4%
Page 44 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%