Portfolio (Quarterly)
Guide ↗
Bare Financial Services, Inc
· CIK 0002009426| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 489 | $83K | 0.02% | SOLD |
| 2 | SIVR | ABRDN PHYSICAL SILVER SHARES ETF | Financial Services | 362 | $26K | 0.01% | SOLD |
| 3 | — | NUVEEN PA INVT QUALITY MUN FD COM | — | 1,848 | $22K | 0.01% | SOLD |
| 4 | — | UNILEVER PLC SPON ADR NEW | — | 322 | $18K | 0.01% | SOLD |
| 5 | HON | HONEYWELL INTL INC COM | Industrials | 61 | $14K | 0.00% | SOLD |
| 6 | GTES | GATES INDL CORP PLC ORD SHS | Industrials | 557 | $13K | 0.00% | SOLD |
| 7 | DD | DUPONT DE NEMOURS INC COM | Basic Materials | 272 | $12K | 0.00% | SOLD |
| 8 | — | AIR LEASE CORP CL A | — | 187 | $12K | 0.00% | SOLD |
| 9 | — | SEALED AIR CORP NEW COM | — | 281 | $12K | 0.00% | SOLD |
| 10 | TPH | TRI POINTE HOMES INC COM | Consumer Cyclical | 237 | $11K | 0.00% | SOLD |
| 11 | — | THOMSON REUTERS CORP COM | — | 119 | $11K | 0.00% | SOLD |
| 12 | FISV | FISERV INC COM | Technology | 147 | $8K | 0.00% | SOLD |
| 13 | LNKB | LINKBANCORP INC COM | Financial Services | 735 | $6K | 0.00% | SOLD |
| 14 | CTRA | COTERRA ENERGY INC COM | Energy | 152 | $5K | 0.00% | SOLD |
| 15 | ACLX | ARCELLX INC COMMON STOCK | Healthcare | 39 | $4K | 0.00% | SOLD |
| 16 | CWAN | CLEARWATER ANALYTICS HLDGS INC CL A | Technology | 189 | $4K | 0.00% | SOLD |
| 17 | MCK | MCKESSON CORP COM | Healthcare | 5 | $4K | 0.00% | SOLD |
| 18 | SBAC | SBA COMMUNICATIONS CORP CL A | Real Estate | 24 | $4K | 0.00% | SOLD |
| 19 | FSV | FIRSTSERVICE CORP NEW COM | Real Estate | 29 | $4K | 0.00% | SOLD |
| 20 | VST | VISTRA CORP COM | Utilities | 24 | $4K | 0.00% | SOLD |
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%