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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 4 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 17 $1K SOLD
62 ABR ARBOR REALTY TRUST INC COM Real Estate 130 $1K SOLD
63 BCH BANCO DE CHILE SPONSORED ADS Financial Services 27 $1K SOLD
64 MSTR STRATEGY INC CL A NEW Technology 8 $998.0 SOLD
65 TRMB TRIMBLE INC COM Technology 15 $978.0 SOLD
66 CUBE CUBESMART COM Real Estate 26 $953.0 SOLD
67 UDMY UDEMY INC COM Consumer Defensive 205 $947.0 SOLD
68 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 156 $933.0 SOLD
69 EVER EVERQUOTE INC COM CL A Communication Services 60 $925.0 SOLD
70 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 13 $912.0 SOLD
71 HOLOGIC INC COM 12 $907.0 SOLD
72 SNOW SNOWFLAKE INC COM SHS Technology 6 $905.0 SOLD
73 BDN BRANDYWINE RLTY TR SH BEN INT NEW Real Estate 333 $902.0 SOLD
74 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 36 $900.0 SOLD
75 SNAP SNAP INC CL A Communication Services 195 $897.0 SOLD
76 ANGLOGOLD ASHANTI PLC COM SHS 9 $876.0 SOLD
77 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 234 $847.0 SOLD
78 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 179 $838.0 SOLD
79 ONDS ONDAS INC COM NEW Technology 91 $823.0 SOLD
80 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 87 $807.0 SOLD
Page 4 of 9  ·  169 positions
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%