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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 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SUNC SUNOCOCORP LLC COM SHS LLC Energy 8.0 $541.0 NEW $67.62 +13.6%
182 ENTG ENTEGRIS INC COM Technology 3.0 $540.0 NEW $180.00 -17.7%
183 TGEN TECOGEN INC NEW COM NEW Industrials 103.0 $538.0 NEW $5.22 -33.6%
184 AXS AXIS CAP HLDGS LTD SHS Financial Services 5.0 $537.0 NEW $107.40 -5.6%
185 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 3.0 $536.0 NEW $178.67 +4.0%
186 JELD JELD-WEN HLDG INC COM Industrials 355.0 $533.0 NEW $1.50 +23.6%
187 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 101.0 $533.0 NEW $5.28 -11.6%
188 EBF ENNIS INC COM Industrials 25.0 $531.0 NEW $21.24 +6.0%
189 AGEN AGENUS INC COM NEW Healthcare 173.0 $529.0 NEW $3.06 +144.5%
190 GOOS CANADA GOOSE HLDGS INC SHS SUB VTG Consumer Cyclical 55.0 $523.0 NEW $9.51 -9.9%
191 GYRE GYRE THERAPEUTICS INC COM Healthcare 79.0 $521.0 NEW $6.59 +4.5%
192 UDR UDR INC COM Real Estate 13.0 $519.0 NEW $39.92 -6.6%
193 ORGO ORGANOGENESIS HLDGS INC COM Healthcare 213.0 $518.0 NEW $2.43 -27.3%
194 COHU COHU INC COM Technology 7.0 $517.0 NEW $73.86 -21.7%
195 FSP FRANKLIN STR PPTYS CORP COM Real Estate 980.0 $505.0 NEW $0.52 -11.1%
196 PRGO PERRIGO CO PLC SHS Healthcare 48.0 $499.0 NEW $10.40 +25.5%
197 VERASTEM INC COM NEW 129.0 $493.0 NEW $3.82
198 CTRI CENTURI HOLDINGS INC COM SHS Utilities 16.0 $484.0 NEW $30.25 -24.9%
199 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 15.0 $484.0 NEW $32.27 +31.4%
200 SUI SUN CMNTYS INC COM Real Estate 4.0 $480.0 NEW $120.00 +1.6%
Page 10 of 12  ·  223 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%