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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 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IONQ IONQ INC COM Technology 47.0 $3K 0.00% NEW $53.26 -15.1%
62 INDI INDIE SEMICONDUCTOR INC CLASS A COM Technology 505.0 $2K 0.00% NEW $4.49 -2.9%
63 GCT SEMICONDUCTOR HLDG INC COMMON STOCK 756.0 $2K 0.00% NEW $2.97
64 RKLB ROCKET LAB CORP COM Industrials 21.0 $2K NEW $101.67 -22.4%
65 FLO FLOWERS FOODS INC COM Consumer Defensive 266.0 $2K NEW $7.90 -4.9%
66 BLZE BACKBLAZE INC COM CL A Technology 132.0 $2K NEW $15.86 +21.6%
67 GCBC GREENE CNTY BANCORP INC COM Financial Services 62.0 $2K NEW $33.60 +0.9%
68 AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS Technology 43.0 $2K NEW $47.33 -39.3%
69 CPRT COPART INC COM Industrials 72.0 $2K NEW $28.19 +14.4%
70 MXCT MAXCYTE INC COM Healthcare 1,599.0 $2K NEW $1.23 +6.5%
71 TNGX TANGO THERAPEUTICS INC COM Healthcare 61.0 $2K NEW $31.26 -19.4%
72 MBX MBX BIOSCIENCES INC COM Healthcare 34.0 $2K NEW $55.21 +23.7%
73 YEXT YEXT INC COM Technology 376.0 $2K NEW $4.67 +30.1%
74 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 95.0 $2K NEW $17.92 -24.5%
75 WYFI WHITEFIBER INC SHS Technology 42.0 $2K NEW $38.86 -27.5%
76 SION SIONNA THERAPEUTICS INC COM Healthcare 37.0 $2K NEW $44.00 -87.1%
77 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 39.0 $2K NEW $41.67 +16.1%
78 MDXG MIMEDX GROUP INC COM Healthcare 412.0 $2K NEW $3.85 +12.4%
79 EVH EVOLENT HEALTH INC CL A Healthcare 287.0 $2K NEW $5.42 -16.5%
80 WK WORKIVA INC COM CL A Technology 30.0 $1K NEW $48.50 +47.3%
Page 4 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%