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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 8 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RARE ULTRAGENYX PHARMACEUTICAL INC COM Healthcare 20.0 $668.0 NEW $33.40 -23.6%
142 RIGL RIGEL PHARMACEUTICALS INC COM Healthcare 17.0 $665.0 NEW $39.12 +10.7%
143 SEALSQ CORP ORD SHS 210.0 $662.0 NEW $3.15
144 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 17.0 $648.0 NEW $38.12 +5.1%
145 RYANAIR HOLDINGS PLC SPONSORED ADR 10.0 $648.0 NEW $64.80
146 PAR PAR TECHNOLOGY CORP COM Technology 37.0 $645.0 NEW $17.43 +10.7%
147 PCVX VAXCYTE INC COM Healthcare 11.0 $639.0 NEW $58.09 +3.1%
148 SGRY SURGERY PARTNERS INC COM Healthcare 38.0 $638.0 NEW $16.79 -14.9%
149 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 63.0 $624.0 NEW $9.90 -34.1%
150 BBSI BARRETT BUSINESS SVCS INC COM Industrials 17.0 $604.0 NEW $35.53 -7.8%
151 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS Technology 38.0 $603.0 NEW $15.87 -44.1%
152 STANDARDAERO INC COM 20.0 $598.0 NEW $29.90
153 ALT ALTIMMUNE INC COM NEW Healthcare 196.0 $596.0 NEW $3.04 -1.9%
154 AIRO AIRO GROUP HLDGS INC COM Industrials 79.0 $584.0 NEW $7.39 +22.1%
155 PCT PURECYCLE TECHNOLOGIES INC COM Industrials 72.0 $584.0 NEW $8.11 -15.3%
156 ICFI ICF INTL INC COM Industrials 8.0 $583.0 NEW $72.88 +21.2%
157 LAD LITHIA MTRS INC COM Consumer Cyclical 2.0 $581.0 NEW $290.50 +24.1%
158 PBFS PIONEER BANCORP INC MD COM Financial Services 34.0 $580.0 NEW $17.06 +1.8%
159 VUZI VUZIX CORP COM NEW Technology 200.0 $580.0 NEW $2.90 +5.0%
160 WAL WESTERN ALLIANCE BANCORP COM Financial Services 7.0 $575.0 NEW $82.14 -1.5%
Page 8 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%