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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $378M AUM 2,857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New 787 Added 308 Reduced 187 Exited
Page 11 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COMP COMPASS INC CL A Technology 128.0 $936.0 -60.0 -31.9% $7.31 +13.5%
202 PI IMPINJ INC COM Technology 9.0 $924.0 -5.0 -35.7% $102.67 +55.5%
203 HRL HORMEL FOODS CORP COM Consumer Defensive 40.0 $906.0 -33.0 -45.2% $22.65 -7.8%
204 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 36.0 $900.0 -5.0 -12.2% $25.00 +9.8%
205 XMTR XOMETRY INC CLASS A COM Industrials 22.0 $898.0 -1.0 -4.3% $40.82 +118.6%
206 WSBC WESBANCO INC COM Financial Services 26.0 $897.0 -23.0 -46.9% $34.50 +0.2%
207 ABM ABM INDS INC COM Industrials 23.0 $886.0 -20.0 -46.5% $38.52 +3.9%
208 CRBG COREBRIDGE FINL INC COM Financial Services 37.0 $883.0 -100.0 -73.0% $23.86 +14.7%
209 CLS CELESTICA INC COM Technology 3.0 $845.0 -7.0 -70.0% $281.67 +31.7%
210 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 179.0 $838.0 -174.0 -49.3% $4.68 -4.3%
211 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 23.0 $835.0 -24.0 -51.1% $36.30 +1.3%
212 SOFI SOFI TECHNOLOGIES INC COM Financial Services 52.0 $826.0 -11.0 -17.5% $15.88 +0.6%
213 ONDS ONDAS INC COM NEW Technology 91.0 $823.0 -19.0 -17.3% $9.04 +8.0%
214 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 9.0 $822.0 -11.0 -55.0% $91.33 -18.1%
215 BBIO BRIDGEBIO PHARMA INC COM Healthcare 11.0 $817.0 -7.0 -38.9% $74.27 -8.8%
216 GLNG GOLAR LNG LTD SHS Energy 15.0 $812.0 -2.0 -11.8% $54.13 -4.3%
217 BROS DUTCH BROS INC CL A Consumer Cyclical 16.0 $811.0 -15.0 -48.4% $50.69 +5.7%
218 WHR WHIRLPOOL CORP COM Consumer Cyclical 15.0 $809.0 -3.0 -16.7% $53.93 -20.9%
219 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 42.0 $805.0 -22.0 -34.4% $19.17 -24.1%
220 RPM RPM INTL INC COM Basic Materials 8.0 $795.0 -3.0 -27.3% $99.38 +3.5%
Page 11 of 16  ·  308 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 27.5%
Financial Services 23.6%
Consumer Cyclical 8.3%
Industrials 8.1%
Utilities 7.2%
Communication Services 6.7%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%