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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 2 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLKR FRANKLIN FTSE SOUTH KOREA ETF 635.0 $25K 0.01% -18.0 -2.8% $39.87 +61.0%
22 SANDISK CORP COM 36.0 $23K 0.01% -44.0 -55.0% $635.33
23 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 854.0 $22K 0.01% -384.0 -31.0% $25.62 -0.8%
24 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 805.0 $16K 0.00% -30.0 -3.6% $20.22 +15.6%
25 GGG GRACO INC COM Industrials 188.0 $16K 0.00% -49.0 -20.7% $84.65 -10.3%
26 IBIT ISHARES BITCOIN TRUST ETF Financial Services 404.0 $16K 0.00% -4K -91.1% $38.42 +11.9%
27 STRL STERLING INFRASTRUCTURE INC COM Industrials 37.0 $15K 0.00% -2.0 -5.1% $407.27 +91.8%
28 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 32.0 $15K 0.00% -3.0 -8.6% $461.00 -4.7%
29 DE DEERE & CO COM Industrials 26.0 $15K 0.00% -8.0 -23.5% $563.31 -6.5%
30 DY DYCOM INDS INC COM Industrials 43.0 $15K 0.00% -1.0 -2.3% $338.81 +23.9%
31 SLV iShares Silver Trust ETF Financial Services 197.0 $13K 0.00% -2K -91.9% $68.14 +1.0%
32 FIX COMFORT SYS USA INC COM Industrials 9.0 $12K 0.00% -2.0 -18.2% $1379.00 +37.7%
33 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 175.0 $12K 0.00% -40.0 -18.6% $70.51 -19.3%
34 JNJ JOHNSON & JOHNSON COM Healthcare 48.0 $12K 0.00% -113.0 -70.2% $244.44 -5.7%
35 QCOM QUALCOMM INC COM Technology 91.0 $12K 0.00% -6.0 -6.2% $128.79 +91.3%
36 ATI ATI INC COM Industrials 80.0 $12K 0.00% -8.0 -9.1% $145.46 +16.4%
37 IBM INTERNATIONAL BUSINESS MACHS COM Technology 48.0 $12K 0.00% -17.0 -26.1% $242.40 +3.0%
38 DELL DELL TECHNOLOGIES INC CL C Technology 68.0 $11K 0.00% -8.0 -10.5% $164.13 +85.8%
39 SCHW SCHWAB CHARLES CORP COM Financial Services 114.0 $11K 0.00% -13.0 -10.2% $93.98 -4.5%
40 SPGI S&P GLOBAL INC COM Financial Services 25.0 $11K 0.00% -9.0 -26.5% $425.32 -3.1%
Page 2 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%