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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 12 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MATX MATSON INC COM Industrials 122.0 $23K 0.01% +48.0 +64.9% $192.23 +13.6%
222 DHR DANAHER CORP DEL COM Healthcare 123.0 $23K 0.01% +67.0 +119.6% $190.48 +4.8%
223 BK BANK OF NY MELLON CORP COM Financial Services 162.0 $23K 0.01% +59.0 +57.3% $144.61 -1.9%
224 TOTALENERGIES SE ACT 298.0 $23K 0.01% +130.0 +77.4% $77.76
225 ABCB AMERIS BANCORP COM Financial Services 256.0 $23K 0.01% +103.0 +67.3% $90.26 -2.3%
226 TT TRANE TECHNOLOGIES PLC SHS Industrials 47.0 $23K 0.01% +23.0 +95.8% $491.15 -5.7%
227 RHP RYMAN HOSPITALITY PPTYS INC COM Real Estate 179.0 $23K 0.01% +78.0 +77.2% $128.55 -1.9%
228 NMZ NUVEEN MUN HIGH INCOME OPPORTU COM Financial Services 2,173.0 $23K 0.01% NEW $10.57 -3.9%
229 PTGX PROTAGONIST THERAPEUTICS INC COM Healthcare 186.0 $23K 0.01% +91.0 +95.8% $122.58 +28.4%
230 DY DYCOM INDS INC COM Industrials 45.0 $23K 0.01% +2.0 +4.7% $505.58 -18.0%
231 PECO PHILLIPS EDISON & CO INC COMMON STOCK Real Estate 545.0 $23K 0.01% +159.0 +41.2% $41.62 -4.5%
232 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 141.0 $23K 0.01% +62.0 +78.5% $160.42 +10.4%
233 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 279.0 $23K 0.01% $81.06 +2.2%
234 HWM HOWMET AEROSPACE INC COM Industrials 84.0 $23K 0.01% +31.0 +58.5% $268.86 +8.8%
235 PH PARKER-HANNIFIN CORP COM Industrials 23.0 $22K 0.01% +8.0 +53.3% $978.13 +6.5%
236 COF CAPITAL ONE FINL CORP COM Financial Services 112.0 $22K 0.01% +44.0 +64.7% $200.62 +10.4%
237 T AT&T INC COM Communication Services 1,085.0 $22K 0.01% +524.0 +93.4% $20.70 +20.3%
238 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 56.0 $22K 0.01% +24.0 +75.0% $397.68 -1.6%
239 CTRE CARETRUST REIT INC COM Real Estate 547.0 $22K 0.01% +90.0 +19.7% $40.35 -2.6%
240 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 263.0 $22K 0.01% +175.0 +198.9% $83.31 +6.9%
Page 12 of 90  ·  1,784 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%