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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 19 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 UBER UBER TECHNOLOGIES INC COM Technology 228.0 $16K 0.00% +67.0 +41.6% $72.16 +9.3%
362 FFBC 1ST FINL BANCORP COM Financial Services 486.0 $16K 0.00% +164.0 +50.9% $33.83 -2.5%
363 IDCC INTERDIGITAL INC COM Technology 58.0 $16K 0.00% +9.0 +18.4% $283.14 +20.5%
364 OTTR OTTER TAIL CORP COM Utilities 182.0 $16K 0.00% +81.0 +80.2% $89.98 +2.2%
365 LNTH LANTHEUS HLDGS INC COM Healthcare 147.0 $16K 0.00% $110.94 -9.7%
366 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 142.0 $16K 0.00% +60.0 +73.2% $114.18 +29.6%
367 LNC LINCOLN NATL CORP IND COM Financial Services 456.0 $16K 0.00% +208.0 +83.9% $35.35 +19.1%
368 MRVL MARVELL TECHNOLOGY INC COM Technology 54.0 $16K 0.00% +18.0 +50.0% $297.89 -16.6%
369 CWEN CLEARWAY ENERGY INC CL C Utilities 470.0 $16K 0.00% +211.0 +81.5% $34.18 -4.3%
370 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 222.0 $16K 0.00% +49.0 +28.3% $72.34 +0.5%
371 BMI BADGER METER INC COM Technology 108.0 $16K 0.00% +55.0 +103.8% $148.39 -12.7%
372 BCS BARCLAYS PLC ADR Financial Services 596.0 $16K 0.00% +177.0 +42.2% $26.86 -1.3%
373 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 42.0 $16K 0.00% +1.0 +2.4% $380.36 -29.9%
374 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 183.0 $16K 0.00% +62.0 +51.2% $87.22 +2.9%
375 WAFD WAFD INC COM Financial Services 415.0 $16K 0.00% +96.0 +30.1% $38.37 -4.6%
376 CW CURTISS WRIGHT CORP COM Industrials 21.0 $16K 0.00% +10.0 +90.9% $757.76 -14.3%
377 RNST RENASANT CORP COM Financial Services 374.0 $16K 0.00% +142.0 +61.2% $42.54 -1.7%
378 UCB UNITED CMNTY BKS BLAIRSVLE GA COM Financial Services 453.0 $16K 0.00% +191.0 +72.9% $35.09 +1.2%
379 VLTO VERALTO CORP COM SHS Industrials 179.0 $16K 0.00% +80.0 +80.8% $88.68 +12.0%
380 MGY MAGNOLIA OIL & GAS CORP CL A Energy 620.0 $16K 0.00% +309.0 +99.4% $25.58 +9.6%
Page 19 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%