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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 20 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ROK ROCKWELL AUTOMATION INC COM Industrials 32.0 $16K 0.00% +7.0 +28.0% $495.09 -12.5%
382 PSTG EVERPURE INC CL A 201.0 $16K 0.00% +105.0 +109.4% $78.79
383 NSIT INSIGHT ENTERPRISES INC COM Technology 130.0 $16K 0.00% +75.0 +136.4% $121.80 +20.9%
384 MILLROSE PPTYS INC COM CL A 525.0 $16K 0.00% +316.0 +151.2% $30.05
385 RSG REPUBLIC SVCS INC COM Industrials 74.0 $16K 0.00% +39.0 +111.4% $213.08 +3.7%
386 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 875.0 $16K 0.00% +421.0 +92.7% $17.93 -13.0%
387 RDNT RADNET INC COM Healthcare 253.0 $16K 0.00% +113.0 +80.7% $61.67 +22.5%
388 VICR VICOR CORP COM Technology 41.0 $16K 0.00% +8.0 +24.2% $379.78 -42.8%
389 LXP INDUSTRIAL TRUST COM 289.0 $16K 0.00% +121.0 +72.0% $53.88
390 KB KB FINL GROUP INC SPONSORED ADR Financial Services 148.0 $16K 0.00% $104.96 +10.6%
391 EBAY EBAY INC. COM Consumer Cyclical 139.0 $16K 0.00% +53.0 +61.6% $111.75 -8.2%
392 APP APPLOVIN CORP COM CL A Technology 30.0 $15K 0.00% +27.0 +900.0% $515.23 -39.7%
393 BE BLOOM ENERGY CORP COM CL A Industrials 51.0 $15K 0.00% $302.71 -31.7%
394 CANADIAN PACIFIC KANSAS CITY COM 178.0 $15K 0.00% +93.0 +109.4% $86.65
395 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 182.0 $15K 0.00% +11.0 +6.4% $84.58 -6.2%
396 TIP ISHARES TIPS BOND ETF 140.0 $15K 0.00% $109.43 -1.8%
397 CRWD CROWDSTRIKE HLDGS INC CL A Technology 20.0 $15K 0.00% +7.0 +53.9% $190.79 +5.7%
398 MC MOELIS & CO CL A Financial Services 233.0 $15K 0.00% +100.0 +75.2% $65.42 +4.8%
399 WAY WAYSTAR HLDG CORP COM Technology 741.0 $15K 0.00% +293.0 +65.4% $20.53 +21.0%
400 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 158.0 $15K 0.00% +91.0 +135.8% $96.12 -50.7%
Page 20 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%