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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 21 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TRV TRAVELERS COMPANIES INC COM Financial Services 46.0 $15K 0.00% +17.0 +58.6% $330.11 +10.6%
402 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 28.0 $15K 0.00% +7.0 +33.3% $541.82 -3.4%
403 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 205.0 $15K 0.00% +101.0 +97.1% $73.97 -5.0%
404 LBRT LIBERTY ENERGY INC COM CL A Energy 578.0 $15K 0.00% +222.0 +62.4% $26.19 -25.3%
405 USB US BANCORP COM NEW Financial Services 250.0 $15K 0.00% +18.0 +7.8% $60.40 +3.3%
406 CSW INDUSTRIALS INC COM 54.0 $15K 0.00% +16.0 +42.1% $278.31
407 ITT ITT INC COM Industrials 76.0 $15K 0.00% +28.0 +58.3% $197.75 +7.2%
408 MKTX MARKETAXESS HLDGS INC COM Financial Services 132.0 $15K 0.00% +61.0 +85.9% $113.49 +42.6%
409 SHEL SHELL PLC SPON ADS Energy 193.0 $15K 0.00% +91.0 +89.2% $77.54 +21.7%
410 AJG GALLAGHER ARTHUR J & CO COM Financial Services 65.0 $15K 0.00% +47.0 +261.1% $229.57 +13.4%
411 HSY HERSHEY CO COM Consumer Defensive 85.0 $15K 0.00% $175.45 +8.3%
412 NXPI NXP SEMICONDUCTORS N V COM Technology 53.0 $15K 0.00% +24.0 +82.8% $281.04 -20.1%
413 BP BP PLC SPONSORED ADR Energy 403.0 $15K 0.00% +205.0 +103.5% $36.95 +22.8%
414 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 212.0 $15K 0.00% +92.0 +76.7% $69.98 -6.5%
415 ENPH ENPHASE ENERGY INC COM Energy 301.0 $15K 0.00% +107.0 +55.1% $49.24 -22.5%
416 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 155.0 $15K 0.00% $95.62 +3.6%
417 OAIM ONEASCENT INTERNATIONAL EQUITY ETF 309.0 $15K 0.00% NEW $47.83 +0.4%
418 ECL ECOLAB INC COM Basic Materials 53.0 $15K 0.00% +18.0 +51.4% $278.60 +2.3%
419 CE CELANESE CORP DEL COM Basic Materials 321.0 $15K 0.00% +171.0 +114.0% $46.00 +1.3%
420 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 1,040.0 $15K 0.00% +936.0 +900.0% $14.13 +17.1%
Page 21 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%