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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 30 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MP MP MATERIALS CORP COM CL A Basic Materials 120.0 $6K 0.00% -34.0 -22.1% $48.26 -5.8%
582 SPG SIMON PPTY GROUP INC NEW COM Real Estate 31.0 $6K 0.00% +14.0 +82.3% $186.55 +22.5%
583 BCC BOISE CASCADE CO DEL COM Basic Materials 76.0 $6K 0.00% +6.0 +8.6% $75.84 +5.7%
584 BAX BAXTER INTL INC COM Healthcare 343.0 $6K 0.00% NEW $16.80 +39.0%
585 PLMR PALOMAR HLDGS INC COM Financial Services 48.0 $6K 0.00% -6.0 -11.1% $119.50 +12.3%
586 SRE SEMPRA COM Utilities 59.0 $6K 0.00% +29.0 +96.7% $97.19 -4.2%
587 WHD CACTUS INC CL A Energy 121.0 $6K 0.00% +71.0 +142.0% $47.37 +13.6%
588 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 28.0 $6K 0.00% +11.0 +64.7% $204.18 +17.5%
589 JXN JACKSON FINANCIAL INC COM CL A Financial Services 54.0 $6K 0.00% $105.72 +18.9%
590 NXPI NXP SEMICONDUCTORS N V COM Technology 29.0 $6K 0.00% +2.0 +7.4% $196.86 +37.5%
591 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 298.0 $6K 0.00% -8.0 -2.6% $19.15 -9.2%
592 WDC WESTERN DIGITAL CORP COM Technology 21.0 $6K 0.00% $270.48 +72.6%
593 BC BRUNSWICK CORP COM Consumer Cyclical 78.0 $6K 0.00% +24.0 +44.4% $72.77 +12.6%
594 PSTG EVERPURE INC CL A 96.0 $6K 0.00% +2.0 +2.1% $59.03
595 ITRI ITRON INC COM Technology 63.0 $6K 0.00% +38.0 +152.0% $89.63 -4.2%
596 VRRM VERRA MOBILITY CORP CL A COM STK Technology 395.0 $6K 0.00% +88.0 +28.7% $14.29 -70.2%
597 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 99.0 $6K 0.00% +9.0 +10.0% $56.77 -7.6%
598 FIS FIDELITY NATL INFORMATION SVCS COM Technology 119.0 $6K 0.00% +50.0 +72.5% $46.91 -9.1%
599 BOH BANK HAWAII CORP COM Financial Services 75.0 $6K 0.00% +7.0 +10.3% $74.25 +15.5%
600 KAI KADANT INC COM Industrials 19.0 $6K 0.00% +12.0 +171.4% $292.32 +9.1%
Page 30 of 87  ·  1,730 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 27.6%
Financial Services 23.5%
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%