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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 30 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 APAM ARTISAN PARTNERS ASSET MGMT I CL A Financial Services 291.0 $10K 0.00% +166.0 +132.8% $34.53 +22.4%
582 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 75.0 $10K 0.00% +2.0 +2.7% $132.52 +2.7%
583 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 57.0 $10K 0.00% +45.0 +375.0% $173.12 -7.6%
584 MARA MARA HOLDINGS INC COM Financial Services 708.0 $10K 0.00% +68.0 +10.6% $13.89 -18.9%
585 TMDX TRANSMEDICS GROUP INC COM Healthcare 148.0 $10K 0.00% +73.0 +97.3% $66.42 +42.7%
586 NMIH NMI HLDGS INC COM Financial Services 237.0 $10K 0.00% +129.0 +119.4% $41.09 +9.9%
587 PAYX PAYCHEX INC COM Industrials 99.0 $10K 0.00% +55.0 +125.0% $98.33 +26.6%
588 BCE BCE INC COM NEW Communication Services 452.0 $10K 0.00% +143.0 +46.3% $21.51 +10.2%
589 RITM RITHM CAPITAL CORP COM NEW Real Estate 1,030.0 $10K 0.00% NEW $9.39 +8.5%
590 WCC WESCO INTL INC COM Industrials 28.0 $10K 0.00% +21.0 +300.0% $345.43 +1.1%
591 INSW INTERNATIONAL SEAWAYS INC COM Energy 126.0 $10K 0.00% +65.0 +106.6% $76.59 +29.9%
592 CNK CINEMARK HLDGS INC COM Communication Services 304.0 $10K 0.00% +209.0 +220.0% $31.73 +15.3%
593 FLTW FRANKLIN FTSE TAIWAN ETF 91.0 $10K 0.00% $105.53 -5.2%
594 TDW TIDEWATER INC NEW COM Energy 144.0 $10K 0.00% +66.0 +84.6% $66.63 +42.9%
595 ZTS ZOETIS INC CL A Healthcare 133.0 $10K 0.00% +70.0 +111.1% $71.86 +8.2%
596 SRE SEMPRA COM Utilities 103.0 $10K 0.00% +44.0 +74.6% $92.71 -10.6%
597 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 85.0 $10K 0.00% +39.0 +84.8% $112.32 +40.5%
598 WDFC WD 40 CO COM Basic Materials 39.0 $10K 0.00% +18.0 +85.7% $243.64 -10.9%
599 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 717.0 $9K 0.00% +213.0 +42.3% $13.22 +20.7%
600 AMTM AMENTUM HOLDINGS INC COM Industrials 458.0 $9K 0.00% +136.0 +42.2% $20.67 +4.0%
Page 30 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 32.3%
Financial Services 21.2%
Industrials 9.9%
Consumer Cyclical 8.5%
Healthcare 6.0%
Communication Services 6.0%
Utilities 4.1%
Real Estate 3.3%
Consumer Defensive 3.0%
Energy 3.0%