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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 41 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SLAB SILICON LABORATORIES INC COM Technology 26.0 $6K 0.00% +2.0 +8.3% $218.54 -0.2%
802 TXG 10X GENOMICS INC CL A COM Healthcare 148.0 $6K 0.00% $38.34 +69.8%
803 INTA INTAPP INC COM Technology 225.0 $6K 0.00% +102.0 +82.9% $25.21 +64.0%
804 TKR TIMKEN CO COM Industrials 39.0 $6K 0.00% +26.0 +200.0% $145.31 -13.9%
805 PLUS EPLUS INC COM Technology 68.0 $6K 0.00% NEW $83.24 +4.3%
806 AYI ACUITY INC COM Industrials 15.0 $6K 0.00% +12.0 +400.0% $376.67 -8.9%
807 INVA INNOVIVA INC COM Healthcare 248.0 $6K 0.00% +221.0 +818.5% $22.71 -7.2%
808 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 51.0 $6K 0.00% +8.0 +18.6% $110.41 +16.0%
809 HXL HEXCEL CORP NEW COM Industrials 56.0 $6K 0.00% +50.0 +833.3% $100.05 -6.2%
810 CALY CALLAWAY GOLF CO COM Consumer Cyclical 298.0 $6K 0.00% NEW $18.79 -15.4%
811 NWN NORTHWEST NAT HLDG CO COM Utilities 114.0 $6K 0.00% +90.0 +375.0% $49.06 +0.7%
812 CARG CARGURUS INC COM CL A Consumer Cyclical 164.0 $6K 0.00% -72.0 -30.5% $34.09 +8.1%
813 BCC BOISE CASCADE CO DEL COM Basic Materials 72.0 $6K 0.00% -4.0 -5.3% $77.62 +6.2%
814 FNF FIDELITY NATL FINL INC COM SHS Financial Services 118.0 $6K 0.00% +81.0 +218.9% $47.16 +0.3%
815 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 12.0 $6K 0.00% +2.0 +20.0% $459.17 +16.2%
816 LZB LA Z BOY INC COM Consumer Cyclical 137.0 $5K 0.00% -11.0 -7.4% $40.12 -16.0%
817 VRRM VERRA MOBILITY CORP CL A COM STK Technology 1,286.0 $5K 0.00% +891.0 +225.6% $4.25 +7.3%
818 APOS APOLLO GLOBAL MGMT INC COM 46.0 $5K 0.00% +5.0 +12.2% $118.30
819 MCBS METROCITY BANKSHARES INC COM Financial Services 151.0 $5K 0.00% +32.0 +26.9% $35.89 -0.8%
820 COLB COLUMBIA BKG SYS INC COM Financial Services 168.0 $5K 0.00% -18.0 -9.7% $32.05 -3.9%
Page 41 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%