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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 44 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SATS ECHOSTAR CORP CL A Technology 48.0 $5K 0.00% -17.0 -26.1% $101.50 -14.3%
862 PODD INSULET CORP COM Healthcare 32.0 $5K 0.00% +29.0 +966.7% $152.25 -2.7%
863 PL PLANET LABS PBC COM CL A Industrials 147.0 $5K 0.00% $33.13 -32.7%
864 ADSK AUTODESK INC COM Technology 25.0 $5K 0.00% +9.0 +56.2% $194.44 +30.5%
865 EGP EASTGROUP PPTYS INC COM Real Estate 24.0 $5K 0.00% $202.54 -0.8%
866 PPG PPG INDS INC COM Basic Materials 40.0 $5K 0.00% +34.0 +566.7% $121.30 -6.3%
867 FRO FRONTLINE PLC COM Energy 139.0 $5K 0.00% $34.79 +25.5%
868 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 360.0 $5K 0.00% $13.39
869 LNT ALLIANT ENERGY CORP COM Utilities 63.0 $5K 0.00% $76.30 -11.1%
870 SBUX STARBUCKS CORP COM Consumer Cyclical 47.0 $5K 0.00% -5.0 -9.6% $102.19 +4.8%
871 HTLD HEARTLAND EXPRESS INC COM Industrials 314.0 $5K 0.00% $15.22 -15.6%
872 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 91.0 $5K 0.00% +29.0 +46.8% $52.37 -13.9%
873 CLVT CLARIVATE PLC ORD SHS Technology 2,206.0 $5K 0.00% -217.0 -9.0% $2.16 -3.7%
874 BIIB BIOGEN INC COM Healthcare 22.0 $5K 0.00% +3.0 +15.8% $216.05 +0.3%
875 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 150.0 $5K 0.00% +105.0 +233.3% $31.61 +10.6%
876 CGGR CAPITAL GROUP GROWTH ETF 100.0 $5K 0.00% NEW $47.20 -0.4%
877 BBY BEST BUY INC COM Consumer Cyclical 62.0 $5K 0.00% NEW $75.89 +13.2%
878 LEN LENNAR CORP CL A Consumer Cyclical 52.0 $5K 0.00% +42.0 +420.0% $90.48 -3.8%
879 AAL AMERICAN AIRLINES GROUP INC COM Industrials 260.0 $5K 0.00% -39.0 -13.0% $18.07 -23.5%
880 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 104.0 $5K 0.00% NEW $45.11 +18.5%
Page 44 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%