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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 45 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CI THE CIGNA GROUP COM Healthcare 17.0 $5K 0.00% +7.0 +70.0% $275.71 +0.7%
882 DAL DELTA AIR LINES INC COM NEW Industrials 50.0 $5K 0.00% $93.66 -12.0%
883 MOS MOSAIC CO COM Basic Materials 221.0 $5K 0.00% NEW $21.19 +15.2%
884 GTY GETTY RLTY CORP NEW COM Real Estate 140.0 $5K 0.00% $33.36 -0.7%
885 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 61.0 $5K 0.00% +20.0 +48.8% $76.43 -6.2%
886 HSTM HEALTHSTREAM INC COM Healthcare 171.0 $5K 0.00% +50.0 +41.3% $27.25 +5.9%
887 RXO RXO INC COMMON STOCK Industrials 168.0 $5K 0.00% +89.0 +112.7% $27.59 -18.3%
888 CORZ CORE SCIENTIFIC INC NEW COM Technology 181.0 $5K 0.00% +46.0 +34.1% $25.59 -30.4%
889 HVT HAVERTY FURNITURE COS INC COM Consumer Cyclical 180.0 $5K 0.00% +89.0 +97.8% $25.53 +7.3%
890 ENTERGY CORP NEW COM 40.0 $5K 0.00% $114.85
891 POST POST HLDGS INC COM Consumer Defensive 52.0 $5K 0.00% +42.0 +420.0% $88.27 -8.8%
892 DTE DTE ENERGY CO COM Utilities 30.0 $5K 0.00% +27.0 +900.0% $152.37 -11.3%
893 SEM SELECT MED HLDGS CORP COM Healthcare 276.0 $5K 0.00% +162.0 +142.1% $16.51 -0.0%
894 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 88.0 $5K 0.00% $51.60 +8.9%
895 THE BALDWIN INSURANCE GRP INC COM CL A 169.0 $4K 0.00% -22.0 -11.5% $26.58
896 HTH HILLTOP HLDGS INC COM Financial Services 115.0 $4K 0.00% +85.0 +283.3% $38.78 -0.3%
897 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 52.0 $4K 0.00% $85.75 +1.4%
898 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 52.0 $4K 0.00% $85.48 +2.6%
899 ROL ROLLINS INC COM Consumer Cyclical 106.0 $4K 0.00% NEW $41.74 -11.6%
900 CIEN CIENA CORP COM NEW Technology 9.0 $4K 0.00% $490.67 -19.3%
Page 45 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%