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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 52 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 EXPRO LTD ORD SHS 211.0 $3K 0.00% NEW $14.77
1022 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 54.0 $3K 0.00% -18.0 -25.0% $57.61 +16.3%
1023 TOGA TREMBLANT GLOBAL ETF 100.0 $3K 0.00% NEW $31.09 +1.4%
1024 AMBA AMBARELLA INC SHS Technology 36.0 $3K 0.00% +15.0 +71.4% $85.81 -14.1%
1025 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 75.0 $3K 0.00% +29.0 +63.0% $41.03 -10.1%
1026 AEVA AEVA TECHNOLOGIES INC COM NEW Consumer Cyclical 106.0 $3K 0.00% +71.0 +202.9% $28.72 -36.3%
1027 FMC FMC CORP COM NEW Basic Materials 264.0 $3K 0.00% -174.0 -39.7% $11.50 -4.2%
1028 FIZZ NATIONAL BEVERAGE CORP COM Consumer Defensive 97.0 $3K 0.00% +16.0 +19.8% $31.20 +3.8%
1029 APLD APPLIED DIGITAL CORP COM NEW Technology 80.0 $3K 0.00% +72.0 +900.0% $37.30 -27.1%
1030 IRTC IRHYTHM HOLDINGS INC COM Healthcare 25.0 $3K 0.00% +22.0 +733.3% $118.96 +8.0%
1031 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 49.0 $3K 0.00% $60.67 +27.0%
1032 PD PAGERDUTY INC COM Technology 308.0 $3K 0.00% NEW $9.65 +27.7%
1033 FLCH FRANKLIN FTSE CHINA ETF 145.0 $3K 0.00% $20.41 +7.8%
1034 RDDT REDDIT INC CL A Communication Services 17.0 $3K 0.00% +13.0 +325.0% $173.59 -11.7%
1035 VMC VULCAN MATLS CO COM Basic Materials 10.0 $3K 0.00% +5.0 +100.0% $295.00 -6.4%
1036 EXLS EXLSERVICE HLDGS INC COM Technology 114.0 $3K 0.00% NEW $25.86 +45.1%
1037 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 17.0 $3K 0.00% +2.0 +13.3% $173.00 -53.8%
1038 AMTB AMERANT BANCORP INC CL A Financial Services 115.0 $3K 0.00% -1.0 -0.9% $25.52 +12.4%
1039 FCBC FIRST CMNTY BANKSHARES INC VA COM Financial Services 66.0 $3K 0.00% $44.42 +10.7%
1040 RMD RESMED INC COM Healthcare 15.0 $3K 0.00% NEW $194.87 +18.8%
Page 52 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%