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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 60 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 NABL N-ABLE INC COMMON STOCK Technology 456.0 $2K +350.0 +330.2% $3.67 -1.1%
1182 ZYMEWORKS INC COM 64.0 $2K $26.14
1183 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 28.0 $2K -95.0 -77.2% $59.36 -8.6%
1184 CAE CAE INC COM Industrials 66.0 $2K $25.06 -0.6%
1185 SRRK SCHOLAR ROCK HLDG CORP COM Healthcare 30.0 $2K +7.0 +30.4% $55.00 +2.7%
1186 STC STEWART INFORMATION SVCS CORP COM Financial Services 25.0 $2K -8.0 -24.2% $66.00 +4.8%
1187 HUBS HUBSPOT INC COM Technology 9.0 $2K +7.0 +350.0% $182.56 +31.5%
1188 WYFI WHITEFIBER INC SHS Technology 42.0 $2K NEW $38.86 -46.7%
1189 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 7.0 $2K +3.0 +75.0% $233.00 +2.0%
1190 CAMT CAMTEK LTD ORD Technology 10.0 $2K $163.10 -10.0%
1191 SION SIONNA THERAPEUTICS INC COM Healthcare 37.0 $2K NEW $44.00 -88.0%
1192 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 39.0 $2K NEW $41.67 +15.8%
1193 VEL VELOCITY FINL INC COM Financial Services 88.0 $2K +60.0 +214.3% $18.45 -0.6%
1194 FTAI AVIATION LTD SHS 6.0 $2K -2.0 -25.0% $270.50
1195 TRIPLE FLAG PRECIOUS METAL COM 54.0 $2K $29.96
1196 U HAUL HOLDING COMPANY COM SER N 28.0 $2K -52.0 -65.0% $57.68
1197 AVTR AVANTOR INC COM Healthcare 163.0 $2K +83.0 +103.8% $9.90 +46.0%
1198 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 3.0 $2K -3.0 -50.0% $537.00 -3.8%
1199 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 50.0 $2K $32.16 +25.3%
1200 FBNC FIRST BANCORP N C COM Financial Services 25.0 $2K $63.96 +1.2%
Page 60 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%