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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 64 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 XMTR XOMETRY INC CLASS A COM Industrials 14.0 $1K -8.0 -36.4% $96.50 -13.9%
1262 WAB WABTEC COM Industrials 5.0 $1K $269.60 +8.4%
1263 CVS CVS HEALTH CORP COM Healthcare 13.0 $1K -6.0 -31.6% $103.46 -9.5%
1264 MOD MODINE MFG CO COM Consumer Cyclical 5.0 $1K $267.00 -28.6%
1265 STAG STAG INDUSTRIAL INC COM Real Estate 35.0 $1K $38.06 -4.4%
1266 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 254.0 $1K $5.24 -21.8%
1267 TTEK TETRA TECH INC NEW COM Industrials 46.0 $1K +34.0 +283.3% $28.89 +26.6%
1268 RVMD REVOLUTION MEDICINES INC COM Healthcare 7.0 $1K -23.0 -76.7% $187.29 +13.1%
1269 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 101.0 $1K -32.0 -24.1% $12.94 -19.2%
1270 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 26.0 $1K $50.23 +56.5%
1271 AVNT AVIENT CORPORATION COM Basic Materials 35.0 $1K -48.0 -57.8% $36.97 +18.3%
1272 LOAR LOAR HOLDINGS INC COM SHS Industrials 16.0 $1K NEW $80.62 -7.8%
1273 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 22.0 $1K NEW $58.45 -47.1%
1274 GALAXY DIGITAL INC. CL A 47.0 $1K $27.34
1275 THG HANOVER INS GROUP INC COM Financial Services 6.0 $1K +2.0 +50.0% $214.17 +4.2%
1276 SCL STEPAN CO COM Basic Materials 23.0 $1K $55.74 +14.2%
1277 BY BYLINE BANCORP INC COM Financial Services 34.0 $1K $37.65 +1.8%
1278 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 33.0 $1K +11.0 +50.0% $38.76 -1.8%
1279 OBNK ORIGIN BANCORP INC COM Financial Services 25.0 $1K $51.16 -97.9%
1280 SLDE SLIDE INS HLDGS INC COM Financial Services 66.0 $1K NEW $19.36 +16.3%
Page 64 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 32.1%
Financial Services 21.1%
Industrials 9.9%
Consumer Cyclical 8.5%
Communication Services 6.6%
Healthcare 6.0%
Utilities 4.1%
Real Estate 3.3%
Consumer Defensive 3.0%
Energy 3.0%