BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 66 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 SMBC SOUTHERN MO BANCORP INC COM Financial Services 16.0 $1K $76.19 -3.3%
1302 MMI MARCUS & MILLICHAP INC COM Real Estate 39.0 $1K -80.0 -67.2% $31.18 +4.6%
1303 GSHD GOOSEHEAD INS INC COM CL A Financial Services 25.0 $1K -19.0 -43.2% $48.52 +44.9%
1304 PAYSAFE LIMITED SHS 162.0 $1K $7.47
1305 NNN NNN REIT INC COM Real Estate 26.0 $1K $46.50 -0.5%
1306 FHTX FOGHORN THERAPEUTICS INC COM Healthcare 247.0 $1K NEW $4.88 +51.2%
1307 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 57.0 $1K +37.0 +185.0% $21.11 -22.1%
1308 SAFT SAFETY INS GROUP INC COM Financial Services 16.0 $1K +11.0 +220.0% $74.88 +38.3%
1309 ARMK ARAMARK COM Industrials 21.0 $1K +9.0 +75.0% $56.90 +5.1%
1310 GRND GRINDR INC COM Technology 83.0 $1K $14.37 +9.3%
1311 HUM HUMANA INC COM Healthcare 3.0 $1K NEW $397.33 -4.2%
1312 HR HEALTHCARE RLTY TR CL A COM Real Estate 59.0 $1K -135.0 -69.6% $20.17 -3.4%
1313 HMN HORACE MANN EDUCATORS CORP NEW COM Financial Services 23.0 $1K +11.0 +91.7% $51.65 -2.3%
1314 DRVN DRIVEN BRANDS HLDGS INC COM Consumer Cyclical 85.0 $1K -6.0 -6.6% $13.94 -5.3%
1315 AMER SPORTS INC COM SHS 35.0 $1K -24.0 -40.7% $33.83
1316 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 40.0 $1K NEW $29.32 +21.8%
1317 GNRC GENERAC HLDGS INC COM Industrials 4.0 $1K $292.75 -29.5%
1318 TYL TYLER TECHNOLOGIES INC COM Technology 4.0 $1K +3.0 +300.0% $292.50 +19.2%
1319 RCKT ROCKET PHARMACEUTICALS INC COM Healthcare 340.0 $1K NEW $3.42 +1.3%
1320 TALO TALOS ENERGY INC COM Energy 90.0 $1K $12.91 +39.9%
Page 66 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%