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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 70 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 PCOR PROCORE TECHNOLOGIES INC COM Technology 25.0 $1K +6.0 +31.6% $40.64 +54.8%
1382 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 28.0 $1K +10.0 +55.6% $36.25 -2.6%
1383 WSBC WESBANCO INC COM Financial Services 26.0 $1K $39.04 +5.4%
1384 PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B Industrials 4.0 $1K NEW $253.25 -18.5%
1385 EXPI AGNT INC COM Real Estate 186.0 $1K NEW $5.41 -12.5%
1386 PI IMPINJ INC COM Technology 7.0 $1K -2.0 -22.2% $143.29 +15.1%
1387 EXPAND ENERGY CORPORATION COM 11.0 $1K $91.18
1388 PUBM PUBMATIC INC COM CL A Technology 76.0 $997.0 $13.12 +27.9%
1389 FA FIRST ADVANTAGE CORP NEW COM Industrials 55.0 $993.0 -15.0 -21.4% $18.05 +17.1%
1390 PEGA PEGASYSTEMS INC COM Technology 33.0 $989.0 +21.0 +175.0% $29.97 +12.9%
1391 VIR VIR BIOTECHNOLOGY INC COM Healthcare 97.0 $988.0 $10.19 -4.1%
1392 GLOB GLOBANT S A COM Technology 34.0 $984.0 +2.0 +6.2% $28.94 +36.6%
1393 HBNC HORIZON BANCORP IND COM Financial Services 49.0 $979.0 $19.98 -1.7%
1394 GTX GARRETT MOTION INC COM Consumer Cyclical 27.0 $978.0 $36.22 -25.0%
1395 RXST RXSIGHT INC COM Healthcare 203.0 $978.0 NEW $4.82 +27.9%
1396 VKTX VIKING THERAPEUTICS INC COM Healthcare 25.0 $975.0 -73.0 -74.5% $39.00 -7.7%
1397 ENVA ENOVA INTL INC COM Financial Services 4.0 $963.0 $240.75 +5.7%
1398 COMP COMPASS INC CL A Technology 78.0 $962.0 -50.0 -39.1% $12.33 +3.8%
1399 HCSG HEALTHCARE SVCS GROUP INC COM Healthcare 39.0 $958.0 -112.0 -74.2% $24.56 -6.7%
1400 SE SEA LTD SPONSORD ADS Consumer Cyclical 10.0 $958.0 NEW $95.80 +24.3%
Page 70 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%