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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 71 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 15.0 $957.0 $63.80 +21.9%
1402 CLX CLOROX CO DEL COM Consumer Defensive 10.0 $954.0 -8.0 -44.4% $95.40 +13.1%
1403 EPAM EPAM SYS INC COM Technology 12.0 $952.0 +8.0 +200.0% $79.33 +35.3%
1404 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 4.0 $949.0 -2.0 -33.3% $237.25 +2.5%
1405 VRA VERA BRADLEY INC COM Consumer Cyclical 244.0 $949.0 $3.89 -19.5%
1406 ES EVERSOURCE ENERGY COM Utilities 13.0 $940.0 $72.31 -0.4%
1407 EXTR EXTREME NETWORKS INC COM Technology 29.0 $939.0 $32.38 -29.6%
1408 CSGP COSTAR GROUP INC COM Real Estate 33.0 $935.0 NEW $28.33 +19.0%
1409 OGN ORGANON & CO COMMON STOCK Healthcare 69.0 $934.0 $13.54 +1.4%
1410 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 7.0 $921.0 +4.0 +133.3% $131.57 +5.4%
1411 AMP AMERIPRISE FINL INC COM Financial Services 2.0 $918.0 +1.0 +100.0% $459.00 +22.0%
1412 FSLY FASTLY INC CL A Technology 50.0 $918.0 -72.0 -59.0% $18.36 +28.9%
1413 STLD STEEL DYNAMICS INC COM Basic Materials 4.0 $918.0 $229.50 +0.7%
1414 OSCR OSCAR HEALTH INC CL A Healthcare 32.0 $913.0 +2.0 +6.7% $28.53 +13.2%
1415 OLN OLIN CORP COM PAR $1 Basic Materials 46.0 $912.0 $19.83 -5.6%
1416 RJF RAYMOND JAMES FINL INC COM Financial Services 6.0 $912.0 +3.0 +100.0% $152.00 +17.1%
1417 PRKS UNITED PARKS & RESORTS INC COM Consumer Cyclical 19.0 $907.0 -18.0 -48.6% $47.74 -5.1%
1418 NDSN NORDSON CORP COM Industrials 3.0 $905.0 NEW $301.67 +2.7%
1419 RCAT RED CAT HLDGS INC COM Technology 85.0 $905.0 NEW $10.65 -7.1%
1420 LOCO EL POLLO LOCO HLDGS INC COM Consumer Cyclical 53.0 $899.0 $16.96 -9.6%
Page 71 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%