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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $360M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1532 New
Page 74 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 HTFL HEARTFLOW INC COM Healthcare 16.0 $466.0 NEW $29.12 -2.2%
1462 CF CF INDUSTRIES HOLD COM Basic Materials 6.0 $464.0 NEW $77.33 +55.2%
1463 CHRD CHORD ENERGY CORPORATION COM NEW Energy 5.0 $464.0 NEW $92.80 +49.8%
1464 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 35.0 $463.0 NEW $13.23 -37.4%
1465 POWI POWER INTEGRATIONS INC COM Technology 13.0 $462.0 NEW $35.54 +133.9%
1466 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 54.0 $459.0 NEW $8.50 +26.6%
1467 TVTX TRAVERE THERAPEUTICS INC COM Healthcare 12.0 $459.0 NEW $38.25 +17.5%
1468 VERA VERA THERAPEUTICS INC CL A Healthcare 9.0 $456.0 NEW $50.67 -32.2%
1469 AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS Technology 23.0 $456.0 NEW $19.83 +141.4%
1470 LMNR LIMONEIRA CO COM Consumer Defensive 36.0 $455.0 NEW $12.64 +0.3%
1471 NFE NEW FORTRESS ENERGY INC COM CL A Utilities 397.0 $453.0 NEW $1.14 -45.5%
1472 HLF HERBALIFE LTD COM SHS Consumer Defensive 35.0 $451.0 NEW $12.89 -5.3%
1473 PAYX PAYCHEX INC COM Industrials 4.0 $449.0 NEW $112.25 -15.1%
1474 BBAI BIGBEAR AI HLDGS INC COM Technology 83.0 $448.0 NEW $5.40 -24.3%
1475 EWTX EDGEWISE THERAPEUTICS INC COM Healthcare 18.0 $447.0 NEW $24.83 +34.9%
1476 ESAB ESAB CORPORATION COM Industrials 4.0 $447.0 NEW $111.75 -15.1%
1477 ARCB ARCBEST CORP COM Industrials 6.0 $445.0 NEW $74.17 +74.5%
1478 QXO QXO INC COM NEW Industrials 23.0 $444.0 NEW $19.30 -11.5%
1479 UFPT UFP TECHNOLOGIES INC COM Healthcare 2.0 $444.0 NEW $222.00 +2.0%
1480 CIDARA THERAPEUTICS INC COM NEW 2.0 $442.0 NEW $221.00
Page 74 of 77  ·  1,532 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 27.6%
Financial Services 24.7%
Consumer Cyclical 9.9%
Utilities 8.2%
Communication Services 7.4%
Industrials 6.9%
Healthcare 6.2%
Real Estate 2.7%
Energy 2.6%
Consumer Defensive 2.1%