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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 81 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 EGO ELDORADO GOLD CORP NEW COM Basic Materials 19.0 $591.0 $31.11 +24.4%
1602 MGA MAGNA INTL INC COM Consumer Cyclical 9.0 $591.0 $65.67 +7.0%
1603 PEPG PEPGEN INC COM Healthcare 327.0 $589.0 +225.0 +220.6% $1.80 +61.6%
1604 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 7.0 $589.0 $84.14 -12.8%
1605 NN NEXTNAV INC COMMON STOCK Communication Services 33.0 $588.0 $17.82 +7.6%
1606 BIO BIO RAD LABS INC CL A Healthcare 2.0 $587.0 $293.50 +20.2%
1607 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 22.0 $587.0 $26.68 +6.7%
1608 BRZE BRAZE INC COM CL A Technology 27.0 $586.0 $21.70 +34.2%
1609 PLUG PLUG PWR INC COM NEW Industrials 216.0 $585.0 $2.71 -20.2%
1610 SYY SYSCO CORP COM Consumer Defensive 7.0 $585.0 -23.0 -76.7% $83.57 -1.9%
1611 AHCO ADAPTHEALTH CORP COMMON STOCK Healthcare 56.0 $584.0 $10.43 -44.2%
1612 AIRO AIRO GROUP HLDGS INC COM Industrials 79.0 $584.0 NEW $7.39 +21.5%
1613 PCT PURECYCLE TECHNOLOGIES INC COM Industrials 72.0 $584.0 NEW $8.11 -15.2%
1614 ESS ESSEX PPTY TR INC COM Real Estate 2.0 $583.0 $291.50 -2.7%
1615 ICFI ICF INTL INC COM Industrials 8.0 $583.0 NEW $72.88 +20.8%
1616 KIM KIMCO REALTY CORP COM Real Estate 23.0 $583.0 $25.35 -4.4%
1617 AER AERCAP HOLDINGS NV SHS Industrials 4.0 $583.0 +2.0 +100.0% $145.75 +2.7%
1618 HLMN HILLMAN SOLUTIONS CORP COM Industrials 69.0 $582.0 $8.43 -0.2%
1619 H HYATT HOTELS CORP COM CL A Consumer Cyclical 3.0 $582.0 $194.00 -7.9%
1620 LAD LITHIA MTRS INC COM Consumer Cyclical 2.0 $581.0 NEW $290.50 +22.7%
Page 81 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%